Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only.
- Positions
- 91
- No filing for Q2 2023
- Portfolio value
- $160.2M
- No filing for Q2 2023
Altman Advisors, Inc. did not file a 13F for Q2 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 433,235 | $16.8M | 10.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 40,987 | $5.36M | 3.3% | – | – | History |
| AAPLApple Inc. | Stock | 28,115 | $4.81M | 3.0% | – | – | History |
| MSFTMicrosoft Corp | Stock | 14,263 | $4.50M | 2.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 34,372 | $4.37M | 2.7% | – | – | History |
| TSLATesla, Inc. | Stock | 15,628 | $3.91M | 2.4% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 29,800 | $3.50M | 2.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 3,504 | $2.91M | 1.8% | – | – | History |
| IAUiShares Gold Trust | ETF | 77,839 | $2.72M | 1.7% | – | – | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $2.41M | 1.5% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,492 | $2.27M | 1.4% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 3,943 | $2.23M | 1.4% | – | – | History |
| VVisa Inc. | Stock | 9,627 | $2.21M | 1.4% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 14,919 | $2.16M | 1.4% | – | – | History |
| CMCSAComcast Corp | Stock | 41,428 | $1.84M | 1.1% | – | – | History |
| ORCLOracle Corp | Stock | 17,046 | $1.81M | 1.1% | – | – | History |
| EOGEOG Resources Inc | Stock | 13,773 | $1.75M | 1.1% | – | – | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 114,858 | $1.72M | 1.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 11,355 | $1.69M | 1.1% | – | – | History |
| ANETArista Networks, Inc. | COM | 9,197 | $1.69M | 1.1% | – | – | History |
| UBSUBS Group AG | Stock | 68,482 | $1.69M | 1.1% | – | – | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 197,923 | $1.68M | 1.0% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 10,039 | $1.68M | 1.0% | – | – | History |
| TXTTextron Inc | COM | 21,198 | $1.66M | 1.0% | – | – | History |
| ADBEAdobe Inc. | Stock | 3,205 | $1.63M | 1.0% | – | – | History |
| CEGConstellation Energy Corp | Stock | 14,972 | $1.63M | 1.0% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,608 | $1.60M | 1.0% | – | – | History |
| LRCXLam Research Corp | COM | 2,506 | $1.57M | 1.0% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,325 | $1.56M | 1.0% | – | – | History |
| WMTWalmart Inc. | Stock | 9,517 | $1.52M | 1.0% | – | – | History |
| HUBSHubSpot Inc | COM | 3,052 | $1.50M | 0.9% | – | – | History |
| MAMastercard Inc | Stock | 3,787 | $1.50M | 0.9% | – | – | History |
| NVSNovartis AG | ADR | 14,717 | $1.50M | 0.9% | – | – | History |
| BPBP PLC | ADR | 38,652 | $1.50M | 0.9% | – | – | History |
| CBChubb Ltd | Stock | 7,110 | $1.48M | 0.9% | – | – | History |
| ETNEaton Corp plc | Stock | 6,923 | $1.48M | 0.9% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 8,780 | $1.46M | 0.9% | – | – | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 422,808 | $1.45M | 0.9% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 19,323 | $1.45M | 0.9% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 10,304 | $1.45M | 0.9% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 2,857 | $1.44M | 0.9% | – | – | History |
| PRUPrudential Financial Inc | Stock | 15,089 | $1.43M | 0.9% | – | – | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 25,856 | $1.43M | 0.9% | – | – | History |
| ZTSZoetis Inc. | Stock | 8,193 | $1.43M | 0.9% | – | – | History |
| SHELShell plc | ADR | 22,055 | $1.42M | 0.9% | – | – | History |
| WCNWaste Connections, Inc. | COM | 10,478 | $1.41M | 0.9% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 6,348 | $1.40M | 0.9% | – | – | History |
| NVONovo Nordisk A S | ADR | 15,277 | $1.39M | 0.9% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 18,416 | $1.39M | 0.9% | – | – | History |
| DALDelta Air Lines, Inc. | COM NEW | 37,485 | $1.39M | 0.9% | – | – | History |
| JNJJohnson & Johnson | Stock | 8,810 | $1.37M | 0.9% | – | – | History |
| MSMorgan Stanley | Stock | 16,770 | $1.37M | 0.9% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 5,230 | $1.35M | 0.8% | – | – | History |
| HDHome Depot, Inc. | Stock | 4,438 | $1.34M | 0.8% | – | – | History |
| BACBank of America Corp | Stock | 48,782 | $1.34M | 0.8% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,616 | $1.32M | 0.8% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 12,009 | $1.32M | 0.8% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 4,082 | $1.32M | 0.8% | – | – | History |
| WNS Hldgs Ltd92932M101 | SPON ADR | 19,228 | $1.32M | 0.8% | – | – | – |
| EXPEExpedia Group, Inc. | Stock | 12,749 | $1.31M | 0.8% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 10,660 | $1.31M | 0.8% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 26,471 | $1.31M | 0.8% | – | – | History |
| ORealty Income Corp | REIT | 26,032 | $1.30M | 0.8% | – | – | History |
| BHPBHP Group Ltd | ADR | 22,780 | $1.30M | 0.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 4,286 | $1.29M | 0.8% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,642 | $1.27M | 0.8% | – | – | History |
| NKENIKE, Inc. | Stock | 13,307 | $1.27M | 0.8% | – | – | History |
| EQIXEquinix Inc | COM | 1,751 | $1.27M | 0.8% | – | – | History |
| DXCMDexcom Inc | COM | 13,310 | $1.24M | 0.8% | – | – | History |
| PFEPfizer Inc | Stock | 37,020 | $1.23M | 0.8% | – | – | History |
| CCitigroup Inc | Stock | 29,588 | $1.22M | 0.8% | – | – | History |
| DEDeere & Co | Stock | 3,199 | $1.21M | 0.8% | – | – | History |
| FEFirstenergy Corp | COM | 34,611 | $1.18M | 0.7% | – | – | History |
| DDominion Energy, Inc | Stock | 26,199 | $1.17M | 0.7% | – | – | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 19,764 | $1.17M | 0.7% | – | – | History |
| HPQHP Inc | Stock | 45,262 | $1.16M | 0.7% | – | – | History |
| AMTAmerican Tower Corp | REIT | 7,052 | $1.16M | 0.7% | – | – | History |
| TGTTarget Corp | Stock | 10,380 | $1.15M | 0.7% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 2,860 | $1.14M | 0.7% | – | – | History |
| NFLXNetflix Inc | Stock | 3,013 | $1.14M | 0.7% | – | – | History |
| NEENextera Energy Inc | Stock | 19,286 | $1.10M | 0.7% | – | – | History |
| ENPHEnphase Energy, Inc. | Stock | 9,089 | $1.09M | 0.7% | – | – | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 19,711 | $813.3K | 0.5% | – | – | – |
| SEDGSolaredge Technologies, Inc. | COM | 5,571 | $721.5K | 0.5% | – | – | History |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 27,406 | $632.2K | 0.4% | – | – | – |
| EFREaton Vance Senior Floating-Rate Trust | COM | 38,936 | $471.5K | 0.3% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 6,241 | $430.1K | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,870 | $407.3K | 0.3% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 6,680 | $359.1K | 0.2% | – | – | History |
| UBERUber Technologies, Inc | Stock | 5,580 | $256.6K | 0.2% | – | – | History |
| iShares Tr46435G268 | RUSEL 2500 ETF | 4,675 | $254.8K | 0.2% | – | – | – |