Altman Advisors, Inc. Top Holdings and 13F Report (2026)

About Altman Advisors, Inc.

Investment Activity

Altman Advisors, Inc. has $284.04 million in total holdings as of September 30, 2026.
Altman Advisors, Inc. owns shares of 88 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 4.53% of the portfolio was purchased this quarter.
About 14.61% of the portfolio was sold this quarter.
This quarter, Altman Advisors, Inc. has purchased 93 new stocks and bought additional shares in 35 stocks.
Altman Advisors, Inc. sold shares of 43 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

iShares Core MSCI Europe ETF: $19,469,123
NVIDIA: $14,314,173
Alphabet: $11,441,138
Apple: $11,427,946
Amazon.com: $9,999,964

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $2,524,154 Holding
053611109 - Avery Dennison: $2,087,635 Holding
126650100 - CVS Health: $1,977,897 Holding
464287200 - iShares Core S&P 500 ETF: $320,891 Holding
25239Y196 - DFA INVT DIMENSIONS GROUP IN: $277,779 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP: 15,509 shares (about $2.52M)
CrowdStrike: 8,424 shares (about $2.23M)
Avery Dennison: 12,232 shares (about $2.09M)
CVS Health: 23,082 shares (about $1.98M)
Accenture: 4,785 shares (about $877.43K)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF: 91,372 shares (about $11.25M)
SPDR Portfolio S&P 500 Value ETF: 131,540 shares (about $8.04M)
iShares Yield Optimized Bond ETF: 289,744 shares (about $6.24M)
FT Vest U.S. Equity Buffer ETF - November: 32,391 shares (about $1.95M)
iShares Russell 2500 ETF: 21,972 shares (about $1.88M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IEUR iShares Core MSCI Europe ETF	$19,469,123	$108,486 ▼	-0.6%	264,167	6.9%	ETF
NVDA NVIDIA	$14,314,173	$66,230 ▲	0.5%	62,677	5.0%	Technology
GOOGL Alphabet	$11,441,138	$21,333 ▲	0.2%	33,251	4.0%	Communication Services
AAPL Apple	$11,427,946	$139,869 ▼	-1.2%	34,316	4.0%	Technology
AMZN Amazon.com	$9,999,964	$83,466 ▲	0.8%	40,136	3.5%	Consumer Discretionary
XSVM Invesco S&P SmallCap Value with Momentum ETF	$9,092,597	$31,964 ▲	0.4%	139,671	3.2%	ETF
MSFT Microsoft	$8,731,024	$66,676 ▼	-0.8%	17,023	3.1%	Technology
TWLO Twilio	$7,432,871	$131,022 ▼	-1.7%	25,415	2.6%	Technology
IEI iShares 3-7 Year Treasury Bond ETF	$7,192,673	$21,894 ▲	0.3%	63,405	2.5%	ETF
TSM Taiwan Semiconductor Manufacturing	$6,061,145	$2,737 ▼	0.0%	13,286	2.1%	Technology
META Meta Platforms	$5,839,196	$147,938 ▼	-2.5%	8,052	2.1%	Communication Services
LAM RESEARCH CORP	$5,517,105	$14,455 ▲	0.3%	16,794	1.9%	COM NEW
AMD Advanced Micro Devices	$5,264,195	$25,082 ▲	0.5%	8,605	1.9%	Technology
AVGO Broadcom	$4,865,058	$38,631 ▲	0.8%	13,853	1.7%	Technology
ARISTA NETWORKS INC	$4,577,925	$3,257 ▼	-0.1%	22,486	1.6%	COM SHS
CBOE Cboe Global Markets	$4,248,000		0.0%	15,431	1.5%	Finance
MFG Mizuho Financial Group	$4,157,352	$4,442 ▼	-0.1%	376,231	1.5%	Finance
MUFG Mitsubishi UFJ Financial Group	$4,051,913	$12,342 ▼	-0.3%	175,636	1.4%	Finance
