Altman Advisors, Inc.

CIK

1731671

Location

CHICAGO, IL

Portfolio Value

Small $227,275,527

Diversification

Diversified

Filing Date

Global Rank

#4,254 / 8,633 ▲ 165

Top Industry

Semiconductors 14.4%

3Y Alpha vs SPY

+30.4%

Period ended 51 days ago

Filed Aug 11, 2026 · 9d

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+243.2%

SPY

+76.2%

Annualised alpha

+30.1%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

75 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.5%

−0.1 pts

Top 5

22.5%

−0.0 pts

Top 10

34.9%

+0.7 pts

HHI

212

Diversified−2

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.7%	$74,432,483	16
Financial Services	16.3%	$36,992,683	14
Consumer Cyclical	11.1%	$25,210,453	9
Communication Services	9.9%	$22,510,177	5
Industrials	8.6%	$19,552,084	8
Healthcare	6.1%	$13,882,576	5
Energy	4.0%	$9,160,260	5
Consumer Defensive	3.0%	$6,819,012	3
Utilities	2.8%	$6,356,166	4
Real Estate	2.4%	$5,486,458	3
Unclassified	1.9%	$4,361,392	2
Basic Materials	1.1%	$2,511,783	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
BABA	Alibaba Group Holding Ltd	+3,707	16,516	$1,585,205
EFR	Eaton Vance Senior Floating-Rate Trust	+2,185	52,675	$558,355
META	Meta Platforms, Inc.	+1,031	8,256	$4,650,522
SCCO	Southern Copper Corp/	+46	14,414	$2,511,783
YUMC	Yum China Holdings, Inc.	+31	41,041	$1,677,345
UBER	Uber Technologies, Inc	+14	28,661	$2,068,177
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−9,455	54,545	$4,118,692
WMT	Walmart Inc.	−7,473	26,795	$3,034,801
TIMB	Tim S.A.	−3,294	117,342	$2,513,465
PBR	Petrobras - Petroleo Brasileiro SA	−2,789	98,232	$1,587,429
MFG	Mizuho Financial Group Inc	−2,765	376,633	$3,608,144
CPNG	Coupang, Inc.	−1,225	96,562	$1,677,281
NVDA	Nvidia Corp	−1,105	62,387	$12,483,014
MUFG	Mitsubishi Ufj Financial Group Inc	−1,029	176,171	$3,504,041
AAPL	Apple Inc.	−883	34,736	$10,051,208
ANET	Arista Networks, Inc.	−750	22,502	$3,822,639
UL	Unilever PLC	−694	28,401	$1,707,468
LRCX	Lam Research Corp	−658	16,750	$7,258,277
UBS	UBS Group AG	−609	62,585	$3,101,712
GOOGL	Alphabet Inc.	−590	33,189	$11,860,752
FE	Firstenergy Corp	−519	38,832	$1,846,073
SHEL	Shell plc	−478	25,422	$1,971,221
AMZN	Amazon Com Inc	−450	39,801	$9,486,170
MS	Morgan Stanley	−446	12,602	$2,634,322
O	Realty Income Corp	−363	31,185	$1,932,222
D	Dominion Energy, Inc	−339	26,019	$1,776,837
T	At&T Inc.	−335	59,285	$1,227,199
EOG	Eog Resources Inc	−334	11,674	$1,514,468
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−306	13,292	$6,347,860
C	Citigroup Inc	−294	24,473	$3,425,241
TWLO	Twilio Inc	−282	25,863	$5,336,312
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	8,564	$4,974,913
MU	Micron Technology Inc	2,637	$3,043,862
CRWD	CrowdStrike Holdings, Inc.	2,843	$2,169,607
PLTR	Palantir Technologies Inc.	16,169	$1,886,437
HD	Home Depot, Inc.	4,996	$1,761,989
TSLA	Tesla, Inc.	3,583	$1,507,009
DOC	Healthpeak Properties, Inc.	69,543	$1,488,220
ACN	Accenture plc	4,935	$614,111
RKLB	Rocket Lab Corp	3,378	$343,373
SPY	Spdr S&P 500 ETF Trust	325	$242,700
KLAC	Kla Corp	700	$211,197
SO	Southern Co	2,200	$210,562
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
CTSH	Cognizant Technology Solutions Corp	36,225	$2,222,403
ORCL	Oracle Corp	11,979	$1,762,230
AMT	American Tower Corp /Ma/	7,817	$1,349,057
IBIT	iShares Bitcoin Trust ETF	14,029	$538,994
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 tracked positions · $227,275,527 total · filing declares 93 positions · $278,655,253 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	62,387	-1,105	$12,483,014	+12.7%	5.49%
GOOGL	Alphabet Inc. Communication Services	Reduced	33,189	-590	$11,860,752	+22.1%	5.22%
AAPL	Apple Inc. Technology	Reduced	34,736	-883	$10,051,208	+11.2%	4.42%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	39,801	-450	$9,486,170	+13.2%	4.17%
