Altman Advisors, Inc.
Reported holdings as of Q2 2026, from 30 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IEUR | $20.0M | 265,639 | -0.66pp | 11q | -1.2%-$240.2K | |
| NVIDIA CORPORATION | NVDA | $12.5M | 62,387 | -0.11pp | 11q | -1.7%-$221.1K | |
| ALPHABET INC | GOOGL | $11.9M | 33,189 | +0.23pp | 30q | -1.7%-$210.8K | |
| APPLE INC | AAPL | $10.1M | 34,736 | -0.14pp | 25q | -2.5%-$255.5K | |
| INVESCO EXCHANGE TRADED FD T | XSVM | $9.7M | 139,180 | -0.02pp | 11q | -0.6%-$56.7K | |
| AMAZON COM INC | AMZN | $9.5M | 39,801 | -0.07pp | 30q | -1.1%-$107.3K | |
| ISHARES TR | IEI | $7.4M | 63,212 | -0.46pp | 2q | -0.6%-$43.9K | |
| LAM RESEARCH CORP | LRCX | $7.3M | 16,750 | +1.06pp | 7q | -3.8%-$285.1K | |
| MICROSOFT CORP | MSFT | $6.4M | 17,153 | -0.35pp | 30q | -0.6%-$36.2K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $6.3M | 13,292 | +0.37pp | 13q | -2.3%-$146.1K | |
| TWILIO INC | TWLO | $5.3M | 25,863 | +0.55pp | 5q | -1.1%-$58.2K | |
| BROADCOM INC | AVGO | $5.2M | 13,743 | +0.08pp | 30q | -1.2%-$63.1K | |
| ADVANCED MICRO DEVICES INC | AMD | $5.0M | 8,564 | - | new | NEW | |
| META PLATFORMS INC | META | $4.7M | 8,256 | -0.04pp | 12q | +14.3%+$580.8K | |
| ELI LILLY & CO | LLY | $3.9M | 3,236 | +0.09pp | 8q | -5.0%-$206.3K | |
| ARISTA NETWORKS INC | ANET | $3.8M | 22,502 | +0.19pp | 7q | -3.2%-$127.4K | |
| CBOE GLOBAL MKTS INC | CBOE | $3.7M | 15,431 | -0.45pp | 30q | HELD | |
| ISHARES GOLD TR | IAU | $3.7M | 54,545 | -0.46pp | 19q | -14.8%-$636.9K | |
| MIZUHO FINANCIAL GROUP INC | MFG | $3.6M | 376,633 | +0.05pp | 13q | -0.7%-$26.5K | |
| MITSUBISHI UFJ FINANCIAL GRO | MUFG | $3.5M | 176,171 | +0.01pp | 13q | -0.6%-$20.5K | |
| CITIGROUP INC | C | $3.4M | 24,473 | +0.07pp | 15q | -1.2%-$41.1K | |
| DYCOM INDS INC | DY | $3.4M | 6,710 | +0.27pp | 3q | -0.8%-$28.3K | |
| FIRST TR EXCHNG TRADED FD VI | FNOV | $3.4M | 88,314 | -0.26pp | 14q | -6.3%-$227.7K | |
| GENERAC HLDGS INC | GNRC | $3.3M | 11,174 | +0.26pp | 4q | -0.7%-$24.3K | |
| EXPEDIA GROUP INC | EXPE | $3.2M | 12,611 | -0.06pp | 20q | -1.0%-$31.7K | |
| GE VERNOVA INC | GEV | $3.2M | 2,690 | +0.16pp | 2q | HELD | |
| UBS GROUP AG | UBS | $3.1M | 62,585 | +0.09pp | 17q | -1.0%-$30.2K | |
| GOLDMAN SACHS GROUP INC | GS | $3.1M | 3,041 | +0.03pp | 8q | -0.6%-$19.2K | |
| MICRON TECHNOLOGY INC | MU | $3.0M | 2,637 | - | new | NEW | |
