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Livermore
Livermore
ZHEN

Altman Advisors, Inc.

SEC CIK
0001731671
Latest filing
Aug 10, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 10, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
93
+16 vs. Q1 2026
Portfolio value
$278.7M
+$37.4M (+15.5%) vs. Q1 2026
Filed
Aug 10, 2026
SEC
Holdings of Altman Advisors, Inc. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core MSCI Europe ETF46434V738ETF265,639$20.0M7.2%−3,196−1.2%Reduced–
NVDANVIDIA CorpStock62,387$12.5M4.5%−1,105−1.7%ReducedHistory
GOOGLAlphabet Inc.Stock33,189$11.9M4.3%−590−1.7%ReducedHistory
AAPLApple Inc.Stock34,736$10.1M3.6%−883−2.5%ReducedHistory
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT139,180$9.69M3.5%−815−0.6%Reduced–
AMZNAmazon Com IncStock39,801$9.49M3.4%−450−1.1%ReducedHistory
iShares Tr4642886613 7 YR TREAS BD63,212$7.42M2.7%−374−0.6%Reduced–
LRCXLam Research CorpStock16,750$7.26M2.6%−658−3.8%ReducedHistory
MSFTMicrosoft CorpStock17,153$6.40M2.3%−97−0.6%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR13,292$6.35M2.3%−306−2.3%ReducedHistory
TWLOTwilio IncCL A25,863$5.34M1.9%−282−1.1%ReducedHistory
AVGOBroadcom Inc.Stock13,743$5.19M1.9%−167−1.2%ReducedHistory
AMDAdvanced Micro Devices IncStock8,564$4.97M1.8%+8,564NewHistory
METAMeta Platforms, Inc.Stock8,256$4.65M1.7%+1,031+14.3%AddedHistory
LLYEli Lilly & CoStock3,236$3.88M1.4%−172−5.0%ReducedHistory
ANETArista Networks, Inc.Stock22,502$3.82M1.4%−750−3.2%ReducedHistory
CBOECboe Global Markets, Inc.COM15,431$3.74M1.3%00.0%UnchangedHistory
IAUiShares Gold TrustETF54,545$3.67M1.3%−9,455−14.8%ReducedHistory
MFGMizuho Financial Group IncSPONSORED ADR376,633$3.61M1.3%−2,765−0.7%ReducedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS176,171$3.50M1.3%−1,029−0.6%ReducedHistory
CCitigroup IncStock24,473$3.43M1.2%−294−1.2%ReducedHistory
DYDycom Industries IncCOM6,710$3.39M1.2%−56−0.8%ReducedHistory
First Tr Exchng Traded FD VI33740F847FT VEST US EQT88,314$3.36M1.2%−5,984−6.3%Reduced–
GNRCGenerac Holdings Inc.Stock11,174$3.27M1.2%−83−0.7%ReducedHistory
EXPEExpedia Group, Inc.Stock12,611$3.23M1.2%−124−1.0%ReducedHistory
GEVGE Vernova Inc.Stock2,690$3.16M1.1%−13−0.5%ReducedHistory
UBSUBS Group AGStock62,585$3.10M1.1%−609−1.0%ReducedHistory
GSGoldman Sachs Group IncStock3,041$3.08M1.1%−19−0.6%ReducedHistory
MUMicron Technology IncStock2,637$3.04M1.1%+2,637NewHistory
WMTWalmart Inc.Stock26,795$3.03M1.1%−7,473−21.8%ReducedHistory
GILDGilead Sciences, Inc.Stock21,931$2.77M1.0%−61−0.3%ReducedHistory
ETNEaton Corp plcStock6,199$2.64M0.9%−50−0.8%ReducedHistory
MSMorgan StanleyStock12,602$2.63M0.9%−446−3.4%ReducedHistory
IBMInternational Business Machines CorpStock9,157$2.58M0.9%−79−0.9%ReducedHistory
CEGConstellation Energy CorpStock10,157$2.52M0.9%−87−0.8%ReducedHistory
TIMBTim S.A.SPONSORED ADR117,342$2.51M0.9%−3,294−2.7%ReducedHistory
SCCOSouthern Copper CorpStock14,414$2.51M0.9%+46+0.3%AddedHistory
VVisa Inc.Stock7,264$2.49M0.9%−48−0.7%ReducedHistory
ABBVAbbVie Inc.Stock9,733$2.45M0.9%−76−0.8%ReducedHistory
JNJJohnson & JohnsonStock9,634$2.45M0.9%−79−0.8%ReducedHistory
BACBank of America CorpStock42,560$2.43M0.9%−218−0.5%ReducedHistory
JPMJPMorgan Chase & CoStock7,290$2.39M0.9%−84−1.1%ReducedHistory
DEDeere & CoStock3,705$2.35M0.8%−98−2.6%ReducedHistory
NVSNovartis AGADR14,896$2.33M0.8%−75−0.5%ReducedHistory
MMM3M CoStock14,239$2.31M0.8%−34−0.2%ReducedHistory
BRK.BBerkshire Hathaway IncStock4,559$2.28M0.8%−46−1.0%ReducedHistory
