Altman Advisors, Inc.
CIK: 0001731671Latest portfolio: $265.4M · Q4 2025
Holdings
95
Total Value
$265.4M
New Positions
7
Closed Positions
6
Top Holdings
View All 95 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IEURISHARES TR | 234,061 | $16.6M | 6.26% | +5K | |
| 2 | NVDANVIDIA CORPORATION | 63,994 | $11.9M | 4.50% | -2,333 | |
| 3 | GOOGLALPHABET INC | 34,360 | $10.8M | 4.05% | -1,480 | |
| 4 | AAPLAPPLE INC | 34,728 | $9.4M | 3.56% | -400 | |
| 5 | AMZNAMAZON COM INC | 35,921 | $8.3M | 3.12% | +1K | |
| 6 | XSVMINVESCO EXCHANGE TRADED FD T | 137,061 | $7.8M | 2.95% | +50K | |
| 7 | MSFTMICROSOFT CORP | 15,695 | $7.6M | 2.86% | +342 | |
| 8 | IEFISHARES TR | 74,566 | $7.2M | 2.70% | +15K | |
| 9 | IAU*ISHARES GOLD TR | 80,627 | $5.4M | 2.04% | -4,827 | |
| 10 | AVGOBROADCOM INC | 13,954 | $4.8M | 1.82% | -4,635 | |
| 11 | WMTWALMART INC | 37,266 | $4.2M | 1.56% | -358 | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 13,023 | $4.0M | 1.49% | -193 | |
| 13 | CBOECBOE GLOBAL MKTS INC | 15,431 | $3.9M | 1.46% | — | |
| 14 | TWLOTWILIO INC | 25,665 | $3.6M | 1.38% | +5K | |
| 15 | FNOVFIRST TR EXCHNG TRADED FD VI | 95,028 | $3.6M | 1.37% | -19,503 | |
| 16 | LLYELI LILLY & CO | 3,367 | $3.6M | 1.36% | +2K | |
| 17 | CEGCONSTELLATION ENERGY CORP | 10,096 | $3.6M | 1.34% | +128 | |
| 18 | METAMETA PLATFORMS INC | 5,339 | $3.5M | 1.33% | +1K | |
| 19 | EXPEEXPEDIA GROUP INC | 12,401 | $3.5M | 1.32% | -1,153 | |
| 20 | ACWIISHARES TR | 24,653 | $3.5M | 1.31% | NEW | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,800 | $3.4M | 1.29% | +91 | |
| 22 | TRVCCITIGROUP INC | 28,582 | $3.3M | 1.26% | -2,397 | |
| 23 | UBSUBS GROUP AG | 69,964 | $3.2M | 1.22% | -1,861 | |
| 24 | MUFGMITSUBISHI UFJ FINL GROUP IN | 202,771 | $3.2M | 1.21% | +2K | |
| 25 | MFGMIZUHO FINANCIAL GROUP INC | 425,735 | $3.1M | 1.17% | -24,157 |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($1.661378317170387e+101T)
Technology0.0% ($1.193494417590483e+47T)
Consumer Cyclical0.0% ($8.291351324191907e+25T)
Communication Services0.0% ($1075436503524289792.0T)
Industrials0.0% ($260823252255222624.0T)
Unknown0.0% ($54053418333529120.0T)
Healthcare0.0% ($361827622407220.8T)
Energy0.0% ($23141965194.3T)
Consumer Defensive0.0% ($415.1T)
Utilities0.0% ($356.6T)
Real Estate0.0% ($178.3T)
Basic Materials0.0% ($2.0M)
Filing History
Fund Information
Altman Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $265.4M across 95 holdings. The largest position is ISHARES TR (IEUR), representing 6.3% of the portfolio. Compared to the previous quarter, the fund opened 8 new positions and closed 7 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.