Altman Advisors, Inc.

CIK

1731671

Location

CHICAGO, IL

Portfolio Value

Small $197,863,160

Diversification

Diversified

Filing Date

Global Rank

#4,226 / 8,605 ▼ 81 · as of Mar 2026

Top Industry

Semiconductors 10.4%

3Y Alpha vs SPY

+0.7%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+80.6%

SPY

+76.5%

Annualised alpha

+0.9%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

67 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.6%

+0.1 pts

Top 5

22.5%

+0.2 pts

Top 10

34.2%

+1.1 pts

HHI

214

Diversified+10

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.1%	$53,546,671	12
Financial Services	17.1%	$33,758,882	14
Communication Services	11.0%	$21,819,497	5
Consumer Cyclical	10.4%	$20,595,081	7
Industrials	7.7%	$15,332,770	7
Healthcare	6.6%	$12,994,025	5
Energy	5.7%	$11,294,310	5
Consumer Defensive	4.1%	$8,137,411	3
Utilities	3.3%	$6,483,609	3
Unclassified	3.1%	$6,181,234	2
Real Estate	2.7%	$5,271,990	3
Basic Materials	1.2%	$2,447,680	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CTSH	Cognizant Technology Solutions Corp	+12,912	36,225	$2,222,403
GNRC	Generac Holdings Inc.	+5,900	11,257	$2,198,829
AMZN	Amazon Com Inc	+4,330	40,251	$8,383,075
META	Meta Platforms, Inc.	+1,886	7,225	$4,133,639
MSFT	Microsoft Corp	+1,555	17,250	$6,385,432
YUMC	Yum China Holdings, Inc.	+1,065	41,010	$2,000,467
UBER	Uber Technologies, Inc	+1,058	28,647	$2,060,578
AAPL	Apple Inc.	+891	35,619	$9,039,746
NFLX	Netflix Inc	+805	31,704	$3,048,339
AMT	American Tower Corp /Ma/	+653	7,817	$1,349,057
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+575	13,598	$4,595,444
TWLO	Twilio Inc	+480	26,145	$3,289,563
PHM	Pultegroup Inc/Mi/	+391	16,038	$1,886,229
EXPE	Expedia Group, Inc.	+334	12,735	$2,940,384
ICE	Intercontinental Exchange, Inc.	+275	13,424	$2,111,326
LRCX	Lam Research Corp	+250	17,408	$3,719,393
SCCO	Southern Copper Corp/	+218	14,368	$2,447,680
GS	Goldman Sachs Group Inc	+181	3,060	$2,588,729
CEG	Constellation Energy Corp	+148	10,244	$2,860,637
IBIT	iShares Bitcoin Trust ETF	+106	14,029	$538,994
DY	Dycom Industries Inc	+91	6,766	$2,292,456
MA	Mastercard Inc	+79	4,150	$2,073,589
EQIX	Equinix Inc	+75	2,033	$1,992,827
