Altman Advisors, Inc. Portfolio Stock Holdings
Altman Advisors, Inc. disclosed 77 stock positions valued at approximately $241.3 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, NVIDIA CORPORATION, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 77
- Portfolio Value
- $241.3M
Holdings by Sector
Altman Advisors, Inc. Portfolio Holdings in Q1 2026
75 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IEUR | Other | 7.83% | 268,835 | +34,774 | +14.86% | $18,891,035 |
| NVIDIA CORPORATION | NVDA | Technology | 4.59% | 63,492 | -502 | -0.78% | $11,073,005 |
| ALPHABET INC | GOOGL | Communication Services | 4.03% | 33,779 | -581 | -1.69% | $9,713,555 |
| APPLE INC | AAPL | Technology | 3.75% | 35,619 | +891 | +2.57% | $9,039,688 |
| INVESCO EXCHANGE TRADED FD T | XSVM | Other | 3.50% | 139,995 | +2,934 | +2.14% | $8,436,099 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.47% | 40,251 | +4,330 | +12.05% | $8,383,005 |
| ISHARES TR | IEI | Other | 3.13% | 63,586 | +63,586 | +100.00% | $7,541,300 |
| MICROSOFT CORP | MSFT | Technology | 2.65% | 17,250 | +1,555 | +9.91% | $6,385,281 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.90% | 13,598 | +575 | +4.42% | $4,595,596 |
| CBOE GLOBAL MKTS INC | CBOE | Financial Services | 1.80% | 15,431 | - | - | $4,337,191 |
| BROADCOM INC | AVGO | Technology | 1.78% | 13,910 | -44 | -0.32% | $4,305,197 |
| ISHARES GOLD TR | IAU | Other | 1.78% | 64,000 | -16,627 | -20.62% | $4,297,521 |
| WALMART INC | WMT | Consumer Defensive | 1.77% | 34,268 | -2,998 | -8.04% | $4,258,832 |
| META PLATFORMS INC | META | Communication Services | 1.71% | 7,225 | +1,886 | +35.32% | $4,133,639 |
| LAM RESEARCH CORP | LRCX | Other | 1.54% | 17,408 | +250 | +1.46% | $3,719,445 |
| FIRST TR EXCHNG TRADED FD VI | FNOV | Other | 1.47% | 94,298 | -730 | -0.77% | $3,535,281 |
| TWILIO INC | TWLO | Technology | 1.36% | 26,145 | +480 | +1.87% | $3,289,564 |
| TIM S A | TIMB | Communication Services | 1.32% | 120,636 | -947 | -0.78% | $3,195,648 |
| ELI LILLY & CO | LLY | Healthcare | 1.30% | 3,408 | +41 | +1.22% | $3,134,576 |
| GILEAD SCIENCES INC | GILD | Healthcare | 1.27% | 21,992 | -513 | -2.28% | $3,065,057 |
| NETFLIX INC. | NFLX | Communication Services | 1.26% | 31,704 | +805 | +2.61% | $3,048,340 |
| MIZUHO FINANCIAL GROUP INC | MFG | Financial Services | 1.25% | 379,398 | -46,337 | -10.88% | $3,012,420 |
| MITSUBISHI UFJ FINANCIAL GRO | MUFG | Financial Services | 1.25% | 177,200 | -25,571 | -12.61% | $3,007,077 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 1.22% | 12,735 | +334 | +2.69% | $2,940,415 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 1.19% | 10,244 | +148 | +1.47% | $2,860,769 |
| ARISTA NETWORKS INC | ANET | Other | 1.18% | 23,252 | -322 | -1.37% | $2,854,881 |
| CITIGROUP INC | C | Financial Services | 1.16% | 24,767 | -3,815 | -13.35% | $2,808,771 |
| EXXON MOBIL CORP | XOM | Energy | 1.11% | 15,800 | -3,430 | -17.84% | $2,680,628 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.07% | 3,060 | +181 | +6.29% | $2,588,369 |
| SOUTHERN COPPER CORP | SCCO | Basic Materials | 1.02% | 14,368 | +218 | +1.54% | $2,472,158 |
| UBS GROUP AG | UBS | Other | 1.02% | 63,194 | -6,770 | -9.68% | $2,469,005 |
| SHELL PLC | SHEL | Energy | 1.00% | 25,900 | -548 | -2.07% | $2,408,679 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.98% | 9,713 | -960 | -8.99% | $2,374,364 |
| CHENIERE ENERGY INC | LNG | Energy | 0.98% | 8,362 | -1,748 | -17.29% | $2,372,700 |
| GE VERNOVA INC | GEV | Utilities | 0.98% | 2,703 | +2,703 | +100.00% | $2,359,449 |
