Altman Advisors as of Sept. 30, 2025
Portfolio Holdings for Altman Advisors
Altman Advisors holds 94 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) | 6.2 | $15M | 229k | 66.17 | |
| NVIDIA Corporation (NVDA) | 4.2 | $10M | 66k | 153.30 | |
| Amazon (AMZN) | 3.1 | $7.7M | 35k | 220.46 | |
| Microsoft Corporation (MSFT) | 3.1 | $7.6M | 15k | 492.06 | |
| Apple (AAPL) | 3.0 | $7.3M | 35k | 207.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $6.3M | 36k | 175.84 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.3 | $5.6M | 59k | 95.29 | |
| Broadcom (AVGO) | 2.0 | $4.9M | 19k | 264.74 | |
| Ishares Gold Tr Ishares New (IAU) | 1.9 | $4.7M | 86k | 55.01 | |
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 1.9 | $4.7M | 87k | 53.30 | |
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 1.8 | $4.4M | 115k | 38.63 | |
| Netflix (NFLX) | 1.6 | $3.8M | 2.9k | 1293.60 | |
| Wal-Mart Stores (WMT) | 1.5 | $3.7M | 38k | 98.24 | |
| CBOE Holdings (CBOE) | 1.5 | $3.6M | 15k | 232.00 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.4 | $3.3M | 6.8k | 492.07 | |
| Oracle Corporation (ORCL) | 1.4 | $3.3M | 15k | 218.96 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $3.3M | 6.7k | 489.61 | |
| Meta Platforms Cl A (META) | 1.3 | $3.1M | 4.3k | 719.22 | |
| Constellation Energy (CEG) | 1.3 | $3.1M | 10k | 307.93 | |
| Abbvie (ABBV) | 1.2 | $3.0M | 16k | 190.00 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $3.0M | 13k | 224.69 | |
| Franklin Templeton Etf Tr Franklin India (FLIN) | 1.2 | $2.9M | 72k | 39.98 | |
| International Business Machines (IBM) | 1.2 | $2.9M | 9.9k | 291.20 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 1.1 | $2.8M | 201k | 13.73 | |
| Tesla Motors (TSLA) | 1.1 | $2.8M | 9.2k | 300.71 | |
| Citigroup Com New (C) | 1.1 | $2.7M | 31k | 86.27 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.7M | 9.2k | 290.42 | |
| Visa Com Cl A (V) | 1.1 | $2.7M | 7.5k | 355.47 | |
| 3M Company (MMM) | 1.1 | $2.6M | 17k | 153.81 | |
| Novo-nordisk A S Adr (NVO) | 1.0 | $2.5M | 36k | 69.82 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 1.0 | $2.5M | 450k | 5.62 | |
| Uber Technologies (UBER) | 1.0 | $2.5M | 27k | 92.13 | |
| Eaton Corp SHS (ETN) | 1.0 | $2.5M | 7.1k | 355.06 | |
| Gilead Sciences (GILD) | 1.0 | $2.5M | 22k | 111.73 | |
| Tim S A Sponsored Adr (TIMB) | 1.0 | $2.4M | 120k | 20.23 | |
| Ubs Group SHS (UBS) | 1.0 | $2.4M | 72k | 33.77 | |
| Twilio Cl A (TWLO) | 1.0 | $2.4M | 21k | 117.23 | |
| Cheniere Energy Com New (LNG) | 1.0 | $2.4M | 10k | 236.03 | |
| Bank of America Corporation (BAC) | 1.0 | $2.4M | 50k | 48.15 | |
| Morgan Stanley Com New (MS) | 1.0 | $2.4M | 17k | 141.07 | |
| Lam Research Corp Com New (LRCX) | 1.0 | $2.4M | 25k | 96.81 | |
| Expedia Group Com New (EXPE) | 1.0 | $2.4M | 14k | 174.04 | |
| Arista Networks Com Shs (ANET) | 1.0 | $2.4M | 24k | 98.91 | |
| Intercontinental Exchange (ICE) | 1.0 | $2.4M | 13k | 181.86 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $2.3M | 4.1k | 564.62 | |
| McDonald's Corporation (MCD) | 0.9 | $2.3M | 7.6k | 297.49 | |
| Chubb (CB) | 0.9 | $2.2M | 7.5k | 289.60 | |