BABA	Alibaba Group Holding Ltd	+73	12,809	$1,607,017
COST	Costco Wholesale Corp /New	+66	2,229	$2,221,042
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MFG	Mizuho Financial Group Inc	−46,337	379,398	$3,012,420
MUFG	Mitsubishi Ufj Financial Group Inc	−25,571	177,200	$3,007,084
PBR	Petrobras - Petroleo Brasileiro SA	−21,790	101,021	$2,096,185
IAU	Ishares Gold Trust	−16,627	64,000	$5,642,240
T	At&T Inc.	−7,919	59,620	$1,728,383
UBS	UBS Group AG	−6,770	63,194	$2,468,989
BAC	Bank Of America Corp /De/	−6,757	42,778	$2,085,427
D	Dominion Energy, Inc	−4,742	26,358	$1,629,451
C	Citigroup Inc	−3,815	24,767	$2,808,825
XOM	Exxon Mobil Corp	−3,430	15,800	$2,680,628
MS	Morgan Stanley	−3,360	13,048	$2,147,309
WMT	Walmart Inc.	−2,998	34,268	$4,258,827
BRK-B	Berkshire Hathaway Inc	−2,195	4,605	$2,206,716
NVS	Novartis AG	−2,141	14,971	$2,286,820
MMM	3M Co	−2,021	14,273	$2,072,867
FE	Firstenergy Corp	−1,807	39,351	$1,993,521
LNG	Cheniere Energy, Inc.	−1,748	8,362	$2,372,801
JPM	Jpmorgan Chase & Co	−1,667	7,374	$2,169,135
EFR	Eaton Vance Senior Floating-Rate Trust	−1,585	50,490	$532,164
GD	General Dynamics Corp	−986	5,920	$2,031,862
JNJ	Johnson & Johnson	−960	9,713	$2,374,245
TIMB	Tim S.A.	−947	120,636	$3,195,647
ETN	Eaton Corp plc	−740	6,249	$2,235,079
ABBV	AbbVie Inc.	−727	9,809	$2,133,359
EOG	Eog Resources Inc	−695	12,008	$1,735,996
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	2,703	$2,359,448
AMCR	Amcor plc	48,596	$1,931,691
CPNG	Coupang, Inc.	97,787	$1,846,218
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
MCD	Mcdonalds Corp	7,915	$2,419,061
ISRG	Intuitive Surgical Inc	3,772	$2,136,309
AMD	Advanced Micro Devices Inc	9,771	$2,092,557
WCN	Waste Connections, Inc.	11,372	$1,994,193
HD	Home Depot, Inc.	4,877	$1,678,175
TSLA	Tesla, Inc.	3,583	$1,611,346
HUBS	Hubspot Inc	3,962	$1,589,950
ZTS	Zoetis Inc.	10,206	$1,284,118
PYPL	PayPal Holdings, Inc.	18,300	$1,068,354
CRWD	CrowdStrike Holdings, Inc.	6,477	$759,039
SPY	Spdr S&P 500 ETF Trust	365	$248,900
RKLB	Rocket Lab Corp	3,378	$235,649
CMCSA	Comcast Corp	7,872	$220,519
BKNG	Booking Holdings Inc.	41	$8,782
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 positions · $197,863,160 total · as of Mar 31, 2026

