Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 78
- −3 vs. Q1 2021
- Portfolio value
- $177.1M
- +$22.1M (+14.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 262,545 | $14.3M | 8.1% | +15,434+6.2% | Added | – |
| AMZNAmazon Com Inc | Stock | 1,558 | $5.21M | 2.9% | +185+13.5% | Added | History |
| TSLATesla, Inc. | Stock | 6,646 | $4.74M | 2.7% | +371+5.9% | Added | History |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 78,686 | $4.24M | 2.4% | +65,595+501.1% | Added | – |
| DOCUDocuSign, Inc. | Stock | 13,431 | $4.12M | 2.3% | +7,937+144.5% | Added | History |
| NVDANVIDIA Corp | Stock | 19,298 | $3.92M | 2.2% | +14,752+324.5% | Added | History |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 73,261 | $3.90M | 2.2% | +11,743+19.1% | Added | – |
| VVisa Inc. | Stock | 15,141 | $3.63M | 2.1% | +724+5.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 11,948 | $3.44M | 1.9% | +553+4.9% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 6,302 | $3.41M | 1.9% | +211+3.5% | Added | History |
| AAPLApple Inc. | Stock | 22,912 | $3.35M | 1.9% | +1,343+6.2% | Added | History |
| HDHome Depot, Inc. | Stock | 9,987 | $3.28M | 1.9% | −14−0.1% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 12,241 | $3.23M | 1.8% | +731+6.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 7,052 | $3.11M | 1.8% | +459+7.0% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 7,394 | $3.04M | 1.7% | +393+5.6% | Added | History |
| JNJJohnson & Johnson | Stock | 17,142 | $2.98M | 1.7% | +740+4.5% | Added | History |
| NEENextera Energy Inc | Stock | 36,582 | $2.95M | 1.7% | −15,390−29.6% | Reduced | History |
| MAMastercard Inc | Stock | 7,925 | $2.94M | 1.7% | +461+6.2% | Added | History |
| ABBVAbbVie Inc. | Stock | 25,637 | $2.92M | 1.7% | +713+2.9% | Added | History |
| NFLXNetflix Inc | Stock | 5,514 | $2.87M | 1.6% | +356+6.9% | Added | History |
| DXCMDexcom Inc | COM | 5,378 | $2.78M | 1.6% | +321+6.3% | Added | History |
| AVGOBroadcom Inc. | Stock | 5,734 | $2.78M | 1.6% | +440+8.3% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 6,860 | $2.74M | 1.5% | +6,860 | New | History |
| BDXBecton Dickinson & Co | Stock | 11,494 | $2.74M | 1.5% | +6,434+127.2% | Added | History |
| LENLennar Corp | CL A | 26,233 | $2.72M | 1.5% | +16,430+167.6% | Added | History |
| WCNWaste Connections, Inc. | COM | 21,541 | $2.70M | 1.5% | +1,289+6.4% | Added | History |
| AMGNAmgen Inc | Stock | 11,785 | $2.69M | 1.5% | +570+5.1% | Added | History |
| PGProcter & Gamble Co | Stock | 18,709 | $2.66M | 1.5% | +1,437+8.3% | Added | History |
| MCDMcDonalds Corp | Stock | 11,262 | $2.64M | 1.5% | +692+6.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,960 | $2.52M | 1.4% | +240+3.6% | Added | History |
| GLDSPDR Gold Trust | ETF | 15,208 | $2.46M | 1.4% | +974+6.8% | Added | History |
| AMTAmerican Tower Corp | REIT | 8,780 | $2.46M | 1.4% | +500+6.0% | Added | History |
| CHWYChewy, Inc. | CL A | 26,376 | $2.40M | 1.4% | +1,424+5.7% | Added | History |
| LPXLouisiana-Pacific Corp | COM | 42,106 | $2.36M | 1.3% | +42,106 | New | History |
| STZConstellation Brands, Inc. | Stock | 10,703 | $2.33M | 1.3% | +988+10.2% | Added | History |
| ECLEcolab Inc. | Stock | 10,603 | $2.32M | 1.3% | +1,149+12.2% | Added | History |
| TGTTarget Corp | Stock | 8,474 | $2.22M | 1.3% | +176+2.1% | Added | History |
| JDJD.com, Inc. | SPON ADS CL A | 30,669 | $2.20M | 1.2% | +3,676+13.6% | Added | History |
| EOGEOG Resources Inc | Stock | 30,125 | $2.09M | 1.2% | +30,125 | New | History |
| DDOGDatadog, Inc. | CL A COM | 15,727 | $2.04M | 1.2% | +1,039+7.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,978 | $2.04M | 1.2% | +115+6.2% | Added | History |
| ILMNIllumina, Inc. | COM | 3,987 | $2.02M | 1.1% | +241+6.4% | Added | History |
| ADBEAdobe Inc. | Stock | 3,191 | $2.01M | 1.1% | +169+5.6% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 15,731 | $1.90M | 1.1% | 00.0% | Unchanged | History |
