Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 4, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 95
- +3 vs. Q3 2025
- Portfolio value
- $265.4M
- +$4.01M (+1.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Europe ETF46434V738 | ETF | 234,061 | $16.6M | 6.3% | +3,119+1.4% | Added | – |
| NVDANVIDIA Corp | Stock | 63,994 | $11.9M | 4.5% | −1,994−3.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 34,360 | $10.8M | 4.1% | −911−2.6% | Reduced | History |
| AAPLApple Inc. | Stock | 34,728 | $9.44M | 3.6% | −322−0.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 35,921 | $8.29M | 3.1% | +1,098+3.2% | Added | History |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 137,061 | $7.83M | 3.0% | +13,197+10.7% | Added | – |
| MSFTMicrosoft Corp | Stock | 15,695 | $7.59M | 2.9% | +390+2.5% | Added | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 74,566 | $7.17M | 2.7% | +12,004+19.2% | Added | – |
| IAUiShares Gold Trust | ETF | 80,627 | $5.41M | 2.0% | −5,856−6.8% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 13,954 | $4.83M | 1.8% | −4,179−23.0% | Reduced | History |
| WMTWalmart Inc. | Stock | 37,266 | $4.15M | 1.6% | −145−0.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,023 | $3.96M | 1.5% | −137−1.0% | Reduced | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $3.87M | 1.5% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 25,665 | $3.65M | 1.4% | +67+0.3% | Added | History |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 95,028 | $3.62M | 1.4% | +507+0.5% | Added | – |
| LLYEli Lilly & Co | Stock | 3,367 | $3.62M | 1.4% | −5−0.1% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 10,096 | $3.57M | 1.3% | +15+0.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 5,339 | $3.52M | 1.3% | −1,106−17.2% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 12,401 | $3.51M | 1.3% | −1,110−8.2% | Reduced | History |
| iShares Tr464288257 | MSCI ACWI ETF | 24,653 | $3.49M | 1.3% | +24,653 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,800 | $3.42M | 1.3% | +29+0.4% | Added | History |
| CCitigroup Inc | Stock | 28,582 | $3.34M | 1.3% | −1,724−5.7% | Reduced | History |
| UBSUBS Group AG | Stock | 69,964 | $3.24M | 1.2% | −1,808−2.5% | Reduced | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 202,771 | $3.22M | 1.2% | +1,490+0.7% | Added | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 425,735 | $3.12M | 1.2% | −17,428−3.9% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 23,574 | $3.09M | 1.2% | −228−1.0% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,477 | $3.04M | 1.1% | −284−4.2% | Reduced | History |
| LRCXLam Research Corp | Stock | 17,158 | $2.94M | 1.1% | −7,349−30.0% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 9,846 | $2.92M | 1.1% | −83−0.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 9,041 | $2.91M | 1.1% | −100−1.1% | Reduced | History |
| MSMorgan Stanley | Stock | 16,408 | $2.91M | 1.1% | −500−3.0% | Reduced | History |
| NFLXNetflix Inc | Stock | 30,899 | $2.90M | 1.1% | +1,529+5.2% | AddedConverted for a 10-for-1 split | History |
| GILDGilead Sciences, Inc. | Stock | 22,505 | $2.76M | 1.0% | +186+0.8% | Added | History |
| BACBank of America Corp | Stock | 49,535 | $2.72M | 1.0% | −471−0.9% | Reduced | History |
| VVisa Inc. | Stock | 7,545 | $2.65M | 1.0% | +8+0.1% | Added | History |
| MMM3M Co | Stock | 16,294 | $2.61M | 1.0% | −256−1.5% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 2,879 | $2.53M | 1.0% | −10−0.3% | Reduced | History |
| ORCLOracle Corp | Stock | 12,616 | $2.46M | 0.9% | +21+0.2% | Added | History |
| MCDMcDonalds Corp | Stock | 7,915 | $2.42M | 0.9% | +142+1.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 10,536 | $2.41M | 0.9% | −5,338−33.6% | Reduced | History |
| TIMBTim S.A. | SPONSORED ADR | 121,583 | $2.36M | 0.9% | +279+0.2% | Added | History |
| NVSNovartis AG | ADR | 17,112 | $2.36M | 0.9% | −24−0.1% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 6,906 | $2.33M | 0.9% | −23−0.3% | Reduced | History |
| MAMastercard Inc | Stock | 4,071 | $2.32M | 0.9% | +13+0.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 19,230 | $2.31M | 0.9% | −57−0.3% | Reduced | History |
| DYDycom Industries Inc | COM | 6,675 | $2.26M | 0.8% | +6,675 | New | History |
| UBERUber Technologies, Inc | Stock | 27,589 | $2.25M | 0.8% | +63+0.2% | Added | History |
