Altman Advisors, Inc.
13F Reported Value
ⓘ$278.7M
Holdings
93
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Altman Advisors, Inc. disclosed 93 positions worth $278.7M in its Form 13F-HR for Q2 2026, followed by $NVDA and $GOOG. 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 (31.2% 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
Stable
$NVDA
$GOOG
$AAPL
$META
$SCCO
$UBER
$YUMCSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE MSCI EURO
—Quality
$20.0M265,639 sh- 85.9#5
Quality
$12.5M62,387 sh - 78.2#57
Quality
$11.9M33,189 sh - 76.4
Quality
$10.1M34,736 sh INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT
—Quality
$9.7M139,180 sh- 68.7
Quality
$9.5M39,801 sh ISHARES TR - 3 7 YR TREAS BD
—Quality
$7.4M63,212 sh- 79.4
Quality
$7.3M16,750 sh - 79.8
Quality
$6.4M17,153 sh - $6.3M13,292 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE MSCI EURO | — | $20.0M | 265,639 |
| NVIDIA CORP$NVDA | 85.9#5 | $12.5M | 62,387 |
| Alphabet Inc.$GOOG | 78.2#57 | $11.9M | 33,189 |
| Apple Inc.$AAPL | 76.4 | $10.1M | 34,736 |
| INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT | — | $9.7M | 139,180 |
 AMAZON COM INC$AMZN | 68.7 | $9.5M | 39,801 |
| ISHARES TR - 3 7 YR TREAS BD | — | $7.4M | 63,212 |
 LAM RESEARCH CORP$LRCX | 79.4 | $7.3M | 16,750 |
 MICROSOFT CORP$MSFT | 79.8 | $6.4M | 17,153 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $6.3M | 13,292 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Altman Advisors, Inc.'s 93 positions.
Showing top 10 of 93 holdings.
Sector Allocation
Technology
$86.9M
Other
$52.6M
Financials
$40.1M
Consumer Discretionary
$25.0M
Industrials
$23.2M
Healthcare
$16.2M
Energy
$12.6M
Utilities
$6.4M
Full Holdings — Altman Advisors, Inc. (Q2 2026)
All 93 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 - CORE MSCI EURO | $20.0M | 7.2% | -1% | — |
| 2 | $NVDA | NVIDIA CORP | $12.5M | 4.5% | -2% | 85.9 |
| 3 | $GOOG | Alphabet Inc. | $11.9M | 4.3% | -2% | 78.2 |
| 4 | $AAPL | Apple Inc. | $10.1M | 3.6% | -2% | 76.4 |
| 5 | — | INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT | $9.7M | 3.5% | -1% | — |
| 6 | $AMZN | AMAZON COM INC | $9.5M | 3.4% | -1% | 68.7 |
| 7 | — | ISHARES TR - 3 7 YR TREAS BD | $7.4M | 2.7% | -1% | — |
| 8 | $LRCX | LAM RESEARCH CORP | $7.3M | 2.6% | -4% | 79.4 |
| 9 | $MSFT | MICROSOFT CORP | $6.4M | 2.3% | -1% | 79.8 |
| 10 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $6.3M | 2.3% | -2% | — |
| 11 |  $TWLO | TWILIO INC | $5.3M | 1.9% | -1% | 70.4 |
| 12 |  $AVGO | Broadcom Inc. | $5.2M | 1.9% | -1% | 84.5 |
| 13 |  $AMD | ADVANCED MICRO DEVICES INC | $5.0M | 1.8% | NEW | 79.8 |
| 14 | $META | Meta Platforms, Inc. | $4.7M | 1.7% | +14% | 79.6 |
| 15 |  $LLY | ELI LILLY & Co | $3.9M | 1.4% | -5% | 87.5 |
