Altman Advisors
Latest statistics and disclosures from Altman Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEUR, NVDA, AAPL, GOOGL, MSFT, and represent 20.46% of Altman Advisors's stock portfolio.
- Added to shares of these 10 stocks: XSVM, PHM, GNRC, META, LLY, TWLO, IEF, IEUR, SPYG, SPYV.
- Started 2 new stock positions in PHM, GNRC.
- Reduced shares in these 10 stocks: NVO, TSLA, CB, SHW, , FNOV, ORCL, BKNG, SO, AVGO.
- Sold out of its positions in BKNG, NEE, NVO, SHW, SO, CB.
- Altman Advisors was a net seller of stock by $-2.9M.
- Altman Advisors has $261M in assets under management (AUM), dropping by 6.77%.
- Central Index Key (CIK): 0001731671
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Portfolio Holdings for Altman Advisors
Altman Advisors holds 92 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Euro (IEUR) | 6.0 | $16M | 231k | 68.12 |
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| NVIDIA Corporation (NVDA) | 4.7 | $12M | 66k | 186.58 |
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| Apple (AAPL) | 3.4 | $8.9M | 35k | 254.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $8.6M | 35k | 243.10 |
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| Microsoft Corporation (MSFT) | 3.0 | $7.9M | 15k | 517.97 |
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| Amazon (AMZN) | 2.9 | $7.6M | 35k | 219.57 |
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| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 2.7 | $7.0M | +41% | 124k | 56.46 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.3 | $6.0M | +5% | 63k | 96.46 |
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| Broadcom (AVGO) | 2.3 | $6.0M | -2% | 18k | 329.92 |
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| Ishares Gold Tr Ishares New (IAU) | 2.1 | $5.4M | 87k | 62.20 |
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| Meta Platforms Cl A (META) | 1.8 | $4.7M | +49% | 6.4k | 734.38 |
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| Wal-Mart Stores (WMT) | 1.5 | $3.9M | 37k | 103.06 |
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| CBOE Holdings (CBOE) | 1.4 | $3.8M | 15k | 245.25 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $3.7M | 13k | 279.30 |
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| Abbvie (ABBV) | 1.4 | $3.7M | 16k | 231.53 |
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| Oracle Corporation (ORCL) | 1.4 | $3.5M | -17% | 13k | 281.24 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 1.3 | $3.5M | -17% | 95k | 37.30 |
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| Netflix (NFLX) | 1.3 | $3.5M | 2.9k | 1198.92 |
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| Arista Networks Com Shs (ANET) | 1.3 | $3.5M | 24k | 145.71 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $3.4M | 6.8k | 502.74 |
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| Constellation Energy (CEG) | 1.3 | $3.3M | 10k | 329.08 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $3.3M | 6.8k | 490.38 |
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| Lam Research Corp Com New (LRCX) | 1.3 | $3.3M | 25k | 133.90 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 1.2 | $3.2M | 201k | 15.94 |
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| Citigroup Com New (C) | 1.2 | $3.1M | -2% | 30k | 101.50 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 1.1 | $3.0M | 443k | 6.70 |
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| Ubs Group SHS (UBS) | 1.1 | $2.9M | 72k | 41.00 |
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| Expedia Group Com New (EXPE) | 1.1 | $2.9M | 14k | 213.75 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $2.9M | 9.1k | 315.45 |
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| International Business Machines (IBM) | 1.1 | $2.8M | 9.9k | 282.16 |
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| Franklin Templeton Etf Tr Franklin India (FLIN) | 1.0 | $2.7M | 73k | 37.29 |
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| Tim S A Sponsored Adr (TIMB) | 1.0 | $2.7M | 121k | 22.32 |
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| Uber Technologies (UBER) | 1.0 | $2.7M | 28k | 97.97 |
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| Morgan Stanley Com New (MS) | 1.0 | $2.7M | 17k | 158.96 |
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| Eaton Corp SHS (ETN) | 1.0 | $2.7M | 7.1k | 374.27 |
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| Bank of America Corporation (BAC) | 1.0 | $2.6M | 50k | 51.59 |
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| Visa Com Cl A (V) | 1.0 | $2.6M | 7.5k | 341.38 |
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| Eli Lilly & Co. (LLY) | 1.0 | $2.6M | +88% | 3.4k | 763.00 |
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| 3M Company (MMM) | 1.0 | $2.6M | 17k | 155.18 |
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| Twilio Cl A (TWLO) | 1.0 | $2.6M | +23% | 26k | 100.09 |
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| Gilead Sciences (GILD) | 0.9 | $2.5M | 22k | 111.00 |
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| Cheniere Energy Com New (LNG) | 0.9 | $2.4M | 10k | 234.97 |