| WALMART INC | WMT | $3.0M | 26,795 | -0.68pp | 25q | -21.8%-$846.4K | |
| GILEAD SCIENCES INC | GILD | $2.8M | 21,931 | -0.28pp | 15q | HELD | |
| EATON CORP PLC | ETN | $2.6M | 6,199 | +0.02pp | 20q | -0.8%-$21.3K | |
| MORGAN STANLEY | MS | $2.6M | 12,602 | +0.06pp | 16q | -3.4%-$93.2K | |
| INTERNATIONAL BUSINESS MACHS | IBM | $2.6M | 9,157 | flat | 16q | -0.9%-$22.2K | |
| CONSTELLATION ENERGY CORP | CEG | $2.5M | 10,157 | -0.28pp | 16q | -0.8%-$21.6K | |
| TIM S A | TIMB | $2.5M | 117,342 | -0.42pp | 6q | -2.7%-$70.6K | |
| SOUTHERN COPPER CORP | SCCO | $2.5M | 14,414 | -0.12pp | 10q | HELD | |
| VISA INC | V | $2.5M | 7,264 | -0.02pp | 8q | -0.7%-$16.5K | |
| ABBVIE INC | ABBV | $2.4M | 9,733 | -0.01pp | 30q | -0.8%-$19.1K | |
| JOHNSON & JOHNSON | JNJ | $2.4M | 9,634 | -0.11pp | 8q | -0.8%-$20.1K | |
| BANK OF AMER CORP | BAC | $2.4M | 42,560 | +0.01pp | 17q | -0.5%-$12.4K | |
| JPMORGAN CHASE & CO | JPM | $2.4M | 7,290 | -0.04pp | 8q | -1.1%-$27.5K | |
| DEERE & CO | DE | $2.4M | 3,705 | -0.04pp | 8q | -2.6%-$62.2K | |
| NOVARTIS AG | NVS | $2.3M | 14,896 | -0.11pp | 13q | -0.5%-$11.8K | |
| 3M CO | MMM | $2.3M | 14,239 | -0.03pp | 9q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $2.3M | 4,559 | -0.10pp | 18q | -1.0%-$23.0K | |
| FRANKLIN TEMPLETON ETF TR | FLJP | $2.3M | 57,104 | -0.05pp | 9q | -1.4%-$31.5K | |
| NETFLIX INC | NFLX | $2.3M | 31,628 | -0.45pp | 30q | HELD | |
| PULTE GROUP INC | PHM | $2.2M | 15,969 | flat | 4q | HELD | |
| CROWDSTRIKE HLDGS INC | CRWD | $2.2M | 2,843 | - | new | NEW | |
| EXXON MOBIL CORP | XOMXXXX | $2.1M | 15,568 | -0.35pp | 18q | -1.5%-$31.7K | |
| MASTERCARD INCORPORATED | MA | $2.1M | 4,103 | -0.10pp | 8q | -1.1%-$24.1K | |
| AMCOR PLC | AMCR | $2.1M | 48,384 | -0.05pp | 2q | HELD | |
| GENERAL DYNAMICS CORP | GD | $2.1M | 5,891 | -0.09pp | 8q | HELD | |
| COSTCO WHOLESALE CORPORATION | COST | $2.1M | 2,220 | -0.18pp | 25q | HELD | |
| UBER TECHNOLOGIES INC | UBER | $2.1M | 28,661 | -0.11pp | 6q | HELD | |
| EQUINIX INC | EQIX | $2.1M | 1,982 | -0.08pp | 8q | -2.5%-$53.2K | |
| SHELL PLC | SHEL | $2.0M | 25,422 | -0.29pp | 13q | -1.8%-$37.1K | |
| CHENIERE ENERGY INC | LNG | $2.0M | 8,195 | -0.28pp | 8q | -2.0%-$39.9K | |
| REALTY INCOME CORP | O | $1.9M | 31,185 | -0.11pp | 30q | -1.2%-$22.5K | |
