Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 8, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 86
- +4 vs. Q1 2022
- Portfolio value
- $175.5M
- −$18.2M (−9.4%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 514,895 | $17.0M | 9.7% | +13,545+2.7% | Added | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 268,768 | $13.9M | 7.9% | −1,473−0.5% | Reduced | – |
| TSLATesla, Inc. | Stock | 6,074 | $5.48M | 3.1% | −7−0.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 33,998 | $4.56M | 2.6% | +1,938+6.0% | AddedConverted for a 20-for-1 split | History |
| AAPLApple Inc. | Stock | 25,862 | $4.14M | 2.4% | −270−1.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 14,425 | $3.96M | 2.3% | +596+4.3% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 26,927 | $3.93M | 2.2% | −342−1.3% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 7,235 | $3.87M | 2.2% | −18−0.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 33,435 | $3.85M | 2.2% | +31,838+1,993.6% | Added | History |
| COSTCostco Wholesale Corp | Stock | 6,439 | $3.50M | 2.0% | −181−2.7% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 24,748 | $3.47M | 2.0% | −1,515−5.8% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 5,992 | $3.18M | 1.8% | −49−0.8% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 33,644 | $3.17M | 1.8% | +374+1.1% | Added | History |
| IAUiShares Gold Trust | ETF | 86,841 | $2.90M | 1.7% | +17,603+25.4% | Added | History |
| HDHome Depot, Inc. | Stock | 9,391 | $2.82M | 1.6% | −32−0.3% | Reduced | History |
| VVisa Inc. | Stock | 13,588 | $2.80M | 1.6% | −2,981−18.0% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 13,852 | $2.61M | 1.5% | +170+1.2% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 7,410 | $2.43M | 1.4% | +171+2.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 8,189 | $2.39M | 1.4% | +4,298+110.5% | Added | History |
| NVDANVIDIA Corp | Stock | 12,711 | $2.35M | 1.3% | −6,922−35.3% | Reduced | History |
| ANETArista Networks, Inc. | COM | 18,981 | $2.22M | 1.3% | +90.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 18,740 | $2.11M | 1.2% | +431+2.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,385 | $1.98M | 1.1% | −2,143−38.8% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 8,080 | $1.96M | 1.1% | −4,565−36.1% | Reduced | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $1.81M | 1.0% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 15,366 | $1.63M | 0.9% | −39−0.3% | Reduced | History |
| MCDMcDonalds Corp | Stock | 6,117 | $1.60M | 0.9% | −20−0.3% | Reduced | History |
| ORealty Income Corp | REIT | 21,917 | $1.60M | 0.9% | +17,524+398.9% | Added | History |
| NEENextera Energy Inc | Stock | 18,283 | $1.57M | 0.9% | −18,817−50.7% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 5,769 | $1.54M | 0.9% | −18−0.3% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,328 | $1.52M | 0.9% | +52+0.3% | Added | History |
| PFEPfizer Inc | Stock | 30,640 | $1.52M | 0.9% | +496+1.6% | Added | History |
| STZConstellation Brands, Inc. | Stock | 6,045 | $1.48M | 0.8% | −17−0.3% | Reduced | History |
| JNJJohnson & Johnson | Stock | 8,469 | $1.46M | 0.8% | −80−0.9% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 22,166 | $1.46M | 0.8% | +22,166 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 6,057 | $1.44M | 0.8% | +47+0.8% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 16,947 | $1.40M | 0.8% | +16,947 | New | History |
| SEDGSolaredge Technologies, Inc. | COM | 3,825 | $1.40M | 0.8% | −245−6.0% | Reduced | History |
| ZTSZoetis Inc. | Stock | 7,700 | $1.38M | 0.8% | +7+0.1% | Added | History |
| FMCFMC Corp | COM NEW | 12,805 | $1.38M | 0.8% | +6,060+89.8% | Added | History |
| EOGEOG Resources Inc | Stock | 12,721 | $1.36M | 0.8% | −19,765−60.8% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 5,988 | $1.36M | 0.8% | +588+10.9% | Added | History |
| MSMorgan Stanley | Stock | 16,246 | $1.36M | 0.8% | +16,246 | New | History |
| LENLennar Corp | CL A | 16,543 | $1.36M | 0.8% | −10,869−39.7% | Reduced | History |
| BPBP PLC | ADR | 46,134 | $1.35M | 0.8% | +361+0.8% | Added | History |
