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

About Altman Advisors, Inc.

Investment Activity

  • Altman Advisors, Inc. has $278.66 million in total holdings as of June 30, 2026.
  • Altman Advisors, Inc. owns shares of 93 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
  • Approximately 8.69% of the portfolio was purchased this quarter.
  • About 3.88% of the portfolio was sold this quarter.
  • This quarter, Altman Advisors, Inc. has purchased 77 new stocks and bought additional shares in 10 stocks.
  • Altman Advisors, Inc. sold shares of 61 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

NVIDIA
$12,483,015
Alphabet
$11,860,842
Apple
$10,051,311

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices
$4,974,913 Holding
595112103 - Micron Technology
$3,043,863 Holding
22788C105 - CrowdStrike
$2,169,607 Holding
69608A108 - PALANTIR TECHNOLOGIES INC
$1,886,437 Holding
437076102 - Home Depot
$1,761,837 Holding

Largest Purchases this Quarter

Advanced Micro Devices
8,564 shares (about $4.97M)
Micron Technology
2,637 shares (about $3.04M)
CrowdStrike
2,843 shares (about $2.17M)
PALANTIR TECHNOLOGIES INC
16,169 shares (about $1.89M)
Home Depot
4,996 shares (about $1.76M)

Largest Sales this Quarter

WALMART INC
7,473 shares (about $846.40K)
iShares Gold Trust
9,455 shares (about $636.92K)
LAM RESEARCH CORP
658 shares (about $285.14K)
Apple
883 shares (about $255.51K)
iShares Core MSCI Europe ETF
3,196 shares (about $240.24K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAltman Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$19,968,099$240,244 â–¼-1.2%265,6397.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$12,483,015$221,099 â–¼-1.7%62,3874.5%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$11,860,842$210,850 â–¼-1.7%33,1894.3%Communication Services
Apple Inc. stock logo
AAPL
Apple
$10,051,311$255,507 â–¼-2.5%34,7363.6%Technology
Invesco S&P SmallCap Value with Momentum ETF stock logo
XSVM
Invesco S&P SmallCap Value with Momentum ETF
$9,685,564$56,716 â–¼-0.6%139,1803.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,486,247$107,254 â–¼-1.1%39,8013.4%Consumer Discretionary
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$7,424,249$43,926 â–¼-0.6%63,2122.7%ETF
LAM RESEARCH CORP
$7,258,390$285,136 â–¼-3.8%16,7502.6%COM NEW
Microsoft Corporation stock logo
MSFT
Microsoft
$6,398,274$36,182 â–¼-0.6%17,1532.3%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$6,348,075$146,141 â–¼-2.3%13,2922.3%Technology
Twilio Inc. stock logo
TWLO
Twilio
$5,336,313$58,185 â–¼-1.1%25,8631.9%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$5,191,375$63,084 â–¼-1.2%13,7431.9%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$4,974,913$4,974,913 â–²New Holding8,5641.8%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,650,543$580,755 â–²14.3%8,2561.7%Communication Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,881,355$206,302 â–¼-5.0%3,2361.4%Healthcare
ARISTA NETWORKS INC
$3,822,640$127,410 â–¼-3.2%22,5021.4%COM SHS
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$3,744,6410.0%15,4311.3%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$3,674,303$636,915 â–¼-14.8%54,5451.3%ETF
Mizuho Financial Group, Inc. stock logo
MFG
Mizuho Financial Group
$3,608,144$26,489 â–¼-0.7%376,6331.3%Finance
Mitsubishi UFJ Financial Group, Inc. stock logo
MUFG
Mitsubishi UFJ Financial Group
$3,504,033$20,467 â–¼-0.6%176,1711.3%Finance
Citigroup Inc. stock logo
C
Citigroup
$3,425,192$41,148 â–¼-1.2%24,4731.2%Finance
Dycom Industries, Inc. stock logo
