Altman Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Altman Advisors, Inc. reported 77 stock positions worth $241.3 million. Its top holding was iShares Core MSCI Europe ETF (IEUR) at 7.8% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Alphabet Class A (GOOGL, 4.0%). Compared with Q4 2025, it opened 4 new positions, sold out of 22, added to 30 and reduced 42. The biggest buy was a new position in iShares 3-7 Year Treasury Bo (IEI) and the biggest sale an exit from iShares 7-10 Year Treasury B (IEF).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001731671
- Portfolio Value
- $241.3M (Q1 2026)
- SEC Filing
- 0001731671-26-000002 ↗ filed May 5, 2026
Holdings Value
Holdings 77 stocks · $241.3M
| IEUR iShares Core MSCI Europe ETF | 7.83% | 268,835 | $18.9M | Add +14.9% |
| NVDA Nvidia Corp. | 4.59% | 63,492 | $11.1M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 4.03% | 33,779 | $9.7M | Reduce -1.7% |
| AAPL Apple Inc. | 3.75% | 35,619 | $9.0M | Add +2.6% |
| XSVM Invesco S&P Smallcap Value W | 3.50% | 139,995 | $8.4M | Add +2.1% |
| AMZN Amazon.com Inc. | 3.47% | 40,251 | $8.4M | Add +12.1% |
| IEI iShares 3-7 Year Treasury Bo | 3.13% | 63,586 | $7.5M | New |
| MSFT Microsoft Corp. | 2.65% | 17,250 | $6.4M | Add +9.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.90% | 13,598 | $4.6M | Add +4.4% |
| CBOE Cboe Global Markets Inc. | 1.80% | 15,431 | $4.3M | No change |
| AVGO Broadcom Inc. | 1.78% | 13,910 | $4.3M | Reduce -0.3% |
| IAU iShares Gold Trust | 1.78% | 64,000 | $4.3M | Reduce -20.6% |
| WMT Walmart Inc. | 1.77% | 34,268 | $4.3M | Reduce -8.0% |
| META Meta Platforms Inc. Class A | 1.71% | 7,225 | $4.1M | Add +35.3% |
| LRCX Lam Research Corp. | 1.54% | 17,408 | $3.7M | Add +1.5% |
| FNOV FT Vest US Equity Buffer ETF | 1.47% | 94,298 | $3.5M | Reduce -0.8% |
| TWLO Twilio Inc. Class A | 1.36% | 26,145 | $3.3M | Add +1.9% |
| TIMB Tim SA-ADR | 1.32% | 120,636 | $3.2M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 1.30% | 3,408 | $3.1M | Add +1.2% |
| GILD Gilead Sciences Inc. | 1.27% | 21,992 | $3.1M | Reduce -2.3% |
| NFLX Netflix Inc. | 1.26% | 31,704 | $3.0M | Add +2.6% |
| MFG Mizuho Financial Group-ADR | 1.25% | 379,398 | $3.0M | Reduce -10.9% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 1.25% | 177,200 | $3.0M | Reduce -12.6% |
| EXPE Expedia Group Inc. | 1.22% | 12,735 | $2.9M | Add +2.7% |
| CEG Constellation Energy | 1.19% | 10,244 | $2.9M | Add +1.5% |
| ANET Arista Networks Inc. | 1.18% | 23,252 | $2.9M | Reduce -1.4% |
| C Citigroup Inc. | 1.16% | 24,767 | $2.8M | Reduce -13.3% |
| XOM Exxon Mobil Corp. | 1.11% | 15,800 | $2.7M | Reduce -17.8% |
| GS Goldman Sachs Group Inc. | 1.07% | 3,060 | $2.6M | Add +6.3% |
| SCCO Southern Copper Corp. | 1.02% | 14,368 | $2.5M | Add +1.5% |
| UBS UBS Group AG-Reg | 1.02% | 63,194 | $2.5M | Reduce -9.7% |
| SHEL Shell PLC-ADR | 1.00% | 25,900 | $2.4M | Reduce -2.1% |
| JNJ Johnson & Johnson | 0.98% | 9,713 | $2.4M | Reduce -9.0% |
| LNG Cheniere Energy Inc. | 0.98% | 8,362 | $2.4M | Reduce -17.3% |
| GEV GE Vernova Inc. | 0.98% | 2,703 | $2.4M | New |
| DY Dycom Industries Inc. | 0.95% | 6,766 | $2.3M | Add +1.4% |
| NVS Novartis AG-Sponsored ADR | 0.95% | 14,971 | $2.3M | Reduce -12.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.93% | 9,236 | $2.2M | Reduce -6.2% |
| ETN Eaton Corp. PLC | 0.93% | 6,249 | $2.2M | Reduce -10.6% |
| CTSH Cognizant Tech Solutions-A | 0.92% | 36,225 | $2.2M | Add +55.4% |
| COST Costco Wholesale Corp. | 0.92% | 2,229 | $2.2M | Add +3.0% |
| V Visa Inc. Class A | 0.92% | 7,312 | $2.2M | Reduce -3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.91% | 4,605 | $2.2M | Reduce -32.3% |
