Altman Advisors
Latest statistics and disclosures from Altman Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEUR, NVDA, GOOGL, AAPL, XSVM, and represent 22.98% of Altman Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMD, MU, CRWD, PLTR, HD, TSLA, DOC, ACWI, VOO, DGCB.
- Started 20 new stock positions in SSO, DUHP, DGCB, ACN, MU, AMD, HD, CRWD, SO, KLAC. DOC, ACWI, TSLA, RKLB, VOO, EFA, SPY, NASA, PLTR, EEM.
- Reduced shares in these 10 stocks: CTSH, , , WMT, IAU, IBIT, LRCX, AAPL, IEUR, FNOV.
- Sold out of its positions in AMT, CTSH, IBIT, ORCL.
- Altman Advisors was a net buyer of stock by $13M.
- Altman Advisors has $279M in assets under management (AUM), dropping by 15.50%.
- Central Index Key (CIK): 0001731671
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Portfolio Holdings for Altman Advisors
Altman Advisors holds 93 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Euro (IEUR) | 7.2 | $20M | 266k | 75.17 |
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| NVIDIA Corporation (NVDA) | 4.5 | $13M | 62k | 200.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $12M | 33k | 357.37 |
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| Apple (AAPL) | 3.6 | $10M | -2% | 35k | 289.36 |
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| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 3.5 | $9.7M | 139k | 69.59 |
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| Amazon (AMZN) | 3.4 | $9.5M | 40k | 238.34 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.7 | $7.4M | 63k | 117.45 |
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| Lam Research Corp Com New (LRCX) | 2.6 | $7.3M | -3% | 17k | 433.34 |
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| Microsoft Corporation (MSFT) | 2.3 | $6.4M | 17k | 373.01 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.3 | $6.3M | -2% | 13k | 477.59 |
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| Twilio Cl A (TWLO) | 1.9 | $5.3M | 26k | 206.33 |
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| Broadcom (AVGO) | 1.9 | $5.2M | 14k | 377.75 |
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| Advanced Micro Devices (AMD) | 1.8 | $5.0M | NEW | 8.6k | 580.91 |
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| Meta Platforms Cl A (META) | 1.7 | $4.7M | +14% | 8.3k | 563.29 |
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| Eli Lilly & Co. (LLY) | 1.4 | $3.9M | -5% | 3.2k | 1199.43 |
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| Arista Networks Com Shs (ANET) | 1.4 | $3.8M | -3% | 23k | 169.88 |
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| CBOE Holdings (CBOE) | 1.3 | $3.7M | 15k | 242.67 |
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| Ishares Gold Tr Ishares New (IAU) | 1.3 | $3.7M | -14% | 55k | 67.36 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 1.3 | $3.6M | 377k | 9.58 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 1.3 | $3.5M | 176k | 19.89 |
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| Citigroup Com New (C) | 1.2 | $3.4M | 25k | 139.96 |
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| Dycom Industries (DY) | 1.2 | $3.4M | 6.7k | 505.59 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 1.2 | $3.4M | -6% | 88k | 38.04 |
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| Generac Holdings (GNRC) | 1.2 | $3.3M | 11k | 292.81 |
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| Expedia Group Com New (EXPE) | 1.2 | $3.2M | 13k | 255.88 |
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| Ge Vernova (GEV) | 1.1 | $3.2M | 2.7k | 1174.86 |
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| Ubs Group SHS (UBS) | 1.1 | $3.1M | 63k | 49.56 |
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| Goldman Sachs (GS) | 1.1 | $3.1M | 3.0k | 1011.23 |
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| Micron Technology (MU) | 1.1 | $3.0M | NEW | 2.6k | 1154.29 |
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| Wal-Mart Stores (WMT) | 1.1 | $3.0M | -21% | 27k | 113.26 |
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| Gilead Sciences (GILD) | 1.0 | $2.8M | 22k | 126.34 |
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| Eaton Corp SHS (ETN) | 0.9 | $2.6M | 6.2k | 426.15 |
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| Morgan Stanley Com New (MS) | 0.9 | $2.6M | -3% | 13k | 209.04 |
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| International Business Machines (IBM) | 0.9 | $2.6M | 9.2k | 281.22 |
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| Constellation Energy (CEG) | 0.9 | $2.5M | 10k | 248.38 |
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| Tim S A Sponsored Adr (TIMB) | 0.9 | $2.5M | -2% | 117k | 21.42 |
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| Southern Copper Corporation (SCCO) | 0.9 | $2.5M | 14k | 174.26 |
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| Visa Com Cl A (V) | 0.9 | $2.5M | 7.3k | 343.07 |
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| Abbvie (ABBV) | 0.9 | $2.4M | 9.7k | 251.63 |
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| Johnson & Johnson (JNJ) | 0.9 | $2.4M | 9.6k | 253.96 |
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| Bank of America Corporation (BAC) | 0.9 | $2.4M | 43k | 56.98 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $2.4M | 7.3k | 327.31 |
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| Deere & Company (DE) | 0.8 | $2.4M | -2% | 3.7k | 634.36 |
