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CIK: 0001731671
Total reported value
$278.7M
$278.7M
96 檔
17.2%
During the Q2 2025 filing period, Altman Advisors, Inc. (CIK: 0001731671) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $278.7M across 96 reported positions.
In Q2 2025, Altman Advisors, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 6.18% | -0.66% | +4.71% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.15% | -0.11% | +25.32% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.13% | -0.07% | +2.00% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | -0.35% | +0.89% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.98% | -0.14% | +3.10% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.57% | +0.23% | +1.66% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.30% | — | +3.98% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.01% | +0.08% | -0.27% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 1.92% | -0.46% | +0.38% | |
| 10 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 1.90% | -0.02% | +2.79% | |
| 11 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 1.81% | -0.26% | +13.52% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 1.55% | -0.45% | +0.79% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.51% | -0.68% | +0.52% | |
| 14 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.46% | -0.46% | — | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.36% | +0.78% | NEW | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.36% | -0.73% | EXIT | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | -0.09% | +0.89% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | -0.04% | +0.84% | |
| 19 | CEG | Constellation Energy | Stock-Utilities | 1.25% | -0.28% | +0.96% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.23% | — | +2.21% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.21% | +0.38% | -0.38% | |
| 22 | FLIN | Franklin Ftse India ETF | ETF-Other | 1.18% | — | +2.22% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.18% | -0.01% | -1.67% | |
| 24 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 1.13% | +0.01% | +1.07% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.12% | +0.54% | NEW | |
| 26 | C | Citigroup Inc | Stock-Financials | 1.09% | +0.07% | +0.41% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.04% | +0.74% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | -0.03% | -2.89% | |
| 29 | MMM | 3m Co | Stock-Industrials | 1.06% | -0.03% | +1.07% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.04% | — | +3.29% | |
| 31 | MFG | Mizuho Financial Group-adr | Stock-Financials | 1.03% | +0.04% | +1.94% | |
| 32 | UBER | Uber Technologies Inc | Stock-Industrials | 1.03% | -0.11% | +1.43% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 1.03% | +0.02% | +1.01% | |
| 34 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.00% | -0.28% | +3.37% | |
| 35 | TIMB | Tim Sa-adr | Stock-Other | 1.00% | -0.42% | +1.49% | |
| 36 | UBS | UBS Group AG | Stock-Financials | 0.99% | +0.09% | +2.93% | |
| 37 | TWLO | Twilio Inc - A | Stock-Tech | 0.99% | +0.56% | — | |
| 38 | LNG | Cheniere Energy Inc | Stock-Energy | 0.98% | -0.28% | +0.43% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.98% | +0.01% | +0.31% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.98% | +0.06% | +1.06% | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.98% | +1.06% | +1.04% | |
| 42 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.96% | -0.06% | +1.62% | |
| 43 | ANET | Arista Networks Inc | Stock-Tech | 0.96% | +0.19% | +1.45% | |
| 44 | ICE | Intercontinental Exchange In | Stock-Financials | 0.96% | -0.29% | +1.27% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | -0.10% | +0.37% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.92% | — | +2.57% | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.89% | — | +0.67% | |
| 48 | WCN | Waste Connections Inc | Stock-Industrials | 0.87% | — | +3.22% | |
