Altman Advisors as of Dec. 31, 2025
Portfolio Holdings for Altman Advisors
Altman Advisors holds 95 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Msci Euro (IEUR) | 6.3 | $17M | 234k | 70.98 | |
| NVIDIA Corporation (NVDA) | 4.5 | $12M | 64k | 186.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $11M | 34k | 313.00 | |
| Apple (AAPL) | 3.6 | $9.4M | 35k | 271.86 | |
| Amazon (AMZN) | 3.1 | $8.3M | 36k | 230.82 | |
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 3.0 | $7.8M | 137k | 57.14 | |
| Microsoft Corporation (MSFT) | 2.9 | $7.6M | 16k | 483.63 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.7 | $7.2M | 75k | 96.16 | |
| Ishares Gold Tr Ishares New (IAU) | 2.0 | $5.4M | 81k | 67.05 | |
| Broadcom (AVGO) | 1.8 | $4.8M | 14k | 346.11 | |
| Wal-Mart Stores (WMT) | 1.6 | $4.2M | 37k | 111.41 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.5 | $4.0M | 13k | 303.90 | |
| CBOE Holdings (CBOE) | 1.5 | $3.9M | 15k | 251.00 | |
| Twilio Cl A (TWLO) | 1.4 | $3.7M | 26k | 142.24 | |
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 1.4 | $3.6M | 95k | 38.14 | |
| Eli Lilly & Co. (LLY) | 1.4 | $3.6M | 3.4k | 1074.68 | |
| Constellation Energy (CEG) | 1.3 | $3.6M | 10k | 353.29 | |
| Meta Platforms Cl A (META) | 1.3 | $3.5M | 5.3k | 660.09 | |
| Expedia Group Com New (EXPE) | 1.3 | $3.5M | 12k | 283.31 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 1.3 | $3.5M | 25k | 141.49 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $3.4M | 6.8k | 502.65 | |
| Citigroup Com New (C) | 1.3 | $3.3M | 29k | 116.69 | |
| Ubs Group SHS (UBS) | 1.2 | $3.2M | 70k | 46.31 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 1.2 | $3.2M | 203k | 15.86 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 1.2 | $3.1M | 426k | 7.32 | |
| Arista Networks Com Shs (ANET) | 1.2 | $3.1M | 24k | 131.03 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $3.0M | 6.5k | 468.76 | |
| Lam Research Corp Com New (LRCX) | 1.1 | $2.9M | 17k | 171.18 | |
| International Business Machines (IBM) | 1.1 | $2.9M | 9.8k | 296.22 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.9M | 9.0k | 322.24 | |
| Morgan Stanley Com New (MS) | 1.1 | $2.9M | 16k | 177.53 | |
| Netflix (NFLX) | 1.1 | $2.9M | 31k | 93.76 | |
| Gilead Sciences (GILD) | 1.0 | $2.8M | 23k | 122.74 | |
| Bank of America Corporation (BAC) | 1.0 | $2.7M | 50k | 55.00 | |
| Visa Com Cl A (V) | 1.0 | $2.6M | 7.5k | 350.71 | |
| 3M Company (MMM) | 1.0 | $2.6M | 16k | 160.10 | |
| Goldman Sachs (GS) | 1.0 | $2.5M | 2.9k | 878.86 | |
| Oracle Corporation (ORCL) | 0.9 | $2.5M | 13k | 194.91 | |
| McDonald's Corporation (MCD) | 0.9 | $2.4M | 7.9k | 305.63 | |
| Abbvie (ABBV) | 0.9 | $2.4M | 11k | 228.48 | |
| Tim S A Sponsored Adr (TIMB) | 0.9 | $2.4M | 122k | 19.45 | |
| Novartis Sponsored Adr (NVS) | 0.9 | $2.4M | 17k | 137.87 | |
| General Dynamics Corporation (GD) | 0.9 | $2.3M | 6.9k | 336.68 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $2.3M | 4.1k | 570.90 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $2.3M | 19k | 120.34 | |
| Dycom Industries (DY) | 0.8 | $2.3M | 6.7k | 337.90 | |
| Uber Technologies (UBER) | 0.8 | $2.3M | 28k | 81.71 | |
