Altman Advisors as of June 30, 2026
Portfolio Holdings for Altman Advisors
Altman Advisors holds 93 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Msci Euro (IEUR) | 7.2 | $20M | 266k | 75.17 | |
| NVIDIA Corporation (NVDA) | 4.5 | $13M | 62k | 200.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $12M | 33k | 357.37 | |
| Apple (AAPL) | 3.6 | $10M | 35k | 289.36 | |
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 3.5 | $9.7M | 139k | 69.59 | |
| Amazon (AMZN) | 3.4 | $9.5M | 40k | 238.34 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.7 | $7.4M | 63k | 117.45 | |
| Lam Research Corp Com New (LRCX) | 2.6 | $7.3M | 17k | 433.34 | |
| Microsoft Corporation (MSFT) | 2.3 | $6.4M | 17k | 373.01 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.3 | $6.3M | 13k | 477.59 | |
| Twilio Cl A (TWLO) | 1.9 | $5.3M | 26k | 206.33 | |
| Broadcom (AVGO) | 1.9 | $5.2M | 14k | 377.75 | |
| Advanced Micro Devices (AMD) | 1.8 | $5.0M | 8.6k | 580.91 | |
| Meta Platforms Cl A (META) | 1.7 | $4.7M | 8.3k | 563.29 | |
| Eli Lilly & Co. (LLY) | 1.4 | $3.9M | 3.2k | 1199.43 | |
| Arista Networks Com Shs (ANET) | 1.4 | $3.8M | 23k | 169.88 | |
| CBOE Holdings (CBOE) | 1.3 | $3.7M | 15k | 242.67 | |
| Ishares Gold Tr Ishares New (IAU) | 1.3 | $3.7M | 55k | 67.36 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 1.3 | $3.6M | 377k | 9.58 | |
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 1.3 | $3.5M | 176k | 19.89 | |
| Citigroup Com New (C) | 1.2 | $3.4M | 25k | 139.96 | |
| Dycom Industries (DY) | 1.2 | $3.4M | 6.7k | 505.59 | |
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 1.2 | $3.4M | 88k | 38.04 | |
| Generac Holdings (GNRC) | 1.2 | $3.3M | 11k | 292.81 | |
| Expedia Group Com New (EXPE) | 1.2 | $3.2M | 13k | 255.88 | |
| Ge Vernova (GEV) | 1.1 | $3.2M | 2.7k | 1174.86 | |
| Ubs Group SHS (UBS) | 1.1 | $3.1M | 63k | 49.56 | |
| Goldman Sachs (GS) | 1.1 | $3.1M | 3.0k | 1011.23 | |
| Micron Technology (MU) | 1.1 | $3.0M | 2.6k | 1154.29 | |
| Wal-Mart Stores (WMT) | 1.1 | $3.0M | 27k | 113.26 | |
| Gilead Sciences (GILD) | 1.0 | $2.8M | 22k | 126.34 | |
| Eaton Corp SHS (ETN) | 0.9 | $2.6M | 6.2k | 426.15 | |
| Morgan Stanley Com New (MS) | 0.9 | $2.6M | 13k | 209.04 | |
| International Business Machines (IBM) | 0.9 | $2.6M | 9.2k | 281.22 | |
| Constellation Energy (CEG) | 0.9 | $2.5M | 10k | 248.38 | |
| Tim S A Sponsored Adr (TIMB) | 0.9 | $2.5M | 117k | 21.42 | |
| Southern Copper Corporation (SCCO) | 0.9 | $2.5M | 14k | 174.26 | |
| Visa Com Cl A (V) | 0.9 | $2.5M | 7.3k | 343.07 | |
| Abbvie (ABBV) | 0.9 | $2.4M | 9.7k | 251.63 | |
| Johnson & Johnson (JNJ) | 0.9 | $2.4M | 9.6k | 253.96 | |
| Bank of America Corporation (BAC) | 0.9 | $2.4M | 43k | 56.98 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.4M | 7.3k | 327.31 | |
| Deere & Company (DE) | 0.8 | $2.4M | 3.7k | 634.36 | |
| Novartis Sponsored Adr (NVS) | 0.8 | $2.3M | 15k | 156.72 | |
| 3M Company (MMM) | 0.8 | $2.3M | 14k | 161.91 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.3M | 4.6k | 500.39 | |
