Altman Advisors, Inc.
Sector Allocation
- Technology33.8%$94.2M
- Other18.9%$52.6M
- Financials14.4%$40.1M
- Consumer Discretionary8.3%$23.0M
- Healthcare5.8%$16.2M
- Industrials4.6%$12.8M
- Energy4.5%$12.6M
- Consumer Staples2.5%$6.8M
- Utilities2.3%$6.4M
- Communication Services2.1%$6.0M
AUM History
13fpro.ai/research/fund/altman-advisors-inc-1731671
Conviction and streaks
Stable · top 10 = 36.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$20.0M
NVDA
$12.5MGOOGL
$11.9MAAPL
$10.1M- INVESCO$9.7M
AMZN
$9.5M- ISHARES$7.4M
LRCX
$7.3MMSFT
$6.4MTSM
$6.3MTWLO
$5.3MAVGO
$5.2MAMD
$5.0MMETA
$4.7MLLY
$3.9MANET
$3.8MCBOE
$3.7MIAU
$3.7MMFG
$3.6MMUFG
$3.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/altman-advisors-inc-1731671
Altman Advisors, Inc. 13F holdings — Q2 2026
$278.7M portfolio (+15.5% QoQ) · 93 holdings · Q2 2026 13F · top 10 are 36% of the stock portfolio
- 1
ISHARES TR - CORE MSCI EURO
$20.0M
7.2% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $12.5M
4.5% of stocks
-2%This quarter-0.7%Since filed3+ qtrsHeld$11.9M
4.3% of stocks
-2%This quarter-8.4%Since filed3+ qtrsHeld$10.1M
3.6% of stocks
-2%This quarter+12.8%Since filed3+ qtrsHeld- 5
INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT
$9.7M
3.5% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $9.5M
3.4% of stocks
-1%This quarter-8.5%Since filed3+ qtrsHeld- 7
ISHARES TR - 3 7 YR TREAS BD
$7.4M
2.7% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $7.3M
2.6% of stocks
-4%This quarter-23.7%Since filed3+ qtrsHeld$6.4M
2.3% of stocks
-0.6%This quarter+5.7%Since filed3+ qtrsHeld$6.3M
2.3% of stocks
-2%This quarter+0.6%Since filed3+ qtrsHeld
All holdings — Altman Advisors, Inc. (Q2 2026)
93 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | TWILIO INC | Technology | $5.3M | 1.9% | 26K | -1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Broadcom Inc. | Technology | $5.2M | 1.9% | 14K | -1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ADVANCED MICRO DEVICES INC | Technology | $5.0M | 1.8% | 8,564 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Meta Platforms, Inc. | Technology | $4.7M | 1.7% | 8,256 | +14% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ELI LILLY & Co | Healthcare | $3.9M | 1.4% | 3,236 | -5% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Arista Networks, Inc. | Technology | $3.8M | 1.4% | 23K | -3% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Cboe Global Markets, Inc. | Financials | $3.7M | 1.3% | 15K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ISHARES GOLD TRUSTetf/fund | Financials | $3.7M | 1.3% | 55K | -15% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MIZUHO FINANCIAL GROUP INCadr | Financials | $3.6M | 1.3% | 377K | -0.7% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | MITSUBISHI UFJ FINANCIAL GROUP INCadr | Financials | $3.5M | 1.3% | 176K | -0.6% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CITIGROUP INC | Financials | $3.4M | 1.2% | 24K | -1% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | DYCOM INDUSTRIES INC | Energy | $3.4M | 1.2% | 6,710 | -0.8% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $3.4M | 1.2% | 88K | -6% | — | — | 13F |
| 24 | GENERAC HOLDINGS INC. | Technology | $3.3M | 1.2% | 11K | -0.7% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Expedia Group, Inc. | Consumer Discretionary | $3.2M | 1.2% | 13K | -1.0% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $GEV | GE Vernova Inc. | Industrials | $3.2M | 1.1% | 2,690 | -0.5% | |||
| 27 | $UBS | UBS Group AG | Financials | $3.1M | 1.1% | 63K | -1.0% | |||
| 28 | $GS | GOLDMAN SACHS GROUP INC | Financials | $3.1M | 1.1% | 3,041 | -0.6% | |||
| 29 | $MU | MICRON TECHNOLOGY INC | Technology | $3.0M | 1.1% | 2,637 | New | |||
