Altman Advisors, Inc. — 13F Holdings & Portfolio
CIK 1731671 · latest 13F-HR filed 2026-08-11
Altman Advisors, Inc. manages $278.7M in 13F-reported U.S. long-equity assets across 93 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IEUR (7.17%), NVDA (4.48%), GOOGL (4.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 20 new positions, exited 4, added to 40, and trimmed 18.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
CHICAGO, IL 60606
$278.7M
Long-equity book
93
Distinct positions
2026-06-30
Filed 2026-08-11
+20 / −4 / ↑40 / ↓18
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LAM RESEARCH CORP$3.5M +95.1%
- ALPHABET INC$2.1M +22.1%
- TWILIO INC$2.0M +62.2%
- TAIWAN SEMICONDUCTOR MANUFAC$1.8M +38.1%
- NVIDIA CORPORATION$1.4M +12.7%
Top Trims
- WALMART INC-$1.2M -28.7%
- NETFLIX INC.-$790.1K -25.9%
- TIM S A-$682.2K -21.3%
- ISHARES GOLD TR-$623.2K -14.5%
- CBOE GLOBAL MKTS INC-$592.5K -13.7%
New Positions
- ADVANCED MICRO DEVICES INC$5.0M
- MICRON TECHNOLOGY INC$3.0M
- CROWDSTRIKE HLDGS INC$2.2M
- PALANTIR TECHNOLOGIES INC$1.9M
- HOME DEPOT INC$1.8M
Exited Positions
- COGNIZANT TECHNOLOGY SOLUTIO$2.2M
- ORACLE CORP$1.8M
- AMERICAN TOWER CORP$1.3M
- ISHARES BITCOIN TRUST ETF$539.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IEUR | 46434V738 | $20.0M | 7.17% | 265,639 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $12.5M | 4.48% | 62,387 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $11.9M | 4.26% | 33,189 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $10.1M | 3.61% | 34,736 | SH |
| 5 | INVESCO EXCHANGE TRADED FD T | XSVM | 46137V480 | $9.7M | 3.48% | 139,180 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $9.5M | 3.40% | 39,801 | SH |
| 7 | ISHARES TR | IEI | 464288661 | $7.4M | 2.66% | 63,212 | SH |
| 8 | LAM RESEARCH CORP | LRCX | 512807306 | $7.3M | 2.60% | 16,750 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $6.4M | 2.30% | 17,153 | SH |
| 10 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $6.3M | 2.28% | 13,292 | SH |
| 11 | TWILIO INC | TWLO | 90138F102 | $5.3M | 1.92% | 25,863 | SH |
| 12 | BROADCOM INC | AVGO | 11135F101 | $5.2M | 1.86% | 13,743 | SH |
| 13 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $5.0M | 1.79% | 8,564 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $4.7M | 1.67% | 8,256 | SH |
| 15 | ELI LILLY & CO | LLY | 532457108 | $3.9M | 1.39% | 3,236 | SH |
| 16 | ARISTA NETWORKS INC | ANET | 040413205 | $3.8M | 1.37% | 22,502 | SH |
| 17 | CBOE GLOBAL MKTS INC | CBOE | 12503M108 | $3.7M | 1.34% | 15,431 | SH |
| 18 | ISHARES GOLD TR | IAU | 464285204 | $3.7M | 1.32% | 54,545 | SH |
| 19 | MIZUHO FINANCIAL GROUP INC | MFG | 60687Y109 | $3.6M | 1.29% | 376,633 | SH |
| 20 | MITSUBISHI UFJ FINANCIAL GRO | MUFG | 606822104 | $3.5M | 1.26% | 176,171 | SH |
| 21 | CITIGROUP INC | C | 172967424 | $3.4M | 1.23% | 24,473 | SH |
| 22 | DYCOM INDS INC | DY | 267475101 | $3.4M | 1.22% | 6,710 | SH |
| 23 | FIRST TR EXCHNG TRADED FD VI | FNOV | 33740F847 | $3.4M | 1.21% | 88,314 | SH |
| 24 | GENERAC HLDGS INC | GNRC | 368736104 | $3.3M | 1.17% | 11,174 | SH |
| 25 | EXPEDIA GROUP INC | EXPE | 30212P303 | $3.2M | 1.16% | 12,611 | SH |
| 26 | GE VERNOVA INC | GEV | 36828A101 | $3.2M | 1.13% | 2,690 | SH |
| 27 | UBS GROUP AG | UBS | H42097107 | $3.1M | 1.11% | 62,585 | SH |
| 28 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $3.1M | 1.10% | 3,041 | SH |
| 29 | MICRON TECHNOLOGY INC | MU | 595112103 | $3.0M | 1.09% | 2,637 | SH |
| 30 | WALMART INC | WMT | 931142103 | $3.0M | 1.09% | 26,795 | SH |
| 31 | GILEAD SCIENCES INC | GILD | 375558103 | $2.8M | 0.99% | 21,931 | SH |
| 32 | EATON CORP PLC | ETN | G29183103 | $2.6M | 0.95% | 6,199 | SH |
| 33 | MORGAN STANLEY | MS | 617446448 | $2.6M | 0.95% | 12,602 | SH |
| 34 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $2.6M | 0.92% | 9,157 | SH |
| 35 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $2.5M | 0.91% | 10,157 | SH |
| 36 | TIM S A | TIMB | 88706T108 | $2.5M | 0.90% | 117,342 | SH |
| 37 | SOUTHERN COPPER CORP | SCCO | 84265V105 | $2.5M | 0.90% | 14,414 | SH |
| 38 | VISA INC | V | 92826C839 | $2.5M | 0.89% | 7,264 | SH |
| 39 | ABBVIE INC | ABBV | 00287Y109 | $2.4M | 0.88% | 9,733 | SH |
| 40 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.4M | 0.88% | 9,634 | SH |
| 41 | BANK OF AMER CORP | BAC | 060505104 | $2.4M | 0.87% | 42,560 | SH |
| 42 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.4M | 0.86% | 7,290 | SH |
| 43 | DEERE & CO | DE | 244199105 | $2.4M | 0.84% | 3,705 | SH |
| 44 | NOVARTIS AG | NVS | 66987V109 | $2.3M | 0.84% | 14,896 | SH |
| 45 | 3M CO | MMM | 88579Y101 | $2.3M | 0.83% | 14,239 | SH |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.3M | 0.82% | 4,559 | SH |
| 47 | FRANKLIN TEMPLETON ETF TR | FLJP | 35473P744 | $2.3M | 0.81% | 57,104 | SH |
| 48 | NETFLIX INC. | NFLX | 64110L106 | $2.3M | 0.81% | 31,628 | SH |
| 49 | PULTE GROUP INC | PHM | 745867101 | $2.2M | 0.79% | 15,969 | SH |
| 50 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $2.2M | 0.78% | 2,843 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-11 | $278.7M | 93 | 0001731671-26-000003 |
| 2026-03-31 | 2026-05-05 | $241.3M | 77 | 0001731671-26-000002 |
| 2025-12-31 | 2026-02-04 | $265.4M | 95 | 0001731671-26-000001 |