Altman Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Altman Advisors, Inc. reported 95 stock positions worth $265.4 million. Its top holding was iShares Core MSCI Europe ETF (IEUR) at 6.3% of the portfolio, followed by Nvidia (NVDA, 4.5%) and Alphabet Class A (GOOGL, 4.1%). Compared with Q3 2025, it opened 5 new positions, sold out of 2, added to 38 and reduced 46. The biggest buy was a new position in iShares MSCI Acwi ETF (ACWI) and the biggest sale an exit from Franklin Ftse India ETF (FLIN).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001731671
- Portfolio Value
- $265.4M (Q4 2025)
- SEC Filing
- 0001731671-26-000001 ↗ filed Feb 4, 2026
Holdings Value
Holdings 95 stocks · $265.4M
| IEUR iShares Core MSCI Europe ETF | 6.26% | 234,061 | $16.6M | Add +1.4% |
| NVDA Nvidia Corp. | 4.50% | 63,994 | $11.9M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 4.05% | 34,360 | $10.8M | Reduce -2.6% |
| AAPL Apple Inc. | 3.56% | 34,728 | $9.4M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 3.12% | 35,921 | $8.3M | Add +3.1% |
| XSVM Invesco S&P Smallcap Value W | 2.95% | 137,061 | $7.8M | Add +10.7% |
| MSFT Microsoft Corp. | 2.86% | 15,695 | $7.6M | Add +2.5% |
| IEF iShares 7-10 Year Treasury B | 2.70% | 74,566 | $7.2M | Add +19.2% |
| IAU iShares Gold Trust | 2.04% | 80,627 | $5.4M | Reduce -6.8% |
| AVGO Broadcom Inc. | 1.82% | 13,954 | $4.8M | Reduce -23.1% |
| WMT Walmart Inc. | 1.56% | 37,266 | $4.2M | Reduce -0.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.49% | 13,023 | $4.0M | Reduce -1.0% |
| CBOE Cboe Global Markets Inc. | 1.46% | 15,431 | $3.9M | No change |
| TWLO Twilio Inc. Class A | 1.38% | 25,665 | $3.7M | Add +0.3% |
| FNOV FT Vest US Equity Buffer ETF | 1.37% | 95,028 | $3.6M | Add +0.5% |
| LLY Eli Lilly & Co. | 1.36% | 3,367 | $3.6M | Reduce -0.1% |
| CEG Constellation Energy | 1.34% | 10,096 | $3.6M | Add +0.1% |
| META Meta Platforms Inc. Class A | 1.33% | 5,339 | $3.5M | Reduce -17.2% |
| EXPE Expedia Group Inc. | 1.32% | 12,401 | $3.5M | Reduce -8.2% |
| ACWI iShares MSCI Acwi ETF | 1.31% | 24,653 | $3.5M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.29% | 6,800 | $3.4M | Add +0.4% |
| C Citigroup Inc. | 1.26% | 28,582 | $3.3M | Reduce -5.7% |
| UBS UBS Group AG-Reg | 1.22% | 69,964 | $3.2M | Reduce -2.5% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 1.21% | 202,771 | $3.2M | Add +0.7% |
| MFG Mizuho Financial Group-ADR | 1.17% | 425,735 | $3.1M | Reduce -3.9% |
| ANET Arista Networks Inc. | 1.16% | 23,574 | $3.1M | Reduce -1.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.14% | 6,477 | $3.0M | Reduce -4.2% |
| LRCX Lam Research Corp. | 1.11% | 17,158 | $2.9M | Reduce -30.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.10% | 9,846 | $2.9M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 1.10% | 9,041 | $2.9M | Reduce -1.1% |
| MS Morgan Stanley | 1.10% | 16,408 | $2.9M | Reduce -3.0% |
| NFLX Netflix Inc. | 1.09% | 30,899 | $2.9M | Add +5.2% |
| GILD Gilead Sciences Inc. | 1.04% | 22,505 | $2.8M | Add +0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.03% | 49,535 | $2.7M | Reduce -0.9% |
| V Visa Inc. Class A | 1.00% | 7,545 | $2.6M | Add +0.1% |