| 16 |  $ANET | Arista Networks, Inc. | $3.8M | 1.4% | -3% | 81.9 |
| 17 |  $CBOE | Cboe Global Markets, Inc. | $3.7M | 1.3% | +0% | 79.2 |
| 18 |  $IAU | ISHARES GOLD TRUST | $3.7M | 1.3% | -15% | — |
| 19 |  $MFG | MIZUHO FINANCIAL GROUP INC | $3.6M | 1.3% | -1% | — |
| 20 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $3.5M | 1.3% | -1% | — |
| 21 |  $C | CITIGROUP INC | $3.4M | 1.2% | -1% | 65 |
| 22 |  $DY | DYCOM INDUSTRIES INC | $3.4M | 1.2% | -1% | 56.3 |
| 23 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $3.4M | 1.2% | -6% | — |
| 24 |  $GNRC | GENERAC HOLDINGS INC. | $3.3M | 1.2% | -1% | 54.4 |
| 25 |  $EXPE | Expedia Group, Inc. | $3.2M | 1.2% | -1% | 71.1 |
| 26 |  $GEV | GE Vernova Inc. | $3.2M | 1.1% | -0% | 81.1 |
| 27 |  $UBS | UBS Group AG | $3.1M | 1.1% | -1% | — |
| 28 |  $GS | GOLDMAN SACHS GROUP INC | $3.1M | 1.1% | -1% | 73.5 |
| 29 |  $MU | MICRON TECHNOLOGY INC | $3.0M | 1.1% | NEW | 86.2 |
| 30 |  $WMT | Walmart Inc. | $3.0M | 1.1% | -22% | 60.2 |
| 31 |  $GILD | GILEAD SCIENCES, INC. | $2.8M | 1.0% | -0% | 57.4 |
| 32 |  $ETN | Eaton Corp plc | $2.6M | 0.9% | -1% | — |
| 33 |  $MS | MORGAN STANLEY | $2.6M | 0.9% | -3% | 75.8 |
| 34 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.6M | 0.9% | -1% | 70 |
| 35 |  $CEG | Constellation Energy Corp | $2.5M | 0.9% | -1% | 59.4 |
| 36 |  $TIMB | TIM S.A. | $2.5M | 0.9% | -3% | — |
| 37 | $SCCO | SOUTHERN COPPER CORP/ | $2.5M | 0.9% | +0% | 83.1 |
| 38 |  $V | VISA INC. | $2.5M | 0.9% | -1% | 82.9 |
| 39 |  $ABBV | AbbVie Inc. | $2.4M | 0.9% | -1% | 72.6 |
| 40 |  $JNJ | JOHNSON & JOHNSON | $2.4M | 0.9% | -1% | 69 |
| 41 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.4M | 0.9% | -1% | 67.6 |
| 42 |  $JPM | JPMORGAN CHASE & CO | $2.4M | 0.9% | -1% | 70.7 |
| 43 |  $DE | DEERE & CO | $2.4M | 0.8% | -3% | 55.4 |
| 44 |  $NVS | NOVARTIS AG | $2.3M | 0.8% | -1% | — |
| 45 |  $MMM | 3M CO | $2.3M | 0.8% | -0% | 64.9 |
| 46 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.3M | 0.8% | -1% | 73.8 |
| 47 | — | FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF | $2.3M | 0.8% | -1% | — |
| 48 |  $NFLX | NETFLIX INC | $2.3M | 0.8% | -0% | 78.8 |
| 49 |  $PHM | PULTEGROUP INC/MI/ | $2.2M | 0.8% | -0% | 55.3 |
| 50 |  $CRWD | CrowdStrike Holdings, Inc. | $2.2M | 0.8% | NEW | 67.7 |
| 51 |  $XOM.R34088 | EXXON MOBIL CORP | $2.1M | 0.8% | -1% | 57.9 |
| 52 |  $MA | Mastercard Inc | $2.1M | 0.8% | -1% | 85.1 |
| 53 |  $AMCR | Amcor plc | $2.1M | 0.8% | -0% | — |
| 54 |  $GD | GENERAL DYNAMICS CORP | $2.1M | 0.8% | -0% | 68.7 |
| 55 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.1M | 0.8% | -0% | 66.2 |
| 56 | $UBER | Uber Technologies, Inc | $2.1M | 0.7% | +0% | 73.5 |
| 57 |  $EQIX | EQUINIX INC | $2.1M | 0.7% | -3% | 59 |
| 58 |  $SHEL | Shell plc | $2.0M | 0.7% | -2% | — |
