Altman Advisors as of March 31, 2019
Portfolio Holdings for Altman Advisors
Altman Advisors holds 64 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 3.3 | $3.5M | 2.0k | 1780.67 | |
| CBOE Holdings (CBOE) | 3.0 | $3.2M | 34k | 95.45 | |
| Celgene Corporation | 2.7 | $2.9M | 31k | 94.36 | |
| Visa (V) | 2.6 | $2.8M | 18k | 156.21 | |
| CoStar (CSGP) | 2.5 | $2.7M | 5.8k | 466.45 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $2.7M | 26k | 101.22 | |
| Home Depot (HD) | 2.5 | $2.6M | 14k | 191.87 | |
| Broadcom (AVGO) | 2.4 | $2.6M | 8.5k | 300.76 | |
| Target Corporation (TGT) | 2.3 | $2.4M | 31k | 80.25 | |
| Zoetis Inc Cl A (ZTS) | 2.3 | $2.4M | 24k | 100.67 | |
| McDonald's Corporation (MCD) | 2.2 | $2.4M | 13k | 189.92 | |
| Amgen (AMGN) | 2.2 | $2.4M | 13k | 189.98 | |
| Verizon Communications (VZ) | 2.1 | $2.3M | 39k | 59.14 | |
| Abbvie (ABBV) | 2.1 | $2.2M | 28k | 80.61 | |
| United Technologies Corporation | 2.1 | $2.2M | 17k | 128.92 | |
| Becton, Dickinson and (BDX) | 2.1 | $2.2M | 8.8k | 249.72 | |
| Chevron Corporation (CVX) | 2.0 | $2.2M | 18k | 123.18 | |
| 3M Company (MMM) | 2.0 | $2.2M | 10k | 207.81 | |
| Alphabet Inc Class C cs (GOOG) | 2.0 | $2.1M | 1.8k | 1173.15 | |
| TD Ameritrade Holding | 2.0 | $2.1M | 42k | 49.98 | |
| Cheniere Energy (LNG) | 2.0 | $2.1M | 31k | 68.36 | |
| Clorox Company (CLX) | 2.0 | $2.1M | 13k | 160.48 | |
| Workday Inc cl a (WDAY) | 1.9 | $2.1M | 11k | 192.89 | |
| MasterCard Incorporated (MA) | 1.9 | $2.0M | 8.6k | 235.49 | |
| Bank of America Corporation (BAC) | 1.9 | $2.0M | 73k | 27.59 | |
| Realty Income (O) | 1.9 | $2.0M | 27k | 73.58 | |
| Microsoft Corporation (MSFT) | 1.9 | $2.0M | 17k | 117.95 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.8 | $1.9M | 5.5k | 348.79 | |
| American Tower Reit (AMT) | 1.8 | $1.9M | 9.8k | 197.03 | |
| Intercontinental Exchange (ICE) | 1.8 | $1.9M | 25k | 76.13 | |
| Adobe Systems Incorporated (ADBE) | 1.8 | $1.9M | 7.0k | 266.43 | |
| Sherwin-Williams Company (SHW) | 1.8 | $1.9M | 4.3k | 430.61 | |
| FactSet Research Systems (FDS) | 1.7 | $1.8M | 7.4k | 248.28 | |
| Alexion Pharmaceuticals | 1.7 | $1.8M | 14k | 135.19 | |
| Ecolab (ECL) | 1.7 | $1.8M | 10k | 176.51 | |
| Walt Disney Company (DIS) | 1.6 | $1.8M | 16k | 111.01 | |
| Electronic Arts (EA) | 1.6 | $1.7M | 17k | 101.61 | |
| Netflix (NFLX) | 1.6 | $1.7M | 4.8k | 356.60 | |
| Boeing Company (BA) | 1.5 | $1.6M | 4.3k | 381.34 | |
| SVB Financial (SIVBQ) | 1.5 | $1.6M | 7.3k | 222.40 | |
| Dxc Technology (DXC) | 1.5 | $1.6M | 25k | 64.33 | |
| NVR (NVR) | 1.4 | $1.5M | 545.00 | 2766.97 | |
| Constellation Brands (STZ) | 1.4 | $1.5M | 8.5k | 175.34 | |
| Nextera Energy (NEE) | 1.3 | $1.4M | 7.3k | 193.35 | |
| IPG Photonics Corporation (IPGP) | 1.3 | $1.4M | 9.1k | 151.76 | |
| L Brands | 1.2 | $1.3M | 47k | 27.58 | |
| Domino's Pizza (DPZ) | 1.1 | $1.2M | 4.5k | 258.09 | |
| Lam Research Corporation | 1.1 | $1.2M | 6.5k | 179.01 | |
| Waste Connections (WCN) | 0.9 | $967k | 11k | 88.56 | |
| Intuitive Surgical (ISRG) | 0.8 | $905k | 1.6k | 570.62 | |
| Newmark Group (NMRK) | 0.8 | $888k | 107k | 8.34 | |
| Abiomed | 0.8 | $824k | 2.9k | 285.71 | |
| Advanced Micro Devices (AMD) | 0.6 | $586k | 23k | 25.52 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $538k | 457.00 | 1177.24 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $456k | 1.6k | 282.70 | |
| Diageo (DEO) | 0.4 | $425k | 2.6k | 163.46 | |
| Intel Corporation (INTC) | 0.4 | $419k | 7.8k | 53.72 | |
| Te Connectivity Ltd for | 0.4 | $420k | 5.2k | 80.77 | |
| Comcast Corporation (CMCSA) | 0.3 | $288k | 7.2k | 40.00 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $242k | 3.0k | 80.67 | |
| Omni (OMC) | 0.2 | $231k | 3.2k | 73.10 | |
| Southern Company (SO) | 0.2 | $227k | 4.4k | 51.59 | |
| Booking Holdings (BKNG) | 0.2 | $227k | 130.00 | 1746.15 | |
| Facebook Inc cl a (META) | 0.2 | $208k | 1.3k | 166.40 |
