Altman Advisors as of Sept. 30, 2025
Portfolio Holdings for Altman Advisors
Altman Advisors holds 92 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Msci Euro (IEUR) | 6.0 | $16M | 231k | 68.12 | |
| NVIDIA Corporation (NVDA) | 4.7 | $12M | 66k | 186.58 | |
| Apple (AAPL) | 3.4 | $8.9M | 35k | 254.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $8.6M | 35k | 243.10 | |
| Microsoft Corporation (MSFT) | 3.0 | $7.9M | 15k | 517.97 | |
| Amazon (AMZN) | 2.9 | $7.6M | 35k | 219.57 | |
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 2.7 | $7.0M | 124k | 56.46 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.3 | $6.0M | 63k | 96.46 | |
| Broadcom (AVGO) | 2.3 | $6.0M | 18k | 329.92 | |
| Ishares Gold Tr Ishares New (IAU) | 2.1 | $5.4M | 87k | 62.20 | |
| Meta Platforms Cl A (META) | 1.8 | $4.7M | 6.4k | 734.38 | |
| Wal-Mart Stores (WMT) | 1.5 | $3.9M | 37k | 103.06 | |
| CBOE Holdings (CBOE) | 1.4 | $3.8M | 15k | 245.25 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $3.7M | 13k | 279.30 | |
| Abbvie (ABBV) | 1.4 | $3.7M | 16k | 231.53 | |
| Oracle Corporation (ORCL) | 1.4 | $3.5M | 13k | 281.24 | |
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 1.3 | $3.5M | 95k | 37.30 | |
| Netflix (NFLX) | 1.3 | $3.5M | 2.9k | 1198.92 | |
| Arista Networks Com Shs (ANET) | 1.3 | $3.5M | 24k | 145.71 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $3.4M | 6.8k | 502.74 | |
| Constellation Energy (CEG) | 1.3 | $3.3M | 10k | 329.08 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $3.3M | 6.8k | 490.38 | |
| Lam Research Corp Com New (LRCX) | 1.3 | $3.3M | 25k | 133.90 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 1.2 | $3.2M | 201k | 15.94 | |
| Citigroup Com New (C) | 1.2 | $3.1M | 30k | 101.50 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 1.1 | $3.0M | 443k | 6.70 | |
| Ubs Group SHS (UBS) | 1.1 | $2.9M | 72k | 41.00 | |
| Expedia Group Com New (EXPE) | 1.1 | $2.9M | 14k | 213.75 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.9M | 9.1k | 315.45 | |
| International Business Machines (IBM) | 1.1 | $2.8M | 9.9k | 282.16 | |
| Franklin Templeton Etf Tr Franklin India (FLIN) | 1.0 | $2.7M | 73k | 37.29 | |
| Tim S A Sponsored Adr (TIMB) | 1.0 | $2.7M | 121k | 22.32 | |
| Uber Technologies (UBER) | 1.0 | $2.7M | 28k | 97.97 | |
| Morgan Stanley Com New (MS) | 1.0 | $2.7M | 17k | 158.96 | |
| Eaton Corp SHS (ETN) | 1.0 | $2.7M | 7.1k | 374.27 | |
| Bank of America Corporation (BAC) | 1.0 | $2.6M | 50k | 51.59 | |
| Visa Com Cl A (V) | 1.0 | $2.6M | 7.5k | 341.38 | |
| Eli Lilly & Co. (LLY) | 1.0 | $2.6M | 3.4k | 763.00 | |
| 3M Company (MMM) | 1.0 | $2.6M | 17k | 155.18 | |
| Twilio Cl A (TWLO) | 1.0 | $2.6M | 26k | 100.09 | |
| Gilead Sciences (GILD) | 0.9 | $2.5M | 22k | 111.00 | |
| Cheniere Energy Com New (LNG) | 0.9 | $2.4M | 10k | 234.97 | |
| General Dynamics Corporation (GD) | 0.9 | $2.4M | 6.9k | 341.02 | |
| McDonald's Corporation (MCD) | 0.9 | $2.4M | 7.8k | 303.89 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $2.3M | 4.1k | 568.83 | |
| Goldman Sachs (GS) | 0.9 | $2.3M | 2.9k | 796.22 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.9 | $2.3M | 13k | 178.73 | |
| PNC Financial Services (PNC) | 0.8 | $2.2M | 11k | 200.94 | |
| Intercontinental Exchange (ICE) | 0.8 | $2.2M | 13k | 168.48 | |
| Novartis Sponsored Adr (NVS) | 0.8 | $2.2M | 17k | 128.24 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $2.2M | 19k | 112.75 | |
| Pulte (PHM) | 0.8 | $2.0M | 16k | 132.13 | |
| Waste Connections (WCN) | 0.8 | $2.0M | 12k | 175.81 | |
| Home Depot (HD) | 0.8 | $2.0M | 5.0k | 405.23 | |
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.8 | $2.0M | 58k | 34.56 | |
| Costco Wholesale Corporation (COST) | 0.8 | $2.0M | 2.2k | 925.83 | |
| Johnson & Johnson (JNJ) | 0.8 | $2.0M | 11k | 185.43 | |
| Dominion Resources (D) | 0.7 | $1.9M | 32k | 61.17 | |
| At&t (T) | 0.7 | $1.9M | 68k | 28.24 | |
| Realty Income (O) | 0.7 | $1.9M | 32k | 60.79 | |
| FirstEnergy (FE) | 0.7 | $1.9M | 41k | 45.82 | |
| Shell Spon Ads (SHEL) | 0.7 | $1.9M | 26k | 71.53 | |
| Unilever Spon Adr New | 0.7 | $1.9M | 31k | 59.28 | |
| Generac Holdings (GNRC) | 0.7 | $1.8M | 11k | 167.40 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.7 | $1.8M | 139k | 12.95 | |
| Southern Copper Corporation (SCCO) | 0.7 | $1.8M | 15k | 121.36 | |
| Deere & Company (DE) | 0.7 | $1.8M | 3.9k | 457.28 | |
| Yum China Holdings (YUMC) | 0.7 | $1.7M | 40k | 42.92 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $1.7M | 3.8k | 447.23 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.6 | $1.7M | 131k | 12.66 | |
| Advanced Micro Devices (AMD) | 0.6 | $1.6M | 10k | 161.79 | |
| Equinix (EQIX) | 0.6 | $1.6M | 2.1k | 783.31 | |
| American Tower Reit (AMT) | 0.6 | $1.6M | 8.4k | 192.32 | |
| Tesla Motors (TSLA) | 0.6 | $1.6M | 3.6k | 444.72 | |
| EOG Resources (EOG) | 0.6 | $1.6M | 14k | 112.12 | |
| Hubspot (HUBS) | 0.6 | $1.6M | 3.4k | 467.80 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.6 | $1.6M | 23k | 67.07 | |
| Zoetis Cl A (ZTS) | 0.5 | $1.4M | 9.3k | 146.32 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.5 | $1.3M | 91k | 13.86 | |
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.4 | $1.0M | 17k | 62.91 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $904k | 14k | 65.00 | |
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $804k | 21k | 37.77 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $694k | 1.1k | 612.38 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $671k | 7.2k | 93.37 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.2 | $552k | 263k | 2.10 | |
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.2 | $529k | 56k | 9.47 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $341k | 24k | 14.35 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $306k | 2.7k | 112.13 | |
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $302k | 4.5k | 67.51 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $272k | 409.00 | 665.97 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $270k | 5.1k | 53.40 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $247k | 7.9k | 31.42 |