| PALANTIR TECHNOLOGIES INC | PLTR | $1.9M | 16,169 | - | new | NEW | |
| FIRSTENERGY CORP | FE | $1.8M | 38,832 | -0.16pp | 13q | -1.3%-$24.7K | |
| SPDR SERIES TRUST | SPYV | $1.8M | 158,875 | -0.03pp | 13q | +10.0%+$167.6K | |
| DOMINION ENERGY INC | D | $1.8M | 26,019 | -0.04pp | 16q | -1.3%-$23.2K | |
| HOME DEPOT INC | HD | $1.8M | 4,996 | - | new | NEW | |
| UNILEVER PLC | UL | $1.7M | 28,401 | -0.07pp | 3q | -2.4%-$41.7K | |
| YUM CHINA HLDGS INC | YUMC | $1.7M | 41,041 | -0.23pp | 7q | HELD | |
| COUPANG INC | CPNG | $1.7M | 96,562 | -0.16pp | 2q | -1.3%-$21.3K | |
| INTERCONTINENTAL EXCHANGE IN | ICE | $1.6M | 13,391 | -0.28pp | 30q | HELD | |
| PETROLEO BRASILEIRO S A | PBR | $1.6M | 98,232 | -0.30pp | 13q | -2.8%-$45.1K | |
| ALIBABA GROUP HLDG LTD | BABA | $1.6M | 16,516 | -0.10pp | 6q | +28.9%+$355.8K | |
| EOG RES INC | EOG | $1.5M | 11,674 | -0.18pp | 20q | -2.8%-$43.3K | |
| TESLA INC | TSLA | $1.5M | 3,583 | - | new | NEW | |
| HEALTHPEAK PROPERTIES INC | DOC | $1.5M | 69,543 | - | new | NEW | |
| SPDR SERIES TRUST | SPYG | $1.3M | 100,703 | +0.03pp | 8q | +19.0%+$207.7K | |
| AT&T INC | T | $1.2M | 59,285 | -0.28pp | 7q | -0.6%-$6.9K | |
| J P MORGAN EXCHANGE TRADED F | JQUA | $856.7K | 11,853 | +0.01pp | 5q | HELD | |
| ISHARES TR | ACWI | $793.6K | 5,056 | - | new | NEW | |
| VANGUARD INDEX FDS | VOO | $778.8K | 1,134 | - | new | NEW | |
| DIMENSIONAL ETF TRUST | DGCB | $689.3K | 12,608 | - | new | NEW | |
| ISHARES TR | EFA | $686.1K | 6,605 | - | new | NEW | |
| ACCENTURE PLC IRELAND | ACN | $614.1K | 4,935 | - | new | NEW | |
| ISHARES TR | BYLD | $585.1K | 304,382 | -0.02pp | 11q | +15.5%+$78.6K | |
| EATON VANCE SR FLTNG RTE TR | EFR | $442.3K | 52,675 | -0.02pp | 12q | +4.3%+$18.3K | |
| TEMA ETF TRUST | NASA | $435.0K | 14,318 | - | new | NEW | |
| ISHARES TR | SMMD | $380.3K | 27,986 | +0.01pp | 8q | +16.9%+$55.0K | |
| ROCKET LAB CORP | RKLB | $343.4K | 3,378 | - | new | NEW | |
| PROSHARES TR | SSO | $312.6K | 4,640 | - | new | NEW | |
| ISHARES TR | EEM | $303.1K | 4,430 | - | new | NEW | |
| DIMENSIONAL ETF TRUST | DUHP | $276.6K | 6,628 | - | new | NEW | |
| STATE STR SPDR S&P 500 ETF T | SPY | $242.7K | 325 | - | new | NEW | |
| KLA CORP | KLAC | $211.2K | 700 | - | new | NEW | |
| SOUTHERN CO | SO | $210.6K | 2,200 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $38.5M | 13.8% |
