Altman Advisors

Altman Advisors as of June 30, 2020

Portfolio Holdings for Altman Advisors

Altman Advisors holds 68 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 3.3 $3.9M 1.4k 2759.35
Shopify Cl A (SHOP) 3.2 $3.8M 4.0k 949.29
Zoom Video Communications In Cl A (ZM) 3.2 $3.8M 15k 253.54
Nextera Energy (NEE) 2.8 $3.3M 14k 240.15
Visa Com Cl A (V) 2.7 $3.2M 17k 193.15
Target Corporation (TGT) 2.4 $2.9M 24k 119.91
Advanced Micro Devices (AMD) 2.4 $2.8M 53k 52.60
Amgen (AMGN) 2.3 $2.7M 12k 235.86
Broadcom (AVGO) 2.3 $2.7M 8.6k 315.57
Home Depot (HD) 2.3 $2.7M 11k 250.52
Abbvie (ABBV) 2.1 $2.5M 26k 98.20
Netflix (NFLX) 2.1 $2.4M 5.4k 455.12
Johnson & Johnson (JNJ) 2.1 $2.4M 17k 140.63
ResMed (RMD) 2.1 $2.4M 13k 192.04
American Tower Reit (AMT) 2.0 $2.4M 9.3k 258.54
CVS Caremark Corporation (CVS) 2.0 $2.4M 37k 64.96
Microsoft Corporation (MSFT) 2.0 $2.4M 12k 203.48
Gilead Sciences (GILD) 2.0 $2.4M 31k 76.94
Mastercard Incorporated Cl A (MA) 2.0 $2.3M 7.9k 295.76
Verizon Communications (VZ) 2.0 $2.3M 42k 55.13
Thermo Fisher Scientific (TMO) 1.9 $2.3M 6.3k 362.26
UnitedHealth (UNH) 1.9 $2.2M 7.6k 294.92
McDonald's Corporation (MCD) 1.9 $2.2M 12k 184.50
Zoetis Cl A (ZTS) 1.9 $2.2M 16k 137.07
Dex (DXCM) 1.8 $2.1M 5.1k 405.38
Domino's Pizza (DPZ) 1.8 $2.1M 5.6k 369.45
Peloton Interactive Cl A Com (PTON) 1.7 $2.0M 35k 57.78
Procter & Gamble Company (PG) 1.7 $2.0M 17k 119.60
Becton, Dickinson and (BDX) 1.7 $2.0M 8.4k 239.27
Costco Wholesale Corporation (COST) 1.7 $2.0M 6.5k 303.14
At&t (T) 1.6 $1.9M 62k 30.23
Waste Connections (WCN) 1.6 $1.9M 20k 93.77
Ecolab (ECL) 1.5 $1.8M 9.0k 198.95
Disney Walt Com Disney (DIS) 1.5 $1.7M 16k 111.49
Chegg (CHGG) 1.4 $1.7M 25k 67.27
Constellation Brands Cl A (STZ) 1.4 $1.6M 9.3k 174.98
Facebook Cl A (META) 1.3 $1.6M 6.9k 227.09
Templeton Global Income Fund 1.3 $1.5M 281k 5.37
CBOE Holdings (CBOE) 1.2 $1.5M 16k 93.29
Adobe Systems Incorporated (ADBE) 1.2 $1.4M 3.1k 435.21
Apple (AAPL) 1.2 $1.4M 3.7k 364.88
Electronic Arts (EA) 1.0 $1.2M 9.3k 132.01
Kimberly-Clark Corporation (KMB) 1.0 $1.2M 8.7k 141.38
Masimo Corporation (MASI) 1.0 $1.2M 5.3k 227.90
PetMed Express (PETS) 1.0 $1.2M 34k 35.65
Chewy Cl A (CHWY) 1.0 $1.2M 27k 44.68
Intuitive Surgical Com New (ISRG) 1.0 $1.1M 2.0k 569.77
Teladoc (TDOC) 0.9 $1.1M 5.8k 190.90
Uber Technologies (UBER) 0.9 $1.1M 36k 31.09
Quest Diagnostics Incorporated (DGX) 0.9 $1.1M 9.7k 113.97
Laboratory Corp Amer Hldgs Com New 0.9 $1.1M 6.4k 166.15
Cisco Systems (CSCO) 0.9 $1.0M 22k 46.66
Digital Realty Trust (DLR) 0.8 $996k 7.0k 142.04
Wal-Mart Stores (WMT) 0.8 $992k 8.3k 119.76
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.8 $972k 4.8k 203.39
Equinix (EQIX) 0.8 $911k 1.3k 702.39
Arista Networks 0.8 $910k 4.3k 209.92
Intercontinental Exchange (ICE) 0.8 $901k 9.8k 91.56
Walgreen Boots Alliance 0.8 $894k 21k 42.37
Cme (CME) 0.6 $744k 4.6k 162.48
L Brands 0.6 $698k 47k 14.98
CoStar (CSGP) 0.4 $470k 661.00 711.04
Intel Corporation (INTC) 0.4 $467k 7.8k 59.87
Realty Income (O) 0.3 $327k 5.5k 59.58
Alphabet Cap Stk Cl A (GOOGL) 0.2 $285k 201.00 1417.91
Comcast Corp Cl A (CMCSA) 0.2 $281k 7.2k 39.03
Tesla Motors (TSLA) 0.2 $255k 236.00 1080.51
Southern Company (SO) 0.2 $228k 4.4k 51.82