Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 8, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 77
- −2 vs. Q3 2021
- Portfolio value
- $163.9M
- −$16.8M (−9.3%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 274,456 | $15.0M | 9.1% | +10,153+3.8% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,467 | $5.90M | 3.6% | +10,532+358.8% | Added | History |
| NVDANVIDIA Corp | Stock | 19,586 | $4.58M | 2.8% | +528+2.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,589 | $4.53M | 2.8% | +11+0.7% | Added | History |
| TSLATesla, Inc. | Stock | 4,638 | $4.38M | 2.7% | −2,022−30.4% | Reduced | History |
| AAPLApple Inc. | Stock | 25,900 | $4.21M | 2.6% | +3,326+14.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 13,684 | $4.05M | 2.5% | +2,025+17.4% | Added | History |
| ABBVAbbVie Inc. | Stock | 26,701 | $3.52M | 2.2% | +1,007+3.9% | Added | History |
| VVisa Inc. | Stock | 16,439 | $3.38M | 2.1% | +1,149+7.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 7,313 | $3.37M | 2.1% | −88−1.2% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 12,590 | $3.33M | 2.0% | +1,007+8.7% | Added | History |
| HDHome Depot, Inc. | Stock | 9,428 | $3.29M | 2.0% | −470−4.7% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 5,589 | $3.24M | 2.0% | −274−4.7% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 6,723 | $3.24M | 2.0% | −310−4.4% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 6,034 | $3.22M | 2.0% | +228+3.9% | Added | History |
| EOGEOG Resources Inc | Stock | 31,771 | $3.20M | 2.0% | +877+2.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,213 | $3.16M | 1.9% | +994+453.9% | Added | History |
| NEENextera Energy Inc | Stock | 36,839 | $3.04M | 1.9% | −23−0.1% | Reduced | History |
| MCDMcDonalds Corp | Stock | 11,592 | $2.95M | 1.8% | +197+1.7% | Added | History |
| MAMastercard Inc | Stock | 8,143 | $2.89M | 1.8% | +179+2.2% | Added | History |
| JNJJohnson & Johnson | Stock | 17,485 | $2.88M | 1.8% | +270+1.6% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 27,243 | $2.85M | 1.7% | +279+1.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 9,114 | $2.76M | 1.7% | +2,288+33.5% | Added | History |
| STZConstellation Brands, Inc. | Stock | 11,250 | $2.71M | 1.7% | +328+3.0% | Added | History |
| WCNWaste Connections, Inc. | COM | 21,960 | $2.69M | 1.6% | +265+1.2% | Added | History |
| LENLennar Corp | CL A | 27,067 | $2.58M | 1.6% | +569+2.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 17,313 | $2.51M | 1.5% | +9,663+126.3% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 7,194 | $2.47M | 1.5% | +234+3.4% | Added | History |
| IAUiShares Gold Trust | ETF | 68,172 | $2.38M | 1.4% | +6,118+9.9% | Added | History |
| DXCMDexcom Inc | COM | 5,556 | $2.35M | 1.4% | +137+2.5% | Added | History |
| ANETArista Networks, Inc. | COM | 18,934 | $2.25M | 1.4% | 00.0% | UnchangedConverted for a 4-for-1 split | History |
| AMTAmerican Tower Corp | REIT | 8,855 | $2.17M | 1.3% | +61+0.7% | Added | History |
| NFLXNetflix Inc | Stock | 5,347 | $2.13M | 1.3% | −60−1.1% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 12,424 | $2.05M | 1.2% | +160+1.3% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 15,372 | $1.93M | 1.2% | +217+1.4% | Added | History |
| HUBSHubSpot Inc | COM | 4,289 | $1.83M | 1.1% | +90+2.1% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $1.82M | 1.1% | −300−1.9% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,271 | $1.81M | 1.1% | −270−1.7% | Reduced | History |
| TGTTarget Corp | Stock | 8,115 | $1.76M | 1.1% | −207−2.5% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,975 | $1.61M | 1.0% | −11,752−66.3% | ReducedConverted for a 3-for-1 split | History |
| PFEPfizer Inc | Stock | 30,403 | $1.60M | 1.0% | +30,403 | New | History |
