Altman Advisors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Altman Advisors, Inc. reported 92 stock positions worth $261.4 million. Its top holding was iShares Core MSCI Europe ETF (IEUR) at 6.0% of the portfolio, followed by Nvidia (NVDA, 4.7%) and Apple (AAPL, 3.4%). Compared with Q2 2025, it opened 2 new positions, sold out of 6, added to 54 and reduced 29. The biggest buy was a new position in Pultegroup (PHM) and the biggest sale an exit from Novo-Nordisk A/S-Spons ADR (NVO).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001731671
- Portfolio Value
- $261.4M (Q3 2025)
- SEC Filing
- 0001731671-25-000003 ↗ filed Nov 13, 2025
Holdings Value
Holdings 92 stocks · $261.4M
| IEUR iShares Core MSCI Europe ETF | 6.02% | 230,942 | $15.7M | Add +0.9% |
| NVDA Nvidia Corp. | 4.71% | 65,988 | $12.3M | Reduce -0.5% |
| AAPL Apple Inc. | 3.41% | 35,050 | $8.9M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 3.28% | 35,271 | $8.6M | Reduce -1.6% |
| MSFT Microsoft Corp. | 3.03% | 15,305 | $7.9M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 2.93% | 34,823 | $7.6M | Add +0.2% |
| XSVM Invesco S&P Smallcap Value W | 2.68% | 123,864 | $7.0M | Add +41.6% |
| IEF iShares 7-10 Year Treasury B | 2.31% | 62,562 | $6.0M | Add +5.9% |
| AVGO Broadcom Inc. | 2.29% | 18,133 | $6.0M | Reduce -2.5% |
| IAU iShares Gold Trust | 2.06% | 86,483 | $5.4M | Add +1.2% |
| META Meta Platforms Inc. Class A | 1.81% | 6,445 | $4.7M | Add +49.8% |
| WMT Walmart Inc. | 1.48% | 37,411 | $3.9M | Reduce -0.6% |
| CBOE Cboe Global Markets Inc. | 1.45% | 15,431 | $3.8M | No change |
| TSM Taiwan Semiconductor-SP ADR | 1.41% | 13,160 | $3.7M | Reduce -0.4% |
| ABBV Abbvie Inc. | 1.41% | 15,874 | $3.7M | Add +0.5% |
| ORCL Oracle Corp. | 1.36% | 12,595 | $3.5M | Reduce -17.2% |
| FNOV FT Vest US Equity Buffer ETF | 1.35% | 94,521 | $3.5M | Reduce -17.5% |
| NFLX Netflix Inc. | 1.35% | 2,937 | $3.5M | Add +0.1% |
| ANET Arista Networks Inc. | 1.33% | 23,802 | $3.5M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.30% | 6,771 | $3.4M | Add +0.9% |
| CEG Constellation Energy | 1.27% | 10,081 | $3.3M | Add +1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.27% | 6,761 | $3.3M | Reduce -0.2% |
| LRCX Lam Research Corp. | 1.26% | 24,507 | $3.3M | Reduce -1.1% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 1.23% | 201,281 | $3.2M | Add +0.2% |
| C Citigroup Inc. | 1.18% | 30,306 | $3.1M | Reduce -2.2% |
| MFG Mizuho Financial Group-ADR | 1.14% | 443,163 | $3.0M | Reduce -1.5% |
| UBS UBS Group AG-Reg | 1.13% | 71,772 | $2.9M | Reduce -0.1% |
| EXPE Expedia Group Inc. | 1.10% | 13,511 | $2.9M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 1.10% | 9,141 | $2.9M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.07% | 9,929 | $2.8M | Add +0.3% |
| FLIN Franklin Ftse India ETF | 1.04% | 72,790 | $2.7M | Add +0.7% |
| TIMB Tim SA-ADR | 1.04% | 121,304 | $2.7M | Add +0.7% |
| UBER Uber Technologies Inc. | 1.03% | 27,526 | $2.7M | Add +0.4% |
| MS Morgan Stanley | 1.03% | 16,908 | $2.7M | Reduce -0.7% |
| ETN Eaton Corp. PLC | 1.02% | 7,106 | $2.7M | Reduce -0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.99% | 50,006 | $2.6M | Add +0.1% |
