Altman Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Altman Advisors, Inc. held in its portfolio 94 assets valued at $265,388,752 (i.e. $265.39M).
The most valuable assets in the portfolio included: ISHARES TR ($16.61M), NVIDIA CORPORATION ($11.94M), and ALPHABET INC ($10.76M).
The chart below shows the top 10 valuable assets, and the table below shows the top 94 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Altman Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 234061 | 16613650 | CORE MSCI EURO |
| NVIDIA CORPORATION | 63994 | 11934887 | COM |
| ALPHABET INC | 34360 | 10754745 | CAP STK CL A |
| APPLE INC | 34728 | 9441116 | COM |
| AMAZON COM INC | 35921 | 8291207 | COM |
| INVESCO EXCHANGE TRADED FD T | 137061 | 7831666 | S&P SMCP VLU MNT |
| MICROSOFT CORP | 15695 | 7590650 | COM |
| ISHARES TR | 74566 | 7170267 | 7-10 YR TRSY BD |
| ISHARES GOLD TR | 80627 | 5405826 | ISHARES NEW |
| BROADCOM INC | 13954 | 4829601 | COM |
| WALMART INC | 37266 | 4151801 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 13023 | 3957696 | SPONSORED ADS |
| CBOE GLOBAL MKTS INC | 15431 | 3873181 | COM |
| TWILIO INC | 25665 | 3650590 | CL A |
| FIRST TR EXCHNG TRADED FD VI | 95028 | 3623961 | FT VEST US EQT |
| ELI LILLY & CO | 3367 | 3618448 | COM |
| CONSTELLATION ENERGY CORP | 10096 | 3566776 | COM |
| META PLATFORMS INC | 5339 | 3524221 | CL A |
| EXPEDIA GROUP INC | 12401 | 3513357 | COM NEW |
| ISHARES TR | 24653 | 3488153 | MSCI ACWI ETF |
| BERKSHIRE HATHAWAY INC DEL | 6800 | 3418020 | CL B NEW |
| CITIGROUP INC | 28582 | 3335274 | COM NEW |
| UBS GROUP AG | 69964 | 3240051 | SHS |
| MITSUBISHI UFJ FINL GROUP IN | 202771 | 3215942 | SPONSORED ADS |
| SPDR SERIES TRUST | 234597 | 3128614 | STATE STREET SPD |
| MIZUHO FINANCIAL GROUP INC | 425735 | 3116380 | SPONSORED ADR |
| ARISTA NETWORKS INC | 23574 | 3088901 | COM SHS |
| CROWDSTRIKE HLDGS INC | 6477 | 3036159 | CL A |
| LAM RESEARCH CORP | 17158 | 2937144 | COM NEW |
| INTERNATIONAL BUSINESS MACHS | 9846 | 2916538 | COM |
| JPMORGAN CHASE & CO. | 9041 | 2913348 | COM |
| MORGAN STANLEY | 16408 | 2912883 | COM NEW |
| NETFLIX INC | 30899 | 2897090 | COM |
| GILEAD SCIENCES INC | 22505 | 2762275 | COM |
| BANK AMERICA CORP | 49535 | 2724439 | COM |
| VISA INC | 7545 | 2646084 | COM CL A |
| 3M CO | 16294 | 2608669 | COM |
| GOLDMAN SACHS GROUP INC | 2879 | 2530249 | COM |
| ORACLE CORP | 12616 | 2458951 | COM |
| MCDONALDS CORP | 7915 | 2419061 | COM |
| ABBVIE INC | 10536 | 2407289 | COM |
| TIM S A | 121583 | 2364789 | SPONSORED ADR |
