Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 7, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 96
- +2 vs. Q1 2025
- Portfolio value
- $244.8M
- +$27.8M (+12.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Europe ETF46434V738 | ETF | 228,774 | $15.1M | 6.2% | +10,300+4.7% | Added | – |
| NVDANVIDIA Corp | Stock | 66,327 | $10.2M | 4.2% | +13,400+25.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 34,752 | $7.66M | 3.1% | +681+2.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 15,353 | $7.55M | 3.1% | +136+0.9% | Added | History |
| AAPLApple Inc. | Stock | 35,128 | $7.30M | 3.0% | +1,056+3.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 35,840 | $6.30M | 2.6% | +586+1.7% | Added | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 59,100 | $5.63M | 2.3% | +2,263+4.0% | Added | – |
| AVGOBroadcom Inc. | Stock | 18,589 | $4.92M | 2.0% | −50−0.3% | Reduced | History |
| IAUiShares Gold Trust | ETF | 85,454 | $4.70M | 1.9% | +321+0.4% | Added | History |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 87,447 | $4.66M | 1.9% | +2,373+2.8% | Added | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 114,531 | $4.42M | 1.8% | +13,640+13.5% | Added | – |
| NFLXNetflix Inc | Stock | 2,935 | $3.80M | 1.6% | +23+0.8% | Added | History |
| WMTWalmart Inc. | Stock | 37,624 | $3.70M | 1.5% | +196+0.5% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $3.58M | 1.5% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,776 | $3.33M | 1.4% | +67+1.0% | Added | History |
| ORCLOracle Corp | Stock | 15,217 | $3.33M | 1.4% | −114−0.7% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,709 | $3.28M | 1.3% | +59+0.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 4,303 | $3.09M | 1.3% | +36+0.8% | Added | History |
| CEGConstellation Energy Corp | Stock | 9,968 | $3.07M | 1.3% | +95+1.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 15,790 | $3.00M | 1.2% | +341+2.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,216 | $2.97M | 1.2% | −50−0.4% | Reduced | History |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 72,290 | $2.89M | 1.2% | +1,572+2.2% | Added | – |
| IBMInternational Business Machines Corp | Stock | 9,895 | $2.88M | 1.2% | −168−1.7% | Reduced | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 200,883 | $2.76M | 1.1% | +2,121+1.1% | Added | History |
| TSLATesla, Inc. | Stock | 9,158 | $2.75M | 1.1% | +44+0.5% | Added | History |
| CCitigroup Inc | Stock | 30,979 | $2.67M | 1.1% | +127+0.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 9,165 | $2.66M | 1.1% | +67+0.7% | Added | History |
| VVisa Inc. | Stock | 7,486 | $2.66M | 1.1% | −223−2.9% | Reduced | History |
| MMM3M Co | Stock | 16,869 | $2.59M | 1.1% | +179+1.1% | Added | History |
| NVONovo Nordisk A S | ADR | 36,420 | $2.54M | 1.0% | +1,160+3.3% | Added | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 449,892 | $2.53M | 1.0% | +8,562+1.9% | Added | History |
| UBERUber Technologies, Inc | Stock | 27,427 | $2.53M | 1.0% | +387+1.4% | Added | History |
| ETNEaton Corp plc | Stock | 7,107 | $2.52M | 1.0% | +71+1.0% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 21,986 | $2.46M | 1.0% | +716+3.4% | Added | History |
| TIMBTim S.A. | SPONSORED ADR | 120,430 | $2.44M | 1.0% | +1,766+1.5% | Added | History |
| UBSUBS Group AG | Stock | 71,825 | $2.43M | 1.0% | +2,043+2.9% | Added | History |
| TWLOTwilio Inc | CL A | 20,661 | $2.42M | 1.0% | +20,661 | New | History |
| LNGCheniere Energy, Inc. | COM NEW | 10,206 | $2.41M | 1.0% | +44+0.4% | Added | History |
| BACBank of America Corp | Stock | 49,947 | $2.40M | 1.0% | +152+0.3% | Added | History |
| MSMorgan Stanley | Stock | 17,023 | $2.40M | 1.0% | +179+1.1% | Added | History |
| LRCXLam Research Corp | Stock | 24,776 | $2.40M | 1.0% | +255+1.0% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 13,554 | $2.36M | 1.0% | +216+1.6% | Added | History |
| ANETArista Networks, Inc. | Stock | 23,822 | $2.36M | 1.0% | +341+1.5% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 12,953 | $2.36M | 1.0% | +163+1.3% | Added | History |
| MAMastercard Inc | Stock | 4,060 | $2.29M | 0.9% | +15+0.4% | Added | History |
| MCDMcDonalds Corp | Stock | 7,611 | $2.26M | 0.9% | +191+2.6% | Added | History |
| CBChubb Ltd | Stock | 7,548 | $2.19M | 0.9% | +50+0.7% | Added | History |
| WCNWaste Connections, Inc. | COM | 11,412 | $2.12M | 0.9% | +356+3.2% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 10,993 | $2.12M | 0.9% | +183+1.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,141 | $2.11M | 0.9% | +31+1.5% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 19,166 | $2.09M | 0.9% | +235+1.2% | Added | History |
