Altman Advisors, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Altman Advisors, Inc. reported 96 stock positions worth $244.8 million. Its top holding was iShares Core MSCI Europe ETF (IEUR) at 6.2% of the portfolio, followed by Nvidia (NVDA, 4.2%) and Amazon.com (AMZN, 3.1%). Compared with Q1 2025, it opened 7 new positions, sold out of 5, added to 75 and reduced 9. The biggest buy was Nvidia (NVDA, shares +25%) and the biggest sale an exit from Delta Air Lines (DAL).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001731671
Portfolio Value
$244.8M (Q2 2025)
SEC Filing
0001085146-25-004680 ↗ filed Aug 7, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $205.4M Q1 2024 Q2 2024: $175.9M Q2 2024 Q3 2024: $224.8M Q3 2024 Q4 2024: $234.5M Q4 2024 Q1 2025: $217.0M Q1 2025 Q2 2025: $244.8M $244.8M Q2 2025 Q3 2025: $261.4M Q3 2025 Q4 2025: $265.4M Q4 2025 Q1 2026: $241.3M Q1 2026 Q2 2026: $278.7M Q2 2026

Holdings 96 stocks · $244.8M
IEUR iShares Core MSCI Europe ETF 6.18% 228,774 $15.1M Add +4.7%
NVDA Nvidia Corp. 4.15% 66,327 $10.2M Add +25.3%
AMZN Amazon.com Inc. 3.13% 34,752 $7.7M Add +2.0%
MSFT Microsoft Corp. 3.09% 15,353 $7.6M Add +0.9%
AAPL Apple Inc. 2.98% 35,128 $7.3M Add +3.1%
GOOGL Alphabet Inc. Class A 2.57% 35,840 $6.3M Add +1.7%
IEF iShares 7-10 Year Treasury B 2.30% 59,100 $5.6M Add +4.0%
AVGO Broadcom Inc. 2.01% 18,589 $4.9M Reduce -0.3%
IAU iShares Gold Trust 1.92% 85,454 $4.7M Add +0.4%
XSVM Invesco S&P Smallcap Value W 1.90% 87,447 $4.7M Add +2.8%
FNOV FT Vest US Equity Buffer ETF 1.81% 114,531 $4.4M Add +13.5%
NFLX Netflix Inc. 1.55% 2,935 $3.8M Add +0.8%
WMT Walmart Inc. 1.51% 37,624 $3.7M Add +0.5%
CBOE Cboe Global Markets Inc. 1.46% 15,431 $3.6M No change
CRWD CrowdStrike Holdings Inc. Class A 1.36% 6,776 $3.3M Add +1.0%
ORCL Oracle Corp. 1.36% 15,217 $3.3M Reduce -0.7%
BRK.B Berkshire Hathaway Inc. Class B 1.34% 6,709 $3.3M Add +0.9%
META Meta Platforms Inc. Class A 1.26% 4,303 $3.1M Add +0.8%
CEG Constellation Energy 1.25% 9,968 $3.1M Add +1.0%
ABBV Abbvie Inc. 1.23% 15,790 $3.0M Add +2.2%
TSM Taiwan Semiconductor-SP ADR 1.21% 13,216 $3.0M Reduce -0.4%
FLIN Franklin Ftse India ETF 1.18% 72,290 $2.9M Add +2.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.18% 9,895 $2.9M Reduce -1.7%
MUFG Mitsubishi Ufj Finl-Spon ADR 1.13% 200,883 $2.8M Add +1.1%
TSLA Tesla Inc. 1.12% 9,158 $2.8M Add +0.5%
C Citigroup Inc. 1.09% 30,979 $2.7M Add +0.4%
JPM JPMorgan Chase & Co. 1.09% 9,165 $2.7M Add +0.7%
