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 23.69% of Altman Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEI (+$7.5M), IEUR, GEV, AMCR, CPNG, GNRC, META, AMZN, CTSH, MSFT.
- Started 4 new stock positions in GEV, IEI, AMCR, CPNG.
- Reduced shares in these 10 stocks: IEF (-$7.2M), ACWI, CRWD, MCD, , AMD, WCN, HD, , HUBS.
- Sold out of its positions in AMD, BKNG, CMCSA, CRWD, DUHP, HD, HUBS, ISRG, EEM, IEF. EFA, ACWI, EMXC, MCD, PYPL, SSO, RKLB, SPY, TSLA, VOO, WCN, ZTS.
- Altman Advisors was a net seller of stock by $-22M.
- Altman Advisors has $241M in assets under management (AUM), dropping by -9.09%.
- Central Index Key (CIK): 0001731671
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Portfolio Holdings for Altman Advisors
Altman Advisors holds 77 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Euro (IEUR) | 7.8 | $19M | +14% | 269k | 70.27 |
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| NVIDIA Corporation (NVDA) | 4.6 | $11M | 64k | 174.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $9.7M | 34k | 287.56 |
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| Apple (AAPL) | 3.7 | $9.0M | +2% | 36k | 253.79 |
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| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 3.5 | $8.4M | +2% | 140k | 60.26 |
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| Amazon (AMZN) | 3.5 | $8.4M | +12% | 40k | 208.27 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 3.1 | $7.5M | NEW | 64k | 118.60 |
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| Microsoft Corporation (MSFT) | 2.6 | $6.4M | +9% | 17k | 370.16 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.9 | $4.6M | +4% | 14k | 337.96 |
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| CBOE Holdings (CBOE) | 1.8 | $4.3M | 15k | 281.07 |
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| Broadcom (AVGO) | 1.8 | $4.3M | 14k | 309.50 |
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| Ishares Gold Tr Ishares New (IAU) | 1.8 | $4.3M | -20% | 64k | 67.15 |
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| Wal-Mart Stores (WMT) | 1.8 | $4.3M | -8% | 34k | 124.28 |
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| Meta Platforms Cl A (META) | 1.7 | $4.1M | +35% | 7.2k | 572.13 |
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| Lam Research Corp Com New (LRCX) | 1.5 | $3.7M | 17k | 213.66 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 1.5 | $3.5M | 94k | 37.49 |
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| Twilio Cl A (TWLO) | 1.4 | $3.3M | 26k | 125.82 |
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| Tim S A Sponsored Adr (TIMB) | 1.3 | $3.2M | 121k | 26.49 |
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| Eli Lilly & Co. (LLY) | 1.3 | $3.1M | 3.4k | 919.77 |
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| Gilead Sciences (GILD) | 1.3 | $3.1M | -2% | 22k | 139.37 |
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| Netflix (NFLX) | 1.3 | $3.0M | +2% | 32k | 96.15 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 1.2 | $3.0M | -10% | 379k | 7.94 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 1.2 | $3.0M | -12% | 177k | 16.97 |
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| Expedia Group Com New (EXPE) | 1.2 | $2.9M | +2% | 13k | 230.89 |
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| Constellation Energy (CEG) | 1.2 | $2.9M | 10k | 279.26 |
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| Arista Networks Com Shs (ANET) | 1.2 | $2.9M | 23k | 122.78 |
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| Citigroup Com New (C) | 1.2 | $2.8M | -13% | 25k | 113.41 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $2.7M | -17% | 16k | 169.66 |
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| Goldman Sachs (GS) | 1.1 | $2.6M | +6% | 3.1k | 845.87 |
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| Southern Copper Corporation (SCCO) | 1.0 | $2.5M | 14k | 172.06 |
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| Ubs Group SHS (UBS) | 1.0 | $2.5M | -9% | 63k | 39.07 |
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| Shell Spon Ads (SHEL) | 1.0 | $2.4M | -2% | 26k | 93.00 |
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| Johnson & Johnson (JNJ) | 1.0 | $2.4M | -8% | 9.7k | 244.45 |
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| Cheniere Energy Com New (LNG) | 1.0 | $2.4M | -17% | 8.4k | 283.75 |
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| Ge Vernova (GEV) | 1.0 | $2.4M | NEW | 2.7k | 872.90 |
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| Dycom Industries (DY) | 1.0 | $2.3M | 6.8k | 338.82 |
