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CIK: 0001731671
Total reported value
$278.7M
$278.7M
77 檔
20.5%
The Q1 2026 SEC filing reveals that Altman Advisors, Inc. held a total portfolio value of $278.7M, covering 77 public equity positions.
In Q1 2026, Altman Advisors, Inc. adopted a defensive or profit-taking posture, trimming 42 positions and completely liquidating 22 holdings to manage risk exposure.
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 Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 7.83% | -0.66% | +14.86% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.59% | -0.11% | -0.78% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.03% | +0.23% | -1.69% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.75% | -0.14% | +2.57% | |
| 5 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 3.50% | -0.02% | +2.14% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.47% | -0.07% | +12.05% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.13% | -0.47% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.35% | +9.91% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.90% | +0.38% | +4.42% | |
| 10 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.80% | -0.46% | — | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.78% | +0.08% | -0.32% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.78% | -0.46% | -20.62% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.77% | -0.68% | -8.04% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | -0.04% | +35.33% | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 1.54% | +1.06% | +1.46% | |
| 16 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 1.47% | -0.26% | -0.77% | |
| 17 | TWLO | Twilio Inc - A | Stock-Tech | 1.36% | +0.56% | +1.87% | |
| 18 | TIMB | Tim Sa-adr | Stock-Other | 1.32% | -0.42% | -0.78% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.30% | +0.09% | +1.22% | |
| 20 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.27% | -0.28% | -2.28% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 1.26% | -0.45% | +2.61% | |
| 22 | MFG | Mizuho Financial Group-adr | Stock-Financials | 1.25% | +0.04% | -10.88% | |
| 23 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 1.25% | +0.01% | -12.61% | |
| 24 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.22% | -0.06% | +2.69% | |
| 25 | CEG | Constellation Energy | Stock-Utilities | 1.19% | -0.28% | +1.47% | |
| 26 | ANET | Arista Networks Inc | Stock-Tech | 1.18% | +0.19% | -1.37% | |
| 27 | C | Citigroup Inc | Stock-Financials | 1.16% | +0.07% | -13.35% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.35% | -17.84% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.07% | +0.03% | +6.29% | |
| 30 | SCCO | Southern Copper CORP | Stock-Materials | 1.02% | -0.12% | +1.54% | |
| 31 | UBS | UBS Group AG | Stock-Financials | 1.02% | +0.09% | -9.68% | |
| 32 | SHEL | Shell Plc-adr | Stock-Energy | 1.00% | -0.29% | -2.07% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.10% | -8.99% | |
| 34 | LNG | Cheniere Energy Inc | Stock-Energy | 0.98% | -0.28% | -17.29% | |
| 35 | GEV | GE Vernova Inc | Stock-Industrials | 0.98% | +0.15% | — | |
| 36 | DY | Dycom Industries Inc | Stock-Industrials | 0.95% | +0.27% | +1.36% | |
| 37 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.95% | -0.11% | -12.51% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.93% | -0.01% | -6.20% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.93% | +0.02% | -10.59% | |
| 40 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.92% | -0.92% | EXIT | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.17% | +3.05% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | -0.03% | -3.09% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.09% | -32.28% | |
