Altman Advisors, Inc.
CIK: 0001731671SEC EDGAR →
Portfolio Value
$265.4M
Holdings
95
As of
Q4 2025
New Positions
7
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 234,061 | $16.6M | 6.26% |
| 2 | NVIDIA CORPORATION | 63,994 | $11.9M | 4.50% |
| 3 | ALPHABET INC | 34,360 | $10.8M | 4.05% |
| 4 | APPLE INC | 34,728 | $9.4M | 3.56% |
| 5 | AMAZON COM INC | 35,921 | $8.3M | 3.12% |
| 6 | INVESCO EXCHANGE TRADED FD T | 137,061 | $7.8M | 2.95% |
| 7 | MICROSOFT CORP | 15,695 | $7.6M | 2.86% |
| 8 | ISHARES TR | 74,566 | $7.2M | 2.70% |
| 9 | ISHARES GOLD TR | 80,627 | $5.4M | 2.04% |
| 10 | BROADCOM INC | 13,954 | $4.8M | 1.82% |
Quarterly Changes
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $79.6M | 30.0% |
| Technology | 14 | $60.1M | 22.6% |
| Communication Services | 7 | $25.1M | 9.5% |
| Consumer Cyclical | 9 | $23.3M | 8.8% |
| Unknown | 7 | $18.1M | 6.8% |
| Healthcare | 6 | $14.4M | 5.4% |
| Industrials | 7 | $14.0M | 5.3% |
| Energy | 5 | $9.0M | 3.4% |
| Consumer Defensive | 3 | $7.9M | 3.0% |
| Utilities | 3 | $7.2M | 2.7% |
| Real Estate | 3 | $4.5M | 1.7% |
| Basic Materials | 1 | $2.0M | 0.8% |