V Visa Inc. Class A 1.09% 7,486 $2.7M Reduce -2.9%
MMM 3M Co. 1.06% 16,869 $2.6M Add +1.1%
NVO Novo-Nordisk A/S-Spons ADR 1.04% 36,420 $2.5M Add +3.3%
MFG Mizuho Financial Group-ADR 1.03% 449,892 $2.5M Add +1.9%
UBER Uber Technologies Inc. 1.03% 27,427 $2.5M Add +1.4%
ETN Eaton Corp. PLC 1.03% 7,107 $2.5M Add +1.0%
GILD Gilead Sciences Inc. 1.00% 21,986 $2.5M Add +3.4%
TIMB Tim SA-ADR 1.00% 120,430 $2.4M Add +1.5%
UBS UBS Group AG-Reg 0.99% 71,825 $2.4M Add +2.9%
TWLO Twilio Inc. Class A 0.99% 20,661 $2.4M New
LNG Cheniere Energy Inc. 0.98% 10,206 $2.4M Add +0.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.98% 49,947 $2.4M Add +0.3%
MS Morgan Stanley 0.98% 17,023 $2.4M Add +1.1%
LRCX Lam Research Corp. 0.98% 24,776 $2.4M Add +1.0%
EXPE Expedia Group Inc. 0.96% 13,554 $2.4M Add +1.6%
ANET Arista Networks Inc. 0.96% 23,822 $2.4M Add +1.4%
ICE Intercontinental Exchange Inc. 0.96% 12,953 $2.4M Add +1.3%
MA Mastercard Inc. Class A 0.94% 4,060 $2.3M Add +0.4%
MCD McDonald's Corp. 0.92% 7,611 $2.3M Add +2.6%
CB Chubb Ltd. 0.89% 7,548 $2.2M Add +0.7%
WCN Waste Connections Inc. 0.87% 11,412 $2.1M Add +3.2%
PNC PNC Financial Services Group 0.86% 10,993 $2.1M Add +1.7%
COST Costco Wholesale Corp. 0.86% 2,141 $2.1M Add +1.5%
XOM Exxon Mobil Corp. 0.86% 19,166 $2.1M Add +1.2%
NVS Novartis AG-Sponsored ADR 0.85% 17,000 $2.1M Add +3.3%
GD General Dynamics Corp. 0.83% 6,907 $2.0M Add +1.8%
GS Goldman Sachs Group Inc. 0.83% 2,876 $2.0M Reduce -30.3%
ISRG Intuitive Surgical Inc. 0.82% 3,711 $2.0M Add +1.7%
DE Deere & Co. 0.80% 3,859 $2.0M Add +1.4%
T AT&T Inc. 0.79% 67,368 $1.9M Add +1.9%
CTSH Cognizant Tech Solutions-A 0.78% 23,839 $1.9M New
UL Unilever PLC 0.78% 31,076 $1.9M Add +3.4%
SHW The Sherwin-Williams Co. 0.77% 5,284 $1.9M Add +1.7%
AMT American Tower Corp. 0.76% 8,280 $1.9M Add +2.3%
SHEL Shell PLC-ADR 0.76% 25,997 $1.9M Add +4.0%
HD Home Depot Inc. 0.75% 4,947 $1.8M Add +2.1%
HUBS HubSpot Inc. 0.75% 3,307 $1.8M Add +1.8%
FLJP Franklin Ftse Japan ETF 0.75% 57,432 $1.8M Add +3.9%
D Dominion Energy Inc. 0.74% 31,493 $1.8M Add +1.8%
O Realty Income Corp. 0.73% 31,075 $1.8M Add +2.6%
YUMC Yum China Holdings Inc. 0.73% 38,887 $1.8M Add +2.4%
SPYV SS SPDR P S&P 500 Value ETF 0.71% 132,856 $1.7M Add +2.3%
NEE Nextera Energy Inc. 0.70% 23,448 $1.7M Add +2.5%
EOG EOG Resources Inc. 0.69% 14,035 $1.7M Add +2.3%
FE Firstenergy Corp. 0.68% 41,207 $1.7M Add +2.1%
JNJ Johnson & Johnson 0.68% 10,619 $1.7M Add +2.6%
PBR Petroleo Brasileiro-Spon ADR 0.67% 130,928 $1.6M Add +3.2%
