Altman Advisors, Inc. Top Holdings and 13F Report (2026) About Altman Advisors, Inc.Investment ActivityAltman Advisors, Inc. has $241.27 million in total holdings as of March 31, 2026.Altman Advisors, Inc. owns shares of 77 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 9.26% of the portfolio was purchased this quarter.About 18.30% of the portfolio was sold this quarter.This quarter, Altman Advisors, Inc. has purchased 95 new stocks and bought additional shares in 30 stocks.Altman Advisors, Inc. sold shares of 42 stocks and completely divested from 22 stocks this quarter.Largest Holdings iShares Core MSCI Europe ETF $18,891,035NVIDIA $11,073,005Alphabet $9,713,555Apple $9,039,688Invesco S&P SmallCap Value with Momentum ETF $8,436,099 Largest New Holdings this Quarter 464288661 - iShares 3-7 Year Treasury Bond ETF $7,541,300 Holding36828A101 - GE VERNOVA INC $2,359,449 HoldingG0250X149 - AMCOR PLC $1,931,691 Holding22266T109 - Coupang $1,846,219 Holding Largest Purchases this Quarter iShares 3-7 Year Treasury Bond ETF 63,586 shares (about $7.54M)iShares Core MSCI Europe ETF 34,774 shares (about $2.44M)GE VERNOVA INC 2,703 shares (about $2.36M)AMCOR PLC 48,596 shares (about $1.93M)Coupang 97,787 shares (about $1.85M) Largest Sales this Quarter iShares Gold Trust 16,627 shares (about $1.12M)Berkshire Hathaway 2,195 shares (about $1.05M)ExxonMobil 3,430 shares (about $581.93K)Morgan Stanley 3,360 shares (about $552.95K)CHENIERE ENERGY INC 1,748 shares (about $495.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAltman Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEURiShares Core MSCI Europe ETF$18,891,035$2,443,569 â–²14.9%268,8357.8%ETFNVDANVIDIA$11,073,005$87,549 â–¼-0.8%63,4924.6%Computer and TechnologyGOOGLAlphabet$9,713,555$167,073 â–¼-1.7%33,7794.0%Computer and TechnologyAAPLApple$9,039,688$226,125 â–²2.6%35,6193.7%Computer and TechnologyXSVMInvesco S&P SmallCap Value with Momentum ETF$8,436,099$176,803 â–²2.1%139,9953.5%MiscellaneousAMZNAmazon.com$8,383,005$901,801 â–²12.1%40,2513.5%Retail/WholesaleIEIiShares 3-7 Year Treasury Bond ETF$7,541,300$7,541,300 â–²New Holding63,5863.1%ETFMSFTMicrosoft$6,385,281$575,601 â–²9.9%17,2502.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$4,595,596$194,328 â–²4.4%13,5981.9%Computer and TechnologyCBOECboe Global Markets$4,337,1910.0%15,4311.8%Financial ServicesAVGOBroadcom$4,305,197$13,618 â–¼-0.3%13,9101.8%Computer and TechnologyIAUiShares Gold Trust$4,297,521$1,116,483 â–¼-20.6%64,0001.8%FinanceWALMART INC$4,258,832$372,592 â–¼-8.0%34,2681.8%COMMETAMeta Platforms$4,133,639$1,079,037 â–²35.3%7,2251.7%Computer and TechnologyLAM RESEARCH CORP$3,719,445$53,416 â–²1.5%17,4081.5%COM NEWFNOVFT Vest U.S. Equity Buffer ETF - November$3,535,281$27,368 