DY
Dycom Industries
$3,392,509$28,313 â–¼-0.8%6,7101.2%Industrials
FT Vest U.S. Equity Buffer ETF - November stock logo
FNOV
FT Vest U.S. Equity Buffer ETF - November
$3,359,783$227,653 â–¼-6.3%88,3141.2%ETF
Generac Holdings Inc. stock logo
GNRC
Generac
$3,271,859$24,303 â–¼-0.7%11,1741.2%Industrials
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$3,226,943$31,730 â–¼-1.0%12,6111.2%Consumer Discretionary
GE VERNOVA INC
$3,160,373$15,273 â–¼-0.5%2,6901.1%COM
UBS Group AG stock logo
UBS
UBS Group
$3,101,732$30,182 â–¼-1.0%62,5851.1%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$3,075,162$19,213 â–¼-0.6%3,0411.1%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,043,863$3,043,863 â–²New Holding2,6371.1%Technology
WALMART INC
$3,034,821$846,397 â–¼-21.8%26,7951.1%COM
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$2,770,803$7,707 â–¼-0.3%21,9311.0%Healthcare
Eaton Corporation, PLC stock logo
ETN
Eaton
$2,641,709$21,308 â–¼-0.8%6,1990.9%Industrials
Morgan Stanley stock logo
MS
Morgan Stanley
$2,634,322$93,232 â–¼-3.4%12,6020.9%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,575,125$22,216 â–¼-0.9%9,1570.9%Technology
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$2,522,816$21,609 â–¼-0.8%10,1570.9%Utilities
TIM S.A. Sponsored ADR stock logo
TIMB
TIM
$2,513,466$70,557 â–¼-2.7%117,3420.9%Communication Services
Southern Copper Corporation stock logo
SCCO
Southern Copper
$2,511,784$8,016 â–²0.3%14,4140.9%Materials
Visa Inc. stock logo
V
Visa
$2,492,079$16,467 â–¼-0.7%7,2640.9%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$2,449,160$19,124 â–¼-0.8%9,7330.9%Healthcare
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,446,630$20,063 â–¼-0.8%9,6340.9%Healthcare
Bank of America Corporation stock logo
BAC
Bank of America
$2,425,052$12,422 â–¼-0.5%42,5600.9%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,386,093$27,494 â–¼-1.1%7,2900.9%Finance
Deere & Company stock logo
DE
Deere & Company
$2,350,303$62,167 â–¼-2.6%3,7050.8%Industrials
Novartis AG stock logo
NVS
Novartis
$2,334,501$11,754 â–¼-0.5%14,8960.8%Healthcare
3M Company stock logo
MMM
3M
$2,305,436$5,505 â–¼-0.2%14,2390.8%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,281,278$23,018 â–¼-1.0%4,5590.8%Finance
Franklin FTSE Japan ETF stock logo
FLJP
Franklin FTSE Japan ETF
$2,269,884$31,522 â–¼-1.4%57,1040.8%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$2,258,239$5,426 â–¼-0.2%31,6280.8%Communication Services
PulteGroup, Inc. stock logo
PHM
PulteGroup
$2,191,106$9,467 â–¼-0.4%15,9690.8%Consumer Discretionary
CrowdStrike stock logo
CRWD
CrowdStrike
$2,169,607$2,169,607 â–²New Holding2,8430.8%Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,128,457$31,719 â–¼-1.5%15,5680.8%Energy
Mastercard Incorporated stock logo
MA
Mastercard
$2,107,364$24,140 â–¼-1.1%4,1030.8%Finance
AMCOR PLC
$2,097,446$9,190 â–¼-0.4%48,3840.8%COM NEW
General Dynamics Corporation stock logo
GD
General Dynamics
$2,086,667$10,272 â–¼-0.5%5,8910.7%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,077,193$8,421 â–¼-0.4%2,2200.7%Consumer Staples
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,068,178$1,010 â–²0.0%28,6610.7%Industrials
Equinix, Inc. stock logo
EQIX
Equinix
$2,066,238$53,168 â–¼-2.5%1,9820.7%Real Estate
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$1,971,226$37,064 â–¼-1.8%25,4220.7%Energy
CHENIERE ENERGY INC
$1,958,606$39,913 â–¼-2.0%8,1950.7%COM NEW
Realty Income Corporation stock logo
O
Realty Income
$1,932,234$22,492 â–¼-1.2%31,1850.7%Real Estate