| ETNEaton Corp plc | Stock | 6,989 | $2.23M | 0.8% | −117−1.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 10,673 | $2.21M | 0.8% | −37−0.3% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,772 | $2.14M | 0.8% | +18+0.5% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 13,149 | $2.13M | 0.8% | +103+0.8% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 9,771 | $2.09M | 0.8% | −364−3.6% | Reduced | History |
| SCCOSouthern Copper Corp | Stock | 14,150 | $2.03M | 0.8% | −595−4.0% | Reduced | History |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 58,179 | $2.00M | 0.8% | +393+0.7% | Added | – |
| WCNWaste Connections, Inc. | COM | 11,372 | $1.99M | 0.8% | −167−1.4% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 10,110 | $1.97M | 0.7% | −121−1.2% | Reduced | History |
| SHELShell plc | ADR | 26,448 | $1.94M | 0.7% | +164+0.6% | Added | History |
| CTSHCognizant Technology Solutions Corp | CL A | 23,313 | $1.93M | 0.7% | +167+0.7% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 39,945 | $1.91M | 0.7% | +332+0.8% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 29,108 | $1.90M | 0.7% | +29,108 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 12,736 | $1.87M | 0.7% | +22+0.2% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,163 | $1.87M | 0.7% | +8+0.4% | Added | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 142,176 | $1.85M | 0.7% | +3,512+2.5% | Added | – |
| FEFirstenergy Corp | COM | 41,158 | $1.84M | 0.7% | −124−0.3% | Reduced | History |
| PHMPultegroup Inc | COM | 15,647 | $1.83M | 0.7% | +166+1.1% | Added | History |
| DEDeere & Co | Stock | 3,915 | $1.82M | 0.7% | +22+0.6% | Added | History |
| DDominion Energy, Inc | Stock | 31,100 | $1.82M | 0.7% | −683−2.1% | Reduced | History |
| ORealty Income Corp | REIT | 31,638 | $1.78M | 0.7% | +124+0.4% | Added | History |
| HDHome Depot, Inc. | Stock | 4,877 | $1.68M | 0.6% | −96−1.9% | Reduced | History |
| TAT&T Inc. | Stock | 67,539 | $1.68M | 0.6% | −473−0.7% | Reduced | History |
| TSLATesla, Inc. | Stock | 3,583 | $1.61M | 0.6% | −2−0.1% | Reduced | History |
| HUBSHubSpot Inc | COM | 3,962 | $1.59M | 0.6% | +610+18.2% | Added | History |
| EQIXEquinix Inc | COM | 1,958 | $1.50M | 0.6% | −117−5.6% | Reduced | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 122,811 | $1.46M | 0.5% | −8,483−6.5% | Reduced | History |
| EOGEOG Resources Inc | Stock | 12,703 | $1.33M | 0.5% | −1,418−10.0% | Reduced | History |
| ZTSZoetis Inc. | Stock | 10,206 | $1.28M | 0.5% | +909+9.8% | Added | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 92,421 | $1.28M | 0.5% | +1,606+1.8% | Added | – |
| AMTAmerican Tower Corp | REIT | 7,164 | $1.26M | 0.5% | −1,186−14.2% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 18,300 | $1.07M | 0.4% | +18,300 | New | History |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 16,453 | $1.04M | 0.4% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 21,289 | $809.6K | 0.3% | 00.0% | Unchanged | – |
| GNRCGenerac Holdings Inc. | Stock | 5,357 | $730.5K | 0.3% | −5,436−50.4% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,134 | $711.2K | 0.3% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,258 | $697.0K | 0.3% | +69+1.0% | Added | – |
| IBITiShares Bitcoin Trust ETF | ETF | 13,923 | $691.3K | 0.3% | +21+0.2% | Added | History |
| iShares Tr46434V787 | YLD OPTIM BD | 260,896 | $547.7K | 0.2% | −1,602−0.6% | Reduced | – |
| EFREaton Vance Senior Floating-Rate Trust | COM | 52,075 | $476.2K | 0.2% | −3,755−6.7% | Reduced | History |
| iShares Tr46435G268 | RUSEL 2500 ETF | 24,092 | $348.1K | 0.1% | +342+1.4% | Added | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,467 | $324.7K | 0.1% | 00.0% | Unchanged | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 4,863 | $281.7K | 0.1% | −593−10.9% | ReducedConverted for a 2-for-1 split | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 5,075 | $277.7K | 0.1% | +23+0.5% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 365 | $248.9K | 0.1% | −44−10.8% | Reduced | History |
| RKLBRocket Lab Corp | COM | 3,378 | $235.6K | 0.1% | +3,378 | New | History |
| CMCSAComcast Corp | Stock | 7,872 | $235.3K | 0.1% | 00.0% | Unchanged | History |
| BKNGBooking Holdings Inc. | Stock | 41 | $219.6K | 0.1% | +41 | New | History |
Sold out since Q3 2025 (3)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 72,790 | $2.71M | 1.0% | – |
| PNCPNC Financial Services Group, Inc. | Stock | 11,007 | $2.21M | 0.8% | History |
| ULUnilever PLC | SPON ADR NEW | 31,413 | $1.86M | 0.7% | History |