â–¼-0.8%94,2981.5%ETFTWLOTwilio$3,289,564$60,394 â–²1.9%26,1451.4%Computer and TechnologyTIMBTIM$3,195,648$25,086 â–¼-0.8%120,6361.3%Computer and TechnologyLLYEli Lilly and Company$3,134,576$37,711 â–²1.2%3,4081.3%MedicalGILDGilead Sciences$3,065,057$71,498 â–¼-2.3%21,9921.3%MedicalNFLXNetflix$3,048,340$77,401 â–²2.6%31,7041.3%Consumer DiscretionaryMFGMizuho Financial Group$3,012,420$367,916 â–¼-10.9%379,3981.2%FinanceMUFGMitsubishi UFJ Financial Group$3,007,077$433,939 â–¼-12.6%177,2001.2%FinanceEXPEExpedia Group$2,940,415$77,118 â–²2.7%12,7351.2%Retail/WholesaleCEGConstellation Energy$2,860,769$41,331 â–²1.5%10,2441.2%EnergyARISTA NETWORKS INC$2,854,881$39,535 â–¼-1.4%23,2521.2%COM SHSCCitigroup$2,808,771$432,651 â–¼-13.3%24,7671.2%Financial ServicesXOMExxonMobil$2,680,628$581,934 â–¼-17.8%15,8001.1%EnergyGSThe Goldman Sachs Group$2,588,369$153,103 â–²6.3%3,0601.1%FinanceSCCOSouthern Copper$2,472,158$37,509 â–²1.5%14,3681.0%Basic MaterialsUBSUBS Group$2,469,005$264,506 â–¼-9.7%63,1941.0%FinanceSHELShell$2,408,679$50,964 â–¼-2.1%25,9001.0%EnergyJNJJohnson & Johnson$2,374,364$234,674 â–¼-9.0%9,7131.0%MedicalCHENIERE ENERGY INC$2,372,700$495,991 â–¼-17.3%8,3621.0%COM NEWGE VERNOVA INC$2,359,449$2,359,449 â–²New Holding2,7031.0%COMDYDycom Industries$2,292,456$30,833 â–²1.4%6,7661.0%ConstructionNVSNovartis$2,286,820$327,038 â–¼-12.5%14,9710.9%MedicalIBMInternational Business Machines$2,238,774$147,862 â–¼-6.2%9,2360.9%Computer and TechnologyETNEaton$2,235,240$264,695 â–¼-10.6%6,2490.9%IndustrialsCTSHCognizant Technology Solutions$2,222,404$792,151 â–²55.4%36,2250.9%Computer and TechnologyCOSTCostco Wholesale$2,221,518$65,778 â–²3.1%2,2290.9%Retail/WholesaleVVisa$2,209,963$70,421 â–¼-3.1%7,3120.9%Business ServicesBRK.BBerkshire Hathaway$2,206,716$1,051,844 â–¼-32.3%4,6050.9%FinanceGNRCGenerac$2,198,830$1,152,447 â–²110.1%11,2570.9%IndustrialsJPMJPMorgan Chase & Co.$2,168,997$490,333 â–¼-18.4%7,3740.9%FinanceMSMorgan Stanley$2,147,299$552,953 â–¼-20.5%13,0480.9%FinanceDEDeere & Company$2,142,323$63,092 â–¼-2.9%3,8030.9%IndustrialsABBVAbbVie$2,133,297$158,111 â–¼-6.9%9,8090.9%MedicalICEIntercontinental Exchange$2,111,384$43,253 â–²2.1%13,4240.9%FinancePBRPetroleo Brasileiro S.A.- Petrobras$2,096,182$452,142 â–¼-17.7%101,0210.9%EnergyFLJPFranklin FTSE Japan ETF$2,094,713$10,203 â–¼-0.5%57,8970.9%ETFBACBank of America$2,085,403$329,400 â–¼-13.6%42,7780.9%FinanceMAMastercard$2,073,648$39,474 â–²1.9%4,1500.9%Business ServicesMMM3M$2,072,868$293,510 â–¼-12.4%14,2730.9%Multi-Sector ConglomeratesUBERUber Technologies$2,060,579$76,102 â–²3.8%28,6470.9%Computer and TechnologyGDGeneral Dynamics$2,031,696$338,387 â–¼-14.3%5,9200.8%AerospaceYUMCYum China$2,000,468$51,951 â–²2.7%41,0100.8%Retail/WholesaleFEFirstEnergy$1,993,545$91,544 