Altman Advisors, Inc.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $483,428,278 | Individuals and high net worth (100%) |
| Apr 2025 to Mar 2026 | $427,936,128 | Individuals and high net worth (99%) |
| May 2024 to Mar 2025 | $372,893,993 | Individuals and high net worth (100%) |
| Apr 2024 | $344,252,718 | Individuals and high net worth (100%) |
| Jun 2023 to Mar 2024 | $316,877,320 | Individuals and high net worth (100%) |
| May 2023 | $309,430,493 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 59.0%; sector active share 14.3% against the combined 13F book's sector weights.
Over time 25 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
93 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.5% | $74,432,483 |
| Unclassified | 20.7% | $58,106,780 |
| Financial Services | 13.2% | $36,992,683 |
| Consumer Cyclical | 9.0% | $25,210,453 |
| Communication Services | 8.0% | $22,510,177 |
| Industrials | 7.0% | $19,552,084 |
| Healthcare | 4.9% | $13,882,576 |
| Energy | 3.3% | $9,160,260 |
| Consumer Defensive | 2.4% | $6,819,012 |
| Utilities | 2.3% | $6,356,166 |
| Real Estate | 2.0% | $5,486,458 |
| Basic Materials | 0.9% | $2,511,783 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BYLD | iShares Yield Optimized Bond ETF | +40,912 | 304,382 | $585,117 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | +16,108 | 100,703 | $1,298,546 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | +14,501 | 158,875 | $1,836,283 | |
| SMMD | iShares Russell 2500 ETF | +4,045 | 27,986 | $380,318 | |
| 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| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −9,455 | 54,545 | $4,118,692 | |
| WMT | Walmart Inc. | −7,473 | 26,795 | $3,034,801 | |
| FNOV | FT Vest U.S. Equity Buffer ETF - November | −5,984 | 88,314 | $5,165,485 | |
| TIMB | Tim S.A. | −3,294 | 117,342 | $2,513,465 | |
| IEUR | iShares Core MSCI Europe ETF | −3,196 | 265,639 | $19,968,083 | |
| 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 | |
| XSVM | Victory Portfolios II | −815 | 139,180 | $9,685,536 | |
| FLJP | Franklin FTSE Japan ETF | −793 | 57,104 | $2,269,884 | |
| 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 | |
| IEI | iShares 3-7 Year Treasury Bond ETF | −374 | 63,212 | $7,424,249 | |
| O | Realty Income Corp | −363 | 31,185 | $1,932,222 | |
| D | Dominion Energy, Inc | −339 | 26,019 | $1,776,837 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| ACWI | iShares MSCI ACWI ETF | 5,056 | $793,640 | |
| VOO | VANGUARD 500 INDEX FUND | 1,134 | $778,842 | |
| DGCB | Dimensional Global Credit ETF | 12,608 | $689,279 | |
| EFA | iShares MSCI EAFE ETF | 6,605 | $686,127 | |
| ACN | Accenture plc | 4,935 | $614,111 | |
| NASA | Tema Etfs LLC | 14,318 | $434,980 | |
| RKLB | Rocket Lab Corp | 3,378 | $343,373 | |
| SSO | ProShares Ultra S&P500 | 4,640 | $312,643 | |
| EEM | iShares MSCI Emerging Markets ETF | 4,430 | $303,056 | |
| DUHP | Dimensional US High Profitability ETF | 6,628 | $276,586 | |
| 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| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IEUR |
iShares Core MSCI Europe ETF
|
Reduced | 265,639 | $19,968,083 | 7.11% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 62,387 | $12,483,014 | 4.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 33,189 | $11,860,752 | 4.22% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 34,736 | $10,051,208 | 3.58% | |
| XSVM |
Victory Portfolios II
|
Reduced | 139,180 | $9,685,536 | 3.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 39,801 | $9,486,170 | 3.38% | |
| IEI |
iShares 3-7 Year Treasury Bond ETF
|
Reduced | 63,212 | $7,424,249 | 2.64% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 16,750 | $7,258,277 | 2.58% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 17,153 | $6,398,412 | 2.28% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 13,292 | $6,347,860 | 2.26% | |
| TWLO |
Twilio Inc
Technology
|
Reduced | 25,863 | $5,336,312 | 1.90% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 13,743 | $5,191,418 | 1.85% | |
| FNOV |
FT Vest U.S. Equity Buffer ETF - November
|
Reduced | 88,314 | $5,165,485 | 1.84% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 8,564 | $4,974,913 | 1.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 8,256 | $4,650,522 | 1.65% | |
| IAU |
Ishares Gold Trust
|
Reduced | 54,545 | $4,118,692 | 1.47% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 3,236 | $3,881,355 | 1.38% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 22,502 | $3,822,639 | 1.36% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
Held | 15,431 | $3,744,640 | 1.33% | |
| MFG |
Mizuho Financial Group Inc
Financial Services
|
Reduced | 376,633 | $3,608,144 | 1.28% | |
| MUFG |
Mitsubishi Ufj Financial Group Inc
Financial Services
|
Reduced | 176,171 | $3,504,041 | 1.25% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 24,473 | $3,425,241 | 1.22% | |
| DY |
Dycom Industries Inc
Industrials
|
Reduced | 6,710 | $3,392,508 | 1.21% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
Reduced | 11,174 | $3,271,858 | 1.16% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
Reduced | 12,611 | $3,226,902 | 1.15% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 2,690 | $3,160,373 | 1.12% | |
| UBS |
UBS Group AG
Financial Services
|
Reduced | 62,585 | $3,101,712 | 1.10% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 3,041 | $3,075,576 | 1.09% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 2,637 | $3,043,862 | 1.08% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 26,795 | $3,034,801 | 1.08% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 21,931 | $2,770,762 | 0.99% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 6,199 | $2,641,517 | 0.94% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 12,602 | $2,634,322 | 0.94% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 9,157 | $2,575,039 | 0.92% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 10,157 | $2,522,694 | 0.90% | |
| TIMB |
Tim S.A.
Communication Services
|
Reduced | 117,342 | $2,513,465 | 0.89% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Added | 14,414 | $2,511,783 | 0.89% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 7,264 | $2,492,205 | 0.89% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 9,733 | $2,449,212 | 0.87% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 9,634 | $2,446,746 | 0.87% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 42,560 | $2,425,068 | 0.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 7,290 | $2,386,235 | 0.85% | |
| DE |
Deere & Co
Industrials
|
Reduced | 3,705 | $2,350,192 | 0.84% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 14,896 | $2,334,501 | 0.83% | |
| MMM |
3M Co
Industrials
|
Reduced | 14,239 | $2,305,436 | 0.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,559 | $2,281,278 | 0.81% | |
| FLJP |
Franklin FTSE Japan ETF
|
Reduced | 57,104 | $2,269,884 | 0.81% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 31,628 | $2,258,239 | 0.80% | |
| PHM |
Pultegroup Inc/Mi/
Consumer Cyclical
|
Reduced | 15,969 | $2,191,106 | 0.78% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 2,843 | $2,169,607 | 0.77% |
Showing the top 50 of 93 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.