Institutional Manager · CIK 0001731671
Altman Advisors, Inc.
CHICAGO, IL · File #028-18637
Latest AUM
$265.4M
Positions
95
Top-10 Concentration
43.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202595 pos · $265.4M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 202592 pos · $261.4M
- 13F HOLDINGS REPORTQ/E Sep 202594 pos · $244.4M
- 13F HOLDINGS REPORTQ/E Jun 202596 pos · $244.8M
- 13F HOLDINGS REPORTQ/E Mar 202594 pos · $217.0M
- 13F HOLDINGS REPORTQ/E Dec 202496 pos · $234.5M
- 13F HOLDINGS REPORTQ/E Sep 202493 pos · $224.8M
- 13F HOLDINGS REPORTQ/E Jun 202469 pos · $175.9M
- 13F HOLDINGS REPORTQ/E Mar 202495 pos · $205.4M
- 13F HOLDINGS REPORTQ/E Dec 202391 pos · $160.2M
- 13F HOLDINGS REPORTQ/E Jun 202379 pos · $109.3M
- 13F HOLDINGS REPORTQ/E Mar 202386 pos · $162.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46434V738 | 234,061 | $16.6M | 8.02% |
| 2 | NVIDIA CORPORATION | NVDA | 63,994 | $11.9M | 5.76% |
| 3 | ALPHABET INC | GOOG | 34,360 | $10.8M | 5.19% |
| 4 | APPLE INC | AAPL | 34,728 | $9.4M | 4.56% |
| 5 | AMAZON COM INC | AMZN | 35,921 | $8.3M | 4.00% |
| 6 | INVESCO EXCHANGE TRADED FD T | IVZ | 137,061 | $7.8M | 3.78% |
| 7 | MICROSOFT CORP | MSFT | 15,695 | $7.6M | 3.66% |
| 8 | ISHARES TR | 464287440 | 74,566 | $7.2M | 3.46% |
| 9 | ISHARES GOLD TR | IAU | 80,627 | $5.4M | 2.61% |
| 10 | BROADCOM INC | AVGO | 13,954 | $4.8M | 2.33% |
| 11 | WALMART INC | WMT | 37,266 | $4.2M | 2.00% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 13,023 | $4.0M | 1.91% |
| 13 | CBOE GLOBAL MKTS INC | 12503M108 | 15,431 | $3.9M | 1.87% |
| 14 | TWILIO INC | TWLO | 25,665 | $3.7M | 1.76% |
| 15 | FIRST TR EXCHNG TRADED FD VI | 33740F847 | 95,028 | $3.6M | 1.75% |
| 16 | ELI LILLY & CO | LLY | 3,367 | $3.6M | 1.75% |
| 17 | CONSTELLATION ENERGY CORP | CEG | 10,096 | $3.6M | 1.72% |
| 18 | META PLATFORMS INC | META | 5,339 | $3.5M | 1.70% |
| 19 | EXPEDIA GROUP INC | EXPE | 12,401 | $3.5M | 1.70% |
| 20 | ISHARES TR | 464288257 | 24,653 | $3.5M | 1.68% |