Altman Advisors, Inc.
13F Reported Value
ⓘ$241.3M
Holdings
77
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Altman Advisors, Inc. disclosed 77 positions worth $241.3M in its Form 13F-HR for Q1 2026, followed by $NVDA and $GOOG. During the quarter the fund opened 3 new positions and exited 18 — including a new stake in $GEV and a full exit from $CRWD. The portfolio is most concentrated in Technology (27.4% of disclosed assets). All figures are sourced directly from Altman Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1731671.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$18.9M268,835 sh- 90.2#1
Quality
$11.1M63,492 sh - 80.2#45
Quality
$9.7M33,779 sh - 76.1
Quality
$9.0M35,619 sh INVESCO EXCHANGE TRADED FD T
—Quality
$8.4M139,995 sh- 74.6
Quality
$8.4M40,251 sh ISHARES TR
—Quality
$7.5M63,586 sh- 83.7
Quality
$6.4M17,250 sh - $4.6M13,598 sh
- 81.2
Quality
$4.3M15,431 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $18.9M | 268,835 |
 NVIDIA CORP$NVDA | 90.2#1 | $11.1M | 63,492 |
 Alphabet Inc.$GOOG | 80.2#45 | $9.7M | 33,779 |
 Apple Inc.$AAPL | 76.1 | $9.0M | 35,619 |
| INVESCO EXCHANGE TRADED FD T | — | $8.4M | 139,995 |
 AMAZON COM INC$AMZN | 74.6 | $8.4M | 40,251 |
| ISHARES TR | — | $7.5M | 63,586 |
 MICROSOFT CORP$MSFT | 83.7 | $6.4M | 17,250 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $4.6M | 13,598 |
 Cboe Global Markets, Inc.$CBOE | 81.2 | $4.3M | 15,431 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Altman Advisors, Inc.'s 77 positions.
Showing top 10 of 77 holdings.
Sector Allocation
Technology
$66.0M
Other
$45.3M
Financials
$38.1M
Consumer Discretionary
$23.6M
Industrials
$15.9M
Healthcare
$15.1M
Energy
$13.6M
Communication Services
$8.0M
Full Holdings — Altman Advisors, Inc. (Q1 2026)
All 77 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $18.9M | 7.8% | +15% | — |
| 2 | $NVDA | NVIDIA CORP | $11.1M | 4.6% | -1% | 90.2 |
| 3 | $GOOG | Alphabet Inc. | $9.7M | 4.0% | -2% | 80.2 |
| 4 | $AAPL | Apple Inc. | $9.0M | 3.8% | +3% | 76.1 |
| 5 | — | INVESCO EXCHANGE TRADED FD T | $8.4M | 3.5% | +2% | — |
| 6 | $AMZN | AMAZON COM INC | $8.4M | 3.5% | +12% | 74.6 |
| 7 | — | ISHARES TR | $7.5M | 3.1% | +164% | — |
| 8 | $MSFT | MICROSOFT CORP | $6.4M | 2.6% | +10% | 83.7 |
| 9 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.6M | 1.9% | +4% | — |
| 10 | $CBOE | Cboe Global Markets, Inc. | $4.3M | 1.8% | +0% | 81.2 |
| 11 |  $AVGO | Broadcom Inc. | $4.3M | 1.8% | -0% | 86.4 |
| 12 |  $IAU | ISHARES GOLD TRUST | $4.3M | 1.8% | -21% | — |
| 13 |  $WMT | Walmart Inc. | $4.3M | 1.8% | -8% | 63.2 |
| 14 |  $META | Meta Platforms, Inc. | $4.1M | 1.7% | +35% | 80.9 |
| 15 |  $LRCX | LAM RESEARCH CORP | $3.7M | 1.5% | +1% | 82.4 |
| 16 | — | FIRST TR EXCHNG TRADED FD VI | $3.5M | 1.5% | -1% | — |
| 17 |  $TWLO | TWILIO INC | $3.3M | 1.4% | +2% | 59.5 |
| 18 |  $TIMB | TIM S.A. | $3.2M | 1.3% | -1% | — |
| 19 |  $LLY | ELI LILLY & Co | $3.1M | 1.3% | +1% | 89.3 |
| 20 |  $GILD | GILEAD SCIENCES, INC. | $3.1M | 1.3% | -2% | 77.8 |
| 21 |  $NFLX | NETFLIX INC | $3.0M | 1.3% | +3% | 86.7 |
| 22 |  $MFG | MIZUHO FINANCIAL GROUP INC | $3.0M | 1.3% | -11% | — |
| 23 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $3.0M | 1.3% | -13% | — |
| 24 |  $EXPE | Expedia Group, Inc. | $2.9M | 1.2% | +3% | 65.7 |
| 25 |  $CEG | Constellation Energy Corp | $2.9M | 1.2% | +1% | 62.5 |
| 26 |  $ANET | Arista Networks, Inc. | $2.9M | 1.2% | -1% | 86 |
| 27 |  $C | CITIGROUP INC | $2.8M | 1.2% | -13% | 54.8 |
| 28 |  $XOM | EXXON MOBIL CORP | $2.7M | 1.1% | -18% | 61.8 |
| 29 |  $GS | GOLDMAN SACHS GROUP INC | $2.6M | 1.1% | +6% | — |
| 30 |  $SCCO | SOUTHERN COPPER CORP/ | $2.5M | 1.0% | +2% | 86.6 |
| 31 |  $UBS | UBS Group AG | $2.5M | 1.0% | -10% | — |
