Altman Advisors
CHICAGO, ILfiles as Altman Advisors, Inc.
$279m in 93 US stocks at the end of 30 June 2026. The top 10 are 36.2% of the money. It changed about 11.8% of the portfolio this quarter.
Value
$279m
Stocks
93
Top 10 share
36.2%
Turnover
11.8%
What changed this quarter
New
Bought for the first time this quarter.
- Advanced Micro DevicesAMD1.8% of the fund
- Micron TechnologyMU1.1% of the fund
- CrowdStrike HoldingsCRWD0.8% of the fund
- Palantir TechnologiesPLTR0.7% of the fund
- Home DepotHD0.6% of the fund
- TeslaTSLA0.5% of the fund
- Healthpeak PropertiesDOC0.5% of the fund
- Ishares TRACWI0.3% of the fund
- Vanguard Index FDSVOO0.3% of the fund
- Dimensional ETF TrustDGCB0.2% of the fund
- Ishares TREFA0.2% of the fund
- AccentureACN0.2% of the fund
- Tema ETF TrustNASA0.2% of the fund
- Rocket LabRKLB0.1% of the fund
- Proshares TRSSO0.1% of the fund
- Ishares TREEM0.1% of the fund
- Dimensional ETF TrustDUHP<0.1% of the fund
- State STR Spdr S&P 500 ETF TSPY<0.1% of the fund
- KLAKLAC<0.1% of the fund
- Southern CompanySO<0.1% of the fund
Added
Bought more of a stock they already held.
- Meta PlatformsMETA1.7% of the fund+14%
- Spdr Series TrustSPYV0.7% of the fund+10%
- Alibaba Group HldgBABA0.6% of the fund+29%
- Spdr Series TrustSPYG0.5% of the fund+19%
- Ishares TRBYLD0.2% of the fund+16%
- Eaton Vance SR Fltng RTE TRXEFRX0.2% of the fund+4%
- Ishares TRSMMD0.1% of the fund+17%
Cut
Sold some of their stake.
- AppleAAPL3.6% of the fund-2%
- Lam ResearchLRCX2.6% of the fund-4%
- Taiwan Semiconductor ManufacturingTSM2.3% of the fund-2%
- Eli LillyLLY1.4% of the fund-5%
- Arista NetworksANET1.4% of the fund-3%
- Ishares Gold TRIAU1.3% of the fund-15%
- First TR Exchng Traded FD VIFNOV1.2% of the fund-6%
- WalmartWMT1.1% of the fund-22%
- Morgan StanleyMS0.9% of the fund-3%
- TIM S ATIMB0.9% of the fund-3%
- DeereDE0.8% of the fund-3%
- EquinixEQIX0.7% of the fund-3%
- UnileverUL0.6% of the fund-2%
- Petrobras - Petroleo Brasileiro SAPBR0.6% of the fund-3%
- EOG ResourcesEOG0.5% of the fund-3%
Sold out
Sold their entire stake.
- Cognizant Technology SolutionsCTSH-100%
- OracleORCL-100%
- American TowerAMT-100%
- Ishares Bitcoin Trust ETFIBIT-100%
Holdings
- Ishares TRIEUR
- Share
- 7.2%
- Value
- $20m
- Shares
- 265,639
Held
- Invesco Exchange Traded FD TXSVM
- Share
- 3.5%
- Value
- $10m
- Shares
- 139,180
Held
- Ishares TRIEI
- Share
- 2.7%
- Value
- $7m
- Shares
- 63,212
Held
- Cboe Global MktsCBOE
- Share
- 1.3%
- Value
- $4m
- Shares
- 15,431
Held
- Ishares Gold TRIAU
- Share
- 1.3%
- Value
- $4m
- Shares
- 54,545
-15%
- First TR Exchng Traded FD VIFNOV
- Share
- 1.2%
- Value
- $3m
- Shares
- 88,314
-6%
- TIM S ATIMB
- Share
- 0.9%
- Value
- $3m
- Shares
- 117,342
-3%
- Franklin Templeton ETF TRFLJP
- Share
- 0.8%
- Value
- $2m
- Shares
- 57,104
Held
- ShellSHEL
- Share
- 0.7%
- Value
- $2m
- Shares
- 25,422
Held
- Spdr Series TrustSPYV
- Share
- 0.7%
- Value
- $2m
- Shares
- 158,875
+10%
- UnileverUL
- Share
- 0.6%
- Value
- $2m
- Shares
- 28,401
-2%
- Alibaba Group HldgBABA
- Share
- 0.6%
- Value
- $2m
- Shares
- 16,516
+29%
- Spdr Series TrustSPYG
- Share