| 44 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.91% | +0.26% | +110.14% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | -0.04% | -18.44% | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.89% | +0.06% | -20.48% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.89% | -0.05% | -2.86% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | — | -6.90% | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.88% | -0.29% | +2.09% | |
| 50 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.87% | -0.30% | -17.74% |
| # | 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 | AMZN | Amazon.com Inc | +0.4% | +12.05% | Add |
| 9 | CBOE | Cboe Global Markets Inc | +0.3% | — | Unchanged |
| 10 | PBR | Petroleo Brasileiro-spon Adr | +0.3% | -17.74% | Trim |
| 11 | SHEL | Shell Plc-adr | +0.3% | -2.07% | Trim |
| 12 | EQIX | Equinix Inc | +0.3% | +3.83% | Add |
| 13 | SCCO | Southern Copper CORP | +0.3% | +1.54% | Add |
| 14 | LNG | Cheniere Energy Inc | +0.2% | -17.29% | Trim |
| 15 | XOM | Exxon Mobil CORP | +0.2% | -17.84% | Trim |
| 16 | GILD | Gilead Sciences Inc | +0.2% | -2.28% | Trim |
| 17 | EOG | Eog Resources Inc | +0.2% | -5.47% | Trim |
| 18 | COST | Costco Wholesale CORP | +0.2% | +3.05% | Add |
| 19 | WMT | Walmart Inc | +0.2% | -8.04% | Trim |
| 20 | DE | Deere & Co | +0.2% | -2.86% | Trim |
| 21 | AAPL | Apple Inc | +0.2% | +2.57% | Add |
| 22 | CTSH | Cognizant Tech Solutions-a | +0.2% | +55.39% | Add |
| 23 | NFLX | Netflix Inc | +0.2% | +2.61% | Add |
| 24 | JNJ | Johnson & Johnson | +0.2% | -8.99% | Trim |
| 25 | FE | Firstenergy CORP | +0.1% | -4.39% | Trim |
| 26 | O | Realty Income CORP | +0.1% | -0.28% | Trim |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | +6.29% | Add |
| 28 | YUMC | Yum China Holdings Inc | +0.1% | +2.67% | Add |
| 29 | FLJP | Franklin Ftse Japan ETF | +0.1% | -0.48% | Trim |
| 30 | FNOV | Ft Vest US Equity Buffer ETF | +0.1% | -0.77% | Trim |
| 31 | DY | Dycom Industries Inc | +0.1% | +1.36% | Add |
| 32 | NVDA | Nvidia CORP | +0.1% | -0.78% | Trim |
| 33 | AMT | American Tower CORP | +0.1% | +9.12% | Add |
| 34 | PHM | Pultegroup Inc | +0.1% | +2.50% | Add |
| 35 | T | At&t Inc | +0.1% | -11.73% | Trim |
| 36 | ETN | Eaton Corporation plc | +0.1% | -10.59% | Trim |
| 37 | MFG | Mizuho Financial Group-adr | +0.1% | -10.88% | Trim |
| 38 | ICE | Intercontinental Exchange In | +0.1% | +2.09% | Add |
| 39 | NVS | Novartis Ag-sponsored Adr | +0.1% | -12.51% | Trim |
| 40 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | -12.61% | Trim |
| 41 | ANET | Arista Networks Inc | 0% | -1.37% | Trim |
| 42 | BYLD | Ishares Yield Optimized Bond | 0% | +0.99% | Add |
| 43 | UBER | Uber Technologies Inc | — | +3.83% | Add |
| 44 | XEFRX | Eaton Vance Sr Fltg Rate Tr | — | -3.04% | Trim |
| 45 | SMMD | Ishares Russell 2500 ETF | — | -0.63% | Trim |
| 46 | D | Dominion Energy Inc | 0% | -15.25% | Trim |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +1.55% | Add |
| 48 | GOOGL | Alphabet Inc-cl A | 0% | -1.69% | Trim |
| 49 | TWLO | Twilio Inc - A | 0% | +1.87% | Add |
| 50 | MA | Mastercard Inc - A | 0% | +1.94% | Add |
According to official SEC Form 13F filings, Altman Advisors, Inc. reported a total U.S. public equity portfolio value of $278.7M across 77 disclosed positions in Q1 2026.
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.
Top New Position Initiated
IEI
市值: $7.5M
Top Position Liquidated / Trimmed
IEF
前期市值: $7.2M
During Q1 2026, Altman Advisors, Inc.'s top holdings by market value included IEUR (7.8%)、NVDA (4.6%)、GOOGL (4.0%). The largest single position, IEUR, represented 7.8% of total portfolio value.
In Q1 2026, Altman Advisors, Inc. made 98 total portfolio adjustments, initiating 4 new buys, adding to 30 positions, trimming 42 holdings, and fully liquidating 22 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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