# Altman Advisors, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1731671. Source: https://holderbook.com/funds/1731671-altman-advisors-inc/

- Reported value: $278.7M
- Positions: 93
- Weight of the ten largest: 36.2%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IEUR](https://holderbook.com/stocks/IEUR/) | $20.0M | 265,639 | 7.2% | 11 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $12.5M | 62,387 | 4.5% | 11 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $11.9M | 33,189 | 4.3% | 30 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $10.1M | 34,736 | 3.6% | 25 |
| INVESCO EXCHANGE TRADED FD T | [XSVM](https://holderbook.com/stocks/XSVM/) | $9.7M | 139,180 | 3.5% | 11 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $9.5M | 39,801 | 3.4% | 30 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $7.4M | 63,212 | 2.7% | 2 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $7.3M | 16,750 | 2.6% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.4M | 17,153 | 2.3% | 30 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $6.3M | 13,292 | 2.3% | 13 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $5.3M | 25,863 | 1.9% | 5 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $5.2M | 13,743 | 1.9% | 30 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $5.0M | 8,564 | 1.8% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $4.7M | 8,256 | 1.7% | 12 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.9M | 3,236 | 1.4% | 8 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $3.8M | 22,502 | 1.4% | 7 |
| CBOE GLOBAL MKTS INC | [CBOE](https://holderbook.com/stocks/CBOE/) | $3.7M | 15,431 | 1.3% | 30 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $3.7M | 54,545 | 1.3% | 19 |
| MIZUHO FINANCIAL GROUP INC | [MFG](https://holderbook.com/stocks/MFG/) | $3.6M | 376,633 | 1.3% | 13 |
| MITSUBISHI UFJ FINANCIAL GRO | [MUFG](https://holderbook.com/stocks/MUFG/) | $3.5M | 176,171 | 1.3% | 13 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $3.4M | 24,473 | 1.2% | 15 |
| DYCOM INDS INC | [DY](https://holderbook.com/stocks/DY/) | $3.4M | 6,710 | 1.2% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [FNOV](https://holderbook.com/stocks/FNOV/) | $3.4M | 88,314 | 1.2% | 14 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $3.3M | 11,174 | 1.2% | 4 |
| EXPEDIA GROUP INC | [EXPE](https://holderbook.com/stocks/EXPE/) | $3.2M | 12,611 | 1.2% | 20 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $3.2M | 2,690 | 1.1% | 2 |
| UBS GROUP AG | [UBS](https://holderbook.com/stocks/UBS/) | $3.1M | 62,585 | 1.1% | 17 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $3.1M | 3,041 | 1.1% | 8 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $3.0M | 2,637 | 1.1% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $3.0M | 26,795 | 1.1% | 25 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $2.8M | 21,931 | 1.0% | 15 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $2.6M | 6,199 | 0.9% | 20 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $2.6M | 12,602 | 0.9% | 16 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $2.6M | 9,157 | 0.9% | 16 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $2.5M | 10,157 | 0.9% | 16 |
| TIM S A | [TIMB](https://holderbook.com/stocks/TIMB/) | $2.5M | 117,342 | 0.9% | 6 |
| SOUTHERN COPPER CORP | [SCCO](https://holderbook.com/stocks/SCCO/) | $2.5M | 14,414 | 0.9% | 10 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.5M | 7,264 | 0.9% | 8 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $2.4M | 9,733 | 0.9% | 30 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.4M | 9,634 | 0.9% | 8 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $2.4M | 42,560 | 0.9% | 17 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $2.4M | 7,290 | 0.9% | 8 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $2.4M | 3,705 | 0.8% | 8 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $2.3M | 14,896 | 0.8% | 13 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $2.3M | 14,239 | 0.8% | 9 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.3M | 4,559 | 0.8% | 18 |
| FRANKLIN TEMPLETON ETF TR | [FLJP](https://holderbook.com/stocks/FLJP/) | $2.3M | 57,104 | 0.8% | 9 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.3M | 31,628 | 0.8% | 30 |