| V Visa Inc. Class A | 0.98% | 7,537 | $2.6M | Add +0.7% |
| LLY Eli Lilly & Co. | 0.98% | 3,372 | $2.6M | Add +88.3% |
| MMM 3M Co. | 0.98% | 16,550 | $2.6M | Reduce -1.9% |
| TWLO Twilio Inc. Class A | 0.98% | 25,598 | $2.6M | Add +23.9% |
| GILD Gilead Sciences Inc. | 0.95% | 22,319 | $2.5M | Add +1.5% |
| LNG Cheniere Energy Inc. | 0.92% | 10,231 | $2.4M | Add +0.2% |
| GD General Dynamics Corp. | 0.90% | 6,929 | $2.4M | Add +0.3% |
| MCD McDonald's Corp. | 0.90% | 7,773 | $2.4M | Add +2.1% |
| MA Mastercard Inc. Class A | 0.88% | 4,058 | $2.3M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 0.88% | 2,889 | $2.3M | Add +0.5% |
| BABA Alibaba Group Holding-SP ADR | 0.87% | 12,714 | $2.3M | Add +1.2% |
| PNC PNC Financial Services Group | 0.85% | 11,007 | $2.2M | Add +0.1% |
| ICE Intercontinental Exchange Inc. | 0.84% | 13,046 | $2.2M | Add +0.7% |
| NVS Novartis AG-Sponsored ADR | 0.84% | 17,136 | $2.2M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.83% | 19,287 | $2.2M | Add +0.6% |
| PHM Pultegroup Inc. | 0.78% | 15,481 | $2.0M | New |
| WCN Waste Connections Inc. | 0.78% | 11,539 | $2.0M | Add +1.1% |
| HD Home Depot Inc. | 0.77% | 4,973 | $2.0M | Add +0.5% |
| FLJP Franklin Ftse Japan ETF | 0.76% | 57,786 | $2.0M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.76% | 2,155 | $2.0M | Add +0.7% |
| JNJ Johnson & Johnson | 0.76% | 10,710 | $2.0M | Add +0.9% |
| D Dominion Energy Inc. | 0.74% | 31,783 | $1.9M | Add +0.9% |
| T AT&T Inc. | 0.73% | 68,012 | $1.9M | Add +1.0% |
| O Realty Income Corp. | 0.73% | 31,514 | $1.9M | Add +1.4% |
| FE Firstenergy Corp. | 0.72% | 41,282 | $1.9M | Add +0.2% |
| SHEL Shell PLC-ADR | 0.72% | 26,284 | $1.9M | Add +1.1% |
| UL Unilever PLC | 0.71% | 31,413 | $1.9M | Add +1.1% |
| GNRC Generac Holdings Inc. | 0.69% | 10,793 | $1.8M | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.69% | 138,664 | $1.8M | Add +4.4% |
| SCCO Southern Copper Corp. | 0.68% | 14,745 | $1.8M | Reduce -0.8% |
| DE Deere & Co. | 0.68% | 3,893 | $1.8M | Add +0.9% |
| YUMC Yum China Holdings Inc. | 0.65% | 39,613 | $1.7M | Add +1.9% |
| ISRG Intuitive Surgical Inc. | 0.64% | 3,754 | $1.7M | Add +1.2% |
| PBR Petroleo Brasileiro-Spon ADR | 0.64% | 131,294 | $1.7M | Add +0.3% |
| AMD Advanced Micro Devices | 0.63% | 10,135 | $1.6M | Reduce -0.1% |
| EQIX Equinix Inc. | 0.62% | 2,075 | $1.6M | Add +0.9% |
| AMT American Tower Corp. | 0.61% | 8,350 | $1.6M | Add +0.8% |
| TSLA Tesla Inc. | 0.61% | 3,585 | $1.6M | Reduce -60.9% |
| EOG EOG Resources Inc. | 0.61% | 14,121 | $1.6M | Add +0.6% |
| HUBS HubSpot Inc. | 0.60% | 3,352 | $1.6M | Add +1.4% |
| CTSH Cognizant Tech Solutions-A | 0.59% | 23,146 | $1.6M | Reduce -2.9% |
| ZTS Zoetis Inc. | 0.52% | 9,297 | $1.4M | Add +1.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.48% | 90,815 | $1.3M | Add +8.0% |
| JQUA JPMorgan US Quality Factor | 0.40% | 16,453 | $1.0M | No change |
| IBIT iShares Bitcoin Trust ETF | 0.35% | 13,902 | $904K | Add +0.6% |
| DUHP Dimensional US High Profi Et | 0.31% | 21,289 | $804K | No change |
