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Altman Advisors, Inc.

Q1 2026 · 13F-HR

Altman Advisors, Inc.holdings as filed

Filed 2026-05-05 · accession 0001731671-26-000002

$241.3M
Reported value
77
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46434V738IEURISHARES TR$18.9M7.83%268,835CommonSOLE
67066G104NVDANVIDIA CORPORATION$11.1M4.59%63,492CommonSOLE
02079K305GOOGLALPHABET INC$9.7M4.03%33,779CommonSOLE
037833100AAPLAPPLE INC$9.0M3.75%35,619CommonSOLE
46137V480XSVMINVESCO EXCHANGE TRADED FD T$8.4M3.50%139,995CommonSOLE
023135106AMZNAMAZON COM INC$8.4M3.47%40,251CommonSOLE
464288661IEIISHARES TR$7.5M3.13%63,586CommonSOLE
594918104MSFTMICROSOFT CORP$6.4M2.65%17,250CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$4.6M1.90%13,598CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$4.3M1.80%15,431CommonSOLE
11135F101AVGOBROADCOM INC$4.3M1.78%13,910CommonSOLE
464285204IAUISHARES GOLD TR$4.3M1.78%64,000CommonSOLE
931142103WMTWALMART INC$4.3M1.77%34,268CommonSOLE
30303M102METAMETA PLATFORMS INC$4.1M1.71%7,225CommonSOLE
512807306LRCXLAM RESEARCH CORP$3.7M1.54%17,408CommonSOLE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$3.5M1.47%94,298CommonSOLE
90138F102TWLOTWILIO INC$3.3M1.36%26,145CommonSOLE
88706T108TIMBTIM S A$3.2M1.32%120,636CommonSOLE
532457108LLYELI LILLY & CO$3.1M1.30%3,408CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.1M1.27%21,992CommonSOLE
64110L106NFLXNETFLIX INC.$3.0M1.26%31,704CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$3.0M1.25%379,398CommonSOLE
606822104MUFGMITSUBISHI UFJ FINANCIAL GRO$3.0M1.25%177,200CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$2.9M1.22%12,735CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.9M1.19%10,244CommonSOLE
040413205ANETARISTA NETWORKS INC$2.9M1.18%23,252CommonSOLE
172967424CCITIGROUP INC$2.8M1.16%24,767CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.7M1.11%15,800CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.6M1.07%3,060CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$2.5M1.02%14,368CommonSOLE
H42097107UBSUBS GROUP AG$2.5M1.02%63,194CommonSOLE
780259305SHELSHELL PLC$2.4M1.00%25,900CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.4M0.98%9,713CommonSOLE
16411R208LNGCHENIERE ENERGY INC$2.4M0.98%8,362CommonSOLE
36828A101GEVGE VERNOVA INC$2.4M0.98%2,703CommonSOLE
267475101DYDYCOM INDS INC$2.3M0.95%6,766CommonSOLE
66987V109NVSNOVARTIS AG$2.3M0.95%14,971CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.2M0.93%9,236CommonSOLE
G29183103ETNEATON CORP PLC$2.2M0.93%6,249CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.2M0.92%36,225CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.2M0.92%2,229CommonSOLE
92826C839VVISA INC$2.2M0.92%7,312CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.2M0.91%4,605CommonSOLE
368736104GNRCGENERAC HLDGS INC$2.2M0.91%11,257CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$2.2M0.90%7,374CommonSOLE
617446448MSMORGAN STANLEY$2.1M0.89%13,048CommonSOLE
244199105DEDEERE & CO$2.1M0.89%3,803CommonSOLE
00287Y109ABBVABBVIE INC$2.1M0.88%9,809CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.1M0.88%13,424CommonSOLE
71654V408PBRPETROLEO BRASILEIRO S A$2.1M0.87%101,021CommonSOLE
35473P744FLJPFRANKLIN TEMPLETON ETF TR$2.1M0.87%57,897CommonSOLE
060505104BACBANK AMERICA CORP$2.1M0.86%42,778CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.1M0.86%4,150CommonSOLE
88579Y101MMM3M CO$2.1M0.86%14,273CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.1M0.85%28,647CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.0M0.84%5,920CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$2.0M0.83%41,010CommonSOLE
337932107FEFIRSTENERGY CORP$2.0M0.83%39,351CommonSOLE
29444U700EQIXEQUINIX INC$2.0M0.83%2,033CommonSOLE
G0250X149AMCRAMCOR PLC$1.9M0.80%48,596CommonSOLE
756109104OREALTY INCOME CORP$1.9M0.80%31,548CommonSOLE
745867101PHMPULTE GROUP INC$1.9M0.78%16,038CommonSOLE
22266T109CPNGCOUPANG INC$1.8M0.77%97,787CommonSOLE
68389X105ORCLORACLE CORP$1.8M0.73%11,979CommonSOLE
26875P101EOGEOG RES INC$1.7M0.72%12,008CommonSOLE
00206R102TAT&T INC$1.7M0.72%59,620CommonSOLE
78464A508SPYVSPDR SERIES TRUST$1.7M0.69%144,374CommonSOLE
904767803ULUNILEVER PLC$1.7M0.69%29,095CommonSOLE
25746U109DDOMINION ENERGY INC$1.6M0.68%26,358CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.6M0.67%12,809CommonSOLE
03027X100AMTAMERICAN TOWER CORP$1.3M0.56%7,817CommonSOLE
78464A409SPYGSPDR SERIES TRUST$1.1M0.44%84,595CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$726,8260.30%11,853CommonSOLE
46434V787BYLDISHARES TR$554,5980.23%263,470CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$538,9940.22%14,029CommonSOLE
27828Q105XEFRXEATON VANCE SR FLTNG RTE TR$439,6550.18%50,490CommonSOLE
46435G268SMMDISHARES TR$314,8310.13%23,941CommonSOLE

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.