IAU iShares Gold Trust	$3,897,880	$362,070 ▼	-8.5%	49,909	1.4%	ETF
LLY Eli Lilly and Company	$3,714,254	$30,084 ▼	-0.8%	3,210	1.3%	Healthcare
SCCO Southern Copper	$3,433,198	$512,285 ▲	17.5%	16,942	1.2%	Materials
FNOV FT Vest U.S. Equity Buffer ETF - November	$3,364,328	$1,948,643 ▼	-36.7%	55,923	1.2%	ETF
EXPE Expedia Group	$3,294,717	$26,600 ▼	-0.8%	12,510	1.2%	Consumer Discretionary
GILD Gilead Sciences	$3,249,773	$19,079 ▼	-0.6%	21,803	1.1%	Healthcare
C Citigroup	$3,179,959	$11,135 ▲	0.4%	24,559	1.1%	Finance
PALANTIR TECHNOLOGIES INC	$3,047,606	$23,194 ▲	0.8%	16,293	1.1%	CL A
UBS UBS Group	$3,009,588	$2,647 ▼	-0.1%	62,530	1.1%	Finance
CRWD CrowdStrike	$2,982,938	$2,230,254 ▲	296.3%	11,267	1.1%	Technology
MU Micron Technology	$2,839,586	$30,888 ▲	1.1%	2,666	1.0%	Technology
WALMART INC	$2,787,303	$2,806 ▲	0.1%	26,822	1.0%	COM
GS The Goldman Sachs Group	$2,751,237	$13,504 ▲	0.5%	3,056	1.0%	Finance
ETN Eaton	$2,660,957	$3,008 ▼	-0.1%	6,192	0.9%	Industrials
V Visa	$2,595,335	$14,732 ▼	-0.6%	7,223	0.9%	Finance
CEG Constellation Energy	$2,591,159	$11,176 ▲	0.4%	10,201	0.9%	Utilities
GE VERNOVA INC	$2,572,983	$16,158 ▲	0.6%	2,707	0.9%	COM
JNJ Johnson & Johnson	$2,542,261	$8,207 ▼	-0.3%	9,603	0.9%	Healthcare
ABBV AbbVie	$2,534,602	$11,510 ▼	-0.5%	9,689	0.9%	Healthcare
EXXONMOBIL HOLDINGS CORP	$2,524,154	$2,524,154 ▲	New Holding	15,509	0.9%	COM SHS
DE Deere & Company	$2,483,548	$4,701 ▼	-0.2%	3,698	0.9%	Industrials
SHEL Shell	$2,408,423	$7,984 ▼	-0.3%	25,338	0.8%	Energy
JPM JPMorgan Chase & Co.	$2,407,705	$3,970 ▼	-0.2%	7,278	0.8%	Finance
MS Morgan Stanley	$2,366,121	$4,138 ▼	-0.2%	12,580	0.8%	Finance
FLJP Franklin FTSE Japan ETF	$2,343,751	$20,369 ▼	-0.9%	56,612	0.8%	ETF
MMM 3M	$2,330,668	$6,730 ▼	-0.3%	14,198	0.8%	Industrials
GNRC Generac	$2,326,739	$14,280 ▲	0.6%	11,243	0.8%	Industrials
BAC Bank of America	$2,311,989	$4,572 ▼	-0.2%	42,476	0.8%	Finance
MA Mastercard	$2,255,601	$7,169 ▼	-0.3%	4,090	0.8%	Finance
HEALTHPEAK PROPERTIES INC	$2,251,817	$863,043 ▲	62.1%	112,760	0.8%	COM
BRK.B Berkshire Hathaway	$2,250,236	$19,918 ▼	-0.9%	4,519	0.8%	Finance
NFLX Netflix	$2,241,241	$40,565 ▲	1.8%	32,211	0.8%	Communication Services
CHENIERE ENERGY INC	$2,207,869	$3,228 ▲	0.1%	8,207	0.8%	COM NEW
NVS Novartis	$2,121,584	$2,139 ▼	-0.1%	14,881	0.7%	Healthcare
AVY Avery Dennison	$2,087,635	$2,087,635 ▲	New Holding	12,232	0.7%	Materials
PBR Petroleo Brasileiro S.A.- Petrobras	$2,053,124	$3,026 ▲	0.1%	98,377	0.7%	Energy
COST Costco Wholesale	$2,032,338	$11,832 ▲	0.6%	2,233	0.7%	Consumer Staples
AMCOR PLC	$2,031,518	$6,153 ▲	0.3%	48,531	0.7%	COM NEW
ICE Intercontinental Exchange	$2,016,553	$19,308 ▼	-0.9%	13,264	0.7%	Finance
EQIX Equinix	$2,007,251	$2,023 ▲	0.1%	1,984	0.7%	Real Estate
CVS CVS Health	$1,977,897	$1,977,897 ▲	New Holding	23,082	0.7%	Healthcare
UBER Uber Technologies	$1,974,047	$10,482 ▲	0.5%	28,814	0.7%	Industrials
YUMC Yum China	$1,956,853	$270,068 ▲	16.0%	47,612	0.7%	Consumer Discretionary