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.8 | $2.3M | 57k | 39.75 | |
| Netflix (NFLX) | 0.8 | $2.3M | 32k | 71.40 | |
| Pulte (PHM) | 0.8 | $2.2M | 16k | 137.21 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $2.2M | 2.8k | 763.14 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $2.1M | 16k | 136.72 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $2.1M | 4.1k | 513.62 | |
| Amcor Com New (AMCR) | 0.8 | $2.1M | 48k | 43.35 | |
| General Dynamics Corporation (GD) | 0.7 | $2.1M | 5.9k | 354.21 | |
| Costco Wholesale Corporation (COST) | 0.7 | $2.1M | 2.2k | 935.67 | |
| Uber Technologies (UBER) | 0.7 | $2.1M | 29k | 72.16 | |
| Equinix (EQIX) | 0.7 | $2.1M | 2.0k | 1042.50 | |
| Shell Spon Ads (SHEL) | 0.7 | $2.0M | 25k | 77.54 | |
| Cheniere Energy Com New (LNG) | 0.7 | $2.0M | 8.2k | 239.00 | |
| Realty Income (O) | 0.7 | $1.9M | 31k | 61.96 | |
| Palantir Technologies Cl A (PLTR) | 0.7 | $1.9M | 16k | 116.67 | |
| FirstEnergy (FE) | 0.7 | $1.8M | 39k | 47.54 | |
| Spdr Series Trust St Str P500val (SPYV) | 0.7 | $1.8M | 159k | 11.56 | |
| Dominion Resources (D) | 0.6 | $1.8M | 26k | 68.29 | |
| Home Depot (HD) | 0.6 | $1.8M | 5.0k | 352.65 | |
| Unilever Spon Adr New (UL) | 0.6 | $1.7M | 28k | 60.12 | |
| Yum China Holdings (YUMC) | 0.6 | $1.7M | 41k | 40.87 | |
| Coupang Cl A (CPNG) | 0.6 | $1.7M | 97k | 17.37 | |
| Intercontinental Exchange (ICE) | 0.6 | $1.6M | 13k | 123.11 | |
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.6 | $1.6M | 98k | 16.16 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $1.6M | 17k | 95.98 | |
| EOG Resources (EOG) | 0.5 | $1.5M | 12k | 129.73 | |
| Tesla Motors (TSLA) | 0.5 | $1.5M | 3.6k | 420.60 | |
| Peak (DOC) | 0.5 | $1.5M | 70k | 21.40 | |
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.5 | $1.3M | 101k | 12.89 | |
| At&t (T) | 0.4 | $1.2M | 59k | 20.70 | |
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.3 | $857k | 12k | 72.28 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $794k | 5.1k | 156.97 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $779k | 1.1k | 686.81 | |
| Dimensional Etf Trust Global Cr Etf (DGCB) | 0.2 | $689k | 13k | 54.67 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $686k | 6.6k | 103.88 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $614k | 4.9k | 124.44 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.2 | $585k | 304k | 1.92 | |
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.2 | $442k | 53k | 8.40 | |
| Tema Etf Trust Space Innov Etf (NASA) | 0.2 | $435k | 14k | 30.38 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $380k | 28k | 13.59 | |
| Rocket Lab Corp (RKLB) | 0.1 | $343k | 3.4k | 101.65 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $313k | 4.6k | 67.38 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $303k | 4.4k | 68.41 | |
| Dimensional Etf Trust Us High Prof Etf (DUHP) | 0.1 | $277k | 6.6k | 41.73 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $243k | 325.00 | 746.77 | |
| Kla Corp Com New (KLAC) | 0.1 | $211k | 700.00 | 301.71 | |
| Southern Company (SO) | 0.1 | $211k | 2.2k | 95.71 |
