Q4 2025 · 13F-HR
Altman Advisors, Inc.holdings as filed
Filed 2026-02-04 · accession 0001731671-26-000001
$265.4M
Reported value
95
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46434V738 | IEUR | ISHARES TR | $16.6M | 6.26% | 234,061 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $11.9M | 4.50% | 63,994 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $10.8M | 4.05% | 34,360 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $9.4M | 3.56% | 34,728 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $8.3M | 3.12% | 35,921 | Common | SOLE |
| 46137V480 | XSVM | INVESCO EXCHANGE TRADED FD T | $7.8M | 2.95% | 137,061 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $7.6M | 2.86% | 15,695 | Common | SOLE |
| 464287440 | IEF | ISHARES TR | $7.2M | 2.70% | 74,566 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $5.4M | 2.04% | 80,627 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $4.8M | 1.82% | 13,954 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $4.2M | 1.56% | 37,266 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $4.0M | 1.49% | 13,023 | Common | SOLE |
| 12503M108 | CBOE | CBOE GLOBAL MKTS INC | $3.9M | 1.46% | 15,431 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $3.7M | 1.38% | 25,665 | Common | SOLE |
| 33740F847 | FNOV | FIRST TR EXCHNG TRADED FD VI | $3.6M | 1.37% | 95,028 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $3.6M | 1.36% | 3,367 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $3.6M | 1.34% | 10,096 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $3.5M | 1.33% | 5,339 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $3.5M | 1.32% | 12,401 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $3.5M | 1.31% | 24,653 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.4M | 1.29% | 6,800 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $3.3M | 1.26% | 28,582 | Common | SOLE |
| H42097107 | UBS | UBS GROUP AG | $3.2M | 1.22% | 69,964 | Common | SOLE |
| 606822104 | MUFG | MITSUBISHI UFJ FINL GROUP IN | $3.2M | 1.21% | 202,771 | Common | SOLE |
| 60687Y109 | MFG | MIZUHO FINANCIAL GROUP INC | $3.1M | 1.17% | 425,735 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $3.1M | 1.16% | 23,574 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $3.0M | 1.14% | 6,477 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $2.9M | 1.11% | 17,158 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $2.9M | 1.10% | 9,846 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $2.9M | 1.10% | 9,041 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $2.9M | 1.10% | 16,408 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $2.9M | 1.09% | 30,899 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $2.8M | 1.04% | 22,505 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $2.7M | 1.03% | 49,535 | Common | SOLE |
| 92826C839 | V | VISA INC | $2.6M | 1.00% | 7,545 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $2.6M | 0.98% | 16,294 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $2.5M | 0.95% | 2,879 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $2.5M | 0.93% | 12,616 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $2.4M | 0.91% | 7,915 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $2.4M | 0.91% | 10,536 | Common | SOLE |
| 88706T108 | TIMB | TIM S A | $2.4M | 0.89% | 121,583 | Common | SOLE |
| 66987V109 | NVS | NOVARTIS AG | $2.4M | 0.89% | 17,112 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $2.3M | 0.88% | 6,906 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $2.3M | 0.88% | 4,071 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $2.3M | 0.87% | 19,230 | Common | SOLE |
| 267475101 | DY | DYCOM INDS INC | $2.3M | 0.85% | 6,675 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $2.3M | 0.85% | 27,589 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $2.2M | 0.84% | 6,989 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $2.2M | 0.83% | 10,673 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $2.1M | 0.80% | 3,772 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $2.1M | 0.80% | 13,149 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $2.1M | 0.79% | 9,771 | Common | SOLE |
| 84265V105 | SCCO | SOUTHERN COPPER CORP | $2.0M | 0.76% | 14,150 | Common | SOLE |
| 35473P744 | FLJP | FRANKLIN TEMPLETON ETF TR | $2.0M | 0.76% | 58,179 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $2.0M | 0.75% | 11,372 | Common | SOLE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $2.0M | 0.74% | 10,110 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $1.9M | 0.73% | 26,448 | Common | SOLE |
| 192446102 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.9M | 0.73% | 23,313 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $1.9M | 0.72% | 39,945 | Common | SOLE |
| 904767803 | UL | UNILEVER PLC | $1.9M | 0.72% | 29,108 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $1.9M | 0.70% | 12,736 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $1.9M | 0.70% | 2,163 | Common | SOLE |
| 78464A508 | SPYV | SPDR SERIES TRUST | $1.9M | 0.70% | 142,176 | Common | SOLE |
| 337932107 | FE | FIRSTENERGY CORP | $1.8M | 0.69% | 41,158 | Common | SOLE |
| 745867101 | PHM | PULTE GROUP INC | $1.8M | 0.69% | 15,647 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $1.8M | 0.69% | 3,915 | Common | SOLE |
| 25746U109 | D | DOMINION ENERGY INC | $1.8M | 0.69% | 31,100 | Common | SOLE |
| 756109104 | O | REALTY INCOME CORP | $1.8M | 0.67% | 31,638 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $1.7M | 0.63% | 4,877 | Common | SOLE |
| 00206R102 | T | AT&T INC | $1.7M | 0.63% | 67,539 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $1.6M | 0.61% | 3,583 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $1.6M | 0.60% | 3,962 | Common | SOLE |
| 29444U700 | EQIX | EQUINIX INC | $1.5M | 0.57% | 1,958 | Common | SOLE |
| 71654V408 | PBR | PETROLEO BRASILEIRO SA PETRO | $1.5M | 0.55% | 122,811 | Common | SOLE |
| 26875P101 | EOG | EOG RES INC | $1.3M | 0.50% | 12,703 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $1.3M | 0.48% | 10,206 | Common | SOLE |
| 78464A409 | SPYG | SPDR SERIES TRUST | $1.3M | 0.48% | 92,421 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP NEW | $1.3M | 0.47% | 7,164 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $1.1M | 0.40% | 18,300 | Common | SOLE |
| 46641Q761 | JQUA | J P MORGAN EXCHANGE TRADED F | $1.0M | 0.39% | 16,453 | Common | SOLE |
| 25434V831 | DUHP | DIMENSIONAL ETF TRUST | $809,621 | 0.31% | 21,289 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $730,534 | 0.28% | 5,357 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $711,165 | 0.27% | 1,134 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $696,996 | 0.26% | 7,258 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $691,277 | 0.26% | 13,923 | Common | SOLE |
| 46434V787 | BYLD | ISHARES TR | $547,712 | 0.21% | 260,896 | Common | SOLE |
| 27828Q105 | XEFRX | EATON VANCE SR FLTNG RTE TR | $476,190 | 0.18% | 52,075 | Common | SOLE |
| 46435G268 | SMMD | ISHARES TR | $348,135 | 0.13% | 24,092 | Common | SOLE |
| 46434G764 | EMXC | ISHARES INC | $324,662 | 0.12% | 4,467 | Common | SOLE |
| 74347R107 | SSO | PROSHARES TR | $281,665 | 0.11% | 4,863 | Common | SOLE |
| 464287234 | EEM | ISHARES TR | $277,653 | 0.10% | 5,075 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $248,890 | 0.09% | 365 | Common | SOLE |
| 773121108 | RKLB | ROCKET LAB CORP | $235,649 | 0.09% | 3,378 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $235,294 | 0.09% | 7,872 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $219,569 | 0.08% | 41 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.