GD General Dynamics	$1,950,732	$3,982 ▼	-0.2%	5,879	0.7%	Industrials
PHM PulteGroup	$1,816,591	$36,791 ▼	-2.0%	15,652	0.6%	Consumer Discretionary
DY Dycom Industries	$1,811,985	$6,458 ▲	0.4%	6,734	0.6%	Industrials
ACN Accenture	$1,782,356	$877,425 ▲	97.0%	9,720	0.6%	Technology
BABA Alibaba Group	$1,760,537	$15,593 ▼	-0.9%	16,371	0.6%	Consumer Discretionary
O Realty Income	$1,699,146	$5,810 ▲	0.3%	31,292	0.6%	Real Estate
FE FirstEnergy	$1,677,937	$4,636 ▼	-0.3%	38,725	0.6%	Utilities
SPYV SPDR Portfolio S&P 500 Value ETF	$1,670,967	$8,040,936 ▼	-82.8%	27,335	0.6%	ETF
UNILEVER PLC	$1,649,317	$75,488 ▼	-4.4%	27,158	0.6%	SPON ADR NEW
EOG EOG Resources	$1,592,475	$15,704 ▼	-1.0%	11,560	0.6%	Energy
D Dominion Energy	$1,569,612	$5,084 ▼	-0.3%	25,935	0.6%	Utilities
HD Home Depot	$1,420,978	$284 ▼	0.0%	4,995	0.5%	Consumer Discretionary
CPNG Coupang	$1,412,639	$73,330 ▲	5.5%	101,849	0.5%	Consumer Discretionary
TSLA Tesla	$1,271,284		0.0%	3,583	0.4%	Consumer Discretionary
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,148,475	$11,246,218 ▼	-90.7%	9,331	0.4%	ETF
VOO Vanguard S&P 500 ETF	$983,848	$189,202 ▲	23.8%	1,404	0.3%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$874,751		0.0%	11,853	0.3%	ETF
DIMENSIONAL ETF TRUST	$738,503	$84,086 ▲	12.8%	14,228	0.3%	GLOBAL CR ETF
EFA iShares MSCI EAFE ETF	$723,774	$37,607 ▲	5.5%	6,967	0.3%	ETF
SMMD iShares Russell 2500 ETF	$514,282	$1,878,917 ▼	-78.5%	6,014	0.2%	ETF
EFR Eaton Vance Senior Floating-Rate Trust	$480,558	$67,256 ▼	-12.3%	46,208	0.2%	Finance
SSO ProShares Ultra S&P500	$321,691		0.0%	4,640	0.1%	ETF
IVV iShares Core S&P 500 ETF	$320,891	$320,891 ▲	New Holding	419	0.1%	ETF
BYLD iShares Yield Optimized Bond ETF	$315,298	$6,240,996 ▼	-95.2%	14,638	0.1%	ETF
EEM iShares MSCI Emerging Markets ETF	$307,909	$12,022 ▲	4.1%	4,610	0.1%	ETF
DFA INVT DIMENSIONS GROUP IN	$277,779	$277,779 ▲	New Holding	6,628	0.1%	U.S. HIGH RELATI
SPY SPDR S&P 500 ETF Trust	$247,855		0.0%	325	0.1%	ETF
IBM International Business Machines	$0	$2,575,125 ▼	-100.0%	0	0.0%	Technology
TIMB TIM	$0	$2,513,466 ▼	-100.0%	0	0.0%	Communication Services
XOM ExxonMobil	$0	$2,128,457 ▼	-100.0%	0	0.0%	Energy
T AT&T	$0	$1,227,200 ▼	-100.0%	0	0.0%	Communication Services
ACWI iShares MSCI ACWI ETF	$0	$793,640 ▼	-100.0%	0	0.0%	ETF
TEMA ETF TRUST	$0	$434,995 ▼	-100.0%	0	0.0%	SPACE INNOV ETF
ROCKET LAB CORP	$0	$343,374 ▼	-100.0%	0	0.0%	COM
DUHP Dimensional US High Profitability ETF	$0	$276,586 ▼	-100.0%	0	0.0%	ETF
KLAC KLA	$0	$211,197 ▼	-100.0%	0	0.0%	Technology
SO Southern	$0	$210,562 ▼	-100.0%	0	0.0%	Utilities

Showing largest 100 holdings. View all holdings.

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Altman Advisors, Inc. Top Holdings and 13F Report (2026)

About Altman Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Altman Advisors, Inc. Top Holdings and 13F Report (2026)

About Altman Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAltman Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools