Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 9, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 79
- +1 vs. Q2 2021
- Portfolio value
- $180.7M
- +$3.61M (+2.0%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 264,303 | $14.5M | 8.0% | +1,758+0.7% | Added | – |
| TSLATesla, Inc. | Stock | 6,660 | $7.42M | 4.1% | +14+0.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,578 | $5.32M | 2.9% | +20+1.3% | Added | History |
| NVDANVIDIA Corp | Stock | 19,058 | $4.87M | 2.7% | −58,134−75.3% | ReducedConverted for a 4-for-1 split | History |
| MSFTMicrosoft Corp | Stock | 11,659 | $3.87M | 2.1% | −289−2.4% | Reduced | History |
| DOCUDocuSign, Inc. | Stock | 13,483 | $3.75M | 2.1% | +52+0.4% | Added | History |
| NFLXNetflix Inc | Stock | 5,407 | $3.73M | 2.1% | −107−1.9% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 5,863 | $3.71M | 2.1% | −439−7.0% | Reduced | History |
| HDHome Depot, Inc. | Stock | 9,898 | $3.68M | 2.0% | −89−0.9% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 7,033 | $3.46M | 1.9% | −19−0.3% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 12,264 | $3.46M | 1.9% | +23+0.2% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 7,401 | $3.41M | 1.9% | +7+0.1% | Added | History |
| HUBSHubSpot Inc | COM | 4,199 | $3.40M | 1.9% | +1,609+62.1% | Added | History |
| AAPLApple Inc. | Stock | 22,574 | $3.38M | 1.9% | −338−1.5% | Reduced | History |
| DXCMDexcom Inc | COM | 5,419 | $3.38M | 1.9% | +41+0.8% | Added | History |
| VVisa Inc. | Stock | 15,290 | $3.24M | 1.8% | +149+1.0% | Added | History |
| NEENextera Energy Inc | Stock | 36,862 | $3.15M | 1.7% | +280+0.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 5,806 | $3.09M | 1.7% | +72+1.3% | Added | History |
| WCNWaste Connections, Inc. | COM | 21,695 | $2.95M | 1.6% | +154+0.7% | Added | History |
| ABBVAbbVie Inc. | Stock | 25,694 | $2.95M | 1.6% | +57+0.2% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 6,960 | $2.88M | 1.6% | +100+1.5% | Added | History |
| EOGEOG Resources Inc | Stock | 30,894 | $2.86M | 1.6% | +769+2.6% | Added | History |
| JNJJohnson & Johnson | Stock | 17,215 | $2.80M | 1.6% | +73+0.4% | Added | History |
| MCDMcDonalds Corp | Stock | 11,395 | $2.80M | 1.5% | +133+1.2% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 26,964 | $2.79M | 1.5% | +10,546+64.2% | Added | History |
| BDXBecton Dickinson & Co | Stock | 11,583 | $2.77M | 1.5% | +89+0.8% | Added | History |
| PGProcter & Gamble Co | Stock | 18,896 | $2.70M | 1.5% | +187+1.0% | Added | History |
| MAMastercard Inc | Stock | 7,964 | $2.67M | 1.5% | +39+0.5% | Added | History |
| LENLennar Corp | CL A | 26,498 | $2.65M | 1.5% | +265+1.0% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 15,155 | $2.53M | 1.4% | −572−3.6% | Reduced | History |
| LPXLouisiana-Pacific Corp | COM | 42,605 | $2.51M | 1.4% | +499+1.2% | Added | History |
| AMTAmerican Tower Corp | REIT | 8,794 | $2.48M | 1.4% | +14+0.2% | Added | History |
| CHWYChewy, Inc. | CL A | 31,608 | $2.40M | 1.3% | +5,232+19.8% | Added | History |
| ECLEcolab Inc. | Stock | 10,759 | $2.39M | 1.3% | +156+1.5% | Added | History |
| STZConstellation Brands, Inc. | Stock | 10,922 | $2.37M | 1.3% | +219+2.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,826 | $2.21M | 1.2% | −134−1.9% | Reduced | History |
| TGTTarget Corp | Stock | 8,322 | $2.16M | 1.2% | −152−1.8% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,909 | $2.13M | 1.2% | +3,931+198.7% | Added | History |
| IAUiShares Gold Trust | ETF | 62,054 | $2.10M | 1.2% | +62,054 | New | History |
| ADBEAdobe Inc. | Stock | 3,193 | $2.08M | 1.1% | +2+0.1% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 15,731 | $2.08M | 1.1% | 00.0% | Unchanged | History |
