Altman Advisors, Inc.

Registered adviser

CIK

1731671

Location

CHICAGO, IL

Portfolio Value

Small $281,020,915

Diversification

Diversified

Filing Date

Global Rank

#5,290 / 8,811 ▼ 43

Top Industry

Semiconductors 14.4%

Period ended 4 months ago

Filed Aug 11, 2026 · 2mo

25 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 281778

Roster of Oct 1, 2026

Regulatory AUM

$483,428,278

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

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%)

5 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 38.7%, 37.2 effective positions, active share 59.0% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

16.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.5 quarters (12+), a floor since 22.8% of the book was already held when coverage starts

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 backtest

Portfolio Concentration

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

Top Position

10.6%

+5.7 pts

Top 5

26.3%

+5.0 pts

Top 10

38.7%

+4.0 pts

HHI

269

Diversified+64

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.5%	$74,432,483	16
Unclassified	20.7%	$58,106,780	20
Financial Services	13.2%	$36,992,683	14
Consumer Cyclical	9.0%	$25,210,453	9
Communication Services	8.0%	$22,510,177	5
Industrials	7.0%	$19,552,084	8
Healthcare	4.9%	$13,882,576	5
Energy	3.3%	$9,160,260	5
Consumer Defensive	2.4%	$6,819,012	3
Utilities	2.3%	$6,356,166	4
Real Estate	2.0%	$5,486,458	3
Basic Materials	0.9%	$2,511,783	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
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

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
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

20 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
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

