Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 5, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 77
- −18 vs. Q4 2025
- Portfolio value
- $241.3M
- −$24.1M (−9.1%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Europe ETF46434V738 | ETF | 268,835 | $18.9M | 7.8% | +34,774+14.9% | Added | – |
| NVDANVIDIA Corp | Stock | 63,492 | $11.1M | 4.6% | −502−0.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 33,779 | $9.71M | 4.0% | −581−1.7% | Reduced | History |
| AAPLApple Inc. | Stock | 35,619 | $9.04M | 3.7% | +891+2.6% | Added | History |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 139,995 | $8.44M | 3.5% | +2,934+2.1% | Added | – |
| AMZNAmazon Com Inc | Stock | 40,251 | $8.38M | 3.5% | +4,330+12.1% | Added | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 63,586 | $7.54M | 3.1% | +63,586 | New | – |
| MSFTMicrosoft Corp | Stock | 17,250 | $6.39M | 2.6% | +1,555+9.9% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,598 | $4.60M | 1.9% | +575+4.4% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $4.34M | 1.8% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 13,910 | $4.31M | 1.8% | −44−0.3% | Reduced | History |
| IAUiShares Gold Trust | ETF | 64,000 | $4.30M | 1.8% | −16,627−20.6% | Reduced | History |
| WMTWalmart Inc. | Stock | 34,268 | $4.26M | 1.8% | −2,998−8.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 7,225 | $4.13M | 1.7% | +1,886+35.3% | Added | History |
| LRCXLam Research Corp | Stock | 17,408 | $3.72M | 1.5% | +250+1.5% | Added | History |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 94,298 | $3.54M | 1.5% | −730−0.8% | Reduced | – |
| TWLOTwilio Inc | CL A | 26,145 | $3.29M | 1.4% | +480+1.9% | Added | History |
| TIMBTim S.A. | SPONSORED ADR | 120,636 | $3.20M | 1.3% | −947−0.8% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,408 | $3.13M | 1.3% | +41+1.2% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 21,992 | $3.07M | 1.3% | −513−2.3% | Reduced | History |
| NFLXNetflix Inc | Stock | 31,704 | $3.05M | 1.3% | +805+2.6% | Added | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 379,398 | $3.01M | 1.2% | −46,337−10.9% | Reduced | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 177,200 | $3.01M | 1.2% | −25,571−12.6% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 12,735 | $2.94M | 1.2% | +334+2.7% | Added | History |
| CEGConstellation Energy Corp | Stock | 10,244 | $2.86M | 1.2% | +148+1.5% | Added | History |
| ANETArista Networks, Inc. | Stock | 23,252 | $2.85M | 1.2% | −322−1.4% | Reduced | History |
| CCitigroup Inc | Stock | 24,767 | $2.81M | 1.2% | −3,815−13.3% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 15,800 | $2.68M | 1.1% | −3,430−17.8% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 3,060 | $2.59M | 1.1% | +181+6.3% | Added | History |
| SCCOSouthern Copper Corp | Stock | 14,368 | $2.47M | 1.0% | +218+1.5% | Added | History |
| UBSUBS Group AG | Stock | 63,194 | $2.47M | 1.0% | −6,770−9.7% | Reduced | History |
| SHELShell plc | ADR | 25,900 | $2.41M | 1.0% | −548−2.1% | Reduced | History |
| JNJJohnson & Johnson | Stock | 9,713 | $2.37M | 1.0% | −960−9.0% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 8,362 | $2.37M | 1.0% | −1,748−17.3% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 2,703 | $2.36M | 1.0% | +2,703 | New | History |
| DYDycom Industries Inc | COM | 6,766 | $2.29M | 1.0% | +91+1.4% | Added | History |
| NVSNovartis AG | ADR | 14,971 | $2.29M | 0.9% | −2,141−12.5% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 9,236 | $2.24M | 0.9% | −610−6.2% | Reduced | History |
| ETNEaton Corp plc | Stock | 6,249 | $2.24M | 0.9% | −740−10.6% | Reduced | History |
| CTSHCognizant Technology Solutions Corp | CL A | 36,225 | $2.22M | 0.9% | +12,912+55.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,229 | $2.22M | 0.9% | +66+3.1% | Added | History |
| VVisa Inc. | Stock | 7,312 | $2.21M | 0.9% | −233−3.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,605 | $2.21M | 0.9% | −2,195−32.3% | Reduced | History |
| GNRCGenerac Holdings Inc. | Stock | 11,257 | $2.20M | 0.9% | +5,900+110.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 7,374 | $2.17M | 0.9% | −1,667−18.4% | Reduced | History |
| MSMorgan Stanley | Stock | 13,048 | $2.15M | 0.9% | −3,360−20.5% | Reduced | History |