| MMM 3M Co. | 0.98% | 16,294 | $2.6M | Reduce -1.6% |
| GS Goldman Sachs Group Inc. | 0.95% | 2,879 | $2.5M | Reduce -0.3% |
| ORCL Oracle Corp. | 0.93% | 12,616 | $2.5M | Add +0.2% |
| MCD McDonald's Corp. | 0.91% | 7,915 | $2.4M | Add +1.8% |
| ABBV Abbvie Inc. | 0.91% | 10,536 | $2.4M | Reduce -33.6% |
| TIMB Tim SA-ADR | 0.89% | 121,583 | $2.4M | Add +0.2% |
| NVS Novartis AG-Sponsored ADR | 0.89% | 17,112 | $2.4M | Reduce -0.1% |
| GD General Dynamics Corp. | 0.88% | 6,906 | $2.3M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.88% | 4,071 | $2.3M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.87% | 19,230 | $2.3M | Reduce -0.3% |
| DY Dycom Industries Inc. | 0.85% | 6,675 | $2.3M | New |
| UBER Uber Technologies Inc. | 0.85% | 27,589 | $2.3M | Add +0.2% |
| ETN Eaton Corp. PLC | 0.84% | 6,989 | $2.2M | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.83% | 10,673 | $2.2M | Reduce -0.3% |
| ISRG Intuitive Surgical Inc. | 0.81% | 3,772 | $2.1M | Add +0.5% |
| ICE Intercontinental Exchange Inc. | 0.80% | 13,149 | $2.1M | Add +0.8% |
| AMD Advanced Micro Devices | 0.79% | 9,771 | $2.1M | Reduce -3.6% |
| SCCO Southern Copper Corp. | 0.77% | 14,150 | $2.0M | Reduce -4.0% |
| FLJP Franklin Ftse Japan ETF | 0.76% | 58,179 | $2.0M | Add +0.7% |
| WCN Waste Connections Inc. | 0.75% | 11,372 | $2.0M | Reduce -1.4% |
| LNG Cheniere Energy Inc. | 0.74% | 10,110 | $2.0M | Reduce -1.2% |
| SHEL Shell PLC-ADR | 0.73% | 26,448 | $1.9M | Add +0.6% |
| CTSH Cognizant Tech Solutions-A | 0.73% | 23,313 | $1.9M | Add +0.7% |
| YUMC Yum China Holdings Inc. | 0.72% | 39,945 | $1.9M | Add +0.8% |
| UL Unilever PLC-Sponsored ADR | 0.72% | 29,108 | $1.9M | Add +4.3% |
| BABA Alibaba Group Holding-SP ADR | 0.70% | 12,736 | $1.9M | Add +0.2% |
| COST Costco Wholesale Corp. | 0.70% | 2,163 | $1.9M | Add +0.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.70% | 142,176 | $1.9M | Add +2.5% |
| FE Firstenergy Corp. | 0.69% | 41,158 | $1.8M | Reduce -0.3% |
| PHM Pultegroup Inc. | 0.69% | 15,647 | $1.8M | Add +1.1% |
| DE Deere & Co. | 0.69% | 3,915 | $1.8M | Add +0.6% |
| D Dominion Energy Inc. | 0.69% | 31,100 | $1.8M | Reduce -2.1% |
| O Realty Income Corp. | 0.67% | 31,638 | $1.8M | Add +0.4% |
| HD Home Depot Inc. | 0.63% | 4,877 | $1.7M | Reduce -1.9% |
| T AT&T Inc. | 0.63% | 67,539 | $1.7M | Reduce -0.7% |
| TSLA Tesla Inc. | 0.61% | 3,583 | $1.6M | Reduce -0.1% |
| HUBS HubSpot Inc. | 0.60% | 3,962 | $1.6M | Add +18.2% |
| EQIX Equinix Inc. | 0.57% | 1,958 | $1.5M | Reduce -5.6% |
| PBR Petroleo Brasileiro-Spon ADR | 0.55% | 122,811 | $1.5M | Reduce -6.5% |
| EOG EOG Resources Inc. | 0.50% | 12,703 | $1.3M | Reduce -10.0% |
| ZTS Zoetis Inc. | 0.48% | 10,206 | $1.3M | Add +9.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.48% | 92,421 | $1.3M | Add +1.8% |
| AMT American Tower Corp. | 0.47% | 7,164 | $1.3M | Reduce -14.2% |
| PYPL PayPal Holdings Inc. | 0.40% | 18,300 | $1.1M | New |
| JQUA JPMorgan US Quality Factor | 0.39% | 16,453 | $1.0M | No change |
| DUHP Dimensional US High Profi Et | 0.31% | 21,289 | $810K | No change |
| GNRC Generac Holdings Inc. | 0.28% | 5,357 | $731K | Reduce -50.4% |
