Altman Advisors, Inc.

Holdings as of 2026-06-30, filed 2026-08-11

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 42 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
93
Value reported by manager
$278.7M
Sum of our stored positions
$278.7M
should match the line above
Disclosure lag
42 d
quarter end to filing
Top 5 concentration
23.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

93 largest shown
IssuerClassValueSharesTypeCUSIP
ISHARES TRCORE MSCI EURO$20M265,63946434V738
NVIDIA CORPORATIONCOM$12.5M62,38767066G104
ALPHABET INCCAP STK CL A$11.9M33,18902079K305
APPLE INCCOM$10.1M34,736037833100
INVESCO EXCHANGE TRADED FD TS&P SMCP VLU MNT$9.7M139,18046137V480
AMAZON COM INCCOM$9.5M39,801023135106
ISHARES TR3 7 YR TREAS BD$7.4M63,212464288661
LAM RESEARCH CORPCOM NEW$7.3M16,750512807306
MICROSOFT CORPCOM$6.4M17,153594918104
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$6.3M13,292874039100
TWILIO INCCL A$5.3M25,86390138F102
BROADCOM INCCOM$5.2M13,74311135F101
ADVANCED MICRO DEVICES INCCOM$5M8,564007903107
META PLATFORMS INCCL A$4.7M8,25630303M102
ELI LILLY & COCOM$3.9M3,236532457108
ARISTA NETWORKS INCCOM SHS$3.8M22,502040413205
CBOE GLOBAL MKTS INCCOM$3.7M15,43112503M108
ISHARES GOLD TRISHARES NEW$3.7M54,545464285204
MIZUHO FINANCIAL GROUP INCSPONSORED ADR$3.6M376,63360687Y109
MITSUBISHI UFJ FINANCIAL GROSPONSORED ADS$3.5M176,171606822104
CITIGROUP INCCOM NEW$3.4M24,473172967424
DYCOM INDS INCCOM$3.4M6,710267475101
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT$3.4M88,31433740F847
GENERAC HLDGS INCCOM$3.3M11,174368736104
EXPEDIA GROUP INCCOM NEW$3.2M12,61130212P303
GE VERNOVA INCCOM$3.2M2,69036828A101
UBS GROUP AGSHS$3.1M62,585H42097107
GOLDMAN SACHS GROUP INCCOM$3.1M3,04138141G104
MICRON TECHNOLOGY INCCOM$3M2,637595112103
WALMART INCCOM$3M26,795931142103
GILEAD SCIENCES INCCOM$2.8M21,931375558103
EATON CORP PLCSHS$2.6M6,199G29183103
MORGAN STANLEYCOM NEW$2.6M12,602617446448
INTERNATIONAL BUSINESS MACHSCOM$2.6M9,157459200101
CONSTELLATION ENERGY CORPCOM$2.5M10,15721037T109
TIM S ASPONSORED ADR$2.5M117,34288706T108
SOUTHERN COPPER CORPCOM$2.5M14,41484265V105
VISA INCCOM CL A$2.5M7,26492826C839
ABBVIE INCCOM$2.4M9,73300287Y109
JOHNSON & JOHNSONCOM$2.4M9,634478160104
BANK OF AMER CORPCOM$2.4M42,560060505104
JPMORGAN CHASE & COCOM$2.4M7,29046625H100
DEERE & COCOM$2.4M3,705244199105
NOVARTIS AGSPONSORED ADR$2.3M14,89666987V109
3M COCOM$2.3M14,23988579Y101
BERKSHIRE HATHAWAY INC DELCL B NEW$2.3M4,559084670702
FRANKLIN TEMPLETON ETF TRFTSE JAPAN ETF$2.3M57,10435473P744
NETFLIX INC.COM$2.3M31,62864110L106
PULTE GROUP INCCOM$2.2M15,969745867101
CROWDSTRIKE HLDGS INCCL A$2.2M2,84322788C105
EXXON MOBIL CORPCOM$2.1M15,56830231G102
MASTERCARD INCORPORATEDCL A$2.1M4,10357636Q104
AMCOR PLCCOM NEW$2.1M48,384G0250X149
GENERAL DYNAMICS CORPCOM$2.1M5,891369550108
COSTCO WHOLESALE CORPORATIONCOM$2.1M2,22022160K105
UBER TECHNOLOGIES INCCOM$2.1M28,66190353T100
EQUINIX INCCOM$2.1M1,98229444U700
SHELL PLCSPON ADS$2M25,422780259305
CHENIERE ENERGY INCCOM NEW$2M8,19516411R208
REALTY INCOME CORPCOM$1.9M31,185756109104
PALANTIR TECHNOLOGIES INCCL A$1.9M16,16969608A108
FIRSTENERGY CORPCOM$1.8M38,832337932107
SPDR SERIES TRUSTST STR P500VAL$1.8M158,87578464A508
DOMINION ENERGY INCCOM$1.8M26,01925746U109
HOME DEPOT INCCOM$1.8M4,996437076102
UNILEVER PLCSPON ADR NEW$1.7M28,401904767803
YUM CHINA HLDGS INCCOM$1.7M41,04198850P109
COUPANG INCCL A$1.7M96,56222266T109
INTERCONTINENTAL EXCHANGE INCOM$1.6M13,39145866F104
PETROLEO BRASILEIRO S ASPONSORED ADR$1.6M98,23271654V408
ALIBABA GROUP HLDG LTDSPONSORED ADS$1.6M16,51601609W102
EOG RES INCCOM$1.5M11,67426875P101
TESLA INCCOM$1.5M3,58388160R101
HEALTHPEAK PROPERTIES INCCOM$1.5M69,54342250P103
SPDR SERIES TRUSTST STR P500GRW$1.3M100,70378464A409
AT&T INCCOM$1.2M59,28500206R102
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR$856.7K11,85346641Q761
ISHARES TRMSCI ACWI ETF$793.6K5,056464288257
VANGUARD INDEX FDSS&P 500 ETF SHS$778.8K1,134922908363
DIMENSIONAL ETF TRUSTGLOBAL CR ETF$689.3K12,60825434V567
ISHARES TRMSCI EAFE ETF$686.1K6,605464287465
ACCENTURE PLC IRELANDSHS CLASS A$614.1K4,935G1151C101
ISHARES TRYLD OPTIM BD$585.1K304,38246434V787
EATON VANCE SR FLTNG RTE TRCOM$442.3K52,67527828Q105
TEMA ETF TRUSTSPACE INNOV ETF$435K14,31887975E776
ISHARES TRRUSEL 2500 ETF$380.3K27,98646435G268
ROCKET LAB CORPCOM$343.4K3,378773121108
PROSHARES TRPSHS ULT S&P 500$312.6K4,64074347R107
ISHARES TRMSCI EMG MKT ETF$303.1K4,430464287234
DIMENSIONAL ETF TRUSTUS HIGH PROF ETF$276.6K6,62825434V831
STATE STR SPDR S&P 500 ETF TTR UNIT$242.7K32578462F103
KLA CORPCOM NEW$211.2K700482480100
SOUTHERN COCOM$210.6K2,200842587107
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-11