| NFLXNetflix Inc | Stock | 6,110 | $1.35M | 0.8% | −192−3.0% | Reduced | History |
| ORCLOracle Corp | Stock | 17,706 | $1.35M | 0.8% | +17,706 | New | History |
| ETNEaton Corp plc | Stock | 9,189 | $1.34M | 0.8% | −164−1.8% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 10,230 | $1.34M | 0.8% | −11,821−53.6% | Reduced | History |
| HPQHP Inc | Stock | 40,900 | $1.34M | 0.8% | +40,900 | New | History |
| TGTTarget Corp | Stock | 8,132 | $1.33M | 0.8% | −22−0.3% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,255 | $1.33M | 0.8% | +195+6.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 8,286 | $1.33M | 0.8% | −186−2.2% | Reduced | History |
| MAMastercard Inc | Stock | 3,800 | $1.33M | 0.8% | −4,378−53.5% | Reduced | History |
| EAElectronic Arts Inc. | COM | 10,251 | $1.32M | 0.8% | −69−0.7% | Reduced | History |
| RTXRTX Corp | Stock | 14,030 | $1.31M | 0.7% | +1,799+14.7% | Added | History |
| ADBEAdobe Inc. | Stock | 3,161 | $1.30M | 0.7% | −11−0.3% | Reduced | History |
| DALDelta Air Lines, Inc. | COM NEW | 40,730 | $1.30M | 0.7% | +40,730 | New | History |
| CMCSAComcast Corp | Stock | 34,217 | $1.29M | 0.7% | +745+2.2% | Added | History |
| UBSUBS Group AG | Stock | 80,411 | $1.28M | 0.7% | +6,262+8.4% | Added | History |
| PGProcter & Gamble Co | Stock | 9,017 | $1.28M | 0.7% | +27+0.3% | Added | History |
| DEDeere & Co | Stock | 3,841 | $1.28M | 0.7% | +582+17.9% | Added | History |
| STXSeagate Technology Holdings plc | ORD SHS | 16,200 | $1.28M | 0.7% | +16,200 | New | History |
| WMTWalmart Inc. | Stock | 9,596 | $1.27M | 0.7% | +7+0.1% | Added | History |
| DDominion Energy, Inc | Stock | 15,278 | $1.25M | 0.7% | +15,278 | New | History |
| LULUlululemon athletica inc. | Stock | 4,088 | $1.25M | 0.7% | +9+0.2% | Added | History |
| IBMInternational Business Machines Corp | Stock | 9,294 | $1.23M | 0.7% | +9,294 | New | History |
| LPXLouisiana-Pacific Corp | COM | 19,381 | $1.21M | 0.7% | +150+0.8% | Added | History |
| DXCMDexcom Inc | COM | 13,538 | $1.20M | 0.7% | +106+0.8% | AddedConverted for a 4-for-1 split | History |
| SHWSherwin Williams Co | COM | 4,753 | $1.16M | 0.7% | +155+3.4% | Added | History |
| EQIXEquinix Inc | COM | 1,647 | $1.13M | 0.6% | +40+2.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,951 | $1.11M | 0.6% | +227+1.8% | Added | History |
| VZVerizon Communications Inc | Stock | 23,997 | $1.09M | 0.6% | +23,997 | New | History |
| ICEIntercontinental Exchange, Inc. | Stock | 10,383 | $1.04M | 0.6% | +102+1.0% | Added | History |
| HUBSHubSpot Inc | COM | 3,051 | $1.00M | 0.6% | +44+1.5% | Added | History |
| ILMNIllumina, Inc. | COM | 4,278 | $937.0K | 0.5% | +200+4.9% | Added | History |
| BACBank of America Corp | Stock | 28,211 | $932.0K | 0.5% | +1,306+4.9% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 8,121 | $844.0K | 0.5% | +112+1.4% | Added | History |
| SIVBSVB Financial Group | COM | 2,039 | $816.0K | 0.5% | +124+6.5% | Added | History |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 28,299 | $596.0K | 0.3% | +1,802+6.8% | Added | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 11,854 | $560.0K | 0.3% | +631+5.6% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,632 | $411.0K | 0.2% | +185+5.4% | Added | – |
| BKNGBooking Holdings Inc. | Stock | 190 | $372.0K | 0.2% | 00.0% | Unchanged | History |
| SOSouthern Co | Stock | 4,400 | $334.0K | 0.2% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 1,900 | $279.0K | 0.2% | +291+18.1% | Added | History |
| MRNAModerna, Inc. | Stock | 1,400 | $225.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2022 (6)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| ENPHEnphase Energy, Inc. | Stock | 6,999 | $1.41M | 0.7% | History |
| IIPRInnovative Industrial Properties Inc | COM | 6,747 | $1.39M | 0.7% | History |
| ECLEcolab Inc. | Stock | 6,293 | $1.11M | 0.6% | History |
| CHWYChewy, Inc. | CL A | 25,692 | $1.05M | 0.5% | History |
| JDJD.com, Inc. | SPON ADS CL A | 8,526 | $493.0K | 0.3% | History |
| ABTAbbott Laboratories | Stock | 1,700 | $201.0K | 0.1% | History |