Institutional
Altman Advisors, Inc.
CIK 0001731671
$241.3M
Reported AUM
77
Positions
Q1 2026
Period
2026-05-05
Filed
Editorial summary
Summary for Altman Advisors, Inc. · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IEUR | ISHARES TR | $76.62 | -0.58% | 22.88% | 51.18% | $18.9M | 7.83% | — | HELD |
| 2 | NVDA | NVIDIA CORPORATION | $198.08 | 1.56% | 12.42% | 774.16% | $11.1M | 4.59% | — | HELD |
| 3 | GOOGL | ALPHABET INC | $354.58 | 6.27% | 85.11% | 143.37% | $9.7M | 4.03% | — | HELD |
| 4 | AAPL | APPLE INC | $300.58 | -9.85% | 65.41% | 124.96% | $9.0M | 3.75% | — | HELD |
| 5 | XSVM | INVESCO EXCHANGE TRADED FD T | $71.18 | -0.38% | 42.11% | 53.79% | $8.4M | 3.50% | — | HELD |
| 6 | AMZN | AMAZON COM INC | $270.97 | 15.06% | 9.66% | 35.70% | $8.4M | 3.47% | — | HELD |
| 7 | IEI | ISHARES TR | $116.32 | -0.28% | 1.30% | 0.65% | $7.5M | 3.13% | — | HELD |
| 8 | MSFT | MICROSOFT CORP | $463.94 | 2.85% | -13.24% | 55.41% | $6.4M | 2.65% | — | HELD |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $407.33 | 1.00% | 73.36% | 267.64% | $4.6M | 1.90% | — | HELD |
| 10 | CBOE | CBOE GLOBAL MKTS INC | $303.95 | 2.50% | 20.21% | 148.85% | $4.3M | 1.80% | — | HELD |
| 11 | AVGO | BROADCOM INC | $388.14 | 0.08% | 35.65% | 758.72% | $4.3M | 1.78% | — | HELD |
| 12 | IAU | ISHARES GOLD TR | $76.13 | -1.51% | 22.14% | 123.86% | $4.3M | 1.78% | — | HELD |
| 13 | WMT | WALMART INC | $111.48 | 0.34% | 13.75% | 139.00% | $4.3M | 1.77% | — | HELD |
| 14 | META | META PLATFORMS INC | $549.42 | 1.93% | -27.89% | 43.33% | $4.1M | 1.71% | — | HELD |
| 15 | LRCX | LAM RESEARCH CORP | $302.72 | 1.68% | 210.64% | 418.55% | $3.7M | 1.54% | — | HELD |
| 16 | FNOV | FIRST TR EXCHNG TRADED FD VI | $58.84 | 0.38% | 16.66% | 53.83% | $3.5M | 1.47% | — | HELD |
| 17 | TWLO | TWILIO INC | $195.10 | 2.18% | 57.59% | -46.51% | $3.3M | 1.36% | — | HELD |
| 18 | TIMB | TIM S A | $19.02 | -0.52% | 3.20% | 109.76% | $3.2M | 1.32% | — | HELD |
| 19 | LLY | ELI LILLY & CO | $1143.39 | -1.00% | 50.85% | 361.96% | $3.1M | 1.30% | — | HELD |
| 20 | GILD | GILEAD SCIENCES INC | $129.90 | -1.05% | 19.01% | 116.49% | $3.1M | 1.27% | — | HELD |
| 21 | NFLX | NETFLIX INC. | $71.62 | -2.12% | -36.85% | 28.55% | $3.0M | 1.26% | — | HELD |
| 22 | MFG | MIZUHO FINANCIAL GROUP INC | $10.39 | 0.38% | 77.23% | 294.42% | $3.0M | 1.25% | — | HELD |
| 23 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | $22.49 | -0.07% | 61.64% | 333.24% | $3.0M | 1.25% | — | HELD |