LRCX	Lam Research Corp Technology	Reduced	16,750	-658	$7,258,277	+95.1%	3.19%
MSFT	Microsoft Corp Technology	Reduced	17,153	-97	$6,398,412	+0.2%	2.82%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	13,292	-306	$6,347,860	+38.1%	2.79%
TWLO	Twilio Inc Technology	Reduced	25,863	-282	$5,336,312	+62.2%	2.35%
AVGO	Broadcom Inc. Technology	Reduced	13,743	-167	$5,191,418	+20.6%	2.28%
AMD	Advanced Micro Devices Inc Technology	NEW	8,564	NEW	$4,974,913	NEW	2.19%
META	Meta Platforms, Inc. Communication Services	Added	8,256	+1,031	$4,650,522	+12.5%	2.05%
IAU	Ishares Gold Trust	Reduced	54,545	-9,455	$4,118,692	−27.0%	1.81%
LLY	ELI LILLY & Co Healthcare	Reduced	3,236	-172	$3,881,355	+23.8%	1.71%
ANET	Arista Networks, Inc. Technology	Reduced	22,502	-750	$3,822,639	+33.9%	1.68%
CBOE	Cboe Global Markets, Inc. Financial Services	Held	15,431	0	$3,744,640	−13.7%	1.65%
MFG	Mizuho Financial Group Inc Financial Services	Reduced	376,633	-2,765	$3,608,144	+19.8%	1.59%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Reduced	176,171	-1,029	$3,504,041	+16.5%	1.54%
C	Citigroup Inc Financial Services	Reduced	24,473	-294	$3,425,241	+21.9%	1.51%
DY	Dycom Industries Inc Industrials	Reduced	6,710	-56	$3,392,508	+48.0%	1.49%
GNRC	Generac Holdings Inc. Industrials	Reduced	11,174	-83	$3,271,858	+48.8%	1.44%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	12,611	-124	$3,226,902	+9.7%	1.42%
GEV	GE Vernova Inc. Industrials	Reduced	2,690	-13	$3,160,373	+33.9%	1.39%
UBS	UBS Group AG Financial Services	Reduced	62,585	-609	$3,101,712	+25.6%	1.36%
GS	Goldman Sachs Group Inc Financial Services	Reduced	3,041	-19	$3,075,576	+18.8%	1.35%
MU	Micron Technology Inc Technology	NEW	2,637	NEW	$3,043,862	NEW	1.34%
WMT	Walmart Inc. Consumer Defensive	Reduced	26,795	-7,473	$3,034,801	−28.7%	1.34%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	21,931	-61	$2,770,762	−9.6%	1.22%
ETN	Eaton Corp plc Industrials	Reduced	6,199	-50	$2,641,517	+18.2%	1.16%
MS	Morgan Stanley Financial Services	Reduced	12,602	-446	$2,634,322	+22.7%	1.16%
IBM	International Business Machines Corp Technology	Reduced	9,157	-79	$2,575,039	+15.0%	1.13%
CEG	Constellation Energy Corp Utilities	Reduced	10,157	-87	$2,522,694	−11.8%	1.11%
TIMB	Tim S.A. Communication Services	Reduced	117,342	-3,294	$2,513,465	−21.3%	1.11%
SCCO	Southern Copper Corp/ Basic Materials	Added	14,414	+46	$2,511,783	+1.6%	1.11%
V	Visa Inc. Financial Services	Reduced	7,264	-48	$2,492,205	+12.8%	1.10%
ABBV	AbbVie Inc. Healthcare	Reduced	9,733	-76	$2,449,212	+14.8%	1.08%
JNJ	Johnson & Johnson Healthcare	Reduced	9,634	-79	$2,446,746	+3.1%	1.08%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	42,560	-218	$2,425,068	+16.3%	1.07%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,290	-84	$2,386,235	+10.0%	1.05%
DE	Deere & Co Industrials	Reduced	3,705	-98	$2,350,192	+9.7%	1.03%
NVS	Novartis AG Healthcare	Reduced	14,896	-75	$2,334,501	+2.1%	1.03%
MMM	3M Co Industrials	Reduced	14,239	-34	$2,305,436	+11.2%	1.01%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,559	-46	$2,281,278	+3.4%	1.00%
NFLX	Netflix Inc Communication Services	Reduced	31,628	-76	$2,258,239	−25.9%	0.99%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	15,969	-69	$2,191,106	+16.2%	0.96%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	2,843	NEW	$2,169,607	NEW	0.95%
XOM	ExxonMobil Holdings Corp Energy	Reduced	15,568	-232	$2,128,456	−20.6%	0.94%
MA	Mastercard Inc Financial Services	Reduced	4,103	-47	$2,107,300	+1.6%	0.93%
AMCR	Amcor plc Consumer Cyclical	Reduced	48,384	-212	$2,097,446	+8.6%	0.92%
GD	General Dynamics Corp Industrials	Reduced	5,891	-29	$2,086,827	+2.7%	0.92%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,220	-9	$2,076,743	−6.5%	0.91%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.