| Eaton Corp SHS (ETN) | 0.8 | $2.2M | 7.0k | 318.53 | |
| Johnson & Johnson (JNJ) | 0.8 | $2.2M | 11k | 206.96 | |
| Intuitive Surgical Com New (ISRG) | 0.8 | $2.1M | 3.8k | 566.36 | |
| Intercontinental Exchange (ICE) | 0.8 | $2.1M | 13k | 161.96 | |
| Advanced Micro Devices (AMD) | 0.8 | $2.1M | 9.8k | 214.16 | |
| Southern Copper Corporation (SCCO) | 0.8 | $2.0M | 14k | 143.47 | |
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.8 | $2.0M | 58k | 34.45 | |
| Waste Connections (WCN) | 0.8 | $2.0M | 11k | 175.37 | |
| Cheniere Energy Com New (LNG) | 0.7 | $2.0M | 10k | 194.38 | |
| Shell Spon Ads (SHEL) | 0.7 | $1.9M | 26k | 73.48 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.7 | $1.9M | 23k | 83.00 | |
| Yum China Holdings (YUMC) | 0.7 | $1.9M | 40k | 47.74 | |
| Unilever Spon Adr New (UL) | 0.7 | $1.9M | 29k | 65.40 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $1.9M | 13k | 146.58 | |
| Costco Wholesale Corporation (COST) | 0.7 | $1.9M | 2.2k | 862.53 | |
| Spdr Series Trust State Street Spd (SPYV) | 0.7 | $1.9M | 142k | 13.01 | |
| FirstEnergy (FE) | 0.7 | $1.8M | 41k | 44.77 | |
| Pulte (PHM) | 0.7 | $1.8M | 16k | 117.26 | |
| Deere & Company (DE) | 0.7 | $1.8M | 3.9k | 465.59 | |
| Dominion Resources (D) | 0.7 | $1.8M | 31k | 58.59 | |
| Realty Income (O) | 0.7 | $1.8M | 32k | 56.37 | |
| Home Depot (HD) | 0.6 | $1.7M | 4.9k | 344.13 | |
| At&t (T) | 0.6 | $1.7M | 68k | 24.84 | |
| Tesla Motors (TSLA) | 0.6 | $1.6M | 3.6k | 449.72 | |
| Hubspot (HUBS) | 0.6 | $1.6M | 4.0k | 401.30 | |
| Equinix (EQIX) | 0.6 | $1.5M | 2.0k | 766.23 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.5 | $1.5M | 123k | 11.85 | |
| EOG Resources (EOG) | 0.5 | $1.3M | 13k | 105.01 | |
| Zoetis Cl A (ZTS) | 0.5 | $1.3M | 10k | 125.82 | |
| Spdr Series Trust State Street Spd (SPYG) | 0.5 | $1.3M | 92k | 13.83 | |
| American Tower Reit (AMT) | 0.5 | $1.3M | 7.2k | 175.58 | |
| Paypal Holdings (PYPL) | 0.4 | $1.1M | 18k | 58.38 | |
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.4 | $1.0M | 17k | 63.18 | |
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $810k | 21k | 38.03 | |
| Generac Holdings (GNRC) | 0.3 | $731k | 5.4k | 136.37 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $711k | 1.1k | 627.13 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $697k | 7.3k | 96.03 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $691k | 14k | 49.65 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.2 | $548k | 261k | 2.10 | |
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.2 | $476k | 52k | 9.14 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $348k | 24k | 14.45 | |
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $325k | 4.5k | 72.68 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $282k | 4.9k | 57.92 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $278k | 5.1k | 54.71 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $249k | 365.00 | 681.89 | |
| Rocket Lab Corp (RKLB) | 0.1 | $236k | 3.4k | 69.76 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $235k | 7.9k | 29.89 | |
| Booking Holdings (BKNG) | 0.1 | $220k | 41.00 | 5355.34 |