| ADBEAdobe Inc. | Stock | 3,138 | $1.57M | 1.0% | −55−1.7% | Reduced | History |
| ZTSZoetis Inc. | Stock | 7,662 | $1.53M | 0.9% | +18+0.2% | Added | History |
| ETNEaton Corp plc | Stock | 9,263 | $1.49M | 0.9% | +336+3.8% | Added | History |
| ILMNIllumina, Inc. | COM | 4,058 | $1.49M | 0.9% | +55+1.4% | Added | History |
| EAElectronic Arts Inc. | COM | 10,472 | $1.46M | 0.9% | +422+4.2% | Added | History |
| PGProcter & Gamble Co | Stock | 8,944 | $1.45M | 0.9% | −9,952−52.7% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 37,163 | $1.34M | 0.8% | +460+1.3% | Added | History |
| WMTWalmart Inc. | Stock | 9,505 | $1.33M | 0.8% | +493+5.5% | Added | History |
| SHWSherwin Williams Co | COM | 4,515 | $1.32M | 0.8% | −13−0.3% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 10,237 | $1.29M | 0.8% | +203+2.0% | Added | History |
| MASIMasimo Corp | COM | 5,805 | $1.26M | 0.8% | +15+0.3% | Added | History |
| LULUlululemon athletica inc. | Stock | 4,039 | $1.26M | 0.8% | −15−0.4% | Reduced | History |
| IIPRInnovative Industrial Properties Inc | COM | 6,686 | $1.26M | 0.8% | +89+1.3% | Added | History |
| LPXLouisiana-Pacific Corp | COM | 19,068 | $1.22M | 0.7% | −23,537−55.2% | Reduced | History |
| ECLEcolab Inc. | Stock | 6,204 | $1.21M | 0.7% | −4,555−42.3% | Reduced | History |
| EQIXEquinix Inc | COM | 1,580 | $1.14M | 0.7% | +99+6.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,629 | $1.11M | 0.7% | +3,629 | New | History |
| CHWYChewy, Inc. | CL A | 25,348 | $964.0K | 0.6% | −6,260−19.8% | Reduced | History |
| SIVBSVB Financial Group | COM | 1,611 | $937.0K | 0.6% | +1,611 | New | History |
| ENPHEnphase Energy, Inc. | Stock | 7,041 | $887.0K | 0.5% | +220+3.2% | Added | History |
| SEDGSolaredge Technologies, Inc. | COM | 3,994 | $880.0K | 0.5% | +206+5.4% | Added | History |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 15,572 | $813.0K | 0.5% | +241+1.6% | Added | – |
| Innovator ETFs Tr45782C185 | DOUBLE STKER OCT | 18,502 | $582.0K | 0.4% | +213+1.2% | Added | – |
| EXPEExpedia Group, Inc. | Stock | 3,275 | $571.0K | 0.3% | −4,508−57.9% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 213 | $500.0K | 0.3% | +123+136.7% | Added | History |
| DOCUDocuSign, Inc. | Stock | 4,277 | $497.0K | 0.3% | −9,206−68.3% | Reduced | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,381 | $436.0K | 0.3% | +85+2.6% | Added | – |
| CMCSAComcast Corp | Stock | 7,200 | $358.0K | 0.2% | 00.0% | Unchanged | History |
| XYZBlock, Inc. | CL A | 2,661 | $314.0K | 0.2% | −3,745−58.5% | Reduced | History |
| SOSouthern Co | Stock | 4,400 | $298.0K | 0.2% | 00.0% | Unchanged | History |
| ORealty Income Corp | REIT | 4,393 | $298.0K | 0.2% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 3,580 | $254.0K | 0.2% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 1,503 | $248.0K | 0.2% | +1,503 | New | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 10,222 | $237.0K | 0.1% | +103+1.0% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 3,003 | $217.0K | 0.1% | +3,003 | New | History |
| ABTAbbott Laboratories | Stock | 1,700 | $214.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2021 (7)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| JDJD.com, Inc. | SPON ADS CL A | 17,501 | $1.37M | 0.8% | History |
| ZMZoom Communications, Inc. | Stock | 4,694 | $1.29M | 0.7% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,198 | $1.27M | 0.7% | History |
| MRNAModerna, Inc. | Stock | 3,297 | $1.14M | 0.6% | History |
| NVAXNovavax Inc | COM NEW | 6,134 | $913.0K | 0.5% | History |
| iShares MSCI Eafe ETF464287465 | ETF | 2,649 | $213.0K | 0.1% | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 1,550 | $212.0K | 0.1% | – |