Institutions / Altman Advisors, Inc.
Altman Advisors, Inc.
CIK 1731671 · Institution · as of Dec 31, 2025
Portfolio value
$265.39M
Positions
95
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 95 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $16.61M | 6.3% |
| NVIDIA Corp | $11.93M | 4.5% |
| Alphabet Inc. | $10.75M | 4.1% |
| Apple Inc. | $9.44M | 3.6% |
| Amazon.com Inc | $8.29M | 3.1% |
| Invesco Exchange Traded Fd T | $7.83M | 3.0% |
| Microsoft Corp | $7.59M | 2.9% |
| iShares Tr | $7.17M | 2.7% |
| iShares Gold Tr | $5.41M | 2.0% |
| Broadcom Inc. | $4.83M | 1.8% |
| Walmart Inc. | $4.15M | 1.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $3.96M | 1.5% |
| Cboe Global Markets Inc | $3.87M | 1.5% |
| Twilio Inc | $3.65M | 1.4% |
| First Trust Exchange-Traded Fund VIII | $3.62M | 1.4% |
| ELI LILLY & Co | $3.62M | 1.4% |
| Constellation Energy Corp | $3.57M | 1.3% |
| Meta Platforms Inc | $3.52M | 1.3% |
| Expedia Group Inc | $3.51M | 1.3% |
| iShares Tr | $3.49M | 1.3% |
| Warren E. Buffett | $3.42M | 1.3% |
| Citigroup Inc | $3.34M | 1.3% |
| UBS Group AG | $3.24M | 1.2% |
| Mitsubishi Ufj Financial Group IncMUFG | $3.22M | 1.2% |
| Mizuho Financial Group, Inc.MFG | $3.12M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.