- 0.5%
- Value
- $1m
- Shares
- 100,703
+19%
- J P Morgan Exchange Traded FJQUA
- Share
- 0.3%
- Value
- $856,735
- Shares
- 11,853
Held
- Ishares TRACWI
- Share
- 0.3%
- Value
- $793,640
- Shares
- 5,056
New
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $778,843
- Shares
- 1,134
New
- Dimensional ETF TrustDGCB
- Share
- 0.2%
- Value
- $689,261
- Shares
- 12,608
New
- Ishares TREFA
- Share
- 0.2%
- Value
- $686,100
- Shares
- 6,605
New
- Ishares TRBYLD
- Share
- 0.2%
- Value
- $585,117
- Shares
- 304,382
+16%
- Eaton Vance SR Fltng RTE TRXEFRX
- Share
- 0.2%
- Value
- $442,252
- Shares
- 52,675
+4%
- Tema ETF TrustNASA
- Share
- 0.2%
- Value
- $434,995
- Shares
- 14,318
New
- Ishares TRSMMD
- Share
- 0.1%
- Value
- $380,318
- Shares
- 27,986
+17%
- Proshares TRSSO
- Share
- 0.1%
- Value
- $312,643
- Shares
- 4,640
New
- Ishares TREEM
- Share
- 0.1%
- Value
- $303,064
- Shares
- 4,430
New
- Dimensional ETF TrustDUHP
- Share
- <0.1%
- Value
- $276,586
- Shares
- 6,628
New
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $242,700
- Shares
- 325
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIEUR | 7.2% | $20m | 265,639 | Held |
| NvidiaNVDA | 4.5% | $12m | 62,387 | Held |
| AlphabetGOOGL | 4.3% | $12m | 33,189 | Held |
| AppleAAPL | 3.6% | $10m | 34,736 | -2% |
| Invesco Exchange Traded FD TXSVM | 3.5% | $10m | 139,180 | Held |
| Amazon.comAMZN | 3.4% | $9m | 39,801 | Held |
| Ishares TRIEI | 2.7% | $7m | 63,212 | Held |
| Lam ResearchLRCX | 2.6% | $7m | 16,750 | -4% |
| MicrosoftMSFT | 2.3% | $6m | 17,153 | Held |
| Taiwan Semiconductor ManufacturingTSM | 2.3% | $6m | 13,292 | -2% |
| TwilioTWLO | 1.9% | $5m | 25,863 | Held |
| BroadcomAVGO | 1.9% | $5m | 13,743 | Held |
| Advanced Micro DevicesAMD | 1.8% | $5m | 8,564 | New |
| Meta PlatformsMETA | 1.7% | $5m | 8,256 | +14% |
| Eli LillyLLY | 1.4% | $4m | 3,236 | -5% |
| Arista NetworksANET | 1.4% | $4m | 22,502 | -3% |
| Cboe Global MktsCBOE | 1.3% | $4m | 15,431 | Held |
| Ishares Gold TRIAU | 1.3% | $4m | 54,545 | -15% |
| Mizuho Financial GroupMFG | 1.3% | $4m | 376,633 | Held |
| Mitsubishi UFJ Financial GroupMUFG | 1.3% | $4m | 176,171 | Held |
| CitigroupC | 1.2% | $3m | 24,473 | Held |
| Dycom IndustriesDY | 1.2% | $3m | 6,710 | Held |
| First TR Exchng Traded FD VIFNOV | 1.2% | $3m | 88,314 | -6% |
| Generac HoldingsGNRC | 1.2% | $3m | 11,174 | Held |
| Expedia GroupEXPE | 1.2% | $3m | 12,611 | Held |
| GE VernovaGEV | 1.1% | $3m | 2,690 | Held |
| UBS Group AGUBS | 1.1% | $3m | 62,585 | Held |
| Goldman Sachs GroupGS | 1.1% | $3m | 3,041 | Held |
| Micron TechnologyMU | 1.1% | $3m | 2,637 | New |
| WalmartWMT | 1.1% | $3m | 26,795 | -22% |
| Gilead SciencesGILD | 1.0% | $3m | 21,931 | Held |
| EatonETN | 0.9% | $3m | 6,199 | Held |
| Morgan StanleyMS | 0.9% | $3m | 12,602 | -3% |
| International Business MachinesIBM | 0.9% | $3m | 9,157 | Held |
| Constellation EnergyCEG | 0.9% | $3m | 10,157 | Held |
| TIM S ATIMB | 0.9% | $3m | 117,342 | -3% |
| Southern CopperSCCO | 0.9% | $3m | 14,414 | Held |
| VisaV | 0.9% | $2m | 7,264 | Held |
| AbbVieABBV | 0.9% | $2m | 9,733 | Held |
| Johnson & JohnsonJNJ | 0.9% | $2m | 9,634 | Held |
