Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 92
- −4 vs. Q2 2025
- Portfolio value
- $261.4M
- +$16.6M (+6.8%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Europe ETF46434V738 | ETF | 230,942 | $15.7M | 6.0% | +2,168+0.9% | Added | – |
| NVDANVIDIA Corp | Stock | 65,988 | $12.3M | 4.7% | −339−0.5% | Reduced | History |
| AAPLApple Inc. | Stock | 35,050 | $8.92M | 3.4% | −78−0.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 35,271 | $8.57M | 3.3% | −569−1.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 15,305 | $7.93M | 3.0% | −48−0.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 34,823 | $7.65M | 2.9% | +71+0.2% | Added | History |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 123,864 | $6.99M | 2.7% | +36,417+41.6% | Added | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 62,562 | $6.03M | 2.3% | +3,462+5.9% | Added | – |
| AVGOBroadcom Inc. | Stock | 18,133 | $5.98M | 2.3% | −456−2.5% | Reduced | History |
| IAUiShares Gold Trust | ETF | 86,483 | $5.38M | 2.1% | +1,029+1.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,445 | $4.73M | 1.8% | +2,142+49.8% | Added | History |
| WMTWalmart Inc. | Stock | 37,411 | $3.86M | 1.5% | −213−0.6% | Reduced | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $3.78M | 1.4% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,160 | $3.68M | 1.4% | −56−0.4% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 15,874 | $3.68M | 1.4% | +84+0.5% | Added | History |
| ORCLOracle Corp | Stock | 12,595 | $3.54M | 1.4% | −2,622−17.2% | Reduced | History |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 94,521 | $3.53M | 1.3% | −20,010−17.5% | Reduced | – |
| NFLXNetflix Inc | Stock | 2,937 | $3.52M | 1.3% | +2+0.1% | Added | History |
| ANETArista Networks, Inc. | Stock | 23,802 | $3.47M | 1.3% | −20−0.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,771 | $3.40M | 1.3% | +62+0.9% | Added | History |
| CEGConstellation Energy Corp | Stock | 10,081 | $3.32M | 1.3% | +113+1.1% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,761 | $3.32M | 1.3% | −15−0.2% | Reduced | History |
| LRCXLam Research Corp | Stock | 24,507 | $3.28M | 1.3% | −269−1.1% | Reduced | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 201,281 | $3.21M | 1.2% | +398+0.2% | Added | History |
| CCitigroup Inc | Stock | 30,306 | $3.08M | 1.2% | −673−2.2% | Reduced | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 443,163 | $2.97M | 1.1% | −6,729−1.5% | Reduced | History |
| UBSUBS Group AG | Stock | 71,772 | $2.94M | 1.1% | −53−0.1% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 13,511 | $2.89M | 1.1% | −43−0.3% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 9,141 | $2.88M | 1.1% | −24−0.3% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 9,929 | $2.80M | 1.1% | +34+0.3% | Added | History |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 72,790 | $2.71M | 1.0% | +500+0.7% | Added | – |
| TIMBTim S.A. | SPONSORED ADR | 121,304 | $2.71M | 1.0% | +874+0.7% | Added | History |
| UBERUber Technologies, Inc | Stock | 27,526 | $2.70M | 1.0% | +99+0.4% | Added | History |
| MSMorgan Stanley | Stock | 16,908 | $2.69M | 1.0% | −115−0.7% | Reduced | History |
| ETNEaton Corp plc | Stock | 7,106 | $2.66M | 1.0% | −10.0% | Reduced | History |
| BACBank of America Corp | Stock | 50,006 | $2.58M | 1.0% | +59+0.1% | Added | History |
| VVisa Inc. | Stock | 7,537 | $2.57M | 1.0% | +51+0.7% | Added | History |
| LLYEli Lilly & Co | Stock | 3,372 | $2.57M | 1.0% | +1,581+88.3% | Added | History |
| MMM3M Co | Stock | 16,550 | $2.57M | 1.0% | −319−1.9% | Reduced | History |
| TWLOTwilio Inc | CL A | 25,598 | $2.56M | 1.0% | +4,937+23.9% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 22,319 | $2.48M | 0.9% | +333+1.5% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 10,231 | $2.40M | 0.9% | +25+0.2% | Added | History |
| GDGeneral Dynamics Corp | Stock | 6,929 | $2.36M | 0.9% | +22+0.3% | Added | History |
| MCDMcDonalds Corp | Stock | 7,773 | $2.36M | 0.9% | +162+2.1% | Added | History |
| MAMastercard Inc | Stock | 4,058 | $2.31M | 0.9% | −20.0% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 2,889 | $2.30M | 0.9% | +13+0.5% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 12,714 | $2.27M | 0.9% | +148+1.2% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 11,007 | $2.21M | 0.8% | +14+0.1% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 13,046 | $2.20M | 0.8% | +93+0.7% | Added | History |