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| Novartis Sponsored Adr (NVS) | 0.9 | $2.3M | -12% | 15k | 152.75 |
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| International Business Machines (IBM) | 0.9 | $2.2M | -6% | 9.2k | 242.40 |
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| Eaton Corp SHS (ETN) | 0.9 | $2.2M | -10% | 6.2k | 357.70 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.9 | $2.2M | +55% | 36k | 61.35 |
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| Costco Wholesale Corporation (COST) | 0.9 | $2.2M | +3% | 2.2k | 996.64 |
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| Visa Com Cl A (V) | 0.9 | $2.2M | -3% | 7.3k | 302.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.2M | -32% | 4.6k | 479.20 |
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| Generac Holdings (GNRC) | 0.9 | $2.2M | +110% | 11k | 195.33 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $2.2M | -18% | 7.4k | 294.14 |
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| Morgan Stanley Com New (MS) | 0.9 | $2.1M | -20% | 13k | 164.57 |
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| Deere & Company (DE) | 0.9 | $2.1M | -2% | 3.8k | 563.32 |
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| Abbvie (ABBV) | 0.9 | $2.1M | -6% | 9.8k | 217.48 |
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| Intercontinental Exchange (ICE) | 0.9 | $2.1M | +2% | 13k | 157.28 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.9 | $2.1M | -17% | 101k | 20.75 |
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| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.9 | $2.1M | 58k | 36.18 |
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| Bank of America Corporation (BAC) | 0.9 | $2.1M | -13% | 43k | 48.75 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $2.1M | 4.2k | 499.67 |
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| 3M Company (MMM) | 0.9 | $2.1M | -12% | 14k | 145.23 |
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| Uber Technologies (UBER) | 0.9 | $2.1M | +3% | 29k | 71.93 |
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| General Dynamics Corporation (GD) | 0.8 | $2.0M | -14% | 5.9k | 343.19 |
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| Yum China Holdings (YUMC) | 0.8 | $2.0M | +2% | 41k | 48.78 |
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| FirstEnergy (FE) | 0.8 | $2.0M | -4% | 39k | 50.66 |
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| Equinix (EQIX) | 0.8 | $2.0M | +3% | 2.0k | 980.34 |
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| Amcor Com New (AMCR) | 0.8 | $1.9M | NEW | 49k | 39.75 |
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| Realty Income (O) | 0.8 | $1.9M | 32k | 61.18 |
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| Pulte (PHM) | 0.8 | $1.9M | +2% | 16k | 117.61 |
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| Coupang Cl A (CPNG) | 0.8 | $1.8M | NEW | 98k | 18.88 |
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| Oracle Corporation (ORCL) | 0.7 | $1.8M | -5% | 12k | 147.11 |
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| EOG Resources (EOG) | 0.7 | $1.7M | -5% | 12k | 144.57 |
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| At&t (T) | 0.7 | $1.7M | -11% | 60k | 28.99 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.7 | $1.7M | 144k | 11.49 |
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| Unilever Spon Adr New (UL) | 0.7 | $1.7M | 29k | 56.97 |
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| Dominion Resources (D) | 0.7 | $1.6M | -15% | 26k | 61.82 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $1.6M | 13k | 125.46 |
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| American Tower Reit (AMT) | 0.6 | $1.3M | +9% | 7.8k | 172.59 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.4 | $1.1M | -8% | 85k | 12.55 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.3 | $727k | -27% | 12k | 61.32 |
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| Ishares Tr Yld Optim Bd (BYLD) | 0.2 | $555k | 264k | 2.10 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $539k | 14k | 38.42 |
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| Eaton Vance Senior Floating Rate Fund (EFR) | 0.2 | $440k | -3% | 51k | 8.71 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $315k | 24k | 13.15 |
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Past Filings by Altman Advisors
SEC 13F filings are viewable for Altman Advisors going back to 2017
- 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
- Altman Advisors 2022 Q1 filed May 9, 2022