EQIX Equinix Inc. 0.67% 2,056 $1.6M Add +1.7%
SCCO Southern Copper Corp. 0.62% 14,860 $1.5M Add +2.7%
ZTS Zoetis Inc. 0.60% 9,203 $1.5M Add +0.6%
BABA Alibaba Group Holding-SP ADR 0.58% 12,566 $1.4M Add +3.6%
LLY Eli Lilly & Co. 0.57% 1,791 $1.4M Add +4.1%
AMD Advanced Micro Devices 0.56% 10,145 $1.4M Add +1.9%
SPYG SS SPDR P S&P 500 Growth ETF 0.48% 84,115 $1.2M Add +14.9%
JQUA JPMorgan US Quality Factor 0.40% 16,453 $990K New
IBIT iShares Bitcoin Trust ETF 0.34% 13,821 $827K No change
DUHP Dimensional US High Profi Et 0.31% 21,289 $762K New
EFA iShares MSCI Eafe ETF 0.26% 7,240 $646K Reduce -3.2%
VOO Vanguard S&P 500 ETF 0.26% 1,134 $644K New
XEFRX Eaton Vance Sr FLTG Rate TR 0.23% 55,924 $554K Add +5.2%
BYLD iShares Yield Optimized Bond 0.22% 258,762 $536K Add +0.8%
SMMD iShares Russell 2500 ETF 0.13% 22,279 $322K Add +5.3%
CMCSA Comcast Corp. Class A 0.12% 7,872 $286K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.12% 4,467 $283K New
SSO Proshares Ultra S&P500 0.11% 2,728 $266K Reduce -2.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 420 $259K Reduce -0.2%
BKNG Booking Holdings Inc. 0.11% 45 $258K No change
EEM iShares MSCI Emerging Market 0.10% 5,112 $247K New
SO The Southern Co. 0.08% 2,200 $203K No change

Portfolio Sells Q1 2025 → Q2 2025
DAL Delta Air Lines Inc. Sold out 0.00% −0.75
UNH Unitedhealth Group Inc. Sold out 0.00% −0.61
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.59
BDX Becton Dickinson and Co. Sold out 0.00% −0.59
TGT Target Corp. Sold out 0.00% −0.55
GS Goldman Sachs Group Inc. Reduce -30.3% 0.83% −0.21
V Visa Inc. Class A Reduce -2.9% 1.09% −0.14
EFA iShares MSCI Eafe ETF Reduce -3.2% 0.26% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 0.11% −0.00
SSO Proshares Ultra S&P500 Reduce -2.3% 0.11% +0.01
IBM Intl Business Machines Corp. Reduce -1.7% 1.18% +0.06
TSM Taiwan Semiconductor-SP ADR Reduce -0.4% 1.21% +0.19
AVGO Broadcom Inc. Reduce -0.3% 2.01% +0.36
ORCL Oracle Corp. Reduce -0.7% 1.36% +0.37

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +25.3% 4.15% +1.50
TWLO Twilio Inc. Class A New 0.99% +0.99
CTSH Cognizant Tech Solutions-A New 0.78% +0.78
JQUA JPMorgan US Quality Factor New 0.40% +0.40
MSFT Microsoft Corp. Add +0.9% 3.09% +0.31
DUHP Dimensional US High Profi Et New 0.31% +0.31
VOO Vanguard S&P 500 ETF New 0.26% +0.26
CEG Constellation Energy Add +1.0% 1.25% +0.24
AMZN Amazon.com Inc. Add +2.0% 3.13% +0.23
META Meta Platforms Inc. Class A Add +0.8% 1.26% +0.18