| 59 |  $LNG | Cheniere Energy, Inc. | $2.0M | 0.7% | -2% | 66.5 |
| 60 |  $O | REALTY INCOME CORP | $1.9M | 0.7% | -1% | 73.7 |
| 61 |  $PLTR | Palantir Technologies Inc. | $1.9M | 0.7% | NEW | 84.6 |
| 62 |  $FE | FIRSTENERGY CORP | $1.8M | 0.7% | -1% | 61.5 |
| 63 | — | SPDR SERIES TRUST - ST STR P500VAL | $1.8M | 0.7% | +10% | — |
| 64 |  $D | DOMINION ENERGY, INC | $1.8M | 0.6% | -1% | 69.9 |
| 65 |  $HD | HOME DEPOT, INC. | $1.8M | 0.6% | NEW | 60.3 |
| 66 |  $UL | UNILEVER PLC | $1.7M | 0.6% | -2% | — |
| 67 | $YUMC | Yum China Holdings, Inc. | $1.7M | 0.6% | +0% | 61.2 |
| 68 |  $CPNG | Coupang, Inc. | $1.7M | 0.6% | -1% | 50.6 |
| 69 |  $ICE | Intercontinental Exchange, Inc. | $1.6M | 0.6% | -0% | 73.7 |
| 70 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $1.6M | 0.6% | -3% | 54.3 |
| 71 |  $BABA | Alibaba Group Holding Ltd | $1.6M | 0.6% | +29% | — |
| 72 |  $EOG | EOG RESOURCES INC | $1.5M | 0.5% | -3% | 71.9 |
| 73 |  $TSLA | Tesla, Inc. | $1.5M | 0.5% | NEW | 53.9 |
| 74 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $1.5M | 0.5% | NEW | 63.9 |
| 75 | — | SPDR SERIES TRUST - ST STR P500GRW | $1.3M | 0.5% | +19% | — |
| 76 |  $T | AT&T INC. | $1.2M | 0.4% | -1% | 65.7 |
| 77 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $856,735 | 0.3% | +0% | — |
| 78 | — | ISHARES TR - MSCI ACWI ETF | $793,640 | 0.3% | NEW | — |
| 79 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $778,843 | 0.3% | NEW | — |
| 80 | — | DIMENSIONAL ETF TRUST - GLOBAL CR ETF | $689,261 | 0.3% | NEW | — |
| 81 | — | ISHARES TR - MSCI EAFE ETF | $686,100 | 0.3% | NEW | — |
| 82 |  $ACN | Accenture plc | $614,111 | 0.2% | NEW | — |
| 83 | — | ISHARES TR - YLD OPTIM BD | $585,117 | 0.2% | +16% | — |
| 84 | — | EATON VANCE SR FLTNG RTE TR - COM | $442,252 | 0.2% | +4% | — |
| 85 | — | TEMA ETF TRUST - SPACE INNOV ETF | $434,995 | 0.2% | NEW | — |
| 86 | — | ISHARES TR - RUSEL 2500 ETF | $380,318 | 0.1% | +17% | — |
| 87 |  $RKLB | Rocket Lab Corp | $343,374 | 0.1% | NEW | 39.9 |
| 88 | — | PROSHARES TR - PSHS ULT S&P 500 | $312,643 | 0.1% | NEW | — |
| 89 | — | ISHARES TR - MSCI EMG MKT ETF | $303,064 | 0.1% | NEW | — |
| 90 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $276,586 | 0.1% | NEW | — |
| 91 |  $SPY | SPDR S&P 500 ETF TRUST | $242,700 | 0.1% | NEW | — |
| 92 |  $KLAC | KLA CORP | $211,197 | 0.1% | NEW | 78.6 |
| 93 |  $SO | SOUTHERN CO | $210,562 | 0.1% | NEW | 62 |
New Positions (20)
$AMD ADVANCED MICRO DEVICES INC$5.0M$MU MICRON TECHNOLOGY INC$3.0M$CRWD CrowdStrike Holdings, Inc.$2.2M$PLTR Palantir Technologies Inc.$1.9M$HD HOME DEPOT, INC.$1.8M$TSLA Tesla, Inc.$1.5M$DOC HEALTHPEAK PROPERTIES, INC.$1.5M$ACN Accenture plc$614,111$RKLB Rocket Lab Corp$343,374
Browse 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.