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF57,104$2.27M0.8%−793−1.4%Reduced–
NFLXNetflix IncStock31,628$2.26M0.8%−76−0.2%ReducedHistory
PHMPultegroup IncCOM15,969$2.19M0.8%−69−0.4%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock2,843$2.17M0.8%+2,843NewHistory
XOMExxonMobil Holdings CorpCOM15,568$2.13M0.8%−232−1.5%ReducedHistory
MAMastercard IncStock4,103$2.11M0.8%−47−1.1%ReducedHistory
AMCRAmcor plcCOM NEW48,384$2.10M0.8%−212−0.4%ReducedHistory
GDGeneral Dynamics CorpStock5,891$2.09M0.7%−29−0.5%ReducedHistory
COSTCostco Wholesale CorpStock2,220$2.08M0.7%−9−0.4%ReducedHistory
UBERUber Technologies, IncStock28,661$2.07M0.7%+140.0%AddedHistory
EQIXEquinix IncCOM1,982$2.07M0.7%−51−2.5%ReducedHistory
SHELShell plcADR25,422$1.97M0.7%−478−1.8%ReducedHistory
LNGCheniere Energy, Inc.COM NEW8,195$1.96M0.7%−167−2.0%ReducedHistory
ORealty Income CorpREIT31,185$1.93M0.7%−363−1.2%ReducedHistory
PLTRPalantir Technologies Inc.Stock16,169$1.89M0.7%+16,169NewHistory
FEFirstenergy CorpCOM38,832$1.85M0.7%−519−1.3%ReducedHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF158,875$1.84M0.7%+14,501+10.0%Added–
DDominion Energy, IncStock26,019$1.78M0.6%−339−1.3%ReducedHistory
HDHome Depot, Inc.Stock4,996$1.76M0.6%+4,996NewHistory
ULUnilever PLCSPON ADR NEW28,401$1.71M0.6%−694−2.4%ReducedHistory
YUMCYum China Holdings, Inc.COM41,041$1.68M0.6%+31+0.1%AddedHistory
CPNGCoupang, Inc.CL A96,562$1.68M0.6%−1,225−1.3%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock13,391$1.65M0.6%−33−0.2%ReducedHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR98,232$1.59M0.6%−2,789−2.8%ReducedHistory
BABAAlibaba Group Holding LtdADR16,516$1.59M0.6%+3,707+28.9%AddedHistory
EOGEOG Resources IncStock11,674$1.51M0.5%−334−2.8%ReducedHistory
TSLATesla, Inc.Stock3,583$1.51M0.5%+3,583NewHistory
DOCHealthpeak Properties, Inc.COM69,543$1.49M0.5%+69,543NewHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF100,703$1.30M0.5%+16,108+19.0%Added–
TAT&T Inc.Stock59,285$1.23M0.4%−335−0.6%ReducedHistory
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR11,853$856.7K0.3%00.0%Unchanged–
iShares Tr464288257MSCI ACWI ETF5,056$793.6K0.3%+5,056New–
Vanguard S&P 500 ETF922908363ETF1,134$778.8K0.3%+1,134New–
Dimensional ETF Trust25434V567GLOBAL CR ETF12,608$689.3K0.2%+12,608New–
iShares MSCI Eafe ETF464287465ETF6,605$686.1K0.2%+6,605New–
ACNAccenture plcStock4,935$614.1K0.2%+4,935NewHistory
iShares Tr46434V787YLD OPTIM BD304,382$585.1K0.2%+40,912+15.5%Added–
EFREaton Vance Senior Floating-Rate TrustCOM52,675$442.3K0.2%+2,185+4.3%AddedHistory
Tema ETF Trust87975E776SPACE INNOV ETF14,318$435.0K0.2%+14,318New–
iShares Tr46435G268RUSEL 2500 ETF27,986$380.3K0.1%+4,045+16.9%Added–
RKLBRocket Lab CorpCOM3,378$343.4K0.1%+3,378NewHistory
ProShares Tr74347R107PSHS ULT S&P 5004,640$312.6K0.1%+4,640New–
iShares Tr464287234MSCI EMG MKT ETF4,430$303.1K0.1%+4,430New–
Dimensional ETF Trust25434V831US HIGH PROF ETF6,628$276.6K0.1%+6,628New–
SPYSPDR S&P 500 ETF TrustETF325$242.7K0.1%+325NewHistory
KLACKLA CorpCOM NEW700$211.2K0.1%+700NewHistory
SOSouthern CoStock2,200$210.6K0.1%+2,200NewHistory

Sold out since Q1 2026 (4)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Altman Advisors, Inc. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
CTSHCognizant Technology Solutions CorpCL A36,225$2.22M0.9%History
ORCLOracle CorpStock11,979$1.76M0.7%History
AMTAmerican Tower CorpREIT7,817$1.35M0.6%History
IBITiShares Bitcoin Trust ETFETF14,029$539.0K0.2%History