| VOO Vanguard S&P 500 ETF | 0.27% | 1,134 | $694K | No change |
| EFA iShares MSCI Eafe ETF | 0.26% | 7,189 | $671K | Reduce -0.7% |
| BYLD iShares Yield Optimized Bond | 0.21% | 262,498 | $552K | Add +1.4% |
| XEFRX Eaton Vance Sr FLTG Rate TR | 0.20% | 55,830 | $529K | Reduce -0.2% |
| SMMD iShares Russell 2500 ETF | 0.13% | 23,750 | $341K | Add +6.6% |
| SSO Proshares Ultra S&P500 | 0.12% | 2,728 | $306K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.12% | 4,467 | $302K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 409 | $272K | Reduce -2.6% |
| EEM iShares MSCI Emerging Market | 0.10% | 5,052 | $270K | Reduce -1.2% |
| CMCSA Comcast Corp. Class A | 0.09% | 7,872 | $247K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −1.04 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.89 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.77 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.70 |
| TSLA Tesla Inc. | Reduce -60.9% | 0.61% | −0.52 |
| FNOV FT Vest US Equity Buffer ETF | Reduce -17.5% | 1.35% | −0.46 |
| CTSH Cognizant Tech Solutions-A | Reduce -2.9% | 0.59% | −0.19 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.2% | 1.27% | −0.09 |
| SO The Southern Co. | Sold out | 0.00% | −0.08 |
| MMM 3M Co. | Reduce -1.9% | 0.98% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 0.88% | −0.05 |
| MSFT Microsoft Corp. | Reduce -0.3% | 3.03% | −0.05 |
| WMT Walmart Inc. | Reduce -0.6% | 1.48% | −0.03 |
| XEFRX Eaton Vance Sr FLTG Rate TR | Reduce -0.2% | 0.20% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -0.0% | 1.02% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.7% | 0.26% | −0.01 |
| ORCL Oracle Corp. | Reduce -17.2% | 1.36% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 0.10% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -1.2% | 0.10% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 1.10% | +0.02 |
| MS Morgan Stanley | Reduce -0.7% | 1.03% | +0.05 |
| AMD Advanced Micro Devices | Reduce -0.1% | 0.63% | +0.06 |
| SCCO Southern Copper Corp. | Reduce -0.8% | 0.68% | +0.06 |
| C Citigroup Inc. | Reduce -2.2% | 1.18% | +0.09 |
| MFG Mizuho Financial Group-ADR | Reduce -1.5% | 1.14% | +0.10 |
| UBS UBS Group AG-Reg | Reduce -0.1% | 1.13% | +0.14 |
| EXPE Expedia Group Inc. | Reduce -0.3% | 1.10% | +0.14 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.4% | 1.41% | +0.19 |
| LRCX Lam Research Corp. | Reduce -1.1% | 1.26% | +0.28 |
| AVGO Broadcom Inc. | Reduce -2.5% | 2.29% | +0.28 |
| ANET Arista Networks Inc. | Reduce -0.1% | 1.33% | +0.36 |
| AAPL Apple Inc. | Reduce -0.2% | 3.41% | +0.43 |
| NVDA Nvidia Corp. | Reduce -0.5% | 4.71% | +0.56 |
| GOOGL Alphabet Inc. Class A | Reduce -1.6% | 3.28% | +0.71 |
Portfolio Buys Q2 2025 → Q3 2025
| PHM Pultegroup Inc. | New | 0.78% | +0.78 |
| XSVM Invesco S&P Smallcap Value W | Add +41.6% | 2.68% | +0.77 |
| GNRC Generac Holdings Inc. | New | 0.69% | +0.69 |
| META Meta Platforms Inc. Class A | Add +49.8% | 1.81% | +0.55 |
| LLY Eli Lilly & Co. | Add +88.3% | 0.98% | +0.42 |
| BABA Alibaba Group Holding-SP ADR | Add +1.2% | 0.87% | +0.28 |
| ABBV Abbvie Inc. | Add +0.5% | 1.41% | +0.18 |