FNOV FT Vest US Equity Buffer ETF Add +13.5% 1.81% +0.17
LRCX Lam Research Corp. Add +1.0% 0.98% +0.17
C Citigroup Inc. Add +0.4% 1.09% +0.12
AMD Advanced Micro Devices Add +1.9% 0.56% +0.12
EMXC iShares MSCI Emr MRK Ex Chna New 0.12% +0.12
EEM iShares MSCI Emerging Market New 0.10% +0.10
MS Morgan Stanley Add +1.1% 0.98% +0.09
TIMB Tim SA-ADR Add +1.5% 1.00% +0.08
ETN Eaton Corp. PLC Add +1.0% 1.03% +0.08
ANET Arista Networks Inc. Add +1.4% 0.96% +0.07
BAC Bank of America Corp. Add +0.3% 0.98% +0.07
PNC PNC Financial Services Group Add +1.7% 0.86% +0.06
JPM JPMorgan Chase & Co. Add +0.7% 1.09% +0.06
CRWD CrowdStrike Holdings Inc. Class A Add +1.0% 1.36% +0.04
NFLX Netflix Inc. Add +0.8% 1.55% +0.03
SCCO Southern Copper Corp. Add +2.7% 0.62% +0.02
UBER Uber Technologies Inc. Add +1.4% 1.03% +0.02
UBS UBS Group AG-Reg Add +2.9% 0.99% +0.02
PBR Petroleo Brasileiro-Spon ADR Add +3.2% 0.67% +0.01
SHEL Shell PLC-ADR Add +4.0% 0.76% +0.01
MFG Mizuho Financial Group-ADR Add +1.9% 1.03% +0.01
XSVM Invesco S&P Smallcap Value W Add +2.8% 1.90% +0.00
EXPE Expedia Group Inc. Add +1.6% 0.96% −0.00
EOG EOG Resources Inc. Add +2.3% 0.69% −0.00
NEE Nextera Energy Inc. Add +2.5% 0.70% −0.01
GOOGL Alphabet Inc. Class A Add +1.7% 2.57% −0.01
NVS Novartis AG-Sponsored ADR Add +3.3% 0.85% −0.01
SPYG SS SPDR P S&P 500 Growth ETF Add +14.9% 0.48% −0.01
MMM 3M Co. Add +1.1% 1.06% −0.01
SMMD iShares Russell 2500 ETF Add +5.3% 0.13% −0.01
XEFRX Eaton Vance Sr FLTG Rate TR Add +5.2% 0.23% −0.01
DE Deere & Co. Add +1.4% 0.80% −0.01
GD General Dynamics Corp. Add +1.8% 0.83% −0.02
BYLD iShares Yield Optimized Bond Add +0.8% 0.22% −0.02
ICE Intercontinental Exchange Inc. Add +1.3% 0.96% −0.03
FLJP Franklin Ftse Japan ETF Add +3.9% 0.75% −0.03
MUFG Mitsubishi Ufj Finl-Spon ADR Add +1.1% 1.13% −0.03
YUMC Yum China Holdings Inc. Add +2.4% 0.73% −0.03
D Dominion Energy Inc. Add +1.8% 0.74% −0.03
SPYV SS SPDR P S&P 500 Value ETF Add +2.3% 0.71% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 93$278.7MIEUR, NVDA, GOOGL, AAPL, XSVM
Q1 2026 77$241.3MIEUR, NVDA, GOOGL, AAPL, XSVM
Q4 2025 95$265.4MIEUR, NVDA, GOOGL, AAPL, AMZN
Q3 2025Amended 92$261.4MIEUR, NVDA, AAPL, GOOGL, MSFT
Q2 2025 96$244.8MIEUR, NVDA, AMZN, MSFT, AAPL
Q1 2025 94$217.0MIEUR, AAPL, AMZN, MSFT, NVDA
Q4 2024 96$234.5MFNOV, IEUR, AAPL, AMZN, NVDA
Q3 2024 93$224.8MFNOV, IEUR, AAPL, MSFT, AMZN
Q2 2024 69$175.9MFNOV, IEUR, AAPL, MSFT, AMZN
Q1 2024 95$205.4MFNOV, IEUR, AMZN, MSFT, AAPL