| VOO Vanguard S&P 500 ETF | 0.27% | 1,134 | $711K | No change |
| EFA iShares MSCI Eafe ETF | 0.26% | 7,258 | $697K | Add +1.0% |
| IBIT iShares Bitcoin Trust ETF | 0.26% | 13,923 | $691K | Add +0.1% |
| BYLD iShares Yield Optimized Bond | 0.21% | 260,896 | $548K | Reduce -0.6% |
| XEFRX Eaton Vance Sr FLTG Rate TR | 0.18% | 52,075 | $476K | Reduce -6.7% |
| SMMD iShares Russell 2500 ETF | 0.13% | 24,092 | $348K | Add +1.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.12% | 4,467 | $325K | No change |
| SSO Proshares Ultra S&P500 | 0.11% | 4,863 | $282K | Reduce -10.9% |
| EEM iShares MSCI Emerging Market | 0.10% | 5,075 | $278K | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 365 | $249K | Reduce -10.8% |
| RKLB Rocket Lab Corp. | 0.09% | 3,378 | $236K | New |
| CMCSA Comcast Corp. Class A | 0.09% | 7,872 | $235K | No change |
| BKNG Booking Holdings Inc. | 0.08% | 41 | $220K | New |
Portfolio Sells Q3 2025 → Q4 2025
| FLIN Franklin Ftse India ETF | Sold out | 0.00% | −1.04 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.85 |
| ABBV Abbvie Inc. | Reduce -33.6% | 0.91% | −0.50 |
| META Meta Platforms Inc. Class A | Reduce -17.2% | 1.33% | −0.48 |
| AVGO Broadcom Inc. | Reduce -23.1% | 1.82% | −0.47 |
| GNRC Generac Holdings Inc. | Reduce -50.4% | 0.28% | −0.42 |
| NVDA Nvidia Corp. | Reduce -3.0% | 4.50% | −0.21 |
| LNG Cheniere Energy Inc. | Reduce -1.2% | 0.74% | −0.18 |
| ETN Eaton Corp. PLC | Reduce -1.6% | 0.84% | −0.18 |
| ANET Arista Networks Inc. | Reduce -1.0% | 1.16% | −0.16 |
| LRCX Lam Research Corp. | Reduce -30.0% | 1.11% | −0.15 |
| AMT American Tower Corp. | Reduce -14.2% | 0.47% | −0.14 |
| HD Home Depot Inc. | Reduce -1.9% | 0.63% | −0.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -4.2% | 1.14% | −0.12 |
| EOG EOG Resources Inc. | Reduce -10.0% | 0.50% | −0.10 |
| T AT&T Inc. | Reduce -0.7% | 0.63% | −0.10 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -6.5% | 0.55% | −0.09 |
| D Dominion Energy Inc. | Reduce -2.1% | 0.69% | −0.06 |
| EQIX Equinix Inc. | Reduce -5.6% | 0.57% | −0.06 |
| FE Firstenergy Corp. | Reduce -0.3% | 0.69% | −0.03 |
| GD General Dynamics Corp. | Reduce -0.3% | 0.88% | −0.03 |
| WCN Waste Connections Inc. | Reduce -1.4% | 0.75% | −0.02 |
| XEFRX Eaton Vance Sr FLTG Rate TR | Reduce -6.7% | 0.18% | −0.02 |
| IAU iShares Gold Trust | Reduce -6.8% | 2.04% | −0.02 |
| SSO Proshares Ultra S&P500 | Reduce -10.9% | 0.11% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.8% | 0.09% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 1.10% | −0.01 |
| BYLD iShares Yield Optimized Bond | Reduce -0.6% | 0.21% | −0.00 |
| TSLA Tesla Inc. | Reduce -0.1% | 0.61% | −0.00 |
| MMM 3M Co. | Reduce -1.6% | 0.98% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -0.8% | 1.10% | +0.03 |
| MFG Mizuho Financial Group-ADR | Reduce -3.9% | 1.17% | +0.04 |
| BAC Bank of America Corp. | Reduce -0.9% | 1.03% | +0.04 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 0.87% | +0.04 |
| NVS Novartis AG-Sponsored ADR | Reduce -0.1% | 0.89% | +0.05 |
| MS Morgan Stanley | Reduce -3.0% | 1.10% | +0.07 |
| JNJ Johnson & Johnson | Reduce -0.3% | 0.83% | +0.07 |
| GS Goldman Sachs Group Inc. | Reduce -0.3% | 0.95% | +0.07 |