| Bank of AmericaBAC | 0.9% | $2m | 42,560 | Held |
| JPMorgan ChaseJPM | 0.9% | $2m | 7,290 | Held |
| DeereDE | 0.8% | $2m | 3,705 | -3% |
| Novartis AGNVS | 0.8% | $2m | 14,896 | Held |
| 3MMMM | 0.8% | $2m | 14,239 | Held |
| Berkshire HathawayBRK-B | 0.8% | $2m | 4,559 | Held |
| Franklin Templeton ETF TRFLJP | 0.8% | $2m | 57,104 | Held |
| NetflixNFLX | 0.8% | $2m | 31,628 | Held |
| PultegroupPHM | 0.8% | $2m | 15,969 | Held |
| CrowdStrike HoldingsCRWD | 0.8% | $2m | 2,843 | New |
| ExxonMobil HoldingsXOM | 0.8% | $2m | 15,568 | Held |
| MastercardMA | 0.8% | $2m | 4,103 | Held |
| AmcorAMCR | 0.8% | $2m | 48,384 | Held |
| General DynamicsGD | 0.7% | $2m | 5,891 | Held |
| Costco WholesaleCOST | 0.7% | $2m | 2,220 | Held |
| Uber TechnologiesUBER | 0.7% | $2m | 28,661 | Held |
| EquinixEQIX | 0.7% | $2m | 1,982 | -3% |
| ShellSHEL | 0.7% | $2m | 25,422 | Held |
| Cheniere EnergyLNG | 0.7% | $2m | 8,195 | Held |
| Realty IncomeO | 0.7% | $2m | 31,185 | Held |
| Palantir TechnologiesPLTR | 0.7% | $2m | 16,169 | New |
| FirstenergyFE | 0.7% | $2m | 38,832 | Held |
| Spdr Series TrustSPYV | 0.7% | $2m | 158,875 | +10% |
| Dominion EnergyD | 0.6% | $2m | 26,019 | Held |
| Home DepotHD | 0.6% | $2m | 4,996 | New |
| UnileverUL | 0.6% | $2m | 28,401 | -2% |
| Yum China HoldingsYUMC | 0.6% | $2m | 41,041 | Held |
| CoupangCPNG | 0.6% | $2m | 96,562 | Held |
| Intercontinental ExchangeICE | 0.6% | $2m | 13,391 | Held |
| Petrobras - Petroleo Brasileiro SAPBR | 0.6% | $2m | 98,232 | -3% |
| Alibaba Group HldgBABA | 0.6% | $2m | 16,516 | +29% |
| EOG ResourcesEOG | 0.5% | $2m | 11,674 | -3% |
| TeslaTSLA | 0.5% | $2m | 3,583 | New |
| Healthpeak PropertiesDOC | 0.5% | $1m | 69,543 | New |
| Spdr Series TrustSPYG | 0.5% | $1m | 100,703 | +19% |
| AT&TT | 0.4% | $1m | 59,285 | Held |
| J P Morgan Exchange Traded FJQUA | 0.3% | $856,735 | 11,853 | Held |
| Ishares TRACWI | 0.3% | $793,640 | 5,056 | New |
| Vanguard Index FDSVOO | 0.3% | $778,843 | 1,134 | New |
| Dimensional ETF TrustDGCB | 0.2% | $689,261 | 12,608 | New |
| Ishares TREFA | 0.2% | $686,100 | 6,605 | New |
| AccentureACN | 0.2% | $614,111 | 4,935 | New |
| Ishares TRBYLD | 0.2% | $585,117 | 304,382 | +16% |
| Eaton Vance SR Fltng RTE TRXEFRX | 0.2% | $442,252 | 52,675 | +4% |
| Tema ETF TrustNASA | 0.2% | $434,995 | 14,318 | New |
| Ishares TRSMMD | 0.1% | $380,318 | 27,986 | +17% |
| Rocket LabRKLB | 0.1% | $343,374 | 3,378 | New |
| Proshares TRSSO | 0.1% | $312,643 | 4,640 | New |
| Ishares TREEM | 0.1% | $303,064 | 4,430 | New |
| Dimensional ETF TrustDUHP | <0.1% | $276,586 | 6,628 | New |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $242,700 | 325 | New |
| KLAKLAC | <0.1% | $211,197 | 700 | New |
| Southern CompanySO | <0.1% | $210,562 | 2,200 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 13.8% since 30 June 2025.
Where the money is
Technology26.0%
Financial services11.7%
Industrials7.8%
Retail & consumer7.7%
Media & telecom7.2%
Health care5.0%
Energy2.6%
Utilities2.3%
Real estate2.0%
Everyday goods1.8%
Materials1.7%
Other24.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.