| 30 | $WMT | Walmart Inc. | Consumer Staples | $3.0M | 1.1% | 27K | -22% | |||
| 31 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $2.8M | 1.0% | 22K | -0.3% | |||
| 32 | $ETN | Eaton Corp plc | Industrials | $2.6M | 0.9% | 6,199 | -0.8% | |||
| 33 | $MS | MORGAN STANLEY | Financials | $2.6M | 0.9% | 13K | -3% | |||
| 34 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.6M | 0.9% | 9,157 | -0.9% | |||
| 35 | $CEG | Constellation Energy Corp | Utilities | $2.5M | 0.9% | 10K | -0.8% | |||
| 36 | $TIMB | TIM S.A. | Communication Services | $2.5M | 0.9% | 117K | -3% | |||
| 37 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $2.5M | 0.9% | 14K | +0.3% | |||
| 38 | $V | VISA INC. | Financials | $2.5M | 0.9% | 7,264 | -0.7% | |||
| 39 | $ABBV | AbbVie Inc. | Healthcare | $2.4M | 0.9% | 9,733 | -0.8% | |||
| 40 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.4M | 0.9% | 9,634 | -0.8% | |||
| 41 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.4M | 0.9% | 43K | -0.5% | |||
| 42 | $JPM | JPMORGAN CHASE & CO | Financials | $2.4M | 0.9% | 7,290 | -1% | |||
| 43 | $DE | DEERE & CO | Industrials | $2.4M | 0.8% | 3,705 | -3% | |||
| 44 | $NVS | NOVARTIS AG | Healthcare | $2.3M | 0.8% | 15K | -0.5% | |||
| 45 | $MMM | 3M CO | Healthcare | $2.3M | 0.8% | 14K | -0.2% | |||
| 46 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.3M | 0.8% | 4,559 | -1.0% | |||
| 47 | — | FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF | — | $2.3M | 0.8% | 57K | -1% | |||
| 48 | $NFLX | NETFLIX INC | Communication Services | $2.3M | 0.8% | 32K | -0.2% | |||
| 49 | $PHM | PULTEGROUP INC/MI/ | Industrials | $2.2M | 0.8% | 16K | -0.4% | |||
| 50 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $2.2M | 0.8% | 2,843 | New | |||
| 51 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.1M | 0.8% | 16K | -1% | |||
| 52 | $MA | Mastercard Inc | Financials | $2.1M | 0.8% | 4,103 | -1% | |||
| 53 | $AMCR | Amcor plc | Consumer Discretionary | $2.1M | 0.8% | 48K | -0.4% | |||
| 54 | $GD | GENERAL DYNAMICS CORP | Industrials | $2.1M | 0.8% | 5,891 | -0.5% | |||
| 55 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.1M | 0.8% | 2,220 | -0.4% | |||
| 56 | $UBER | Uber Technologies, Inc | Technology | $2.1M | 0.7% | 29K | +0.0% | |||
| 57 | $EQIX | EQUINIX INC | Real Estate | $2.1M | 0.7% | 1,982 | -3% | |||
| 58 | $SHEL | Shell plc | Energy | $2.0M | 0.7% | 25K | -2% | |||
| 59 | $LNG | Cheniere Energy, Inc. | Energy | $2.0M | 0.7% | 8,195 | -2% | |||
| 60 | $O | REALTY INCOME CORP | Real Estate | $1.9M | 0.7% | 31K | -1% | |||
| 61 | $PLTR | Palantir Technologies Inc. | Technology | $1.9M | 0.7% | 16K | New | |||
| 62 | $FE | FIRSTENERGY CORP | Utilities | $1.8M | 0.7% | 39K | -1% | |||
| 63 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $1.8M | 0.7% | 159K | +10% | |||
| 64 | $D | DOMINION ENERGY, INC | Utilities | $1.8M | 0.6% | 26K | -1% | |||
| 65 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.8M | 0.6% | 4,996 | New | |||
| 66 | $UL | UNILEVER PLC | Consumer Staples | $1.7M | 0.6% | 28K | -2% | |||
| 67 | $YUMC | Yum China Holdings, Inc. | Consumer Discretionary | $1.7M | 0.6% | 41K | +0.1% | |||
| 68 | $CPNG | Coupang, Inc. | Consumer Discretionary | $1.7M | 0.6% | 97K | -1% | |||
| 69 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.6M | 0.6% | 13K | -0.2% | |||
| 70 | $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | Energy | $1.6M | 0.6% | 98K | -3% | |||
| 71 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $1.6M | 0.6% | 17K | +29% | |||
| 72 | $EOG | EOG RESOURCES INC | Energy | $1.5M | 0.5% | 12K | -3% | |||
| 73 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.5M | 0.5% | 3,583 | New | |||
| 74 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $1.5M | 0.5% | 70K | New | |||