PALANTIR TECHNOLOGIES INC
$1,886,437$1,886,437 â–²New Holding16,1690.7%CL A
FirstEnergy Corporation stock logo
FE
FirstEnergy
$1,846,066$24,673 â–¼-1.3%38,8320.7%Utilities
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$1,836,283$167,603 â–²10.0%158,8750.7%ETF
Dominion Energy Inc. stock logo
D
Dominion Energy
$1,776,814$23,150 â–¼-1.3%26,0190.6%Utilities
The Home Depot, Inc. stock logo
HD
Home Depot
$1,761,837$1,761,837 â–²New Holding4,9960.6%Consumer Discretionary
UNILEVER PLC
$1,707,468$41,723 â–¼-2.4%28,4010.6%SPON ADR NEW
Yum China stock logo
YUMC
Yum China
$1,677,346$1,267 â–²0.1%41,0410.6%Consumer Discretionary
Coupang, Inc. stock logo
CPNG
Coupang
$1,677,282$21,278 â–¼-1.3%96,5620.6%Consumer Discretionary
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$1,648,543$4,063 â–¼-0.2%13,3910.6%Finance
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$1,587,426$45,070 â–¼-2.8%98,2320.6%Energy
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$1,585,206$355,798 â–²28.9%16,5160.6%Consumer Discretionary
EOG Resources, Inc. stock logo
EOG
EOG Resources
$1,514,506$43,331 â–¼-2.8%11,6740.5%Energy
Tesla, Inc. stock logo
TSLA
Tesla
$1,507,010$1,507,010 â–²New Holding3,5830.5%Consumer Discretionary
HEALTHPEAK PROPERTIES INC
$1,488,220$1,488,220 â–²New Holding69,5430.5%COM
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,298,546$207,710 â–²19.0%100,7030.5%ETF
AT&T Inc. stock logo
T
AT&T
$1,227,200$6,935 â–¼-0.6%59,2850.4%Communication Services
JPMorgan U.S. Quality Factor ETF stock logo
JQUA
JPMorgan U.S. Quality Factor ETF
$856,7350.0%11,8530.3%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$793,640$793,640 â–²New Holding5,0560.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$778,843$778,843 â–²New Holding1,1340.3%ETF
DIMENSIONAL ETF TRUST
$689,261$689,261 â–²New Holding12,6080.2%GLOBAL CR ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$686,100$686,100 â–²New Holding6,6050.2%ETF
Accenture PLC stock logo
ACN
Accenture
$614,111$614,111 â–²New Holding4,9350.2%Technology
iShares Yield Optimized Bond ETF stock logo
BYLD
iShares Yield Optimized Bond ETF
$585,117$78,646 â–²15.5%304,3820.2%ETF
Eaton Vance Senior Floating-Rate Trust stock logo
EFR
Eaton Vance Senior Floating-Rate Trust
$442,252$18,345 â–²4.3%52,6750.2%Finance
TEMA ETF TRUST
$434,995$434,995 â–²New Holding14,3180.2%SPACE INNOV ETF
iShares Russell 2500 ETF stock logo
SMMD
iShares Russell 2500 ETF
$380,318$54,970 â–²16.9%27,9860.1%ETF
ROCKET LAB CORP
$343,374$343,374 â–²New Holding3,3780.1%COM
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$312,643$312,643 â–²New Holding4,6400.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$303,064$303,064 â–²New Holding4,4300.1%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$276,586$276,586 â–²New Holding6,6280.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$242,700$242,700 â–²New Holding3250.1%ETF
KLA Corporation stock logo
KLAC
KLA
$211,197$211,197 â–²New Holding7000.1%Technology
Southern Company (The) stock logo
SO
Southern
$210,562$210,562 â–²New Holding2,2000.1%Utilities
Cognizant Technology Solutions Corporation stock logo
CTSH
Cognizant Technology Solutions
$0$2,222,404 â–¼-100.0%00.0%Technology
Oracle Corporation stock logo
ORCL
Oracle
$0$1,762,211 â–¼-100.0%00.0%Technology
American Tower Corporation stock logo
AMT
American Tower
$0$1,349,113 â–¼-100.0%00.0%Real Estate
ISHARES BITCOIN TRUST ETF
$0$538,994 â–¼-100.0%00.0%SHS BEN INT

Showing largest 100 holdings. View all holdings.
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