| DYCOM INDS INC | DY | Industrials | 0.95% | 6,766 | +91 | +1.36% | $2,292,456 |
| NOVARTIS AG | NVS | Healthcare | 0.95% | 14,971 | -2,141 | -12.51% | $2,286,820 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.93% | 9,236 | -610 | -6.20% | $2,238,774 |
| EATON CORP PLC | ETN | Other | 0.93% | 6,249 | -740 | -10.59% | $2,235,240 |
| COGNIZANT TECHNOLOGY SOLUTIO | CTSH | Technology | 0.92% | 36,225 | +12,912 | +55.39% | $2,222,404 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.92% | 2,229 | +66 | +3.05% | $2,221,518 |
| VISA INC | V | Financial Services | 0.92% | 7,312 | -233 | -3.09% | $2,209,963 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.91% | 4,605 | -2,195 | -32.28% | $2,206,716 |
| GENERAC HLDGS INC | GNRC | Industrials | 0.91% | 11,257 | +5,900 | +110.14% | $2,198,830 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.90% | 7,374 | -1,667 | -18.44% | $2,168,997 |
| MORGAN STANLEY | MS | Financial Services | 0.89% | 13,048 | -3,360 | -20.48% | $2,147,299 |
| DEERE & CO | DE | Industrials | 0.89% | 3,803 | -112 | -2.86% | $2,142,323 |
| ABBVIE INC | ABBV | Healthcare | 0.88% | 9,809 | -727 | -6.90% | $2,133,297 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.88% | 13,424 | +275 | +2.09% | $2,111,384 |
| PETROLEO BRASILEIRO S A | PBR | Energy | 0.87% | 101,021 | -21,790 | -17.74% | $2,096,182 |
| FRANKLIN TEMPLETON ETF TR | FLJP | Other | 0.87% | 57,897 | -282 | -0.48% | $2,094,713 |
| BANK AMERICA CORP | BAC | Financial Services | 0.86% | 42,778 | -6,757 | -13.64% | $2,085,403 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.86% | 4,150 | +79 | +1.94% | $2,073,648 |
| 3M CO | MMM | Industrials | 0.86% | 14,273 | -2,021 | -12.40% | $2,072,868 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.85% | 28,647 | +1,058 | +3.83% | $2,060,579 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.84% | 5,920 | -986 | -14.28% | $2,031,696 |
| YUM CHINA HLDGS INC | YUMC | Consumer Cyclical | 0.83% | 41,010 | +1,065 | +2.67% | $2,000,468 |
| FIRSTENERGY CORP | FE | Utilities | 0.83% | 39,351 | -1,807 | -4.39% | $1,993,545 |
| EQUINIX INC | EQIX | Real Estate | 0.83% | 2,033 | +75 | +3.83% | $1,993,025 |
| REALTY INCOME CORP | O | Real Estate | 0.80% | 31,548 | -90 | -0.28% | $1,930,096 |
| PULTE GROUP INC | PHM | Consumer Cyclical | 0.78% | 16,038 | +391 | +2.50% | $1,886,229 |
| COUPANG INC | CPNG | Consumer Cyclical | 0.77% | 97,787 | +97,787 | +100.00% | $1,846,219 |
| ORACLE CORP | ORCL | Technology | 0.73% | 11,979 | -637 | -5.05% | $1,762,211 |
| EOG RES INC | EOG | Energy | 0.72% | 12,008 | -695 | -5.47% | $1,736,025 |
| AT&T INC | T | Communication Services | 0.72% | 59,620 | -7,919 | -11.73% | $1,728,384 |
| SPDR SERIES TRUST | SPYV | Other | 0.69% | 144,374 | +2,198 | +1.55% | $1,659,109 |
| DOMINION ENERGY INC | D | Utilities | 0.68% | 26,358 | -4,742 | -15.25% | $1,629,476 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.67% | 12,809 | +73 | +0.57% | $1,607,017 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.56% | 7,817 | +653 | +9.12% | $1,349,113 |
| SPDR SERIES TRUST | SPYG | Other | 0.44% | 84,595 | -7,826 | -8.47% | $1,061,932 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.30% | 11,853 | -4,600 | -27.96% | $726,826 |
| ISHARES TR | BYLD | Other | 0.23% | 263,470 | +2,574 | +0.99% | $554,598 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.22% | 14,029 | +106 | +0.76% | $538,994 |
| EATON VANCE SR FLTNG RTE TR | XEFRX | Other | 0.18% | 50,490 | -1,585 | -3.04% | $439,655 |
| ISHARES TR | SMMD | Other | 0.13% | 23,941 | -151 | -0.63% | $314,831 |