| 75 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $1.3M | 0.5% | 101K | +19% | |||
| 76 | $T | AT&T INC. | Communication Services | $1.2M | 0.4% | 59K | -0.6% | |||
| 77 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $857K | 0.3% | 12K | — | |||
| 78 | — | ISHARES TR - MSCI ACWI ETF | — | $794K | 0.3% | 5,056 | New | |||
| 79 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $779K | 0.3% | 1,134 | New | |||
| 80 | — | DIMENSIONAL ETF TRUST - GLOBAL CR ETF | — | $689K | 0.3% | 13K | New | |||
| 81 | — | ISHARES TR - MSCI EAFE ETF | — | $686K | 0.3% | 6,605 | New | |||
| 82 | $ACN | Accenture plc | Technology | $614K | 0.2% | 4,935 | New | |||
| 83 | — | ISHARES TR - YLD OPTIM BD | — | $585K | 0.2% | 304K | +16% | |||
| 84 | — | EATON VANCE SR FLTNG RTE TR - COM | — | $442K | 0.2% | 53K | +4% | |||
| 85 | — | TEMA ETF TRUST - SPACE INNOV ETF | — | $435K | 0.2% | 14K | New | |||
| 86 | — | ISHARES TR - RUSEL 2500 ETF | — | $380K | 0.1% | 28K | +17% | |||
| 87 | $RKLB | Rocket Lab Corp | Industrials | $343K | 0.1% | 3,378 | New | |||
| 88 | — | PROSHARES TR - PSHS ULT S&P 500 | — | $313K | 0.1% | 4,640 | New | |||
| 89 | — | ISHARES TR - MSCI EMG MKT ETF | — | $303K | 0.1% | 4,430 | New | |||
| 90 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | — | $277K | 0.1% | 6,628 | New | |||
| 91 | $SPY | SPDR S&P 500 ETF TRUST | — | $243K | 0.1% | 325 | New | |||
| 92 | $KLAC | KLA CORP | Technology | $211K | 0.1% | 700 | New | |||
| 93 | $SO | SOUTHERN CO | Utilities | $211K | 0.1% | 2,200 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 20 new, 10 added to, 61 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (20)
first bought this quarter
$MUMICRON TECHNOLOGY INC$3.0M
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$2.2M
first bought this quarter
$PLTRPalantir Technologies Inc.$1.9M
first bought this quarter
$HDHOME DEPOT, INC.$1.8M
first bought this quarter
$TSLATesla, Inc.$1.5M
first bought this quarter
+14 more in the Excel export
Added to (10)
now $4.7M · held 3+ qtrs, 2 adds in a row
$BABAAlibaba Group Holding Ltd+29%
now $1.6M · held 3+ qtrs
- SPDR SERIES TRUST - ST STR P500GRW+19%
now $1.3M
- SPDR SERIES TRUST - ST STR P500VAL+10%
now $1.8M
- ISHARES TR - YLD OPTIM BD+16%
now $585K
- ISHARES TR - RUSEL 2500 ETF+17%
now $380K
+4 more in the Excel export
Trimmed (61)
$WMTWalmart Inc.-22%
now $3.0M · held 3+ qtrs, 2 trims in a row
now $3.7M · held 3+ qtrs, 2 trims in a row
now $7.3M · held 3+ qtrs
now $10.1M · held 3+ qtrs
- ISHARES TR - CORE MSCI EURO-1%
now $20.0M
- FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT-6%
now $3.4M
+55 more in the Excel export
Holdings by quarter
Every 13F Altman Advisors, Inc. has filed, 33 earlier quarters. Pick one to see what it held then.
Is it too late to follow Altman Advisors?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Altman Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-2.8%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter
Top 10 weight
36%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Altman Advisors, Inc. disclosed 93 positions worth $278.7M in its Form 13F-HR for Q2 2026, followed by $NVDA and $GOOGL. During the quarter the fund opened 20 new positions and exited 4 — including a new stake in $AMD and a full exit from $CTSH. The portfolio is most concentrated in Technology (33.8% of disclosed assets). All figures are sourced directly from Altman Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1731671.
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AI-Powered Hedge Fund Analysis: Altman Advisors, Inc.
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Every holding in Altman Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (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.