CIK: 0001731671
Total reported value
$241.3M
Reporting period: 2026-03-31 · Number of holdings: 77
Altman Advisors, Inc. disclosed 77 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $241.3M and a quarterly turnover rate of 30.9%.
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Altman Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.023 — mathematically equivalent to about 44 equally-sized positions, well below its 77 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.88), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
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Add IEUR
+14.9% $2.3M
Add GNRC
+110.1% $1.5M
Add XSVM
+2.1% $604.4K
Add TIMB
-0.8% $830.9K
Add LRCX
+1.5% $782.3K
Add TSM
+4.4% $637.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 7.83% | +1.57% | +14.86% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.59% | +0.09% | -0.78% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.03% | -0.02% | -1.69% | |
| 4 | AAPL | Apple INC | Stock-Tech | 3.75% | — | +2.57% | |
| 5 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 3.50% | +0.55% | +2.14% | |
| 6 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.47% | — | +12.05% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.13% | +3.13% | NEW | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.21% | +9.91% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.90% | +0.41% | +4.42% | |
| 10 | CBOE | Cboe Global Markets INC | Stock-Financials | 1.80% | +0.34% | — | |
| 11 | AVGO | Broadcom INC | Stock-Tech | 1.78% | -0.04% | -0.32% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.78% | -0.26% | -20.62% | |
| 13 | WMT | Walmart INC | Stock-Consumer Staples | 1.77% | — | -8.04% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | +0.38% | +35.33% | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 1.54% | +0.43% | +1.46% | |
| 16 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 1.47% | — | -0.77% | |
| 17 | TWLO | Twilio INC - A | Stock-Tech | 1.36% | — | +1.87% | |
| 18 | TIMB | Tim Sa-adr | Stock-Other | 1.32% | +0.43% | -0.78% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.30% | -0.06% | +1.22% | |
| 20 | GILD | Gilead Sciences INC | Stock-Healthcare | 1.27% | — | -2.28% | |
| 21 | NFLX | Netflix INC | Stock-Comm Services | 1.26% | — | +2.61% | |
| 22 | MFG | Mizuho Financial Group-adr | Stock-Financials | 1.25% | — | -10.88% | |
| 23 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 1.25% | — | -12.61% | |
| 24 | EXPE | Expedia Group INC | Stock-Consumer Disc | 1.22% | -0.10% | +2.69% | |
| 25 | CEG | Constellation Energy | Stock-Utilities | 1.19% | -0.15% | +1.47% | |
| 26 | ANET | Arista Networks INC | Stock-Tech | 1.18% | — | -1.37% | |
| 27 | C | Citigroup INC | Stock-Financials | 1.16% | -0.10% | -13.35% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | — | -17.84% | |
| 29 | GS | Goldman Sachs Group INC | Stock-Financials | 1.07% | — | +6.29% | |
| 30 | SCCO | Southern Copper CORP | Stock-Materials | 1.02% | +0.26% | +1.54% | |
| 31 | UBS | UBS Group AG | Stock-Financials | 1.02% | -0.20% | -9.68% | |
| 32 | SHEL | Shell Plc-adr | Stock-Energy | 1.00% | +0.27% | -2.07% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | — | -8.99% | |
| 34 | LNG | Cheniere Energy INC | Stock-Energy | 0.98% | +0.24% | -17.29% | |
| 35 | GEV | GE Vernova INC | Stock-Industrials | 0.98% | +0.98% | NEW | |
| 36 | DY | Dycom Industries INC | Stock-Industrials | 0.95% | — | +1.36% | |
| 37 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.95% | — | -12.51% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.93% | -0.17% | -6.20% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.93% | — | -10.59% | |
| 40 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.92% | — | +55.39% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | — | +3.05% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | -0.08% | -3.09% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.38% | -32.28% | |
| 44 | GNRC | Generac Holdings INC | Stock-Industrials | 0.91% | +0.63% | +110.14% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | -0.20% | -18.44% | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.89% | -0.21% | -20.48% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.89% | — | -2.86% | |
| 48 | ABBV | Abbvie INC | Stock-Healthcare | 0.88% | — | -6.90% | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.88% | — | +2.09% | |
| 50 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.87% | +0.32% | -17.74% |
Performance for Q3 2026
+1.8%
Performance Last 4 Quarters
+24.1%
Based on 81% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 77 | $241.3M | 31 | |
| 2025-12-31 | 95 | $265.4M | 16 | |
| 2025-09-30 | 92 | $261.4M | 31 | |
| 2025-06-30 | 96 | $244.8M | 0 | |
| 2025-03-31 | 94 | $217.0M | 100 | |
| 2024-12-31 | 96 | $234.5M | 0 | |
| 2024-09-30 | 93 | $224.8M | 0 | |
| 2024-06-30 | 69 | $175.9M | 0 | |
| 2024-03-31 | 95 | $205.4M | 0 | |
| 2023-12-31 | 100 | $190.7M | 0 | |
| 2023-09-30 | 91 | $160.2M | 0 | |
| 2023-03-31 | 79 | $109.3M | 0 | |
| 2022-12-31 | 86 | $162.1M | 0 | |
| 2022-09-30 | 92 | $158.4M | 0 | |
| 2022-06-30 | 86 | $175.5M | 0 | |
| 2022-03-31 | 82 | $193.7M | 0 | |
| 2021-12-31 | 77 | $163.9M | 0 | |
| 2021-09-30 | 79 | $180.7M | 0 | |
| 2021-06-30 | 78 | $177.1M | 93 | |
| 2021-03-31 | 81 | $154.9M | 47 | |