| C Citigroup Inc. | Reduce -5.7% | 1.26% | +0.08 |
| SCCO Southern Copper Corp. | Reduce -4.0% | 0.77% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.0% | 1.49% | +0.09 |
| WMT Walmart Inc. | Reduce -0.4% | 1.56% | +0.09 |
| UBS UBS Group AG-Reg | Reduce -2.5% | 1.22% | +0.10 |
| AAPL Apple Inc. | Reduce -0.9% | 3.56% | +0.14 |
| AMD Advanced Micro Devices | Reduce -3.6% | 0.79% | +0.16 |
| EXPE Expedia Group Inc. | Reduce -8.2% | 1.32% | +0.22 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 1.36% | +0.38 |
| GOOGL Alphabet Inc. Class A | Reduce -2.6% | 4.05% | +0.77 |
Portfolio Buys Q3 2025 → Q4 2025
| ACWI iShares MSCI Acwi ETF | New | 1.31% | +1.31 |
| DY Dycom Industries Inc. | New | 0.85% | +0.85 |
| PYPL PayPal Holdings Inc. | New | 0.40% | +0.40 |
| TWLO Twilio Inc. Class A | Add +0.3% | 1.38% | +0.40 |
| IEF iShares 7-10 Year Treasury B | Add +19.2% | 2.70% | +0.39 |
| XSVM Invesco S&P Smallcap Value W | Add +10.7% | 2.95% | +0.28 |
| IEUR iShares Core MSCI Europe ETF | Add +1.4% | 6.26% | +0.24 |
| AMZN Amazon.com Inc. | Add +3.1% | 3.12% | +0.20 |
| ISRG Intuitive Surgical Inc. | Add +0.5% | 0.81% | +0.16 |
| CTSH Cognizant Tech Solutions-A | Add +0.7% | 0.73% | +0.14 |
| GILD Gilead Sciences Inc. | Add +0.8% | 1.04% | +0.09 |
| RKLB Rocket Lab Corp. | New | 0.09% | +0.09 |
| BKNG Booking Holdings Inc. | New | 0.08% | +0.08 |
| CEG Constellation Energy | Add +0.1% | 1.34% | +0.07 |
| YUMC Yum China Holdings Inc. | Add +0.8% | 0.72% | +0.07 |
| FNOV FT Vest US Equity Buffer ETF | Add +0.5% | 1.37% | +0.02 |
| SHEL Shell PLC-ADR | Add +0.6% | 0.73% | +0.01 |
| V Visa Inc. Class A | Add +0.1% | 1.00% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.5% | 0.70% | +0.01 |
| MCD McDonald's Corp. | Add +1.8% | 0.91% | +0.01 |
| DE Deere & Co. | Add +0.6% | 0.69% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +1.0% | 0.26% | +0.01 |
| UL Unilever PLC-Sponsored ADR | Add +4.3% | 0.72% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +0.5% | 0.10% | +0.00 |
| SMMD iShares Russell 2500 ETF | Add +1.4% | 0.13% | +0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +1.8% | 0.48% | +0.00 |
| HUBS HubSpot Inc. | Add +18.2% | 0.60% | −0.00 |
| MA Mastercard Inc. Class A | Add +0.3% | 0.88% | −0.01 |
| FLJP Franklin Ftse Japan ETF | Add +0.7% | 0.76% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 1.29% | −0.01 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +0.7% | 1.21% | −0.02 |
| ZTS Zoetis Inc. | Add +9.8% | 0.48% | −0.04 |
| ICE Intercontinental Exchange Inc. | Add +0.8% | 0.80% | −0.04 |
| COST Costco Wholesale Corp. | Add +0.4% | 0.70% | −0.06 |
| O Realty Income Corp. | Add +0.4% | 0.67% | −0.06 |
| IBIT iShares Bitcoin Trust ETF | Add +0.1% | 0.26% | −0.09 |
| PHM Pultegroup Inc. | Add +1.1% | 0.69% | −0.09 |
| TIMB Tim SA-ADR | Add +0.2% | 0.89% | −0.14 |
| BABA Alibaba Group Holding-SP ADR | Add +0.2% | 0.70% | −0.17 |
| MSFT Microsoft Corp. | Add +2.5% | 2.86% | −0.17 |
| UBER Uber Technologies Inc. | Add +0.2% | 0.85% | −0.18 |
| NFLX Netflix Inc. | Add +5.2% | 1.09% | −0.26 |
| ORCL Oracle Corp. | Add +0.2% | 0.93% | −0.43 |
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 |