| 24 | EXPE | EXPEDIA GROUP INC | $295.76 | 0.96% | 65.81% | 105.23% | $2.9M | 1.22% | — | HELD |
| 25 | CEG | CONSTELLATION ENERGY CORP | $262.36 | -0.46% | -22.25% | 492.61% | $2.9M | 1.19% | — | HELD |
| 26 | ANET | ARISTA NETWORKS INC | $180.19 | 5.36% | 45.46% | 640.49% | $2.9M | 1.18% | — | HELD |
| 27 | C | CITIGROUP INC | $133.13 | 0.61% | 47.36% | 117.15% | $2.8M | 1.16% | — | HELD |
| 28 | XOM | EXXON MOBIL CORP | $153.96 | -1.92% | 45.72% | 236.23% | $2.7M | 1.11% | — | HELD |
| 29 | GS | GOLDMAN SACHS GROUP INC | $1023.00 | -0.18% | 47.34% | 178.41% | $2.6M | 1.07% | — | HELD |
| 30 | SCCO | SOUTHERN COPPER CORP | $183.32 | -0.91% | 114.45% | 279.22% | $2.5M | 1.02% | — | HELD |
| 31 | UBS | UBS GROUP AG | $52.62 | -1.43% | — | — | $2.5M | 1.02% | — | HELD |
| 32 | SHEL | SHELL PLC | $91.32 | 0.89% | — | — | $2.4M | 1.00% | — | HELD |
| 33 | JNJ | JOHNSON & JOHNSON | $257.67 | 0.72% | — | — | $2.4M | 0.98% | — | HELD |
| 34 | LNG | CHENIERE ENERGY INC | $261.73 | 1.42% | — | — | $2.4M | 0.98% | — | HELD |
| 35 | GEV | GE VERNOVA INC | $995.97 | 1.43% | — | — | $2.4M | 0.98% | — | HELD |
| 36 | DY | DYCOM INDS INC | $401.64 | -3.72% | — | — | $2.3M | 0.95% | — | HELD |
| 37 | NVS | NOVARTIS AG | $156.21 | -1.41% | — | — | $2.3M | 0.95% | — | HELD |
| 38 | IBM | INTERNATIONAL BUSINESS MACHS | $220.70 | -0.47% | — | — | $2.2M | 0.93% | — | HELD |
| 39 | ETN | EATON CORP PLC | $412.37 | 6.59% | — | — | $2.2M | 0.93% | — | HELD |
| 40 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $54.46 | 1.04% | — | — | $2.2M | 0.92% | — | HELD |
| 41 | COST | COSTCO WHOLESALE CORPORATION | $950.54 | -0.38% | — | — | $2.2M | 0.92% | — | HELD |
| 42 | V | VISA INC | $365.17 | -0.30% | — | — | $2.2M | 0.92% | — | HELD |
| 43 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.2M | 0.91% | — | HELD |
| 44 | GNRC | GENERAC HLDGS INC | $196.35 | 2.31% | — | — | $2.2M | 0.91% | — | HELD |
| 45 | JPM | JPMORGAN CHASE & CO | $353.69 | 0.81% | — | — | $2.2M | 0.90% | — | HELD |
| 46 | MS | MORGAN STANLEY | $211.55 | 0.71% | — | — | $2.1M | 0.89% | — | HELD |
| 47 | DE | DEERE & CO | $596.60 | -0.48% | — | — | $2.1M | 0.89% | — | HELD |
| 48 | ABBV | ABBVIE INC | $252.51 | -1.90% | — | — | $2.1M | 0.88% | — | HELD |
| 49 | ICE | INTERCONTINENTAL EXCHANGE IN | $153.32 | -1.88% | — | — | $2.1M | 0.88% | — | HELD |
| 50 | PBR | PETROLEO BRASILEIRO S A | $19.29 | 0.88% | — | — | $2.1M | 0.87% | — | HELD |