| 2020-12-31 | 79 | $159.3M | 26 | |
| 2020-09-30 | 80 | $141.1M | 38 | |
| 2020-06-30 | 68 | $117.6M | 32 | |
| 2020-03-31 | 76 | $107.7M | 86 | |
| 2019-12-31 | 65 | $125.2M | 18 | |
| 2019-09-30 | 65 | $118.2M | 25 | |
| 2019-06-30 | 66 | $119.0M | 100 | |
| 2019-03-31 | 64 | $106.6M | 0 | |
| 2018-12-31 | 64 | $91.2M | 50 | |
| 2018-09-30 | 61 | $111.2M | 100 | |
| 2018-06-30 | 68 | $108.9M | 100 | |
| 2018-03-31 | 67 | $104.4M | 34 | |
| 2017-12-31 | 78 | $115.0M | 0 |
Altman Advisors, Inc.'s most significant position changes for 2026-03-31: New buy: Ishares 3-7 Year Treasury Bo (IEI); Sold out: Ishares 7-10 Year Treasury B (IEF); Sold out: Ishares Msci Acwi ETF (ACWI); Sold out: Crowdstrike Holdings INC - A (CRWD); Sold out: Mcdonald's CORP (MCD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEUR | Ishares Core Msci Europe ETF | +1.6% | +14.86% | Add |
| 2 | GNRC | Generac Holdings INC | +0.6% | +110.14% | Add |
| 3 | XSVM | Invesco S&p Smallcap Value W | +0.6% | +2.14% | Add |
| 4 | TIMB | Tim Sa-adr | +0.4% | -0.78% | Trim |
| 5 | LRCX | Lam Research CORP | +0.4% | +1.46% | Add |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +4.42% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.4% | +35.33% | Add |
| 8 | CBOE | Cboe Global Markets INC | +0.3% | — | Unchanged |
| 9 | PBR | Petroleo Brasileiro-spon Adr | +0.3% | -17.74% | Trim |
| 10 | SHEL | Shell Plc-adr | +0.3% | -2.07% | Trim |
| 11 | EQIX | Equinix INC | +0.3% | +3.83% | Add |
| 12 | SCCO | Southern Copper CORP | +0.3% | +1.54% | Add |
| 13 | LNG | Cheniere Energy INC | +0.2% | -17.29% | Trim |
| 14 | NVDA | Nvidia CORP | +0.1% | -0.78% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | -1.69% | Trim |
| 16 | AVGO | Broadcom INC | 0% | -0.32% | Trim |
| 17 | LLY | Eli Lilly & Co | -0.1% | +1.22% | Add |
| 18 | V | Visa Inc-class A Shares | -0.1% | -3.09% | Trim |
| 19 | EXPE | Expedia Group INC | -0.1% | +2.69% | Add |
| 20 | C | Citigroup INC | -0.1% | -13.35% | Trim |
| 21 | MMM | 3m Co | -0.1% | -12.40% | Trim |
| 22 | CEG | Constellation Energy | -0.2% | +1.47% | Add |
| 23 | IBM | Intl Business Machines CORP | -0.2% | -6.20% | Trim |
| 24 | BAC | Bank Of America CORP | -0.2% | -13.64% | Trim |
| 25 | UBS | UBS Group AG | -0.2% | -9.68% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | -0.2% | -18.44% | Trim |
| 27 | ORCL | Oracle CORP | -0.2% | -5.05% | Trim |
| 28 | MSFT | Microsoft CORP | -0.2% | +9.91% | Add |
| 29 | MS | Morgan Stanley | -0.2% | -20.48% | Trim |
| 30 | IAU | Ishares Gold Trust | -0.3% | -20.62% | Trim |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -32.28% | Trim |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | New buy |
| 33 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | Sold out |
| 34 | ACWI | Ishares Msci Acwi ETF | — | EXIT | Sold out |
| 35 | CRWD | Crowdstrike Holdings INC - A | — | EXIT | Sold out |
| 36 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 37 | GEV | GE Vernova INC | — | NEW | New buy |
| 38 | ISRG | Intuitive Surgical INC | — | EXIT | Sold out |
| 39 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 40 | WCN | Waste Connections INC | — | EXIT | Sold out |
| 41 | AMCR | Amcor plc | — | NEW | New buy |
| 42 | CPNG | Coupang INC | — | NEW | New buy |
| 43 | HD | Home Depot INC | — | EXIT | Sold out |
| 44 | TSLA | Tesla INC | — | EXIT | Sold out |
| 45 | HUBS | Hubspot INC | — | EXIT | Sold out |
| 46 | ZTS | Zoetis INC | — | EXIT | Sold out |
| 47 | PYPL | Paypal Holdings INC | — | EXIT | Sold out |
| 48 | DUHP | Dimensional US High Profi Et | — | EXIT | Sold out |
| 49 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
| 50 | EFA | Ishares Msci Eafe ETF | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-05 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-04 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | Amendment | View on EDGAR |
| 2025-09-30 | 2025-11-07 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-07 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-02 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-08 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-08 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-09 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-08 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-09 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-08 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-08 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-08 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-09 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-08 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-09 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-10 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-12 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-20 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-17 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-09 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-24 | Amendment | View on EDGAR |
| 2019-03-31 | 2019-04-12 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-07 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-02 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-27 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-15 | 13F-HR | View on EDGAR |
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