| IAU iShares Gold Trust | Add +1.2% | 2.06% | +0.14 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +0.2% | 1.23% | +0.10 |
| JNJ Johnson & Johnson | Add +0.9% | 0.76% | +0.08 |
| GD General Dynamics Corp. | Add +0.3% | 0.90% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +0.5% | 0.88% | +0.05 |
| FE Firstenergy Corp. | Add +0.2% | 0.72% | +0.04 |
| TIMB Tim SA-ADR | Add +0.7% | 1.04% | +0.04 |
| HD Home Depot Inc. | Add +0.5% | 0.77% | +0.02 |
| CEG Constellation Energy | Add +1.1% | 1.27% | +0.02 |
| FLJP Franklin Ftse Japan ETF | Add +0.6% | 0.76% | +0.01 |
| IEF iShares 7-10 Year Treasury B | Add +5.9% | 2.31% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +0.6% | 0.35% | +0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +8.0% | 0.48% | +0.01 |
| BAC Bank of America Corp. | Add +0.1% | 0.99% | +0.00 |
| D Dominion Energy Inc. | Add +0.9% | 0.74% | +0.00 |
| UBER Uber Technologies Inc. | Add +0.4% | 1.03% | −0.00 |
| O Realty Income Corp. | Add +1.4% | 0.73% | −0.00 |
| SMMD iShares Russell 2500 ETF | Add +6.6% | 0.13% | −0.00 |
| BYLD iShares Yield Optimized Bond | Add +1.4% | 0.21% | −0.01 |
| TWLO Twilio Inc. Class A | Add +23.9% | 0.98% | −0.01 |
| NVS Novartis AG-Sponsored ADR | Add +0.8% | 0.84% | −0.01 |
| PNC PNC Financial Services Group | Add +0.1% | 0.85% | −0.02 |
| MCD McDonald's Corp. | Add +2.1% | 0.90% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +4.4% | 0.69% | −0.02 |
| XOM Exxon Mobil Corp. | Add +0.6% | 0.83% | −0.02 |
| SHEL Shell PLC-ADR | Add +1.1% | 0.72% | −0.04 |
| PBR Petroleo Brasileiro-Spon ADR | Add +0.3% | 0.64% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 1.30% | −0.04 |
| EQIX Equinix Inc. | Add +0.9% | 0.62% | −0.05 |
| GILD Gilead Sciences Inc. | Add +1.5% | 0.95% | −0.06 |
| T AT&T Inc. | Add +1.0% | 0.73% | −0.06 |
| LNG Cheniere Energy Inc. | Add +0.2% | 0.92% | −0.06 |
| UL Unilever PLC | Add +1.1% | 0.71% | −0.07 |
| YUMC Yum China Holdings Inc. | Add +1.9% | 0.65% | −0.08 |
| ZTS Zoetis Inc. | Add +1.0% | 0.52% | −0.08 |
| EOG EOG Resources Inc. | Add +0.6% | 0.61% | −0.09 |
| WCN Waste Connections Inc. | Add +1.1% | 0.78% | −0.09 |
| COST Costco Wholesale Corp. | Add +0.7% | 0.76% | −0.10 |
| V Visa Inc. Class A | Add +0.7% | 0.98% | −0.10 |
| IBM Intl Business Machines Corp. | Add +0.3% | 1.07% | −0.11 |
| DE Deere & Co. | Add +0.9% | 0.68% | −0.12 |
| ICE Intercontinental Exchange Inc. | Add +0.7% | 0.84% | −0.12 |
| FLIN Franklin Ftse India ETF | Add +0.7% | 1.04% | −0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 93 | $278.7M | IEUR, NVDA, GOOGL, AAPL, XSVM |
| Q1 2026 | 77 | $241.3M | IEUR, NVDA, GOOGL, AAPL, XSVM |
| Q4 2025 | 95 | $265.4M | IEUR, NVDA, GOOGL, AAPL, AMZN |
| Q3 2025Amended | 92 | $261.4M | IEUR, NVDA, AAPL, GOOGL, MSFT |
| Q2 2025 | 96 | $244.8M | IEUR, NVDA, AMZN, MSFT, AAPL |
| Q1 2025 | 94 | $217.0M | IEUR, AAPL, AMZN, MSFT, NVDA |
| Q4 2024 | 96 | $234.5M | FNOV, IEUR, AAPL, AMZN, NVDA |
| Q3 2024 | 93 | $224.8M | FNOV, IEUR, AAPL, MSFT, AMZN |
| Q2 2024 | 69 | $175.9M | FNOV, IEUR, AAPL, MSFT, AMZN |
| Q1 2024 | 95 | $205.4M | FNOV, IEUR, AMZN, MSFT, AAPL |