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| Novartis Sponsored Adr (NVS) | 0.8 | $2.3M | 15k | 156.72 |
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| 3M Company (MMM) | 0.8 | $2.3M | 14k | 161.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.3M | 4.6k | 500.39 |
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| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.8 | $2.3M | 57k | 39.75 |
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| Netflix (NFLX) | 0.8 | $2.3M | 32k | 71.40 |
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| Pulte (PHM) | 0.8 | $2.2M | 16k | 137.21 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $2.2M | NEW | 2.8k | 763.14 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $2.1M | 16k | 136.72 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $2.1M | 4.1k | 513.62 |
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| Amcor Com New (AMCR) | 0.8 | $2.1M | 48k | 43.35 |
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| General Dynamics Corporation (GD) | 0.7 | $2.1M | 5.9k | 354.21 |
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| Costco Wholesale Corporation (COST) | 0.7 | $2.1M | 2.2k | 935.67 |
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| Uber Technologies (UBER) | 0.7 | $2.1M | 29k | 72.16 |
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| Equinix (EQIX) | 0.7 | $2.1M | -2% | 2.0k | 1042.50 |
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| Shell Spon Ads (SHEL) | 0.7 | $2.0M | 25k | 77.54 |
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| Cheniere Energy Com New (LNG) | 0.7 | $2.0M | 8.2k | 239.00 |
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| Realty Income (O) | 0.7 | $1.9M | 31k | 61.96 |
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| Palantir Technologies Cl A (PLTR) | 0.7 | $1.9M | NEW | 16k | 116.67 |
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| FirstEnergy (FE) | 0.7 | $1.8M | 39k | 47.54 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.7 | $1.8M | +10% | 159k | 11.56 |
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| Dominion Resources (D) | 0.6 | $1.8M | 26k | 68.29 |
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| Home Depot (HD) | 0.6 | $1.8M | NEW | 5.0k | 352.65 |
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| Unilever Spon Adr New (UL) | 0.6 | $1.7M | -2% | 28k | 60.12 |
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| Yum China Holdings (YUMC) | 0.6 | $1.7M | 41k | 40.87 |
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| Coupang Cl A (CPNG) | 0.6 | $1.7M | 97k | 17.37 |
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| Intercontinental Exchange (ICE) | 0.6 | $1.6M | 13k | 123.11 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.6 | $1.6M | -2% | 98k | 16.16 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $1.6M | +28% | 17k | 95.98 |
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| EOG Resources (EOG) | 0.5 | $1.5M | -2% | 12k | 129.73 |
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| Tesla Motors (TSLA) | 0.5 | $1.5M | NEW | 3.6k | 420.60 |
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| Peak (DOC) | 0.5 | $1.5M | NEW | 70k | 21.40 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.5 | $1.3M | +19% | 101k | 12.89 |
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| At&t (T) | 0.4 | $1.2M | 59k | 20.70 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.3 | $857k | 12k | 72.28 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $794k | NEW | 5.1k | 156.97 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $779k | NEW | 1.1k | 686.81 |
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| Dimensional Etf Trust Global Cr Etf (DGCB) | 0.2 | $689k | NEW | 13k | 54.67 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $686k | NEW | 6.6k | 103.88 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $614k | NEW | 4.9k | 124.44 |
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| Ishares Tr Yld Optim Bd (BYLD) | 0.2 | $585k | +15% | 304k | 1.92 |
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| Eaton Vance Senior Floating Rate Fund (EFR) | 0.2 | $442k | +4% | 53k | 8.40 |
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| Tema Etf Trust Space Innov Etf (NASA) | 0.2 | $435k | NEW | 14k | 30.38 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $380k | +16% | 28k | 13.59 |
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| Rocket Lab Corp (RKLB) | 0.1 | $343k | NEW | 3.4k | 101.65 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $313k | NEW | 4.6k | 67.38 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $303k | NEW | 4.4k | 68.41 |
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| Dimensional Etf Trust Us High Prof Etf (DUHP) | 0.1 | $277k | NEW | 6.6k | 41.73 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $243k | NEW | 325.00 | 746.77 |
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| Kla Corp Com New (KLAC) | 0.1 | $211k | NEW | 700.00 | 301.71 |
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| Southern Company (SO) | 0.1 | $211k | NEW | 2.2k | 95.71 |
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Past Filings by Altman Advisors
SEC 13F filings are viewable for Altman Advisors going back to 2017
- Altman Advisors 2026 Q2 filed Aug. 11, 2026
- Altman Advisors 2026 Q1 filed May 5, 2026
- 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