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

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	63,492	-502	$11,073,004	−7.2%	5.60%
GOOGL	Alphabet Inc. Communication Services	Reduced	33,779	-581	$9,713,489	−9.7%	4.91%
AAPL	Apple Inc. Technology	Added	35,619	+891	$9,039,746	−4.3%	4.57%
AMZN	Amazon Com Inc Consumer Cyclical	Added	40,251	+4,330	$8,383,075	+1.1%	4.24%
MSFT	Microsoft Corp Technology	Added	17,250	+1,555	$6,385,432	−15.9%	3.23%
IAU	Ishares Gold Trust	Reduced	64,000	-16,627	$5,642,240	−13.8%	2.85%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	13,598	+575	$4,595,444	+16.1%	2.32%
CBOE	Cboe Global Markets, Inc. Financial Services	Held	15,431	0	$4,337,191	+12.0%	2.19%
AVGO	Broadcom Inc. Technology	Reduced	13,910	-44	$4,305,284	−10.9%	2.18%
WMT	Walmart Inc. Consumer Defensive	Reduced	34,268	-2,998	$4,258,827	+2.6%	2.15%
META	Meta Platforms, Inc. Communication Services	Added	7,225	+1,886	$4,133,639	+17.3%	2.09%
LRCX	Lam Research Corp Technology	Added	17,408	+250	$3,719,393	+26.6%	1.88%
TWLO	Twilio Inc Technology	Added	26,145	+480	$3,289,563	−9.9%	1.66%
TIMB	Tim S.A. Communication Services	Reduced	120,636	-947	$3,195,647	+35.1%	1.62%
LLY	ELI LILLY & Co Healthcare	Added	3,408	+41	$3,134,576	−13.4%	1.58%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	21,992	-513	$3,065,025	+11.0%	1.55%
NFLX	Netflix Inc Communication Services	Added	31,704	+805	$3,048,339	+5.2%	1.54%
MFG	Mizuho Financial Group Inc Financial Services	Reduced	379,398	-46,337	$3,012,420	−3.3%	1.52%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Reduced	177,200	-25,571	$3,007,084	−6.5%	1.52%
EXPE	Expedia Group, Inc. Consumer Cyclical	Added	12,735	+334	$2,940,384	−16.3%	1.49%
CEG	Constellation Energy Corp Utilities	Added	10,244	+148	$2,860,637	−19.8%	1.45%
ANET	Arista Networks, Inc. Technology	Reduced	23,252	-322	$2,854,880	−7.6%	1.44%
C	Citigroup Inc Financial Services	Reduced	24,767	-3,815	$2,808,825	−15.8%	1.42%
XOM	Exxon Mobil Corp Energy	Reduced	15,800	-3,430	$2,680,628	+15.8%	1.35%
GS	Goldman Sachs Group Inc Financial Services	Added	3,060	+181	$2,588,729	+2.3%	1.31%
UBS	UBS Group AG Financial Services	Reduced	63,194	-6,770	$2,468,989	−23.8%	1.25%
SCCO	Southern Copper Corp/ Basic Materials	Added	14,368	+218	$2,447,680	+22.7%	1.24%
SHEL	Shell plc Energy	Reduced	25,900	-548	$2,408,700	+23.9%	1.22%
JNJ	Johnson & Johnson Healthcare	Reduced	9,713	-960	$2,374,245	+7.5%	1.20%
LNG	Cheniere Energy, Inc. Energy	Reduced	8,362	-1,748	$2,372,801	+20.7%	1.20%
GEV	GE Vernova Inc. Industrials	NEW	2,703	NEW	$2,359,448	NEW	1.19%
DY	Dycom Industries Inc Industrials	Added	6,766	+91	$2,292,456	+1.6%	1.16%
NVS	Novartis AG Healthcare	Reduced	14,971	-2,141	$2,286,820	−3.1%	1.16%
IBM	International Business Machines Corp Technology	Reduced	9,236	-610	$2,238,714	−23.2%	1.13%
ETN	Eaton Corp plc Industrials	Reduced	6,249	-740	$2,235,079	+0.4%	1.13%
CTSH	Cognizant Technology Solutions Corp Technology	Added	36,225	+12,912	$2,222,403	+14.9%	1.12%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,229	+66	$2,221,042	+19.1%	1.12%
V	Visa Inc. Financial Services	Reduced	7,312	-233	$2,209,978	−16.5%	1.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,605	-2,195	$2,206,716	−35.4%	1.12%
GNRC	Generac Holdings Inc. Industrials	Added	11,257	+5,900	$2,198,829	+201.0%	1.11%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,374	-1,667	$2,169,135	−25.5%	1.10%
MS	Morgan Stanley Financial Services	Reduced	13,048	-3,360	$2,147,309	−26.3%	1.09%
DE	Deere & Co Industrials	Reduced	3,803	-112	$2,142,229	+17.5%	1.08%
ABBV	AbbVie Inc. Healthcare	Reduced	9,809	-727	$2,133,359	−11.4%	1.08%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	13,424	+275	$2,111,326	−0.9%	1.07%
PBR	Petrobras - Petroleo Brasileiro SA Energy	Reduced	101,021	-21,790	$2,096,185	+44.0%	1.06%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	42,778	-6,757	$2,085,427	−23.5%	1.05%
MA	Mastercard Inc Financial Services	Added	4,150	+79	$2,073,589	−10.8%	1.05%
MMM	3M Co Industrials	Reduced	14,273	-2,021	$2,072,867	−20.5%	1.05%
UBER	Uber Technologies, Inc Technology	Added	28,647	+1,058	$2,060,578	−8.6%	1.04%