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CIK: 0001731671
Total reported value
$278.7M
$278.7M
95 檔
20.5%
In Q4 2025, Altman Advisors, Inc.'s U.S. equity holdings reached a combined market value of $278.7M, distributed across 95 disclosed stock positions.
In Q4 2025, Altman Advisors, Inc. adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 6.26% | -0.66% | +1.35% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.50% | -0.11% | -3.02% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.05% | +0.23% | -2.58% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.56% | -0.14% | -0.92% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.12% | -0.07% | +3.15% | |
| 6 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 2.95% | -0.02% | +10.65% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.86% | -0.35% | +2.55% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.70% | — | +19.19% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 2.04% | -0.46% | -6.77% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.82% | +0.08% | -23.05% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.56% | -0.68% | -0.39% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.49% | +0.38% | -1.04% | |
| 13 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.46% | -0.46% | — | |
| 14 | TWLO | Twilio Inc - A | Stock-Tech | 1.38% | +0.56% | +0.26% | |
| 15 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 1.37% | -0.26% | +0.54% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.36% | +0.09% | -0.15% | |
| 17 | CEG | Constellation Energy | Stock-Utilities | 1.34% | -0.28% | +0.15% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.04% | -17.16% | |
| 19 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.32% | -0.06% | -8.22% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.31% | +0.28% | NEW | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | -0.09% | +0.43% | |
| 22 | C | Citigroup Inc | Stock-Financials | 1.26% | +0.07% | -5.69% | |
| 23 | UBS | UBS Group AG | Stock-Financials | 1.22% | +0.09% | -2.52% | |
| 24 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 1.21% | +0.01% | +0.74% | |
| 25 | MFG | Mizuho Financial Group-adr | Stock-Financials | 1.17% | +0.04% | -3.93% | |
| 26 | ANET | Arista Networks Inc | Stock-Tech | 1.16% | +0.19% | -0.96% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.14% | +0.78% | NEW | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 1.11% | +1.06% | -29.99% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 1.10% | -0.01% | -0.84% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.04% | -1.09% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 1.10% | +0.06% | -2.96% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 1.09% | -0.45% | +952.06% | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.04% | -0.28% | +0.83% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 1.03% | +0.01% | -0.94% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | -0.03% | +0.11% | |
| 36 | MMM | 3m Co | Stock-Industrials | 0.98% | -0.03% | -1.55% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.95% | +0.03% | -0.35% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.93% | -0.73% | EXIT | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | — | +1.83% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | — | -33.63% | |
| 41 | TIMB | Tim Sa-adr | Stock-Other | 0.89% | -0.42% | +0.23% | |
| 42 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.89% | -0.11% | -0.14% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.88% | -0.09% | -0.33% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | -0.10% | +0.32% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.35% | -0.30% | |
| 46 | DY | Dycom Industries Inc | Stock-Industrials | 0.85% | +0.27% | — | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.85% | -0.11% | +0.23% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.84% | +0.02% | -1.65% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.10% | -0.35% | |
| 50 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.80% | — | +0.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | -2.58% | Trim |
| 2 | TWLO | Twilio Inc - A | +0.4% | +0.26% | Add |
| 3 | IEF | Ishares 7-10 Year Treasury B | +0.4% | +19.19% | Add |
| 4 | LLY | Eli Lilly & Co | +0.4% | -0.15% | Trim |
| 5 | XSVM | Invesco S&p Smallcap Value W | +0.3% | +10.65% | Add |
| 6 | IEUR | Ishares Core Msci Europe ETF | +0.2% | +1.35% | Add |
| 7 | EXPE | Expedia Group Inc | +0.2% | -8.22% | Trim |
| 8 | AMZN | Amazon.com Inc | +0.2% | +3.15% | Add |
| 9 | ISRG | Intuitive Surgical Inc | +0.2% | +0.48% | Add |
| 10 | AMD | Advanced Micro Devices | +0.2% | -3.59% | Trim |
| 11 | AAPL | Apple Inc | +0.2% | -0.92% | Trim |
| 12 | CTSH | Cognizant Tech Solutions-a | +0.1% | +0.72% | Add |
| 13 | UBS | UBS Group AG | +0.1% | -2.52% | Trim |
| 14 | GILD | Gilead Sciences Inc | +0.1% | +0.83% | Add |
| 15 | WMT | Walmart Inc | +0.1% | -0.39% | Trim |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.04% | Trim |
| 17 | C | Citigroup Inc | +0.1% | -5.69% | Trim |
| 18 | SCCO | Southern Copper CORP | +0.1% | -4.04% | Trim |
| 19 | CEG | Constellation Energy | +0.1% | +0.15% | Add |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | -0.35% | Trim |
| 21 | MS | Morgan Stanley | +0.1% | -2.96% | Trim |
| 22 | JNJ | Johnson & Johnson | +0.1% | -0.35% | Trim |
| 23 | T | At&t Inc | -0.1% | -0.70% | Trim |
| 24 | EOG | Eog Resources Inc | -0.1% | -10.04% | Trim |
| 25 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -4.20% | Trim |
| 26 | AMT | American Tower CORP | -0.1% | -14.20% | Trim |
| 27 | HD | Home Depot Inc | -0.1% | -1.93% | Trim |
| 28 | LRCX | Lam Research CORP | -0.2% | -29.99% | Trim |
| 29 | TIMB | Tim Sa-adr | -0.2% | +0.23% | Add |
| 30 | BABA | Alibaba Group Holding-sp Adr | -0.2% | +0.17% | Add |
| 31 | ANET | Arista Networks Inc | -0.2% | -0.96% | Trim |
| 32 | MSFT | Microsoft CORP | -0.2% | +2.55% | Add |
| 33 | UBER | Uber Technologies Inc | -0.2% | +0.23% | Add |
| 34 | LNG | Cheniere Energy Inc | -0.2% | -1.18% | Trim |
| 35 | ETN | Eaton Corporation plc | -0.2% | -1.65% | Trim |
| 36 | NVDA | Nvidia CORP | -0.2% | -3.02% | Trim |
| 37 | NFLX | Netflix Inc | -0.3% | +952.06% | Add |
| 38 | GNRC | Generac Holdings Inc | -0.4% | -50.37% | Trim |
| 39 | ORCL | Oracle CORP | -0.4% | +0.17% | Add |
| 40 | AVGO | Broadcom Inc | -0.5% | -23.05% | Trim |
| 41 | META | Meta Platforms Inc-class A | -0.5% | -17.16% | Trim |
| 42 | ABBV | Abbvie Inc | -0.5% | -33.63% | Trim |
| 43 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
| 44 | FLIN | Franklin Ftse India ETF | — | EXIT | Sold out |
| 45 | DY | Dycom Industries Inc | — | NEW | New buy |
| 46 | PNC | Pnc Financial Services Group | — | EXIT | Sold out |
| 47 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 48 | UL | Unilever PLC | — | EXIT | Sold out |
| 49 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 50 | RKLB | Rocket Lab CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Altman Advisors, Inc. reported a total U.S. public equity portfolio value of $278.7M across 95 disclosed positions in Q4 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, GOOGL) accounted for 20.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
ACWI
市值: $3.5M
Top Position Liquidated / Trimmed
FLIN
前期市值: $2.7M
During Q4 2025, Altman Advisors, Inc.'s top holdings by market value included IEUR (6.3%)、NVDA (4.5%)、GOOGL (4.0%). The largest single position, IEUR, represented 6.3% of total portfolio value.
In Q4 2025, Altman Advisors, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 15 positions, trimming 27 holdings, and fully liquidating 3 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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