| 32 |  $SHEL | Shell plc | $2.4M | 1.0% | -2% | — |
| 33 |  $JNJ | JOHNSON & JOHNSON | $2.4M | 1.0% | -9% | 72.8 |
| 34 |  $LNG | Cheniere Energy, Inc. | $2.4M | 1.0% | -17% | 48.4 |
| 35 |  $GEV | GE Vernova Inc. | $2.4M | 1.0% | NEW | 70.1 |
| 36 |  $DY | DYCOM INDUSTRIES INC | $2.3M | 0.9% | +1% | 62.1 |
| 37 |  $NVS | NOVARTIS AG | $2.3M | 0.9% | -13% | — |
| 38 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.2M | 0.9% | -6% | 66.7 |
| 39 |  $ETN | Eaton Corp plc | $2.2M | 0.9% | -11% | — |
| 40 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $2.2M | 0.9% | +55% | 67.3 |
| 41 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.2M | 0.9% | +3% | 67 |
| 42 |  $V | VISA INC. | $2.2M | 0.9% | -3% | 83.5 |
| 43 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.2M | 0.9% | -32% | 64.5 |
| 44 |  $GNRC | GENERAC HOLDINGS INC. | $2.2M | 0.9% | +110% | 58.2 |
| 45 |  $JPM | JPMORGAN CHASE & CO | $2.2M | 0.9% | -18% | 35.6 |
| 46 |  $MS | MORGAN STANLEY | $2.1M | 0.9% | -20% | — |
| 47 |  $DE | DEERE & CO | $2.1M | 0.9% | -3% | 57.4 |
| 48 |  $ABBV | AbbVie Inc. | $2.1M | 0.9% | -7% | 59.3 |
| 49 |  $ICE | Intercontinental Exchange, Inc. | $2.1M | 0.9% | +2% | 73.8 |
| 50 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $2.1M | 0.9% | -18% | — |
| 51 | — | FRANKLIN TEMPLETON ETF TR | $2.1M | 0.9% | -0% | — |
| 52 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.1M | 0.9% | -14% | 68.4 |
| 53 |  $MA | Mastercard Inc | $2.1M | 0.9% | +2% | 81.7 |
| 54 |  $MMM | 3M CO | $2.1M | 0.9% | -12% | 60.7 |
| 55 |  $UBER | Uber Technologies, Inc | $2.1M | 0.8% | +4% | 79.3 |
| 56 |  $GD | GENERAL DYNAMICS CORP | $2.0M | 0.8% | -14% | 73 |
| 57 |  $YUMC | Yum China Holdings, Inc. | $2.0M | 0.8% | +3% | 65.2 |
| 58 |  $FE | FIRSTENERGY CORP | $2.0M | 0.8% | -4% | 61.6 |
| 59 |  $EQIX | EQUINIX INC | $2.0M | 0.8% | +4% | 61.4 |
| 60 |  $AMCR | Amcor plc | $1.9M | 0.8% | NEW | — |
| 61 |  $O | REALTY INCOME CORP | $1.9M | 0.8% | -0% | 74.6 |
| 62 |  $PHM | PULTEGROUP INC/MI/ | $1.9M | 0.8% | +2% | 65.1 |
| 63 |  $CPNG | Coupang, Inc. | $1.8M | 0.8% | NEW | 56.4 |
| 64 |  $ORCL | ORACLE CORP | $1.8M | 0.7% | -5% | 67.2 |
| 65 |  $EOG | EOG RESOURCES INC | $1.7M | 0.7% | -5% | 71.1 |
| 66 |  $T | AT&T INC. | $1.7M | 0.7% | -12% | 71.9 |
| 67 | — | SPDR SERIES TRUST | $1.7M | 0.7% | +2% | — |
| 68 |  $UL | UNILEVER PLC | $1.7M | 0.7% | -0% | — |
| 69 |  $D | DOMINION ENERGY, INC | $1.6M | 0.7% | -15% | 74.9 |
| 70 |  $BABA | Alibaba Group Holding Ltd | $1.6M | 0.7% | +1% | — |
| 71 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.3M | 0.6% | +9% | 69.8 |
| 72 | — | SPDR SERIES TRUST | $1.1M | 0.4% | -8% | — |
| 73 | — | J P MORGAN EXCHANGE TRADED F | $726,826 | 0.3% | -28% | — |
| 74 | — | ISHARES TR | $554,598 | 0.2% | +1% | — |
| 75 |  $IBIT | iShares Bitcoin Trust ETF | $538,994 | 0.2% | +1% | — |
| 76 | — | EATON VANCE SR FLTNG RTE TR | $439,655 | 0.2% | -3% | — |
| 77 | — | ISHARES TR | $314,831 | 0.1% | -1% | — |
Exited Positions (18)
$CRWD CrowdStrike Holdings, Inc.
$MCD MCDONALDS CORP
$ISRG INTUITIVE SURGICAL INC
$AMD ADVANCED MICRO DEVICES INC
$WCN Waste Connections, Inc.
$HD HOME DEPOT, INC.
$TSLA Tesla, Inc.
$HUBS HUBSPOT INC
$ZTS Zoetis Inc.
$PYPL PayPal Holdings, Inc.
$SPY SPDR S&P 500 ETF TRUSTBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Altman Advisors, Inc. including:
Track Altman Advisors, Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Altman Advisors, Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Altman Advisors, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Altman Advisors, Inc. (SEC CIK: 1731671), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Altman Advisors, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.