| GNRC Generac Holdings Inc. | 0.91% | 11,257 | $2.2M | Add +110.1% |
| JPM JPMorgan Chase & Co. | 0.90% | 7,374 | $2.2M | Reduce -18.4% |
| MS Morgan Stanley | 0.89% | 13,048 | $2.1M | Reduce -20.5% |
| DE Deere & Co. | 0.89% | 3,803 | $2.1M | Reduce -2.9% |
| ABBV Abbvie Inc. | 0.88% | 9,809 | $2.1M | Reduce -6.9% |
| ICE Intercontinental Exchange Inc. | 0.88% | 13,424 | $2.1M | Add +2.1% |
| PBR Petroleo Brasileiro-Spon ADR | 0.87% | 101,021 | $2.1M | Reduce -17.7% |
| FLJP Franklin Ftse Japan ETF | 0.87% | 57,897 | $2.1M | Reduce -0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.86% | 42,778 | $2.1M | Reduce -13.6% |
| MA Mastercard Inc. Class A | 0.86% | 4,150 | $2.1M | Add +1.9% |
| MMM 3M Co. | 0.86% | 14,273 | $2.1M | Reduce -12.4% |
| UBER Uber Technologies Inc. | 0.85% | 28,647 | $2.1M | Add +3.8% |
| GD General Dynamics Corp. | 0.84% | 5,920 | $2.0M | Reduce -14.3% |
| YUMC Yum China Holdings Inc. | 0.83% | 41,010 | $2.0M | Add +2.7% |
| FE Firstenergy Corp. | 0.83% | 39,351 | $2.0M | Reduce -4.4% |
| EQIX Equinix Inc. | 0.83% | 2,033 | $2.0M | Add +3.8% |
| AMCR Amcor PLC | 0.80% | 48,596 | $1.9M | New |
| O Realty Income Corp. | 0.80% | 31,548 | $1.9M | Reduce -0.3% |
| PHM Pultegroup Inc. | 0.78% | 16,038 | $1.9M | Add +2.5% |
| CPNG Coupang Inc. | 0.77% | 97,787 | $1.8M | New |
| ORCL Oracle Corp. | 0.73% | 11,979 | $1.8M | Reduce -5.0% |
| EOG EOG Resources Inc. | 0.72% | 12,008 | $1.7M | Reduce -5.5% |
| T AT&T Inc. | 0.72% | 59,620 | $1.7M | Reduce -11.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.69% | 144,374 | $1.7M | Add +1.6% |
| UL Unilever PLC-Sponsored ADR | 0.69% | 29,095 | $1.7M | Reduce -0.0% |
| D Dominion Energy Inc. | 0.68% | 26,358 | $1.6M | Reduce -15.3% |
| BABA Alibaba Group Holding-SP ADR | 0.67% | 12,809 | $1.6M | Add +0.6% |
| AMT American Tower Corp. | 0.56% | 7,817 | $1.3M | Add +9.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.44% | 84,595 | $1.1M | Reduce -8.5% |
| JQUA JPMorgan US Quality Factor | 0.30% | 11,853 | $727K | Reduce -28.0% |
| BYLD iShares Yield Optimized Bond | 0.23% | 263,470 | $555K | Add +1.0% |
| IBIT iShares Bitcoin Trust ETF | 0.22% | 14,029 | $539K | Add +0.8% |
| XEFRX Eaton Vance Sr FLTG Rate TR | 0.18% | 50,490 | $440K | Reduce -3.0% |
| SMMD iShares Russell 2500 ETF | 0.13% | 23,941 | $315K | Reduce -0.6% |
Portfolio Sells Q4 2025 → Q1 2026
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −2.70 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −1.31 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −1.14 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.91 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.81 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.79 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.75 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.63 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.61 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.60 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.48 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.40 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -32.3% | 0.91% | −0.37 |
| DUHP Dimensional US High Profi Et | Sold out | 0.00% | −0.31 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.27 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.26 |
| IAU iShares Gold Trust | Reduce -20.6% | 1.78% | −0.26 |
| MS Morgan Stanley | Reduce -20.5% | 0.89% | −0.21 |
| JPM JPMorgan Chase & Co. | Reduce -18.4% | 0.90% | −0.20 |
| UBS UBS Group AG-Reg | Reduce -9.7% | 1.02% | −0.20 |
| ORCL Oracle Corp. | Reduce -5.0% | 0.73% | −0.20 |
| IBM Intl Business Machines Corp. | Reduce -6.2% | 0.93% | −0.17 |