| DEDeere & Co | Stock | 3,803 | $2.14M | 0.9% | −112−2.9% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 9,809 | $2.13M | 0.9% | −727−6.9% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 13,424 | $2.11M | 0.9% | +275+2.1% | Added | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 101,021 | $2.10M | 0.9% | −21,790−17.7% | Reduced | History |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 57,897 | $2.09M | 0.9% | −282−0.5% | Reduced | – |
| BACBank of America Corp | Stock | 42,778 | $2.09M | 0.9% | −6,757−13.6% | Reduced | History |
| MAMastercard Inc | Stock | 4,150 | $2.07M | 0.9% | +79+1.9% | Added | History |
| MMM3M Co | Stock | 14,273 | $2.07M | 0.9% | −2,021−12.4% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 28,647 | $2.06M | 0.9% | +1,058+3.8% | Added | History |
| GDGeneral Dynamics Corp | Stock | 5,920 | $2.03M | 0.8% | −986−14.3% | Reduced | History |
| YUMCYum China Holdings, Inc. | COM | 41,010 | $2.00M | 0.8% | +1,065+2.7% | Added | History |
| FEFirstenergy Corp | COM | 39,351 | $1.99M | 0.8% | −1,807−4.4% | Reduced | History |
| EQIXEquinix Inc | COM | 2,033 | $1.99M | 0.8% | +75+3.8% | Added | History |
| AMCRAmcor plc | COM NEW | 48,596 | $1.93M | 0.8% | +48,596 | New | History |
| ORealty Income Corp | REIT | 31,548 | $1.93M | 0.8% | −90−0.3% | Reduced | History |
| PHMPultegroup Inc | COM | 16,038 | $1.89M | 0.8% | +391+2.5% | Added | History |
| CPNGCoupang, Inc. | CL A | 97,787 | $1.85M | 0.8% | +97,787 | New | History |
| ORCLOracle Corp | Stock | 11,979 | $1.76M | 0.7% | −637−5.0% | Reduced | History |
| EOGEOG Resources Inc | Stock | 12,008 | $1.74M | 0.7% | −695−5.5% | Reduced | History |
| TAT&T Inc. | Stock | 59,620 | $1.73M | 0.7% | −7,919−11.7% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 144,374 | $1.66M | 0.7% | +2,198+1.5% | Added | – |
| ULUnilever PLC | SPON ADR NEW | 29,095 | $1.66M | 0.7% | −130.0% | Reduced | History |
| DDominion Energy, Inc | Stock | 26,358 | $1.63M | 0.7% | −4,742−15.2% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 12,809 | $1.61M | 0.7% | +73+0.6% | Added | History |
| AMTAmerican Tower Corp | REIT | 7,817 | $1.35M | 0.6% | +653+9.1% | Added | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 84,595 | $1.06M | 0.4% | −7,826−8.5% | Reduced | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 11,853 | $726.8K | 0.3% | −4,600−28.0% | Reduced | – |
| iShares Tr46434V787 | YLD OPTIM BD | 263,470 | $554.6K | 0.2% | +2,574+1.0% | Added | – |
| IBITiShares Bitcoin Trust ETF | ETF | 14,029 | $539.0K | 0.2% | +106+0.8% | Added | History |
| EFREaton Vance Senior Floating-Rate Trust | COM | 50,490 | $439.7K | 0.2% | −1,585−3.0% | Reduced | History |
| iShares Tr46435G268 | RUSEL 2500 ETF | 23,941 | $314.8K | 0.1% | −151−0.6% | Reduced | – |
Sold out since Q4 2025 (22)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| iShares Tr464287440 | 7-10 YR TRSY BD | 74,566 | $7.17M | 2.7% | – |
| iShares Tr464288257 | MSCI ACWI ETF | 24,653 | $3.49M | 1.3% | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,477 | $3.04M | 1.1% | History |
| MCDMcDonalds Corp | Stock | 7,915 | $2.42M | 0.9% | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,772 | $2.14M | 0.8% | History |
| AMDAdvanced Micro Devices Inc | Stock | 9,771 | $2.09M | 0.8% | History |
| WCNWaste Connections, Inc. | COM | 11,372 | $1.99M | 0.8% | History |
| HDHome Depot, Inc. | Stock | 4,877 | $1.68M | 0.6% | History |
| TSLATesla, Inc. | Stock | 3,583 | $1.61M | 0.6% | History |
| HUBSHubSpot Inc | COM | 3,962 | $1.59M | 0.6% | History |
| ZTSZoetis Inc. | Stock | 10,206 | $1.28M | 0.5% | History |
| PYPLPayPal Holdings, Inc. | Stock | 18,300 | $1.07M | 0.4% | History |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 21,289 | $809.6K | 0.3% | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,134 | $711.2K | 0.3% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,258 | $697.0K | 0.3% | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,467 | $324.7K | 0.1% | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 4,863 | $281.7K | 0.1% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 5,075 | $277.7K | 0.1% | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 365 | $248.9K | 0.1% | History |
| RKLBRocket Lab Corp | COM | 3,378 | $235.6K | 0.1% | History |
| CMCSAComcast Corp | Stock | 7,872 | $235.3K | 0.1% | History |
| BKNGBooking Holdings Inc. | Stock | 41 | $219.6K | 0.1% | History |