Investor
Altman Advisors, Inc.
CIK 0001731671 · filed 2026-05-05 · SEC filing
13F book
$241.3M
Positions
77
4 new · 22 sold
Largest name
7.8%
Ishares Tr
Est. mark
−$2.75M
Price effect on 73 names still held. Flow −$21.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 268.8K | $18.9M | 7.8% | −$166.2K | Added$2.28M |
| Nvidia Corp | NVDA | 63.5K | $11.1M | 4.6% | −$768.3K | Cut−$861.9K |
| Alphabet Inc | — | 33.8K | $9.71M | 4.0% | −$859.3K | Cut−$1.04M |
| Apple Inc. | AAPL | 35.6K | $9.04M | 3.7% | −$627.6K | Added−$401.4K |
| Invesco Exchange Traded Fd T | — | 140K | $8.44M | 3.5% | $427.6K | Added$604.4K |
| Amazon Com Inc | AMZN | 40.3K | $8.38M | 3.5% | −$810K | Added$91.8K |
| Ishares Tr | — | 63.6K | $7.54M | 3.1% | — | New |
| Microsoft Corp | MSFT | 17.3K | $6.39M | 2.6% | −$1.78M | Added−$1.21M |
| Taiwan Semiconductor Mfg Ltd | — | 13.6K | $4.6M | 1.9% | $443.6K | Added$637.9K |
| Cboe Global Mkts Inc | — | 15.4K | $4.34M | 1.8% | $464K | Held |
| Broadcom Inc. | AVGO | 13.9K | $4.31M | 1.8% | −$509.2K | Cut−$524.4K |
| Ishares Gold Tr | — | 64K | $4.3M | 1.8% | $6.49K | Cut−$1.11M |
| Walmart Inc. | WMT | 34.3K | $4.26M | 1.8% | $441K | Cut$107K |
| Meta Platforms, Inc. | META | 7.22K | $4.13M | 1.7% | −$469.6K | Added$609.4K |
| Lam Research Corp | LRCX | 17.4K | $3.72M | 1.5% | $728.9K | Added$782.3K |
| First Tr Exchng Traded Fd Vi | — | 94.3K | $3.54M | 1.5% | −$60.8K | Cut−$88.7K |
| Twilio Inc | TWLO | 26.1K | $3.29M | 1.4% | −$421.4K | Added−$361K |
| Tim S.A. | TIMB | 120.6K | $3.2M | 1.3% | $849.3K | Cut$830.9K |
| Eli Lilly & Co | LLY | 3.41K | $3.13M | 1.3% | −$521.6K | Added−$483.9K |
| Gilead Sciences, Inc. | GILD | 22K | $3.07M | 1.3% | $365.7K | Cut$302.8K |
| Netflix Inc | NFLX | 31.7K | $3.05M | 1.3% | $73.8K | Added$151.3K |
| Mizuho Financial Group Inc | — | 379.4K | $3.01M | 1.2% | $235.2K | Cut−$104K |
| Mitsubishi Ufj Finl Group In | — | 177.2K | $3.01M | 1.2% | $196.7K | Cut−$208.9K |
| Expedia Group, Inc. | EXPE | 12.7K | $2.94M | 1.2% | −$650.1K | Added−$572.9K |
| Constellation Energy Corp | CEG | 10.2K | $2.86M | 1.2% | −$747.3K | Added−$706K |
| Arista Networks, Inc. | ANET | 23.3K | $2.85M | 1.2% | −$191.8K | Cut−$234K |
| Citigroup Inc | — | 24.8K | $2.81M | 1.2% | −$81.3K | Cut−$526.5K |
| Exxon Mobil Corp | — | 15.8K | $2.68M | 1.1% | $779.3K | Cut$366.5K |
| Goldman Sachs Group Inc | — | 3.06K | $2.59M | 1.1% | −$95K | Added$58.1K |
| Southern Copper Corp/ | SCCO | 14.4K | $2.47M | 1.0% | $404.5K | Added$442.1K |
| UBS Group AG | UBS | 63.2K | $2.47M | 1.0% | −$457.5K | Cut−$771K |
| Shell Plc | — | 25.9K | $2.41M | 1.0% | $505.6K | Cut$465.3K |
| Johnson & Johnson | JNJ | 9.71K | $2.37M | 1.0% | $364.2K | Cut$165.5K |
| Cheniere Energy, Inc. | LNG | 8.36K | $2.37M | 1.0% | $747.3K | Cut$407.5K |
| GE Vernova Inc. | GEV | 2.7K | $2.36M | 1.0% | — | New |
| Dycom Inds Inc | — | 6.77K | $2.29M | 0.9% | $6.14K | Added$37K |
| Novartis Ag | — | 15K | $2.29M | 0.9% | $222.8K | Cut−$72.4K |
