Altman Advisors, Inc. — 13F Holdings & Portfolio
CIK 1731671 · latest 13F-HR filed 2026-05-05
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.
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AUM
$241.3M
Long-equity book
Holdings
77
Distinct positions
Period
2026-03-31
Filed 2026-05-05
Q/Q Activity
+4 / −22 / ↑24 / ↓34
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$2.3M +13.7%
- GENERAC HLDGS INC$1.5M +201.0%
- TIM S A$830.9K +35.1%
- LAM RESEARCH CORP$782.3K +26.6%
- PETROLEO BRASILEIRO S A$640.9K +44.0%
Top Trims
- BERKSHIRE HATHAWAY INC DEL-$1.2M -35.4%
- MICROSOFT CORP-$1.2M -15.9%
- ISHARES GOLD TR-$1.1M -20.5%
- ALPHABET INC-$1.0M -9.7%
- NVIDIA CORPORATION-$861.9K -7.2%
Exited Positions
- ISHARES TR$7.2M
- ISHARES TR$3.5M
- CROWDSTRIKE HLDGS INC$3.0M
- MCDONALDS CORP$2.4M
- INTUITIVE SURGICAL INC$2.1M
All Holdings
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 | $18.9M | 7.83% | 268,835 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $11.1M | 4.59% | 63,492 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $9.7M | 4.03% | 33,779 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $9.0M | 3.75% | 35,619 | SH |
| 5 | INVESCO EXCHANGE TRADED FD T | RSPC | 46137V480 | $8.4M | 3.50% | 139,995 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $8.4M | 3.47% | 40,251 | SH |
| 7 | ISHARES TR | IEI | 464288661 | $7.5M | 3.13% | 63,586 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $6.4M | 2.65% | 17,250 | SH |
| 9 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $4.6M | 1.90% | 13,598 | SH |
| 10 | CBOE GLOBAL MKTS INC | CBOE | 12503M108 | $4.3M | 1.80% | 15,431 | SH |
| 11 | BROADCOM INC | AVGO | 11135F101 | $4.3M | 1.78% | 13,910 | SH |
| 12 | ISHARES GOLD TR | IAU | 464285204 | $4.3M | 1.78% | 64,000 | SH |
| 13 | WALMART INC | WMT | 931142103 | $4.3M | 1.77% | 34,268 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $4.1M | 1.71% | 7,225 | SH |
| 15 | LAM RESEARCH CORP | LRCX | 512807306 | $3.7M | 1.54% | 17,408 | SH |
| 16 | FIRST TR EXCHNG TRADED FD VI | FNOV | 33740F847 | $3.5M | 1.47% | 94,298 | SH |
| 17 | TWILIO INC | TWLO | 90138F102 | $3.3M | 1.36% | 26,145 | SH |
| 18 | TIM S A | TIMB | 88706T108 | $3.2M | 1.32% | 120,636 | SH |
| 19 | ELI LILLY & CO | LLY | 532457108 | $3.1M | 1.30% | 3,408 | SH |
| 20 | GILEAD SCIENCES INC | GILD | 375558103 | $3.1M | 1.27% | 21,992 | SH |
| 21 | NETFLIX INC. | NFLX | 64110L106 | $3.0M | 1.26% | 31,704 | SH |
| 22 | MIZUHO FINANCIAL GROUP INC | MFG | 60687Y109 | $3.0M | 1.25% | 379,398 | SH |
| 23 | MITSUBISHI UFJ FINANCIAL GRO | MUFG | 606822104 | $3.0M | 1.25% | 177,200 | SH |
| 24 | EXPEDIA GROUP INC | EXPE | 30212P303 | $2.9M | 1.22% | 12,735 | SH |
| 25 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $2.9M | 1.19% | 10,244 | SH |
| 26 | ARISTA NETWORKS INC | ANET | 040413205 | $2.9M | 1.18% | 23,252 | SH |
| 27 | CITIGROUP INC | C | 172967424 | $2.8M | 1.16% | 24,767 | SH |
| 28 | EXXON MOBIL CORP | XOM | 30231G102 | $2.7M | 1.11% | 15,800 | SH |
| 29 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $2.6M | 1.07% | 3,060 | SH |
| 30 | SOUTHERN COPPER CORP | SCCO | 84265V105 | $2.5M | 1.02% | 14,368 | SH |
| 31 | UBS GROUP AG | UBS | H42097107 | $2.5M | 1.02% | 63,194 | SH |
| 32 | SHELL PLC | SHEL | 780259305 | $2.4M | 1.00% | 25,900 | SH |
| 33 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.4M | 0.98% | 9,713 | SH |
| 34 | CHENIERE ENERGY INC | LNG | 16411R208 | $2.4M | 0.98% | 8,362 | SH |
| 35 | GE VERNOVA INC | GEV | 36828A101 | $2.4M | 0.98% | 2,703 | SH |
| 36 | DYCOM INDS INC | DY | 267475101 | $2.3M | 0.95% | 6,766 | SH |
| 37 | NOVARTIS AG | NVS | 66987V109 | $2.3M | 0.95% | 14,971 | SH |
| 38 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $2.2M | 0.93% | 9,236 | SH |
| 39 | EATON CORP PLC | ETN | G29183103 | $2.2M | 0.93% | 6,249 | SH |
| 40 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 192446102 | $2.2M | 0.92% | 36,225 | SH |
| 41 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.2M | 0.92% | 2,229 | SH |
| 42 | VISA INC | V | 92826C839 | $2.2M | 0.92% | 7,312 | SH |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.2M | 0.91% | 4,605 | SH |
| 44 | GENERAC HLDGS INC | GNRC | 368736104 | $2.2M | 0.91% | 11,257 | SH |
| 45 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.2M | 0.90% | 7,374 | SH |
| 46 | MORGAN STANLEY | MS | 617446448 | $2.1M | 0.89% | 13,048 | SH |
| 47 | DEERE & CO | DE | 244199105 | $2.1M | 0.89% | 3,803 | SH |
| 48 | ABBVIE INC | ABBV | 00287Y109 | $2.1M | 0.88% | 9,809 | SH |
| 49 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $2.1M | 0.88% | 13,424 | SH |
| 50 | PETROLEO BRASILEIRO S A | PBR | 71654V408 | $2.1M | 0.87% | 101,021 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $241.3M | 77 | 0001731671-26-000002 |
| 2025-12-31 | 2026-02-04 | $265.4M | 95 | 0001731671-26-000001 |