â–¼-4.4%39,3510.8%UtilitiesEQIXEquinix$1,993,025$73,525 â–²3.8%2,0330.8%FinanceAMCOR PLC$1,931,691$1,931,691 â–²New Holding48,5960.8%COM NEWORealty Income$1,930,096$5,506 â–¼-0.3%31,5480.8%FinancePHMPulteGroup$1,886,229$45,986 â–²2.5%16,0380.8%ConstructionCPNGCoupang$1,846,219$1,846,219 â–²New Holding97,7870.8%Retail/WholesaleORCLOracle$1,762,211$93,708 â–¼-5.0%11,9790.7%Computer and TechnologyEOGEOG Resources$1,736,025$100,478 â–¼-5.5%12,0080.7%EnergyTAT&T$1,728,384$229,572 â–¼-11.7%59,6200.7%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$1,659,109$25,259 â–²1.5%144,3740.7%ETFUNILEVER PLC$1,657,542$741 â–¼0.0%29,0950.7%SPON ADR NEWDDominion Energy$1,629,476$293,155 â–¼-15.2%26,3580.7%UtilitiesBABAAlibaba Group$1,607,017$9,159 â–²0.6%12,8090.7%Retail/WholesaleAMTAmerican Tower$1,349,113$112,699 â–²9.1%7,8170.6%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$1,061,932$98,241 â–¼-8.5%84,5950.4%ETFJQUAJPMorgan U.S. Quality Factor ETF$726,826$282,072 â–¼-28.0%11,8530.3%ETFBYLDiShares Yield Optimized Bond ETF$554,598$5,418 â–²1.0%263,4700.2%ETFISHARES BITCOIN TRUST ETF$538,994$4,073 â–²0.8%14,0290.2%SHS BEN INTEFREaton Vance Senior Floating-Rate Trust$439,655$13,802 â–¼-3.0%50,4900.2%Financial ServicesSMMDiShares Russell 2500 ETF$314,831$1,986 â–¼-0.6%23,9410.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$0$7,170,267 â–¼-100.0%00.0%ETFACWIiShares MSCI ACWI ETF$0$3,488,153 â–¼-100.0%00.0%ManufacturingCRWDCrowdStrike$0$3,036,159 â–¼-100.0%00.0%Computer and TechnologyMCDMcDonald's$0$2,419,061 â–¼-100.0%00.0%Retail/WholesaleISRGIntuitive Surgical$0$2,136,310 â–¼-100.0%00.0%MedicalAMDAdvanced Micro Devices$0$2,092,557 â–¼-100.0%00.0%Computer and TechnologyWCNWaste Connections$0$1,994,262 â–¼-100.0%00.0%Business ServicesHDHome Depot$0$1,678,342 â–¼-100.0%00.0%Retail/WholesaleTSLATesla$0$1,611,347 â–¼-100.0%00.0%Auto/Tires/TrucksHUBSHubSpot$0$1,589,951 â–¼-100.0%00.0%Computer and TechnologyZTSZoetis$0$1,284,116 â–¼-100.0%00.0%MedicalPYPLPayPal$0$1,068,354 â–¼-100.0%00.0%Business ServicesDUHPDimensional US High Profitability ETF$0$809,621 â–¼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$711,165 â–¼-100.0%00.0%ETFEFAiShares MSCI EAFE ETF$0$696,996 â–¼-100.0%00.0%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$0$324,662 â–¼-100.0%00.0%ManufacturingSSOProShares Ultra S&P500$0$281,665 â–¼-100.0%00.0%ETFEEMiShares MSCI Emerging Markets ETF$0$277,653 â–¼-100.0%00.0%FinanceSPYSPDR S&P 500 ETF Trust$0$248,890 â–¼-100.0%00.0%FinanceROCKET LAB CORP$0$235,649 â–¼-100.0%00.0%COMCMCSAComcast$0$235,294 â–¼-100.0%00.0%Consumer DiscretionaryBKNGBooking$0$219,569 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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