| ANETArista Networks, Inc. | COM | 4,740 | $1.78M | 1.0% | +291+6.5% | Added | History |
| XYZBlock, Inc. | CL A | 6,361 | $1.78M | 1.0% | +331+5.5% | Added | History |
| HUBSHubSpot Inc | COM | 2,590 | $1.70M | 1.0% | +188+7.8% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,609 | $1.68M | 0.9% | +905+6.2% | Added | History |
| ZMZoom Communications, Inc. | Stock | 4,354 | $1.67M | 0.9% | −2,985−40.7% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 4,025 | $1.64M | 0.9% | +261+6.9% | Added | History |
| MASIMasimo Corp | COM | 5,757 | $1.58M | 0.9% | +397+7.4% | Added | History |
| UBERUber Technologies, Inc | Stock | 36,475 | $1.58M | 0.9% | +2,297+6.7% | Added | History |
| ZTSZoetis Inc. | Stock | 7,571 | $1.51M | 0.9% | +453+6.4% | Added | History |
| IIPRInnovative Industrial Properties Inc | COM | 6,552 | $1.49M | 0.8% | +451+7.4% | Added | History |
| ETNEaton Corp plc | Stock | 8,817 | $1.44M | 0.8% | +8,817 | New | History |
| LNGCheniere Energy, Inc. | COM NEW | 16,418 | $1.38M | 0.8% | +16,418 | New | History |
| EAElectronic Arts Inc. | COM | 9,930 | $1.35M | 0.8% | +615+6.6% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,012 | $1.33M | 0.8% | +200+7.1% | Added | History |
| SHWSherwin Williams Co | COM | 4,450 | $1.32M | 0.7% | +241+5.7% | AddedConverted for a 3-for-1 split | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,046 | $1.31M | 0.7% | +724+7.0% | Added | History |
| WMTWalmart Inc. | Stock | 8,939 | $1.30M | 0.7% | +593+7.1% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 6,702 | $1.24M | 0.7% | +549+8.9% | Added | History |
| EQIXEquinix Inc | COM | 1,461 | $1.19M | 0.7% | +108+8.0% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 9,891 | $1.19M | 0.7% | +730+8.0% | Added | History |
| SCCOSouthern Copper Corp | Stock | 17,736 | $1.16M | 0.7% | +17,736 | New | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 50,623 | $1.15M | 0.6% | +50,623 | New | History |
| EXPEExpedia Group, Inc. | Stock | 7,670 | $1.14M | 0.6% | +7,670 | New | History |
| SEDGSolaredge Technologies, Inc. | COM | 3,721 | $1.10M | 0.6% | +327+9.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 216 | $591.0K | 0.3% | 00.0% | Unchanged | History |
| Innovator ETFs Tr45782C185 | DOUBLE STKER OCT | 18,887 | $586.0K | 0.3% | +1,594+9.2% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,397 | $455.0K | 0.3% | +335+10.9% | Added | – |
| CMCSAComcast Corp | Stock | 7,200 | $420.0K | 0.2% | 00.0% | Unchanged | History |
| ORealty Income Corp | REIT | 4,393 | $310.0K | 0.2% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 3,580 | $307.0K | 0.2% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| SOSouthern Co | Stock | 4,400 | $285.0K | 0.2% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 11,993 | $278.0K | 0.2% | +11,993 | New | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,723 | $219.0K | 0.1% | +2,723 | New | – |
| ABTAbbott Laboratories | Stock | 1,700 | $209.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2021 (13)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 176,234 | $5.85M | 3.8% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 72,626 | $3.56M | 2.3% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 73,701 | $2.50M | 1.6% | – |
| ULUnilever PLC | SPON ADR NEW | 37,624 | $2.10M | 1.4% | History |
| CHGGChegg, Inc | COM | 23,655 | $2.03M | 1.3% | History |
| PTONPeloton Interactive, Inc. | CL A COM | 16,638 | $1.87M | 1.2% | History |
| RMDResmed Inc | COM | 6,506 | $1.26M | 0.8% | History |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 38,619 | $1.21M | 0.8% | – |
| TDOCTeladoc Health, Inc. | COM | 5,822 | $1.06M | 0.7% | History |
| NIONIO Inc. | ADR | 26,841 | $1.04M | 0.7% | History |
| PETSPetmed Express Inc | COM | 27,525 | $967.0K | 0.6% | History |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 28,380 | $958.0K | 0.6% | – |
| BKNGBooking Holdings Inc. | Stock | 90 | $210.0K | 0.1% | History |