| NOVARTIS AG | 17112 | 2359231 | SPONSORED ADR |
| GENERAL DYNAMICS CORP | 6906 | 2325138 | COM |
| MASTERCARD INCORPORATED | 4071 | 2324117 | CL A |
| EXXON MOBIL CORP | 19230 | 2314138 | COM |
| DYCOM INDS INC | 6675 | 2255483 | COM |
| UBER TECHNOLOGIES INC | 27589 | 2254297 | COM |
| EATON CORP PLC | 6989 | 2226209 | SHS |
| JOHNSON & JOHNSON | 10673 | 2208867 | COM |
| INTUITIVE SURGICAL INC | 3772 | 2136310 | COM NEW |
| INTERCONTINENTAL EXCHANGE IN | 13149 | 2129664 | COM |
| ADVANCED MICRO DEVICES INC | 9771 | 2092557 | COM |
| SOUTHERN COPPER CORP | 14150 | 2030101 | COM |
| FRANKLIN TEMPLETON ETF TR | 58179 | 2004267 | FTSE JAPAN ETF |
| WASTE CONNECTIONS INC | 11372 | 1994262 | COM |
| CHENIERE ENERGY INC | 10110 | 1965209 | COM NEW |
| SHELL PLC | 26448 | 1943367 | SPON ADS |
| COGNIZANT TECHNOLOGY SOLUTIO | 23313 | 1934979 | CL A |
| YUM CHINA HLDGS INC | 39945 | 1906974 | COM |
| UNILEVER PLC | 29108 | 1903663 | SPON ADR NEW |
| ALIBABA GROUP HLDG LTD | 12736 | 1866843 | SPONSORED ADS |
| COSTCO WHSL CORP NEW | 2163 | 1865651 | COM |
| FIRSTENERGY CORP | 41158 | 1842650 | COM |
| PULTE GROUP INC | 15647 | 1834767 | COM |
| DEERE & CO | 3915 | 1822779 | COM |
| DOMINION ENERGY INC | 31100 | 1822156 | COM |
| REALTY INCOME CORP | 31638 | 1783461 | COM |
| HOME DEPOT INC | 4877 | 1678342 | COM |
| AT&T INC | 67539 | 1677669 | COM |
| TESLA INC | 3583 | 1611347 | COM |
| HUBSPOT INC | 3962 | 1589951 | COM |
| EQUINIX INC | 1958 | 1500287 | COM |
| PETROLEO BRASILEIRO SA PETRO | 122811 | 1455308 | SPONSORED ADR |
| EOG RES INC | 12703 | 1333950 | COM |
| ZOETIS INC | 10206 | 1284116 | CL A |
| AMERICAN TOWER CORP NEW | 7164 | 1257826 | COM |
| PAYPAL HLDGS INC | 18300 | 1068354 | COM |
| J P MORGAN EXCHANGE TRADED F | 16453 | 1039501 | US QUALTY FCTR |
| DIMENSIONAL ETF TRUST | 21289 | 809621 | US HIGH PROFITAB |
| GENERAC HLDGS INC | 5357 | 730534 | COM |
| VANGUARD INDEX FDS | 1134 | 711165 | S&P 500 ETF SHS |
| ISHARES TR | 7258 | 696996 | MSCI EAFE ETF |
| ISHARES BITCOIN TRUST ETF | 13923 | 691277 | SHS BEN INT |
| ISHARES TR | 260896 | 547712 | YLD OPTIM BD |
| EATON VANCE SR FLTNG RTE TR | 52075 | 476190 | COM |
| ISHARES TR | 24092 | 348135 | RUSEL 2500 ETF |
| ISHARES INC | 4467 | 324662 | MSCI EMRG CHN |
| PROSHARES TR | 4863 | 281665 | PSHS ULT S&P 500 |
| ISHARES TR | 5075 | 277653 | MSCI EMG MKT ETF |
| SPDR S&P 500 ETF TR | 365 | 248890 | TR UNIT |
| ROCKET LAB CORP | 3378 | 235649 | COM |
| COMCAST CORP NEW | 7872 | 235294 | CL A |
| BOOKING HOLDINGS INC | 41 | 219569 | COM |
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