| NVSNovartis AG | ADR | 17,136 | $2.20M | 0.8% | +136+0.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 19,287 | $2.17M | 0.8% | +121+0.6% | Added | History |
| PHMPultegroup Inc | COM | 15,481 | $2.05M | 0.8% | +15,481 | New | History |
| WCNWaste Connections, Inc. | COM | 11,539 | $2.03M | 0.8% | +127+1.1% | Added | History |
| HDHome Depot, Inc. | Stock | 4,973 | $2.02M | 0.8% | +26+0.5% | Added | History |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 57,786 | $2.00M | 0.8% | +354+0.6% | Added | – |
| COSTCostco Wholesale Corp | Stock | 2,155 | $2.00M | 0.8% | +14+0.7% | Added | History |
| JNJJohnson & Johnson | Stock | 10,710 | $1.99M | 0.8% | +91+0.9% | Added | History |
| DDominion Energy, Inc | Stock | 31,783 | $1.94M | 0.7% | +290+0.9% | Added | History |
| TAT&T Inc. | Stock | 68,012 | $1.92M | 0.7% | +644+1.0% | Added | History |
| ORealty Income Corp | REIT | 31,514 | $1.92M | 0.7% | +439+1.4% | Added | History |
| FEFirstenergy Corp | COM | 41,282 | $1.89M | 0.7% | +75+0.2% | Added | History |
| SHELShell plc | ADR | 26,284 | $1.88M | 0.7% | +287+1.1% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 31,413 | $1.86M | 0.7% | +337+1.1% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 10,793 | $1.81M | 0.7% | +10,793 | New | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 138,664 | $1.80M | 0.7% | +5,808+4.4% | Added | – |
| SCCOSouthern Copper Corp | Stock | 14,745 | $1.79M | 0.7% | −115−0.8% | Reduced | History |
| DEDeere & Co | Stock | 3,893 | $1.78M | 0.7% | +34+0.9% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 39,613 | $1.70M | 0.7% | +726+1.9% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,754 | $1.68M | 0.6% | +43+1.2% | Added | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 131,294 | $1.66M | 0.6% | +366+0.3% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 10,135 | $1.64M | 0.6% | −10−0.1% | Reduced | History |
| EQIXEquinix Inc | COM | 2,075 | $1.63M | 0.6% | +19+0.9% | Added | History |
| AMTAmerican Tower Corp | REIT | 8,350 | $1.61M | 0.6% | +70+0.8% | Added | History |
| TSLATesla, Inc. | Stock | 3,585 | $1.59M | 0.6% | −5,573−60.9% | Reduced | History |
| EOGEOG Resources Inc | Stock | 14,121 | $1.58M | 0.6% | +86+0.6% | Added | History |
| HUBSHubSpot Inc | COM | 3,352 | $1.57M | 0.6% | +45+1.4% | Added | History |
| CTSHCognizant Technology Solutions Corp | CL A | 23,146 | $1.55M | 0.6% | −693−2.9% | Reduced | History |
| ZTSZoetis Inc. | Stock | 9,297 | $1.36M | 0.5% | +94+1.0% | Added | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 90,815 | $1.26M | 0.5% | +6,700+8.0% | Added | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 16,453 | $1.04M | 0.4% | 00.0% | Unchanged | – |
| IBITiShares Bitcoin Trust ETF | ETF | 13,902 | $903.6K | 0.3% | +81+0.6% | Added | History |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 21,289 | $804.1K | 0.3% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,134 | $694.4K | 0.3% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,189 | $671.2K | 0.3% | −51−0.7% | Reduced | – |
| iShares Tr46434V787 | YLD OPTIM BD | 262,498 | $551.8K | 0.2% | +3,736+1.4% | Added | – |
| EFREaton Vance Senior Floating-Rate Trust | COM | 55,830 | $528.8K | 0.2% | −94−0.2% | Reduced | History |
| iShares Tr46435G268 | RUSEL 2500 ETF | 23,750 | $340.7K | 0.1% | +1,471+6.6% | Added | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,728 | $305.9K | 0.1% | 00.0% | Unchanged | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,467 | $301.6K | 0.1% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 409 | $272.4K | 0.1% | −11−2.6% | Reduced | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 5,052 | $269.8K | 0.1% | −60−1.2% | Reduced | – |
| CMCSAComcast Corp | Stock | 7,872 | $247.3K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (6)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| NVONovo Nordisk A S | ADR | 36,420 | $2.54M | 1.0% | History |
| CBChubb Ltd | Stock | 7,548 | $2.19M | 0.9% | History |
| SHWSherwin Williams Co | COM | 5,284 | $1.88M | 0.8% | History |
| NEENextera Energy Inc | Stock | 23,448 | $1.71M | 0.7% | History |
| BKNGBooking Holdings Inc. | Stock | 45 | $257.9K | 0.1% | History |
| SOSouthern Co | Stock | 2,200 | $203.1K | 0.1% | History |