| Waste Connections (WCN) | 0.9 | $2.1M | 11k | 185.88 | |
| PNC Financial Services (PNC) | 0.9 | $2.1M | 11k | 192.52 | |
| Costco Wholesale Corporation (COST) | 0.9 | $2.1M | 2.1k | 986.18 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $2.1M | 19k | 109.24 | |
| Novartis Sponsored Adr (NVS) | 0.9 | $2.1M | 17k | 123.10 | |
| General Dynamics Corporation (GD) | 0.8 | $2.0M | 6.9k | 294.40 | |
| Goldman Sachs (GS) | 0.8 | $2.0M | 2.9k | 706.34 | |
| Intuitive Surgical Com New (ISRG) | 0.8 | $2.0M | 3.7k | 537.99 | |
| Deere & Company (DE) | 0.8 | $2.0M | 3.9k | 508.38 | |
| At&t (T) | 0.8 | $1.9M | 67k | 28.88 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.8 | $1.9M | 24k | 80.44 | |
| Unilever Spon Adr New (UL) | 0.8 | $1.9M | 31k | 61.48 | |
| Sherwin-Williams Company (SHW) | 0.8 | $1.9M | 5.3k | 355.30 | |
| American Tower Reit (AMT) | 0.8 | $1.9M | 8.3k | 224.47 | |
| Shell Spon Ads (SHEL) | 0.8 | $1.9M | 26k | 71.19 | |
| Home Depot (HD) | 0.8 | $1.8M | 4.9k | 373.19 | |
| Hubspot (HUBS) | 0.8 | $1.8M | 3.3k | 557.86 | |
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.8 | $1.8M | 57k | 31.96 | |
| Dominion Resources (D) | 0.7 | $1.8M | 32k | 57.65 | |
| Realty Income (O) | 0.7 | $1.8M | 31k | 57.80 | |
| Yum China Holdings (YUMC) | 0.7 | $1.8M | 39k | 45.68 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.7 | $1.7M | 133k | 13.08 | |
| Nextera Energy (NEE) | 0.7 | $1.7M | 23k | 73.06 | |
| EOG Resources (EOG) | 0.7 | $1.7M | 14k | 121.19 | |
| FirstEnergy (FE) | 0.7 | $1.7M | 41k | 40.38 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.7M | 11k | 155.92 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.7 | $1.6M | 131k | 12.59 | |
| Equinix (EQIX) | 0.7 | $1.6M | 2.1k | 795.44 | |
| Southern Copper Corporation (SCCO) | 0.6 | $1.5M | 15k | 102.10 | |
| Zoetis Cl A (ZTS) | 0.6 | $1.5M | 9.2k | 159.19 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $1.4M | 13k | 113.97 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.4M | 1.8k | 775.90 | |
| Advanced Micro Devices (AMD) | 0.6 | $1.4M | 10k | 136.11 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.5 | $1.2M | 84k | 13.84 | |
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.4 | $991k | 17k | 60.20 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $827k | 14k | 59.84 | |
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $762k | 21k | 35.77 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $646k | 7.2k | 89.24 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $644k | 1.1k | 567.77 | |
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.2 | $554k | 56k | 9.90 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.2 | $536k | 259k | 2.07 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $322k | 22k | 14.47 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $286k | 7.9k | 36.33 | |
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $283k | 4.5k | 63.28 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $266k | 2.7k | 97.59 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $259k | 420.00 | 617.29 | |
| Booking Holdings (BKNG) | 0.1 | $258k | 45.00 | 5730.73 |
