Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 9, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 82
- +5 vs. Q4 2021
- Portfolio value
- $193.7M
- +$29.8M (+18.2%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 501,350 | $17.4M | 9.0% | +501,350 | New | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 270,241 | $14.8M | 7.6% | −4,215−1.5% | Reduced | – |
| TSLATesla, Inc. | Stock | 6,081 | $6.55M | 3.4% | +1,443+31.1% | Added | History |
| NVDANVIDIA Corp | Stock | 19,633 | $5.36M | 2.8% | +47+0.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,603 | $5.23M | 2.7% | +14+0.9% | Added | History |
| AAPLApple Inc. | Stock | 26,132 | $4.56M | 2.4% | +232+0.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,597 | $4.44M | 2.3% | +384+31.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 13,829 | $4.26M | 2.2% | +145+1.1% | Added | History |
| ABBVAbbVie Inc. | Stock | 26,263 | $4.26M | 2.2% | −438−1.6% | Reduced | History |
| EOGEOG Resources Inc | Stock | 32,486 | $3.87M | 2.0% | +715+2.3% | Added | History |
| COSTCostco Wholesale Corp | Stock | 6,620 | $3.81M | 2.0% | −103−1.5% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 6,041 | $3.80M | 2.0% | +7+0.1% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 27,269 | $3.78M | 2.0% | +26+0.1% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 7,253 | $3.70M | 1.9% | −60−0.8% | Reduced | History |
| VVisa Inc. | Stock | 16,569 | $3.67M | 1.9% | +130+0.8% | Added | History |
| BDXBecton Dickinson & Co | Stock | 12,645 | $3.36M | 1.7% | +55+0.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 5,528 | $3.27M | 1.7% | −61−1.1% | Reduced | History |
| NEENextera Energy Inc | Stock | 37,100 | $3.14M | 1.6% | +261+0.7% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 13,682 | $3.11M | 1.6% | +1,258+10.1% | Added | History |
| WCNWaste Connections, Inc. | COM | 22,051 | $3.08M | 1.6% | +91+0.4% | Added | History |
| MAMastercard Inc | Stock | 8,178 | $2.92M | 1.5% | +35+0.4% | Added | History |
| HDHome Depot, Inc. | Stock | 9,423 | $2.82M | 1.5% | −5−0.1% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 33,270 | $2.75M | 1.4% | +30,267+1,007.9% | Added | History |
| ANETArista Networks, Inc. | COM | 18,972 | $2.64M | 1.4% | +38+0.2% | Added | History |
| IAUiShares Gold Trust | ETF | 69,238 | $2.55M | 1.3% | +1,066+1.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 18,309 | $2.50M | 1.3% | +996+5.8% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 7,239 | $2.39M | 1.2% | +45+0.6% | Added | History |
| NFLXNetflix Inc | Stock | 6,302 | $2.36M | 1.2% | +955+17.9% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 15,405 | $2.33M | 1.2% | +33+0.2% | Added | History |
| LENLennar Corp | CL A | 27,412 | $2.23M | 1.1% | +345+1.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 8,472 | $1.88M | 1.0% | −642−7.0% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 6,010 | $1.81M | 0.9% | +35+0.6% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $1.77M | 0.9% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 8,154 | $1.73M | 0.9% | +39+0.5% | Added | History |
| DXCMDexcom Inc | COM | 3,358 | $1.72M | 0.9% | −2,198−39.6% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,276 | $1.67M | 0.9% | +50.0% | Added | History |
| CMCSAComcast Corp | Stock | 33,472 | $1.57M | 0.8% | +26,272+364.9% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 8,009 | $1.57M | 0.8% | +4,734+144.5% | Added | History |
| PFEPfizer Inc | Stock | 30,144 | $1.56M | 0.8% | −259−0.9% | Reduced | History |
| MCDMcDonalds Corp | Stock | 6,137 | $1.52M | 0.8% | −5,455−47.1% | Reduced | History |
| JNJJohnson & Johnson | Stock | 8,549 | $1.51M | 0.8% | −8,936−51.1% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 4,079 | $1.49M | 0.8% | +40+1.0% | Added | History |
| AMTAmerican Tower Corp | REIT | 5,787 | $1.45M | 0.8% | −3,068−34.6% | Reduced | History |