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

93 tracked positions · $281,020,915 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 93 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IEUR	iShares Core MSCI Europe ETF	Reduced	265,639	-3,196	$19,968,083	—	11	unpriced	7.11%
NVDA	Nvidia Corp Technology	Reduced	62,387	-1,105	$12,483,014	+12.7%	11	unpriced	4.44%
GOOGL	Alphabet Inc. Communication Services	Reduced	33,189	-590	$11,860,752	+22.1%	26+	before history	4.22%
AAPL	Apple Inc. Technology	Reduced	34,736	-883	$10,051,208	+11.2%	26+	before history	3.58%
XSVM	Victory Portfolios II	Reduced	139,180	-815	$9,685,536	+14.8%	11	$52.58	3.45%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	39,801	-450	$9,486,170	+13.2%	26+	before history	3.38%
IEI	iShares 3-7 Year Treasury Bond ETF	Reduced	63,212	-374	$7,424,249	—	2	unpriced	2.64%
LRCX	Lam Research Corp Technology	Reduced	16,750	-658	$7,258,277	+95.1%	7	unpriced	2.58%
MSFT	Microsoft Corp Technology	Reduced	17,153	-97	$6,398,412	+0.2%	26+	before history	2.28%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	13,292	-306	$6,347,860	+38.1%	14	before history	2.26%
TWLO	Twilio Inc Technology	Reduced	25,863	-282	$5,336,312	+62.2%	5	$107.86	1.90%
AVGO	Broadcom Inc. Technology	Reduced	13,743	-167	$5,191,418	+20.6%	26+	before history	1.85%
FNOV	FT Vest U.S. Equity Buffer ETF - November	Reduced	88,314	-5,984	$5,165,485	+2.6%	15	before history	1.84%
AMD	Advanced Micro Devices Inc Technology	NEW	8,564	NEW	$4,974,913	NEW	1	$409.99	1.77%
META	Meta Platforms, Inc. Communication Services	Added	8,256	+1,031	$4,650,522	+12.5%	12	before history	1.65%
IAU	Ishares Gold Trust	Reduced	54,545	-9,455	$4,118,692	−27.0%	20	before history	1.47%
LLY	ELI LILLY & Co Healthcare	Reduced	3,236	-172	$3,881,355	+23.8%	8	$805.66	1.38%
ANET	Arista Networks, Inc. Technology	Reduced	22,502	-750	$3,822,639	+33.9%	26+	before history	1.36%
CBOE	Cboe Global Markets, Inc. Financial Services	Held	15,431	0	$3,744,640	−13.7%	26+	before history	1.33%
MFG	Mizuho Financial Group Inc Financial Services	Reduced	376,633	-2,765	$3,608,144	+19.8%	14	before history	1.28%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Reduced	176,171	-1,029	$3,504,041	+16.5%	14	before history	1.25%
C	Citigroup Inc Financial Services	Reduced	24,473	-294	$3,425,241	+21.9%	16	before history	1.22%
DY	Dycom Industries Inc Industrials	Reduced	6,710	-56	$3,392,508	+48.0%	3	$316.10	1.21%
GNRC	Generac Holdings Inc. Industrials	Reduced	11,174	-83	$3,271,858	+48.8%	4	$184.02	1.16%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	12,611	-124	$3,226,902	+9.7%	21	before history	1.15%
GEV	GE Vernova Inc. Industrials	Reduced	2,690	-13	$3,160,373	+33.9%	2	$780.19	1.12%
UBS	UBS Group AG Financial Services	Reduced	62,585	-609	$3,101,712	+25.6%	18	before history	1.10%
GS	Goldman Sachs Group Inc Financial Services	Reduced	3,041	-19	$3,075,576	+18.8%	8	$514.02	1.09%
MU	Micron Technology Inc Technology	NEW	2,637	NEW	$3,043,862	NEW	1	$749.89	1.08%
WMT	Walmart Inc. Consumer Defensive	Reduced	26,795	-7,473	$3,034,801	−28.7%	26+	before history	1.08%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	21,931	-61	$2,770,762	−9.6%	16	before history	0.99%
ETN	Eaton Corp plc Industrials	Reduced	6,199	-50	$2,641,517	+18.2%	21	before history	0.94%
MS	Morgan Stanley Financial Services	Reduced	12,602	-446	$2,634,322	+22.7%	17	before history	0.94%
IBM	International Business Machines Corp Technology	Reduced	9,157	-79	$2,575,039	+15.0%	17	before history	0.92%
CEG	Constellation Energy Corp Utilities	Reduced	10,157	-87	$2,522,694	−11.8%	17	before history	0.90%
TIMB	Tim S.A. Communication Services	Reduced	117,342	-3,294	$2,513,465	−21.3%	6	$13.98	0.89%
SCCO	Southern Copper Corp/ Basic Materials	Added	14,414	+46	$2,511,783	+1.6%	10	unpriced	0.89%
V	Visa Inc. Financial Services	Reduced	7,264	-48	$2,492,205	+12.8%	8	$272.20	0.89%
ABBV	AbbVie Inc. Healthcare	Reduced	9,733	-76	$2,449,212	+14.8%	26+	before history	0.87%
JNJ	Johnson & Johnson Healthcare	Reduced	9,634	-79	$2,446,746	+3.1%	8	$159.08	0.87%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	42,560	-218	$2,425,068	+16.3%	18	before history	0.86%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,290	-84	$2,386,235	+10.0%	8	$211.42	0.85%
DE	Deere & Co Industrials	Reduced	3,705	-98	$2,350,192	+9.7%	8	$382.79	0.84%
NVS	Novartis AG Healthcare	Reduced	14,896	-75	$2,334,501	+2.1%	14	before history	0.83%
MMM	3M Co Industrials	Reduced	14,239	-34	$2,305,436	+11.2%	9	unpriced	0.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,559	-46	$2,281,278	+3.4%	19	before history	0.81%
FLJP	Franklin FTSE Japan ETF	Reduced	57,104	-793	$2,269,884	+8.4%	9	$29.72	0.81%
NFLX	Netflix Inc Communication Services	Reduced	31,628	-76	$2,258,239	−25.9%	26+	before history	0.80%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	15,969	-69	$2,191,106	+16.2%	4	$124.28	0.78%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	2,843	NEW	$2,169,607	NEW	1	$568.28	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.