| NVSNovartis AG | ADR | 17,000 | $2.09M | 0.9% | +547+3.3% | Added | History |
| GDGeneral Dynamics Corp | Stock | 6,907 | $2.03M | 0.8% | +122+1.8% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 2,876 | $2.03M | 0.8% | −1,251−30.3% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,711 | $2.00M | 0.8% | +61+1.7% | Added | History |
| DEDeere & Co | Stock | 3,859 | $1.96M | 0.8% | +52+1.4% | Added | History |
| TAT&T Inc. | Stock | 67,368 | $1.95M | 0.8% | +1,231+1.9% | Added | History |
| CTSHCognizant Technology Solutions Corp | CL A | 23,839 | $1.92M | 0.8% | +23,839 | New | History |
| ULUnilever PLC | SPON ADR NEW | 31,076 | $1.91M | 0.8% | +1,015+3.4% | Added | History |
| SHWSherwin Williams Co | COM | 5,284 | $1.88M | 0.8% | +88+1.7% | Added | History |
| AMTAmerican Tower Corp | REIT | 8,280 | $1.86M | 0.8% | +186+2.3% | Added | History |
| SHELShell plc | ADR | 25,997 | $1.85M | 0.8% | +993+4.0% | Added | History |
| HDHome Depot, Inc. | Stock | 4,947 | $1.85M | 0.8% | +101+2.1% | Added | History |
| HUBSHubSpot Inc | COM | 3,307 | $1.84M | 0.8% | +58+1.8% | Added | History |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 57,432 | $1.84M | 0.7% | +2,132+3.9% | Added | – |
| DDominion Energy, Inc | Stock | 31,493 | $1.82M | 0.7% | +565+1.8% | Added | History |
| ORealty Income Corp | REIT | 31,075 | $1.80M | 0.7% | +790+2.6% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 38,887 | $1.78M | 0.7% | +909+2.4% | Added | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 132,856 | $1.74M | 0.7% | +2,920+2.2% | Added | – |
| NEENextera Energy Inc | Stock | 23,448 | $1.71M | 0.7% | +576+2.5% | Added | History |
| EOGEOG Resources Inc | Stock | 14,035 | $1.70M | 0.7% | +313+2.3% | Added | History |
| FEFirstenergy Corp | COM | 41,207 | $1.66M | 0.7% | +857+2.1% | Added | History |
| JNJJohnson & Johnson | Stock | 10,619 | $1.66M | 0.7% | +268+2.6% | Added | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 130,928 | $1.65M | 0.7% | +4,032+3.2% | Added | History |
| EQIXEquinix Inc | COM | 2,056 | $1.64M | 0.7% | +34+1.7% | Added | History |
| SCCOSouthern Copper Corp | Stock | 14,860 | $1.52M | 0.6% | +392+2.7% | Added | History |
| ZTSZoetis Inc. | Stock | 9,203 | $1.47M | 0.6% | +53+0.6% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 12,566 | $1.43M | 0.6% | +438+3.6% | Added | History |
| LLYEli Lilly & Co | Stock | 1,791 | $1.39M | 0.6% | +70+4.1% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 10,145 | $1.38M | 0.6% | +188+1.9% | Added | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 84,115 | $1.16M | 0.5% | +10,933+14.9% | Added | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 16,453 | $990.5K | 0.4% | +16,453 | New | – |
| IBITiShares Bitcoin Trust ETF | ETF | 13,821 | $827.0K | 0.3% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 21,289 | $761.5K | 0.3% | +21,289 | New | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,240 | $646.1K | 0.3% | −238−3.2% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,134 | $643.9K | 0.3% | +1,134 | New | – |
| EFREaton Vance Senior Floating-Rate Trust | COM | 55,924 | $553.8K | 0.2% | +2,780+5.2% | Added | History |
| iShares Tr46434V787 | YLD OPTIM BD | 258,762 | $536.3K | 0.2% | +2,171+0.8% | Added | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 22,279 | $322.3K | 0.1% | +1,119+5.3% | Added | – |
| CMCSAComcast Corp | Stock | 7,872 | $286.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,467 | $282.7K | 0.1% | +4,467 | New | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,728 | $266.2K | 0.1% | −64−2.3% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 420 | $259.3K | 0.1% | −1−0.2% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 45 | $257.9K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 5,112 | $247.1K | 0.1% | +5,112 | New | – |
| SOSouthern Co | Stock | 2,200 | $203.1K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (5)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| DALDelta Air Lines, Inc. | COM NEW | 39,231 | $1.63M | 0.8% | History |
| UNHUnitedHealth Group Inc | Stock | 3,232 | $1.33M | 0.6% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,002 | $1.29M | 0.6% | History |
| BDXBecton Dickinson & Co | Stock | 6,191 | $1.28M | 0.6% | History |
| TGTTarget Corp | Stock | 12,318 | $1.19M | 0.5% | History |