| ZTSZoetis Inc. | Stock | 7,693 | $1.45M | 0.7% | +31+0.4% | Added | History |
| UBSUBS Group AG | Stock | 74,149 | $1.45M | 0.7% | +74,149 | New | History |
| ADBEAdobe Inc. | Stock | 3,172 | $1.45M | 0.7% | +34+1.1% | Added | History |
| WMTWalmart Inc. | Stock | 9,589 | $1.43M | 0.7% | +84+0.9% | Added | History |
| HUBSHubSpot Inc | COM | 3,007 | $1.43M | 0.7% | −1,282−29.9% | Reduced | History |
| ILMNIllumina, Inc. | COM | 4,078 | $1.43M | 0.7% | +20+0.5% | Added | History |
| ETNEaton Corp plc | Stock | 9,353 | $1.42M | 0.7% | +90+1.0% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 6,999 | $1.41M | 0.7% | −42−0.6% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 6,062 | $1.40M | 0.7% | −5,188−46.1% | Reduced | History |
| IIPRInnovative Industrial Properties Inc | COM | 6,747 | $1.39M | 0.7% | +61+0.9% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,060 | $1.38M | 0.7% | −10,407−77.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 8,990 | $1.37M | 0.7% | +46+0.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,891 | $1.37M | 0.7% | +262+7.2% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 10,281 | $1.36M | 0.7% | +44+0.4% | Added | History |
| DEDeere & Co | Stock | 3,259 | $1.35M | 0.7% | +3,259 | New | History |
| BPBP PLC | ADR | 45,773 | $1.35M | 0.7% | +45,773 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,724 | $1.33M | 0.7% | +12,724 | New | History |
| SEDGSolaredge Technologies, Inc. | COM | 4,070 | $1.31M | 0.7% | +76+1.9% | Added | History |
| EAElectronic Arts Inc. | COM | 10,320 | $1.31M | 0.7% | −152−1.5% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 5,400 | $1.30M | 0.7% | +5,400 | New | History |
| RTXRTX Corp | Stock | 12,231 | $1.21M | 0.6% | +12,231 | New | History |
| LPXLouisiana-Pacific Corp | COM | 19,231 | $1.20M | 0.6% | +163+0.9% | Added | History |
| EQIXEquinix Inc | COM | 1,607 | $1.19M | 0.6% | +27+1.7% | Added | History |
| SHWSherwin Williams Co | COM | 4,598 | $1.15M | 0.6% | +83+1.8% | Added | History |
| ECLEcolab Inc. | Stock | 6,293 | $1.11M | 0.6% | +89+1.4% | Added | History |
| BACBank of America Corp | Stock | 26,905 | $1.11M | 0.6% | +26,905 | New | History |
| SIVBSVB Financial Group | COM | 1,915 | $1.07M | 0.6% | +304+18.9% | Added | History |
| CHWYChewy, Inc. | CL A | 25,692 | $1.05M | 0.5% | +344+1.4% | Added | History |
| FMCFMC Corp | COM NEW | 6,745 | $887.0K | 0.5% | +6,745 | New | History |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 26,497 | $628.0K | 0.3% | +26,497 | New | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 11,223 | $556.0K | 0.3% | −4,349−27.9% | Reduced | – |
| JDJD.com, Inc. | SPON ADS CL A | 8,526 | $493.0K | 0.3% | +8,526 | New | History |
| BKNGBooking Holdings Inc. | Stock | 190 | $446.0K | 0.2% | −23−10.8% | Reduced | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,447 | $417.0K | 0.2% | +66+2.0% | Added | – |
| SOSouthern Co | Stock | 4,400 | $319.0K | 0.2% | 00.0% | Unchanged | History |
| ORealty Income Corp | REIT | 4,393 | $304.0K | 0.2% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 1,609 | $246.0K | 0.1% | +106+7.1% | Added | History |
| MRNAModerna, Inc. | Stock | 1,400 | $241.0K | 0.1% | +1,400 | New | History |
| ABTAbbott Laboratories | Stock | 1,700 | $201.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2021 (7)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 37,163 | $1.34M | 0.8% | History |
| MASIMasimo Corp | COM | 5,805 | $1.26M | 0.8% | History |
| Innovator ETFs Tr45782C185 | DOUBLE STKER OCT | 18,502 | $582.0K | 0.4% | – |
| DOCUDocuSign, Inc. | Stock | 4,277 | $497.0K | 0.3% | History |
| XYZBlock, Inc. | CL A | 2,661 | $314.0K | 0.2% | History |
| CSGPCostar Group, Inc. | COM | 3,580 | $254.0K | 0.2% | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 10,222 | $237.0K | 0.1% | – |