Altman Advisors
Latest statistics and disclosures from Altman Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEUR, NVDA, GOOGL, AAPL, AMZN, and represent 21.49% of Altman Advisors's stock portfolio.
- Added to shares of these 10 stocks: ACWI, NFLX, DY, UL, IEF, PYPL, XSVM, AMZN, HUBS, RKLB.
- Started 6 new stock positions in RKLB, PYPL, UL, DY, BKNG, ACWI.
- Reduced shares in these 10 stocks: FLIN, PNC, Unilever, AVGO, LRCX, ABBV, GNRC, META, IAU, NVDA.
- Sold out of its positions in FLIN, PNC, Unilever.
- Altman Advisors was a net seller of stock by $-259k.
- Altman Advisors has $265M in assets under management (AUM), dropping by 1.54%.
- Central Index Key (CIK): 0001731671
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Portfolio Holdings for Altman Advisors
Altman Advisors holds 95 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Euro (IEUR) | 6.3 | $17M | 234k | 70.98 |
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| NVIDIA Corporation (NVDA) | 4.5 | $12M | -3% | 64k | 186.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $11M | -2% | 34k | 313.00 |
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| Apple (AAPL) | 3.6 | $9.4M | 35k | 271.86 |
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| Amazon (AMZN) | 3.1 | $8.3M | +3% | 36k | 230.82 |
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| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 3.0 | $7.8M | +10% | 137k | 57.14 |
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| Microsoft Corporation (MSFT) | 2.9 | $7.6M | +2% | 16k | 483.63 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.7 | $7.2M | +19% | 75k | 96.16 |
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| Ishares Gold Tr Ishares New (IAU) | 2.0 | $5.4M | -6% | 81k | 67.05 |
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| Broadcom (AVGO) | 1.8 | $4.8M | -23% | 14k | 346.11 |
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| Wal-Mart Stores (WMT) | 1.6 | $4.2M | 37k | 111.41 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.5 | $4.0M | 13k | 303.90 |
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| CBOE Holdings (CBOE) | 1.5 | $3.9M | 15k | 251.00 |
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| Twilio Cl A (TWLO) | 1.4 | $3.7M | 26k | 142.24 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 1.4 | $3.6M | 95k | 38.14 |
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| Eli Lilly & Co. (LLY) | 1.4 | $3.6M | 3.4k | 1074.68 |
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| Constellation Energy (CEG) | 1.3 | $3.6M | 10k | 353.29 |
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| Meta Platforms Cl A (META) | 1.3 | $3.5M | -17% | 5.3k | 660.09 |
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| Expedia Group Com New (EXPE) | 1.3 | $3.5M | -8% | 12k | 283.31 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 1.3 | $3.5M | NEW | 25k | 141.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $3.4M | 6.8k | 502.65 |
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| Citigroup Com New (C) | 1.3 | $3.3M | -5% | 29k | 116.69 |
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| Ubs Group SHS (UBS) | 1.2 | $3.2M | -2% | 70k | 46.31 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 1.2 | $3.2M | 203k | 15.86 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 1.2 | $3.1M | -3% | 426k | 7.32 |
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| Arista Networks Com Shs (ANET) | 1.2 | $3.1M | 24k | 131.03 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $3.0M | -4% | 6.5k | 468.76 |
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| Lam Research Corp Com New (LRCX) | 1.1 | $2.9M | -29% | 17k | 171.18 |
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| International Business Machines (IBM) | 1.1 | $2.9M | 9.8k | 296.22 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $2.9M | 9.0k | 322.24 |
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| Morgan Stanley Com New (MS) | 1.1 | $2.9M | -2% | 16k | 177.53 |
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| Netflix (NFLX) | 1.1 | $2.9M | +952% | 31k | 93.76 |
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| Gilead Sciences (GILD) | 1.0 | $2.8M | 23k | 122.74 |
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| Bank of America Corporation (BAC) | 1.0 | $2.7M | 50k | 55.00 |
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| Visa Com Cl A (V) | 1.0 | $2.6M | 7.5k | 350.71 |
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| 3M Company (MMM) | 1.0 | $2.6M | 16k | 160.10 |
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| Goldman Sachs (GS) | 1.0 | $2.5M | 2.9k | 878.86 |
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| Oracle Corporation (ORCL) | 0.9 | $2.5M | 13k | 194.91 |
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| McDonald's Corporation (MCD) | 0.9 | $2.4M | 7.9k | 305.63 |
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| Abbvie (ABBV) | 0.9 | $2.4M | -33% | 11k | 228.48 |
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| Tim S A Sponsored Adr (TIMB) | 0.9 | $2.4M | 122k | 19.45 |
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| Novartis Sponsored Adr (NVS) | 0.9 | $2.4M | 17k | 137.87 |
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| General Dynamics Corporation (GD) | 0.9 | $2.3M | 6.9k | 336.68 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $2.3M | 4.1k | 570.90 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $2.3M | 19k | 120.34 |
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| Dycom Industries (DY) | 0.8 | $2.3M | NEW | 6.7k | 337.90 |
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| Uber Technologies (UBER) | 0.8 | $2.3M | 28k | 81.71 |