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| General Dynamics Corporation (GD) | 0.9 | $2.4M | 6.9k | 341.02 |
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| McDonald's Corporation (MCD) | 0.9 | $2.4M | +2% | 7.8k | 303.89 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $2.3M | 4.1k | 568.83 |
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| Goldman Sachs (GS) | 0.9 | $2.3M | 2.9k | 796.22 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.9 | $2.3M | 13k | 178.73 |
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| PNC Financial Services (PNC) | 0.8 | $2.2M | 11k | 200.94 |
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| Intercontinental Exchange (ICE) | 0.8 | $2.2M | 13k | 168.48 |
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| Novartis Sponsored Adr (NVS) | 0.8 | $2.2M | 17k | 128.24 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $2.2M | 19k | 112.75 |
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| Pulte (PHM) | 0.8 | $2.0M | NEW | 16k | 132.13 |
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| Waste Connections (WCN) | 0.8 | $2.0M | 12k | 175.81 |
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| Home Depot (HD) | 0.8 | $2.0M | 5.0k | 405.23 |
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| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.8 | $2.0M | 58k | 34.56 |
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| Costco Wholesale Corporation (COST) | 0.8 | $2.0M | 2.2k | 925.83 |
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| Johnson & Johnson (JNJ) | 0.8 | $2.0M | 11k | 185.43 |
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| Dominion Resources (D) | 0.7 | $1.9M | 32k | 61.17 |
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| At&t (T) | 0.7 | $1.9M | 68k | 28.24 |
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| Realty Income (O) | 0.7 | $1.9M | 32k | 60.79 |
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| FirstEnergy (FE) | 0.7 | $1.9M | 41k | 45.82 |
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| Shell Spon Ads (SHEL) | 0.7 | $1.9M | 26k | 71.53 |
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| Unilever Spon Adr New (UL) | 0.7 | $1.9M | 31k | 59.28 |
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| Generac Holdings (GNRC) | 0.7 | $1.8M | NEW | 11k | 167.40 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.7 | $1.8M | +4% | 139k | 12.95 |
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| Southern Copper Corporation (SCCO) | 0.7 | $1.8M | 15k | 121.36 |
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| Deere & Company (DE) | 0.7 | $1.8M | 3.9k | 457.28 |
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| Yum China Holdings (YUMC) | 0.7 | $1.7M | 40k | 42.92 |
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| Intuitive Surgical Com New (ISRG) | 0.6 | $1.7M | 3.8k | 447.23 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.6 | $1.7M | 131k | 12.66 |
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| Advanced Micro Devices (AMD) | 0.6 | $1.6M | 10k | 161.79 |
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| Equinix (EQIX) | 0.6 | $1.6M | 2.1k | 783.31 |
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| American Tower Reit (AMT) | 0.6 | $1.6M | 8.4k | 192.32 |
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| Tesla Motors (TSLA) | 0.6 | $1.6M | -60% | 3.6k | 444.72 |
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| EOG Resources (EOG) | 0.6 | $1.6M | 14k | 112.12 |
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| Hubspot (HUBS) | 0.6 | $1.6M | 3.4k | 467.80 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.6 | $1.6M | -2% | 23k | 67.07 |
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| Zoetis Cl A (ZTS) | 0.5 | $1.4M | 9.3k | 146.32 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.5 | $1.3M | +7% | 91k | 13.86 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.4 | $1.0M | 17k | 62.91 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $904k | 14k | 65.00 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $804k | 21k | 37.77 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $694k | 1.1k | 612.38 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $671k | 7.2k | 93.37 |
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| Ishares Tr Yld Optim Bd (BYLD) | 0.2 | $552k | 263k | 2.10 |
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| Eaton Vance Senior Floating Rate Fund (EFR) | 0.2 | $529k | 56k | 9.47 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $341k | +6% | 24k | 14.35 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $306k | 2.7k | 112.13 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $302k | 4.5k | 67.51 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $272k | -2% | 409.00 | 665.97 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $270k | 5.1k | 53.40 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $247k | 7.9k | 31.42 |
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Past Filings by Altman Advisors
SEC 13F filings are viewable for Altman Advisors going back to 2017
- 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
- Altman Advisors 2021 Q3 filed Nov. 9, 2021