| Software & IT Services | $32.3M | 11.6% |
| Retail & Consumer | $19.7M | 7.1% |
| Banks & Lending | $18.5M | 6.6% |
| Computer Hardware | $16.4M | 5.9% |
| Capital Markets | $14.8M | 5.3% |
| Industrials | $14.3M | 5.2% |
| Biotech & Pharma | $13.9M | 5.0% |
| Business Services | $8.9M | 3.2% |
| Energy | $7.0M | 2.5% |
| Utilities | $6.4M | 2.3% |
| Telecom & Media | $6.0M | 2.2% |
| Other sectors | $27.9M | 10.0% |
| Not classified | $53.5M | 19.2% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $278.7M | 93 | 20 | 7 | 52 | 4 | 36.2% | 42 |
| Q1 2026 | $241.3M | 77 | 4 | 30 | 38 | 22 | 36.6% | 35 |
| Q4 2025 | $265.4M | 95 | 6 | 24 | 36 | 3 | 33.9% | 35 |
| Q3 2025 | $261.4M | 92 | 2 | 42 | 17 | 6 | 32.7% | 44 |
| Q2 2025 | $244.8M | 96 | 7 | 69 | 6 | 5 | 30.2% | 38 |
| Q1 2025 | $217.0M | 94 | 7 | 58 | 16 | 9 | 28.8% | 32 |
| Q4 2024 | $234.5M | 96 | 7 | 52 | 24 | 4 | 32.7% | 44 |
| Q3 2024 | $224.8M | 93 | 30 | 35 | 9 | 6 | 32.0% | 39 |
| Q2 2024 | $175.9M | 69 | 2 | 27 | 17 | 28 | 38.2% | 39 |
| Q1 2024 | $205.4M | 95 | 3 | 75 | 12 | 8 | 29.9% | 39 |
| Q4 2023 | $190.7M | 100 | 12 | 41 | 37 | 3 | 33.9% | 39 |
| Q3 2023 | $160.2M | 91 | 20 | 47 | 18 | 8 | 32.0% | 45 |
| Q1 2023 | $109.3M | 79 | 13 | 46 | 17 | 20 | 42.3% | 39 |
| Q4 2022 | $162.1M | 86 | 5 | 18 | 60 | 11 | 33.8% | 39 |
| Q3 2022 | $158.4M | 92 | 11 | 39 | 35 | 5 | 36.1% | 39 |
| Q2 2022 | $175.5M | 86 | 10 | 36 | 21 | 6 | 36.6% | 39 |
| Q1 2022 | $193.7M | 82 | 12 | 34 | 18 | 7 | 36.5% | 39 |
| Q4 2021 | $163.9M | 77 | 5 | 45 | 17 | 7 | 32.3% | 39 |
| Q3 2021 | $180.7M | 79 | 6 | 38 | 17 | 5 | 30.1% | 40 |
| Q2 2021 | $177.1M | 78 | 10 | 59 | 2 | 13 | 28.8% | 44 |
| Q1 2021 | $154.9M | 81 | 9 | 15 | 48 | 7 | 30.0% | 44 |
| Q4 2020 | $159.3M | 79 | 7 | 31 | 26 | 8 | 31.3% | 41 |
| Q3 2020 | $141.1M | 80 | 17 | 41 | 11 | 5 | 27.4% | 44 |
| Q2 2020 | $117.6M | 68 | 1 | 30 | 26 | 9 | 26.9% | 43 |
| Q1 2020 | $107.7M | 76 | 30 | 6 | 34 | 19 | 26.2% | 20 |
| Q4 2019 | $125.2M | 65 | 2 | 14 | 21 | 2 | 26.1% | 17 |
| Q3 2019 | $118.2M | 65 | 4 | 25 | 15 | 5 | 25.6% | 9 |
| Q2 2019 | $119.0M | 66 | 5 | 40 | 6 | 4 | 24.8% | 12 |
| Q1 2019 | $108.5M | 65 | 10 | 29 | 17 | 9 | 25.6% | 12 |
| Q4 2018 | $91.2M | 64 | 0 | 0 | 0 | 0 | 29.4% | 38 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.