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| Eaton Corp SHS (ETN) | 0.8 | $2.2M | 7.0k | 318.53 |
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| Johnson & Johnson (JNJ) | 0.8 | $2.2M | 11k | 206.96 |
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| Intuitive Surgical Com New (ISRG) | 0.8 | $2.1M | 3.8k | 566.36 |
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| Intercontinental Exchange (ICE) | 0.8 | $2.1M | 13k | 161.96 |
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| Advanced Micro Devices (AMD) | 0.8 | $2.1M | -3% | 9.8k | 214.16 |
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| Southern Copper Corporation (SCCO) | 0.8 | $2.0M | -4% | 14k | 143.47 |
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| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.8 | $2.0M | 58k | 34.45 |
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| Waste Connections (WCN) | 0.8 | $2.0M | 11k | 175.37 |
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| Cheniere Energy Com New (LNG) | 0.7 | $2.0M | 10k | 194.38 |
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| Shell Spon Ads (SHEL) | 0.7 | $1.9M | 26k | 73.48 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.7 | $1.9M | 23k | 83.00 |
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| Yum China Holdings (YUMC) | 0.7 | $1.9M | 40k | 47.74 |
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| Unilever Spon Adr New (UL) | 0.7 | $1.9M | NEW | 29k | 65.40 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $1.9M | 13k | 146.58 |
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| Costco Wholesale Corporation (COST) | 0.7 | $1.9M | 2.2k | 862.53 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.7 | $1.9M | +2% | 142k | 13.01 |
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| FirstEnergy (FE) | 0.7 | $1.8M | 41k | 44.77 |
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| Pulte (PHM) | 0.7 | $1.8M | 16k | 117.26 |
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| Deere & Company (DE) | 0.7 | $1.8M | 3.9k | 465.59 |
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| Dominion Resources (D) | 0.7 | $1.8M | -2% | 31k | 58.59 |
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| Realty Income (O) | 0.7 | $1.8M | 32k | 56.37 |
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| Home Depot (HD) | 0.6 | $1.7M | 4.9k | 344.13 |
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| At&t (T) | 0.6 | $1.7M | 68k | 24.84 |
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| Tesla Motors (TSLA) | 0.6 | $1.6M | 3.6k | 449.72 |
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| Hubspot (HUBS) | 0.6 | $1.6M | +18% | 4.0k | 401.30 |
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| Equinix (EQIX) | 0.6 | $1.5M | -5% | 2.0k | 766.23 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.5 | $1.5M | -6% | 123k | 11.85 |
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| EOG Resources (EOG) | 0.5 | $1.3M | -10% | 13k | 105.01 |
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| Zoetis Cl A (ZTS) | 0.5 | $1.3M | +9% | 10k | 125.82 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.5 | $1.3M | 92k | 13.83 |
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| American Tower Reit (AMT) | 0.5 | $1.3M | -14% | 7.2k | 175.58 |
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| Paypal Holdings (PYPL) | 0.4 | $1.1M | NEW | 18k | 58.38 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.4 | $1.0M | 17k | 63.18 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $810k | 21k | 38.03 |
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| Generac Holdings (GNRC) | 0.3 | $731k | -50% | 5.4k | 136.37 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $711k | 1.1k | 627.13 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $697k | 7.3k | 96.03 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $691k | 14k | 49.65 |
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| Ishares Tr Yld Optim Bd (BYLD) | 0.2 | $548k | 261k | 2.10 |
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| Eaton Vance Senior Floating Rate Fund (EFR) | 0.2 | $476k | -6% | 52k | 9.14 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $348k | 24k | 14.45 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $325k | 4.5k | 72.68 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $282k | +78% | 4.9k | 57.92 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $278k | 5.1k | 54.71 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $249k | -10% | 365.00 | 681.89 |
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| Rocket Lab Corp (RKLB) | 0.1 | $236k | NEW | 3.4k | 69.76 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $235k | 7.9k | 29.89 |
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| Booking Holdings (BKNG) | 0.1 | $220k | NEW | 41.00 | 5355.34 |
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Past Filings by Altman Advisors
SEC 13F filings are viewable for Altman Advisors going back to 2017
- Altman Advisors 2025 Q4 filed Feb. 4, 2026
- Altman Advisors 2025 Q3 restated filed Nov. 13, 2025
- Altman Advisors 2025 Q3 filed Nov. 7, 2025
- Altman Advisors 2025 Q2 filed Aug. 7, 2025
- Altman Advisors 2025 Q1 filed May 2, 2025
- Altman Advisors 2024 Q4 filed Feb. 13, 2025
- Altman Advisors 2024 Q3 filed Nov. 8, 2024
- Altman Advisors 2024 Q1 filed May 9, 2024
- Altman Advisors 2023 Q4 filed Feb. 8, 2024
- Altman Advisors 2023 Q3 filed Nov. 14, 2023
- Altman Advisors 2023 Q1 filed May 9, 2023
- Altman Advisors 2022 Q4 filed Feb. 8, 2023
- Altman Advisors 2022 Q3 filed Nov. 8, 2022
- Altman Advisors 2022 Q2 filed Aug. 8, 2022
- Altman Advisors 2022 Q1 filed May 9, 2022
- Altman Advisors 2021 Q4 filed Feb. 8, 2022