| PULTE GROUP INC | [PHM](https://holderbook.com/stocks/PHM/) | $2.2M | 15,969 | 0.8% | 4 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $2.2M | 2,843 | 0.8% | 1 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.1M | 15,568 | 0.8% | 18 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $2.1M | 4,103 | 0.8% | 8 |
| AMCOR PLC | [AMCR](https://holderbook.com/stocks/AMCR/) | $2.1M | 48,384 | 0.8% | 2 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $2.1M | 5,891 | 0.7% | 8 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $2.1M | 2,220 | 0.7% | 25 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $2.1M | 28,661 | 0.7% | 6 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $2.1M | 1,982 | 0.7% | 8 |
| SHELL PLC | [SHEL](https://holderbook.com/stocks/SHEL/) | $2.0M | 25,422 | 0.7% | 13 |
| CHENIERE ENERGY INC | [LNG](https://holderbook.com/stocks/LNG/) | $2.0M | 8,195 | 0.7% | 8 |
| REALTY INCOME CORP | [O](https://holderbook.com/stocks/O/) | $1.9M | 31,185 | 0.7% | 30 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.9M | 16,169 | 0.7% | 1 |
| FIRSTENERGY CORP | [FE](https://holderbook.com/stocks/FE/) | $1.8M | 38,832 | 0.7% | 13 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $1.8M | 158,875 | 0.7% | 13 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $1.8M | 26,019 | 0.6% | 16 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.8M | 4,996 | 0.6% | 1 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $1.7M | 28,401 | 0.6% | 3 |
| YUM CHINA HLDGS INC | [YUMC](https://holderbook.com/stocks/YUMC/) | $1.7M | 41,041 | 0.6% | 7 |
| COUPANG INC | [CPNG](https://holderbook.com/stocks/CPNG/) | $1.7M | 96,562 | 0.6% | 2 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $1.6M | 13,391 | 0.6% | 30 |
| PETROLEO BRASILEIRO S A | [PBR](https://holderbook.com/stocks/PBR/) | $1.6M | 98,232 | 0.6% | 13 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $1.6M | 16,516 | 0.6% | 6 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $1.5M | 11,674 | 0.5% | 20 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.5M | 3,583 | 0.5% | 1 |
| HEALTHPEAK PROPERTIES INC | [DOC](https://holderbook.com/stocks/DOC/) | $1.5M | 69,543 | 0.5% | 1 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $1.3M | 100,703 | 0.5% | 8 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $1.2M | 59,285 | 0.4% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JQUA](https://holderbook.com/stocks/JQUA/) | $856.7K | 11,853 | 0.3% | 5 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $793.6K | 5,056 | 0.3% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $778.8K | 1,134 | 0.3% | 1 |
| DIMENSIONAL ETF TRUST | [DGCB](https://holderbook.com/stocks/DGCB/) | $689.3K | 12,608 | 0.2% | 1 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $686.1K | 6,605 | 0.2% | 1 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $614.1K | 4,935 | 0.2% | 1 |
| ISHARES TR | [BYLD](https://holderbook.com/stocks/BYLD/) | $585.1K | 304,382 | 0.2% | 11 |
| EATON VANCE SR FLTNG RTE TR | [EFR](https://holderbook.com/stocks/EFR/) | $442.3K | 52,675 | 0.2% | 12 |
| TEMA ETF TRUST | [NASA](https://holderbook.com/stocks/NASA/) | $435.0K | 14,318 | 0.2% | 1 |
| ISHARES TR | [SMMD](https://holderbook.com/stocks/SMMD/) | $380.3K | 27,986 | 0.1% | 8 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $343.4K | 3,378 | 0.1% | 1 |
| PROSHARES TR | [SSO](https://holderbook.com/stocks/SSO/) | $312.6K | 4,640 | 0.1% | 1 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $303.1K | 4,430 | 0.1% | 1 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $276.6K | 6,628 | 0.1% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $242.7K | 325 | 0.1% | 1 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $211.2K | 700 | 0.1% | 1 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $210.6K | 2,200 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.8% | +14.8% | -5.0% | 108% |
| Q1 2026 | -1.7% | -4.6% | +2.9% | 107% |
| Q4 2025 | +2.9% | +2.4% | +0.5% | 107% |
| Q3 2025 | +7.8% | +7.8% | +0.0% | 106% |
| Q2 2025 | +10.0% | +10.5% | -0.5% | 106% |
| Q1 2025 | -2.3% | -4.6% | +2.2% | 104% |
| Q4 2024 | +1.2% | +2.1% | -0.9% | 100% |
| Q3 2024 | +5.5% | +5.4% | +0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $278.7M | 93 |
| Q1 2026 | $241.3M | 77 |
| Q4 2025 | $265.4M | 95 |
| Q3 2025 | $261.4M | 92 |
| Q2 2025 | $244.8M | 96 |
| Q1 2025 | $217.0M | 94 |
| Q4 2024 | $234.5M | 96 |
| Q3 2024 | $224.8M | 93 |
| Q2 2024 | $175.9M | 69 |
| Q1 2024 | $205.4M | 95 |
| Q4 2023 | $190.7M | 100 |
| Q3 2023 | $160.2M | 91 |