Altman Advisors as of March 31, 2026
Portfolio Holdings for Altman Advisors
Altman Advisors holds 77 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Msci Euro (IEUR) | 7.8 | $19M | 269k | 70.27 | |
| NVIDIA Corporation (NVDA) | 4.6 | $11M | 64k | 174.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $9.7M | 34k | 287.56 | |
| Apple (AAPL) | 3.7 | $9.0M | 36k | 253.79 | |
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 3.5 | $8.4M | 140k | 60.26 | |
| Amazon (AMZN) | 3.5 | $8.4M | 40k | 208.27 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 3.1 | $7.5M | 64k | 118.60 | |
| Microsoft Corporation (MSFT) | 2.6 | $6.4M | 17k | 370.16 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.9 | $4.6M | 14k | 337.96 | |
| CBOE Holdings (CBOE) | 1.8 | $4.3M | 15k | 281.07 | |
| Broadcom (AVGO) | 1.8 | $4.3M | 14k | 309.50 | |
| Ishares Gold Tr Ishares New (IAU) | 1.8 | $4.3M | 64k | 67.15 | |
| Wal-Mart Stores (WMT) | 1.8 | $4.3M | 34k | 124.28 | |
| Meta Platforms Cl A (META) | 1.7 | $4.1M | 7.2k | 572.13 | |
| Lam Research Corp Com New (LRCX) | 1.5 | $3.7M | 17k | 213.66 | |
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 1.5 | $3.5M | 94k | 37.49 | |
| Twilio Cl A (TWLO) | 1.4 | $3.3M | 26k | 125.82 | |
| Tim S A Sponsored Adr (TIMB) | 1.3 | $3.2M | 121k | 26.49 | |
| Eli Lilly & Co. (LLY) | 1.3 | $3.1M | 3.4k | 919.77 | |
| Gilead Sciences (GILD) | 1.3 | $3.1M | 22k | 139.37 | |
| Netflix (NFLX) | 1.3 | $3.0M | 32k | 96.15 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 1.2 | $3.0M | 379k | 7.94 | |
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 1.2 | $3.0M | 177k | 16.97 | |
| Expedia Group Com New (EXPE) | 1.2 | $2.9M | 13k | 230.89 | |
| Constellation Energy (CEG) | 1.2 | $2.9M | 10k | 279.26 | |
| Arista Networks Com Shs (ANET) | 1.2 | $2.9M | 23k | 122.78 | |
| Citigroup Com New (C) | 1.2 | $2.8M | 25k | 113.41 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $2.7M | 16k | 169.66 | |
| Goldman Sachs (GS) | 1.1 | $2.6M | 3.1k | 845.87 | |
| Southern Copper Corporation (SCCO) | 1.0 | $2.5M | 14k | 172.06 | |
| Ubs Group SHS (UBS) | 1.0 | $2.5M | 63k | 39.07 | |
| Shell Spon Ads (SHEL) | 1.0 | $2.4M | 26k | 93.00 | |
| Johnson & Johnson (JNJ) | 1.0 | $2.4M | 9.7k | 244.45 | |
| Cheniere Energy Com New (LNG) | 1.0 | $2.4M | 8.4k | 283.75 | |
| Ge Vernova (GEV) | 1.0 | $2.4M | 2.7k | 872.90 | |
| Dycom Industries (DY) | 1.0 | $2.3M | 6.8k | 338.82 | |
| Novartis Sponsored Adr (NVS) | 0.9 | $2.3M | 15k | 152.75 | |
| International Business Machines (IBM) | 0.9 | $2.2M | 9.2k | 242.40 | |
| Eaton Corp SHS (ETN) | 0.9 | $2.2M | 6.2k | 357.70 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.9 | $2.2M | 36k | 61.35 | |
| Costco Wholesale Corporation (COST) | 0.9 | $2.2M | 2.2k | 996.64 | |
| Visa Com Cl A (V) | 0.9 | $2.2M | 7.3k | 302.24 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.2M | 4.6k | 479.20 | |
| Generac Holdings (GNRC) | 0.9 | $2.2M | 11k | 195.33 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.2M | 7.4k | 294.14 | |
| Morgan Stanley Com New (MS) | 0.9 | $2.1M | 13k | 164.57 | |
| Deere & Company (DE) | 0.9 | $2.1M | 3.8k | 563.32 | |
| Abbvie (ABBV) | 0.9 | $2.1M | 9.8k | 217.48 | |
| Intercontinental Exchange (ICE) | 0.9 | $2.1M | 13k | 157.28 | |
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.9 | $2.1M | 101k | 20.75 | |
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.9 | $2.1M | 58k | 36.18 | |
| Bank of America Corporation (BAC) | 0.9 | $2.1M | 43k | 48.75 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $2.1M | 4.2k | 499.67 | |
| 3M Company (MMM) | 0.9 | $2.1M | 14k | 145.23 | |
| Uber Technologies (UBER) | 0.9 | $2.1M | 29k | 71.93 | |
| General Dynamics Corporation (GD) | 0.8 | $2.0M | 5.9k | 343.19 | |
| Yum China Holdings (YUMC) | 0.8 | $2.0M | 41k | 48.78 | |
| FirstEnergy (FE) | 0.8 | $2.0M | 39k | 50.66 | |
| Equinix (EQIX) | 0.8 | $2.0M | 2.0k | 980.34 | |
| Amcor Com New (AMCR) | 0.8 | $1.9M | 49k | 39.75 | |
| Realty Income (O) | 0.8 | $1.9M | 32k | 61.18 | |
| Pulte (PHM) | 0.8 | $1.9M | 16k | 117.61 | |
| Coupang Cl A (CPNG) | 0.8 | $1.8M | 98k | 18.88 | |
| Oracle Corporation (ORCL) | 0.7 | $1.8M | 12k | 147.11 | |
| EOG Resources (EOG) | 0.7 | $1.7M | 12k | 144.57 | |
| At&t (T) | 0.7 | $1.7M | 60k | 28.99 | |
| Spdr Series Trust State Street Spd (SPYV) | 0.7 | $1.7M | 144k | 11.49 | |
| Unilever Spon Adr New (UL) | 0.7 | $1.7M | 29k | 56.97 | |
| Dominion Resources (D) | 0.7 | $1.6M | 26k | 61.82 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $1.6M | 13k | 125.46 | |
| American Tower Reit (AMT) | 0.6 | $1.3M | 7.8k | 172.59 | |
| Spdr Series Trust State Street Spd (SPYG) | 0.4 | $1.1M | 85k | 12.55 | |
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.3 | $727k | 12k | 61.32 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.2 | $555k | 264k | 2.10 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $539k | 14k | 38.42 | |
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.2 | $440k | 51k | 8.71 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $315k | 24k | 13.15 |
