Altman Advisors as of June 30, 2019
Portfolio Holdings for Altman Advisors
Altman Advisors holds 66 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 3.1 | $3.7M | 2.0k | 1893.48 | |
| CoStar (CSGP) | 2.7 | $3.2M | 5.8k | 554.06 | |
| Visa (V) | 2.7 | $3.2M | 18k | 173.54 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $3.0M | 27k | 111.80 | |
| Microsoft Corporation (MSFT) | 2.5 | $2.9M | 22k | 133.97 | |
| Home Depot (HD) | 2.4 | $2.8M | 14k | 207.94 | |
| Zoetis Inc Cl A (ZTS) | 2.3 | $2.8M | 24k | 113.51 | |
| Target Corporation (TGT) | 2.2 | $2.7M | 31k | 86.61 | |
| McDonald's Corporation (MCD) | 2.2 | $2.6M | 13k | 207.67 | |
| Realty Income (O) | 2.2 | $2.6M | 37k | 68.98 | |
| Verizon Communications (VZ) | 2.1 | $2.5M | 45k | 57.14 | |
| CBOE Holdings (CBOE) | 2.1 | $2.5M | 24k | 103.63 | |
| Broadcom (AVGO) | 2.1 | $2.5M | 8.7k | 287.84 | |
| Nextera Energy (NEE) | 2.1 | $2.5M | 12k | 204.87 | |
| TD Ameritrade Holding | 2.1 | $2.5M | 49k | 49.92 | |
| Clorox Company (CLX) | 2.1 | $2.5M | 16k | 153.09 | |
| Amgen (AMGN) | 2.0 | $2.3M | 13k | 184.28 | |
| MasterCard Incorporated (MA) | 1.9 | $2.3M | 8.7k | 264.55 | |
| United Technologies Corporation | 1.9 | $2.3M | 17k | 130.20 | |
| Walt Disney Company (DIS) | 1.9 | $2.3M | 16k | 139.66 | |
| Workday Inc cl a (WDAY) | 1.9 | $2.2M | 11k | 205.60 | |
| Qualcomm (QCOM) | 1.8 | $2.2M | 29k | 76.09 | |
| Becton, Dickinson and (BDX) | 1.8 | $2.2M | 8.6k | 251.97 | |
| Bank of America Corporation (BAC) | 1.8 | $2.1M | 74k | 29.00 | |
| Cheniere Energy (LNG) | 1.8 | $2.1M | 31k | 68.46 | |
| Adobe Systems Incorporated (ADBE) | 1.8 | $2.1M | 7.1k | 294.59 | |
| Abbvie (ABBV) | 1.7 | $2.1M | 29k | 72.73 | |
| American Tower Reit (AMT) | 1.7 | $2.0M | 10k | 204.42 | |
| Sherwin-Williams Company (SHW) | 1.7 | $2.0M | 4.4k | 458.26 | |
| Ecolab (ECL) | 1.7 | $2.0M | 10k | 197.45 | |
| UnitedHealth (UNH) | 1.7 | $2.0M | 8.2k | 244.06 | |
| Alphabet Inc Class C cs (GOOG) | 1.7 | $2.0M | 1.8k | 1081.12 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.6 | $1.9M | 5.6k | 346.93 | |
| Waste Connections (WCN) | 1.6 | $1.9M | 20k | 95.59 | |
| Templeton Global Income Fund | 1.6 | $1.9M | 299k | 6.36 | |
| FactSet Research Systems (FDS) | 1.6 | $1.9M | 6.6k | 286.58 | |
| Constellation Brands (STZ) | 1.6 | $1.9M | 9.6k | 196.97 | |
| Domino's Pizza (DPZ) | 1.6 | $1.9M | 6.7k | 278.30 | |
| 3M Company (MMM) | 1.5 | $1.8M | 11k | 173.36 | |
| Intercontinental Exchange (ICE) | 1.5 | $1.8M | 21k | 85.94 | |
| Electronic Arts (EA) | 1.5 | $1.8M | 18k | 101.28 | |
| Alexion Pharmaceuticals | 1.5 | $1.8M | 14k | 130.94 | |
| Netflix (NFLX) | 1.5 | $1.8M | 4.8k | 367.41 | |
| NVR (NVR) | 1.4 | $1.7M | 507.00 | 3370.81 | |
| SVB Financial (SIVBQ) | 1.4 | $1.7M | 7.4k | 224.57 | |
| Boeing Company (BA) | 1.4 | $1.6M | 4.5k | 363.96 | |
| Advanced Micro Devices (AMD) | 1.2 | $1.5M | 49k | 30.38 | |
| IPG Photonics Corporation (IPGP) | 1.2 | $1.4M | 9.4k | 154.29 | |
| Lam Research Corporation | 1.0 | $1.2M | 6.6k | 187.81 | |
| L Brands | 1.0 | $1.2M | 47k | 26.09 | |
| Barclays Bk Plc cmn | 0.9 | $1.1M | 43k | 26.01 | |
| Newmark Group (NMRK) | 0.9 | $1.1M | 125k | 8.98 | |
| Intuitive Surgical (ISRG) | 0.9 | $1.1M | 2.0k | 524.35 | |
| Abiomed | 0.9 | $1.1M | 4.1k | 260.53 | |
| Paypal Holdings (PYPL) | 0.8 | $958k | 8.4k | 114.51 | |
| Cme (CME) | 0.7 | $846k | 4.4k | 194.21 | |
| Te Connectivity Ltd for | 0.4 | $498k | 5.2k | 95.77 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $494k | 456.00 | 1083.33 | |
| Diageo (DEO) | 0.4 | $448k | 2.6k | 172.31 | |
| Intel Corporation (INTC) | 0.3 | $373k | 7.8k | 47.82 | |
| Comcast Corporation (CMCSA) | 0.3 | $304k | 7.2k | 42.22 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $246k | 841.00 | 292.51 | |
| Southern Company (SO) | 0.2 | $243k | 4.4k | 55.23 | |
| Facebook Inc cl a (META) | 0.2 | $241k | 1.3k | 192.80 | |
| Booking Holdings (BKNG) | 0.2 | $244k | 130.00 | 1876.92 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $230k | 3.0k | 76.67 |