| BAC Bank of America Corp. | Reduce -13.6% | 0.86% | −0.16 |
| MMM 3M Co. | Reduce -12.4% | 0.86% | −0.12 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.12 |
| SSO Proshares Ultra S&P500 | Sold out | 0.00% | −0.11 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.09 |
| C Citigroup Inc. | Reduce -13.3% | 1.16% | −0.09 |
| JQUA JPMorgan US Quality Factor | Reduce -28.0% | 0.30% | −0.09 |
| RKLB Rocket Lab Corp. | Sold out | 0.00% | −0.09 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.09 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.08 |
| V Visa Inc. Class A | Reduce -3.1% | 0.92% | −0.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -8.5% | 0.44% | −0.04 |
| AVGO Broadcom Inc. | Reduce -0.3% | 1.78% | −0.04 |
| GD General Dynamics Corp. | Reduce -14.3% | 0.84% | −0.03 |
| UL Unilever PLC-Sponsored ADR | Reduce -0.0% | 0.69% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 4.03% | −0.03 |
| ABBV Abbvie Inc. | Reduce -6.9% | 0.88% | −0.02 |
| D Dominion Energy Inc. | Reduce -15.3% | 0.68% | −0.01 |
| SMMD iShares Russell 2500 ETF | Reduce -0.6% | 0.13% | −0.00 |
| XEFRX Eaton Vance Sr FLTG Rate TR | Reduce -3.0% | 0.18% | +0.00 |
| ANET Arista Networks Inc. | Reduce -1.4% | 1.18% | +0.02 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Reduce -12.6% | 1.25% | +0.03 |
| NVS Novartis AG-Sponsored ADR | Reduce -12.5% | 0.95% | +0.06 |
| MFG Mizuho Financial Group-ADR | Reduce -10.9% | 1.25% | +0.07 |
| T AT&T Inc. | Reduce -11.7% | 0.72% | +0.08 |
| ETN Eaton Corp. PLC | Reduce -10.6% | 0.93% | +0.09 |
| NVDA Nvidia Corp. | Reduce -0.8% | 4.59% | +0.09 |
Portfolio Buys Q4 2025 → Q1 2026
| IEI iShares 3-7 Year Treasury Bo | New | 3.13% | +3.13 |
| IEUR iShares Core MSCI Europe ETF | Add +14.9% | 7.83% | +1.57 |
| GEV GE Vernova Inc. | New | 0.98% | +0.98 |
| AMCR Amcor PLC | New | 0.80% | +0.80 |
| CPNG Coupang Inc. | New | 0.77% | +0.77 |
| GNRC Generac Holdings Inc. | Add +110.1% | 0.91% | +0.64 |
| XSVM Invesco S&P Smallcap Value W | Add +2.1% | 3.50% | +0.55 |
| LRCX Lam Research Corp. | Add +1.5% | 1.54% | +0.43 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.4% | 1.90% | +0.41 |
| META Meta Platforms Inc. Class A | Add +35.3% | 1.71% | +0.39 |
| AMZN Amazon.com Inc. | Add +12.1% | 3.47% | +0.35 |
| EQIX Equinix Inc. | Add +3.8% | 0.83% | +0.26 |
| SCCO Southern Copper Corp. | Add +1.5% | 1.02% | +0.26 |
| COST Costco Wholesale Corp. | Add +3.0% | 0.92% | +0.22 |
| CTSH Cognizant Tech Solutions-A | Add +55.4% | 0.92% | +0.19 |
| AAPL Apple Inc. | Add +2.6% | 3.75% | +0.19 |
| NFLX Netflix Inc. | Add +2.6% | 1.26% | +0.17 |
| GS Goldman Sachs Group Inc. | Add +6.3% | 1.07% | +0.12 |
| YUMC Yum China Holdings Inc. | Add +2.7% | 0.83% | +0.11 |
| DY Dycom Industries Inc. | Add +1.4% | 0.95% | +0.10 |
| PHM Pultegroup Inc. | Add +2.5% | 0.78% | +0.09 |
| AMT American Tower Corp. | Add +9.1% | 0.56% | +0.09 |
| ICE Intercontinental Exchange Inc. | Add +2.1% | 0.88% | +0.07 |
| BYLD iShares Yield Optimized Bond | Add +1.0% | 0.23% | +0.02 |
| UBER Uber Technologies Inc. | Add +3.8% | 0.85% | +0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.6% | 0.69% | −0.01 |
| TWLO Twilio Inc. Class A | Add +1.9% | 1.36% | −0.01 |
| MA Mastercard Inc. Class A | Add +1.9% | 0.86% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +0.8% | 0.22% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Add +0.6% | 0.67% | −0.04 |
| LLY Eli Lilly & Co. | Add +1.2% | 1.30% | −0.06 |
| EXPE Expedia Group Inc. | Add +2.7% | 1.22% | −0.11 |
| CEG Constellation Energy | Add +1.5% | 1.19% | −0.16 |
| MSFT Microsoft Corp. | Add +9.9% | 2.65% | −0.21 |
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 |