| International Business Machs | — | 9.24K | $2.24M | 0.9% | −$497.1K | Cut−$677.8K |
| Eaton Corp Plc | ETN | 6.25K | $2.24M | 0.9% | $244.7K | Cut$9.03K |
| Cognizant Technology Solutio | — | 36.2K | $2.22M | 0.9% | −$504.7K | Added$287.4K |
| Costco Whsl Corp New | — | 2.23K | $2.22M | 0.9% | $290.1K | Added$355.9K |
| Visa Inc. | V | 7.31K | $2.21M | 0.9% | −$354.4K | Cut−$436.1K |
| Berkshire Hathaway Inc Del | — | 4.61K | $2.21M | 0.9% | −$108K | Cut−$1.21M |
| Generac Hldgs Inc | — | 11.3K | $2.2M | 0.9% | $315.8K | Added$1.47M |
| Jpmorgan Chase & Co. | — | 7.37K | $2.17M | 0.9% | −$207.2K | Cut−$744.4K |
| Morgan Stanley | — | 13K | $2.15M | 0.9% | −$169.1K | Cut−$765.6K |
| Deere & Co | DE | 3.8K | $2.14M | 0.9% | $371.7K | Cut$319.5K |
| AbbVie Inc. | ABBV | 9.81K | $2.13M | 0.9% | −$107.9K | Cut−$274K |
| Intercontinental Exchange In | — | 13.4K | $2.11M | 0.9% | −$61.5K | Added−$18.3K |
| Petroleo Brasileiro Sa Petro | — | 101K | $2.1M | 0.9% | $899.1K | Cut$640.9K |
| Franklin Templeton Etf Tr | — | 57.9K | $2.09M | 0.9% | $100.2K | Cut$90.4K |
| Bank America Corp | — | 42.8K | $2.09M | 0.9% | −$267.4K | Cut−$639K |
| Mastercard Inc | MA | 4.15K | $2.07M | 0.9% | −$289.9K | Added−$250.5K |
| 3M CO | MMM | 14.3K | $2.07M | 0.9% | −$212.2K | Cut−$535.8K |
| Uber Technologies, Inc | UBER | 28.6K | $2.06M | 0.9% | −$269.8K | Added−$193.7K |
| General Dynamics Corp | GD | 5.92K | $2.03M | 0.8% | $38.5K | Cut−$293.4K |
| Yum China Hldgs Inc | — | 41K | $2M | 0.8% | $41.5K | Added$93.5K |
| Firstenergy Corp | FE | 39.4K | $1.99M | 0.8% | $231.8K | Cut$150.9K |
| Equinix Inc | EQIX | 2.03K | $1.99M | 0.8% | $419.2K | Added$492.7K |
| Amcor Plc Com New | — | 48.6K | $1.93M | 0.8% | — | New |
| Realty Income Corp | O | 31.5K | $1.93M | 0.8% | $151.7K | Cut$146.6K |
| Pulte Group Inc | — | 16K | $1.89M | 0.8% | $5.48K | Added$51.5K |
| Coupang, Inc. | CPNG | 97.8K | $1.85M | 0.8% | — | New |
| Oracle Corp | — | 12K | $1.76M | 0.7% | −$572.6K | Cut−$696.7K |
| Eog Res Inc | — | 12K | $1.74M | 0.7% | $475.1K | Cut$402.1K |
| At&T Inc | — | 59.6K | $1.73M | 0.7% | $247.4K | Cut$50.7K |
| Spdr Series Trust | — | 144.4K | $1.66M | 0.7% | −$216.2K | Added−$190.9K |
| Unilever Plc | — | 29.1K | $1.66M | 0.7% | −$245.3K | Cut−$246.1K |
| Dominion Energy, Inc | D | 26.4K | $1.63M | 0.7% | $85.2K | Cut−$192.7K |
| Alibaba Group Hldg Ltd | — | 12.8K | $1.61M | 0.7% | −$269K | Added−$259.8K |
| American Tower Corp New | — | 7.82K | $1.35M | 0.6% | −$21.4K | Added$91.3K |
| Spdr Series Trust | — | 84.6K | $1.06M | 0.4% | −$108.4K | Cut−$216.7K |
| J P Morgan Exchange Traded F | — | 11.9K | $726.8K | 0.3% | −$22K | Cut−$312.7K |
| Ishares Tr | — | 263.5K | $554.6K | 0.2% | $1.47K | Added$6.89K |
| Ishares Bitcoin Trust Etf | IBIT | 14K | $539K | 0.2% | −$156.4K | Added−$152.3K |
| Eaton Vance Sr Fltng Rte Tr | — | 50.5K | $439.7K | 0.2% | −$22K | Cut−$36.5K |
| Ishares Tr | — | 23.9K | $314.8K | 0.1% | −$31.1K | Cut−$33.3K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.