| 51 | FLJP | FRANKLIN TEMPLETON ETF TR | $39.51 | -0.64% | — | — | $2.1M | 0.87% | — | HELD |
| 52 | BAC | BANK AMERICA CORP | $62.18 | 0.73% | — | — | $2.1M | 0.86% | — | HELD |
| 53 | MA | MASTERCARD INCORPORATED | $571.41 | -1.03% | — | — | $2.1M | 0.86% | — | HELD |
| 54 | MMM | 3M CO | $176.12 | 0.03% | — | — | $2.1M | 0.86% | — | HELD |
| 55 | UBER | UBER TECHNOLOGIES INC | $69.96 | -0.58% | — | — | $2.1M | 0.85% | — | HELD |
| 56 | GD | GENERAL DYNAMICS CORP | $383.27 | 0.28% | — | — | $2.0M | 0.84% | — | HELD |
| 57 | YUMC | YUM CHINA HLDGS INC | $48.00 | 3.29% | — | — | $2.0M | 0.83% | — | HELD |
| 58 | FE | FIRSTENERGY CORP | $48.44 | -0.54% | — | — | $2.0M | 0.83% | — | HELD |
| 59 | EQIX | EQUINIX INC | $1034.38 | -1.26% | — | — | $2.0M | 0.83% | — | HELD |
| 60 | AMCR | AMCOR PLC | $44.74 | -0.91% | — | — | $1.9M | 0.80% | — | HELD |
| 61 | O | REALTY INCOME CORP | $63.70 | -1.13% | — | — | $1.9M | 0.80% | — | HELD |
| 62 | PHM | PULTE GROUP INC | $127.68 | -0.83% | — | — | $1.9M | 0.78% | — | HELD |
| 63 | CPNG | COUPANG INC | $16.36 | 1.65% | — | — | $1.8M | 0.77% | — | HELD |
| 64 | ORCL | ORACLE CORP | $128.30 | 0.58% | — | — | $1.8M | 0.73% | — | HELD |
| 65 | EOG | EOG RES INC | $146.49 | 0.68% | — | — | $1.7M | 0.72% | — | HELD |
| 66 | T | AT&T INC | $23.18 | -0.11% | — | — | $1.7M | 0.72% | — | HELD |
| 67 | SPYV | SPDR SERIES TRUST | $61.95 | -0.34% | — | — | $1.7M | 0.69% | — | HELD |
| 68 | UL | UNILEVER PLC | $63.87 | -2.15% | — | — | $1.7M | 0.69% | — | HELD |
| 69 | D | DOMINION ENERGY INC | $70.04 | 0.44% | — | — | $1.6M | 0.68% | — | HELD |
| 70 | BABA | ALIBABA GROUP HLDG LTD | $122.38 | 5.21% | — | — | $1.6M | 0.67% | — | HELD |
| 71 | AMT | AMERICAN TOWER CORP | $171.37 | -1.77% | — | — | $1.3M | 0.56% | — | HELD |
| 72 | SPYG | SPDR SERIES TRUST | $116.67 | 1.03% | — | — | $1.1M | 0.44% | — | HELD |
| 73 | JQUA | J P MORGAN EXCHANGE TRADED F | $72.15 | -0.01% | — | — | $727K | 0.30% | — | HELD |
| 74 | BYLD | ISHARES TR | $22.28 | -0.22% | — | — | $555K | 0.23% | — | HELD |
| 75 | IBIT | ISHARES BITCOIN TRUST ETF | $35.55 | -3.13% | — | — | $539K | 0.22% | — | HELD |
| 76 | XEFRX | EATON VANCE SR FLTNG RTE TR | $11.81 | 0.00% | — | — | $440K | 0.18% | — | HELD |
| 77 | SMMD | ISHARES TR | $89.12 | -0.26% | — | — | $315K | 0.13% | — | HELD |
Source: SEC EDGAR · accession 0001731671-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.