| 49 | PNC | Pnc Financial Services Group | Stock-Financials | 0.86% | — | +1.69% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.17% | +1.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +25.32% | Add |
| 2 | TWLO | Twilio Inc - A | +1% | NEW | New buy |
| 3 | CTSH | Cognizant Tech Solutions-a | +0.8% | NEW | New buy |
| 4 | JQUA | Jpmorgan US Quality Factor | +0.4% | NEW | New buy |
| 5 | ORCL | Oracle CORP | +0.4% | -0.74% | Trim |
| 6 | AVGO | Broadcom Inc | +0.4% | -0.27% | Trim |
| 7 | MSFT | Microsoft CORP | +0.3% | +0.89% | Add |
| 8 | DUHP | Dimensional US High Profi Et | +0.3% | NEW | New buy |
| 9 | VOO | Vanguard S&p 500 ETF | +0.3% | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | +0.2% | +2.00% | Add |
| 11 | CEG | Constellation Energy | +0.2% | +0.96% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.38% | Trim |
| 13 | FNOV | Ft Vest US Equity Buffer ETF | +0.2% | +13.52% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +0.84% | Add |
| 15 | LRCX | Lam Research CORP | +0.2% | +1.04% | Add |
| 16 | C | Citigroup Inc | +0.1% | +0.41% | Add |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | NEW | New buy |
| 18 | AMD | Advanced Micro Devices | +0.1% | +1.89% | Add |
| 19 | EEM | Ishares Msci Emerging Market | +0.1% | NEW | New buy |
| 20 | TIMB | Tim Sa-adr | +0.1% | +1.49% | Add |
| 21 | MS | Morgan Stanley | +0.1% | +1.06% | Add |
| 22 | ETN | Eaton Corporation plc | +0.1% | +1.01% | Add |
| 23 | ANET | Arista Networks Inc | +0.1% | +1.45% | Add |
| 24 | IBM | Intl Business Machines CORP | +0.1% | -1.67% | Trim |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +0.74% | Add |
| 26 | BAC | Bank Of America CORP | +0.1% | +0.31% | Add |
| 27 | PNC | Pnc Financial Services Group | +0.1% | +1.69% | Add |
| 28 | NFLX | Netflix Inc | 0% | +0.79% | Add |
| 29 | CRWD | Crowdstrike Holdings Inc - A | 0% | +1.00% | Add |
| 30 | UBER | Uber Technologies Inc | 0% | +1.43% | Add |
| 31 | UBS | UBS Group AG | 0% | +2.93% | Add |
| 32 | SHEL | Shell Plc-adr | 0% | +3.97% | Add |
| 33 | SCCO | Southern Copper CORP | 0% | +2.71% | Add |
| 34 | PBR | Petroleo Brasileiro-spon Adr | 0% | +3.18% | Add |
| 35 | XSVM | Invesco S&p Smallcap Value W | — | +2.79% | Add |
| 36 | MFG | Mizuho Financial Group-adr | — | +1.94% | Add |
| 37 | EXPE | Expedia Group Inc | — | +1.62% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | 0% | +1.66% | Add |
| 39 | MMM | 3m Co | 0% | +1.07% | Add |
| 40 | NVS | Novartis Ag-sponsored Adr | 0% | +3.32% | Add |
| 41 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | +1.07% | Add |
| 42 | ICE | Intercontinental Exchange In | 0% | +1.27% | Add |
| 43 | IEUR | Ishares Core Msci Europe ETF | -0.1% | +4.71% | Add |
| 44 | GS | Goldman Sachs Group Inc | -0.2% | -30.31% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.89% | Add |
| 46 | TGT | Target CORP | -0.6% | EXIT | Sold out |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.6% | EXIT | Sold out |
| 48 | BDX | Becton Dickinson And Co | -0.6% | EXIT | Sold out |
| 49 | UNH | Unitedhealth Group Inc | -0.6% | EXIT | Sold out |
| 50 | DAL | Delta Air Lines Inc | -0.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Altman Advisors, Inc. reported a total U.S. public equity portfolio value of $278.7M across 96 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEUR, NVDA, AMZN) accounted for 17.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
TWLO
市值: $2.4M
Top Position Liquidated / Trimmed
DAL
前期市值: $1.6M
During Q2 2025, Altman Advisors, Inc.'s top holdings by market value included IEUR (6.2%)、NVDA (4.2%)、AMZN (3.1%). The largest single position, IEUR, represented 6.2% of total portfolio value.
In Q2 2025, Altman Advisors, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 33 positions, trimming 5 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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