| ANETArista Networks, Inc. | COM | 4,714 | $1.93M | 1.1% | −26−0.5% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 4,054 | $1.89M | 1.0% | +29+0.7% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,541 | $1.87M | 1.0% | −68−0.4% | Reduced | History |
| IIPRInnovative Industrial Properties Inc | COM | 6,597 | $1.74M | 1.0% | +45+0.7% | Added | History |
| ILMNIllumina, Inc. | COM | 4,003 | $1.66M | 0.9% | +16+0.4% | Added | History |
| ZTSZoetis Inc. | Stock | 7,644 | $1.65M | 0.9% | +73+1.0% | Added | History |
| MASIMasimo Corp | COM | 5,790 | $1.64M | 0.9% | +33+0.6% | Added | History |
| XYZBlock, Inc. | CL A | 6,406 | $1.63M | 0.9% | +45+0.7% | Added | History |
| UBERUber Technologies, Inc | Stock | 36,703 | $1.61M | 0.9% | +228+0.6% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 6,821 | $1.58M | 0.9% | +119+1.8% | Added | History |
| ETNEaton Corp plc | Stock | 8,927 | $1.47M | 0.8% | +110+1.2% | Added | History |
| SHWSherwin Williams Co | COM | 4,528 | $1.43M | 0.8% | +78+1.8% | Added | History |
| EAElectronic Arts Inc. | COM | 10,050 | $1.41M | 0.8% | +120+1.2% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 10,034 | $1.39M | 0.8% | +143+1.4% | Added | History |
| JDJD.com, Inc. | SPON ADS CL A | 17,501 | $1.37M | 0.8% | −13,168−42.9% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,935 | $1.35M | 0.7% | −77−2.6% | Reduced | History |
| WMTWalmart Inc. | Stock | 9,012 | $1.35M | 0.7% | +73+0.8% | Added | History |
| SEDGSolaredge Technologies, Inc. | COM | 3,788 | $1.34M | 0.7% | +67+1.8% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 7,650 | $1.30M | 0.7% | +7,650 | New | History |
| ZMZoom Communications, Inc. | Stock | 4,694 | $1.29M | 0.7% | +340+7.8% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 7,783 | $1.28M | 0.7% | +113+1.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,198 | $1.27M | 0.7% | +152+1.4% | Added | History |
| EQIXEquinix Inc | COM | 1,481 | $1.24M | 0.7% | +20+1.4% | Added | History |
| MRNAModerna, Inc. | Stock | 3,297 | $1.14M | 0.6% | +3,297 | New | History |
| NVAXNovavax Inc | COM NEW | 6,134 | $913.0K | 0.5% | +6,134 | New | History |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 15,331 | $819.0K | 0.5% | −63,355−80.5% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 219 | $648.0K | 0.4% | +3+1.4% | Added | History |
| Innovator ETFs Tr45782C185 | DOUBLE STKER OCT | 18,289 | $597.0K | 0.3% | −598−3.2% | Reduced | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,296 | $440.0K | 0.2% | −101−3.0% | Reduced | – |
| CMCSAComcast Corp | Stock | 7,200 | $370.0K | 0.2% | 00.0% | Unchanged | History |
| ORealty Income Corp | REIT | 4,393 | $314.0K | 0.2% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 3,580 | $308.0K | 0.2% | 00.0% | Unchanged | History |
| SOSouthern Co | Stock | 4,400 | $274.0K | 0.2% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 10,119 | $239.0K | 0.1% | −1,874−15.6% | Reduced | – |
| ABTAbbott Laboratories | Stock | 1,700 | $219.0K | 0.1% | 00.0% | Unchanged | History |
| BKNGBooking Holdings Inc. | Stock | 90 | $218.0K | 0.1% | +90 | New | History |
| iShares MSCI Eafe ETF464287465 | ETF | 2,649 | $213.0K | 0.1% | −74−2.7% | Reduced | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 1,550 | $212.0K | 0.1% | +1,550 | New | – |
Sold out since Q2 2021 (5)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 73,261 | $3.90M | 2.2% | – |
| AMGNAmgen Inc | Stock | 11,785 | $2.69M | 1.5% | History |
| GLDSPDR Gold Trust | ETF | 15,208 | $2.46M | 1.4% | History |
| SCCOSouthern Copper Corp | Stock | 17,736 | $1.16M | 0.7% | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 50,623 | $1.15M | 0.6% | History |