Altman Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$241.3M
Q ending 2026-03-31
Prior quarter
$265.4M
Q ending 2025-12-31
Change
-9.1% QoQ · +11.2% YoY
Positions
77
reported holdings
Largest positions
All 77 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IEUR | Shares | $18.9M | 269K |
| Nvidia Corporation | NVDA | Shares | $11.1M | 63K |
| Alphabet Inc | GOOGL | Shares | $9.7M | 34K |
| Apple Inc | AAPL | Shares | $9.0M | 36K |
| Invesco Exchange Traded Fd T | XSVM | Shares | $8.4M | 140K |
| Amazon Com Inc | AMZN | Shares | $8.4M | 40K |
| Ishares Tr | IEI | Shares | $7.5M | 64K |
| Microsoft Corp | MSFT | Shares | $6.4M | 17K |
| Taiwan Semiconductor Manufac | TSM | Shares | $4.6M | 14K |
| Cboe Global Mkts Inc | CBOE | Shares | $4.3M | 15K |
| Broadcom Inc | AVGO | Shares | $4.3M | 14K |
| Ishares Gold Tr | IAU | Shares | $4.3M | 64K |
| Walmart Inc | WMT | Shares | $4.3M | 34K |
| Meta Platforms Inc | META | Shares | $4.1M | 7K |
| Lam Research Corp | LRCX | Shares | $3.7M | 17K |
| First Tr Exchng Traded Fd Vi | FNOV | Shares | $3.5M | 94K |
| Twilio Inc | TWLO | Shares | $3.3M | 26K |
| Tim S A | TIMB | Shares | $3.2M | 121K |
| Eli Lilly & Co | LLY | Shares | $3.1M | 3K |
| Gilead Sciences Inc | GILD | Shares | $3.1M | 22K |
| Netflix Inc. | NFLX | Shares | $3.0M | 32K |
| Mizuho Financial Group Inc | MFG | Shares | $3.0M | 379K |
| Mitsubishi Ufj Financial Gro | MUFG | Shares | $3.0M | 177K |
| Expedia Group Inc | EXPE | Shares | $2.9M | 13K |
| Constellation Energy Corp | CEG | Shares | $2.9M | 10K |
| Arista Networks Inc | ANET | Shares | $2.9M | 23K |
| Citigroup Inc | C | Shares | $2.8M | 25K |
| Exxon Mobil Corp | XOM | Shares | $2.7M | 16K |
| Goldman Sachs Group Inc | GS | Shares | $2.6M | 3K |
| Southern Copper Corp | SCCO | Shares | $2.5M | 14K |
| Ubs Group Ag | Shares | $2.5M | 63K | |
| Shell Plc | SHEL | Shares | $2.4M | 26K |
| Johnson & Johnson | JNJ | Shares | $2.4M | 10K |
| Cheniere Energy Inc | LNG | Shares | $2.4M | 8K |
| Ge Vernova Inc | GEV | Shares | $2.4M | 3K |
| Dycom Inds Inc | DY | Shares | $2.3M | 7K |
| Novartis Ag | NVS | Shares | $2.3M | 15K |
| International Business Machs | IBM | Shares | $2.2M | 9K |
| Eaton Corp Plc | Shares | $2.2M | 6K | |
| Cognizant Technology Solutio | CTSH | Shares | $2.2M | 36K |
| Costco Wholesale Corporation | COST | Shares | $2.2M | 2K |
| Visa Inc | V | Shares | $2.2M | 7K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.2M | 5K |
| Generac Hldgs Inc | GNRC | Shares | $2.2M | 11K |
| Jpmorgan Chase & Co | JPM | Shares | $2.2M | 7K |
| Morgan Stanley | MS | Shares | $2.1M | 13K |
| Deere & Co | DE | Shares | $2.1M | 4K |
| Abbvie Inc | ABBV | Shares | $2.1M | 10K |
| Intercontinental Exchange In | ICE | Shares | $2.1M | 13K |
| Petroleo Brasileiro S A | PBR | Shares | $2.1M | 101K |
| Franklin Templeton Etf Tr | FLJP | Shares | $2.1M | 58K |
| Bank America Corp | BAC | Shares | $2.1M | 43K |
| Mastercard Incorporated | MA | Shares | $2.1M | 4K |
| 3M Co | MMM | Shares | $2.1M | 14K |
| Uber Technologies Inc | UBER | Shares | $2.1M | 29K |
| General Dynamics Corp | GD | Shares | $2.0M | 6K |
| Yum China Hldgs Inc | YUMC | Shares | $2.0M | 41K |
| Firstenergy Corp | FE | Shares | $2.0M | 39K |
| Equinix Inc | EQIX | Shares | $2.0M | 2K |
| Amcor Plc | Shares | $1.9M | 49K | |
| Realty Income Corp | O | Shares | $1.9M | 32K |
| Pulte Group Inc | PHM | Shares | $1.9M | 16K |
| Coupang Inc | CPNG | Shares | $1.8M | 98K |
| Oracle Corp | ORCL | Shares | $1.8M | 12K |
| Eog Res Inc | EOG | Shares | $1.7M | 12K |
| At&T Inc | T | Shares | $1.7M | 60K |
| Spdr Series Trust | SPYV | Shares | $1.7M | 144K |
| Unilever Plc | UL | Shares | $1.7M | 29K |
| Dominion Energy Inc | D | Shares | $1.6M | 26K |
| Alibaba Group Hldg Ltd | BABA | Shares | $1.6M | 13K |
| American Tower Corp | AMT | Shares | $1.3M | 8K |
| Spdr Series Trust | SPYG | Shares | $1.1M | 85K |
| J P Morgan Exchange Traded F | JQUA | Shares | $727K | 12K |
| Ishares Tr | BYLD | Shares | $555K | 263K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $539K | 14K |
| Eaton Vance Sr Fltng Rte Tr | XEFRX | Shares | $440K | 50K |
| Ishares Tr | SMMD | Shares | $315K | 24K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.