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Latest Altman Advisors, Inc. Stock Portfolio

$278Million | No. of Holdings #93

Altman Advisors, Inc. Performance

2026 Q2+9.14%
YTD+7.97%
2025+19.45%

About Altman Advisors, Inc. and 13F Hedge Fund Stock Holdings

Altman Advisors, Inc. is a hedge fund based in Chicago, IL. On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Altman Advisors, Inc. reported an equity portfolio of $278.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Altman Advisors, Inc. are ACWF, NVDA, GOOG. The fund has invested 7.2% of it's portfolio in ISHARES TR and 4.5% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off COGNIZANT TECHNOLOGY SOLUTIO (CTSH), ORACLE CORP (ORCL) and AMERICAN TOWER CORP (AMT) stocks. They significantly reduced their stock positions in WALMART INC (WMT), ISHARES GOLD TR (IAU) and FIRST TR EXCHNG TRADED FD VI (AFLG). Altman Advisors, Inc. opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), MICRON TECHNOLOGY INC (MU) and CROWDSTRIKE HLDGS INC (CRWD). The fund showed a lot of confidence in some stocks as they added substantially to ALIBABA GROUP HLDG LTD (BABA), SPDR SERIES TRUST (BIL) and ISHARES TR (AGT).
Altman Advisors, Inc. Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$278Million
  as of Aug 11, 2026

Altman Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Altman Advisors, Inc. made a return of 9.14% in the last quarter. In trailing 12 months, it's portfolio return was 19.11%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
advanced micro devices inc4,974,910
micron technology inc3,043,860
crowdstrike hldgs inc2,169,610
palantir technologies inc1,886,440
home depot inc1,761,840
tesla inc1,507,010
healthpeak properties inc1,488,220
ishares tr793,640
New stocks bought by Altman Advisors, Inc.

Additions

Ticker% Inc.
alibaba group hldg ltd28.94
spdr series trust19.04
ishares tr16.9
ishares tr15.53
meta platforms inc14.27
spdr series trust10.04
eaton vance sr fltng rte tr4.33
southern copper corp0.32
Additions to existing portfolio by Altman Advisors, Inc.

Reductions

Ticker% Reduced
walmart inc-21.81
ishares gold tr-14.77
first tr exchng traded fd vi-6.35
eli lilly & co-5.05
lam research corp-3.78
morgan stanley-3.42
arista networks inc-3.23
eog res inc-2.78
Altman Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
cognizant technology solutio-2,222,400
ishares bitcoin trust etf-538,994
oracle corp-1,762,210
american tower corp-1,349,110
Altman Advisors, Inc. got rid off the above stocks

Sector Distribution

Altman Advisors, Inc. has about 33.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Healthcare
  • Utilities
  • Real Estate
  • Energy
  • Consumer Defensive
Sector%
Others33.8
Technology22.5
Communication Services9.1
Consumer Cyclical8.5
Financial Services7.2
Industrials5.8
Healthcare4.1
Utilities2.3
Real Estate2
Energy2
Consumer Defensive1.8

Market Cap. Distribution

Altman Advisors, Inc. has about 65.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP43.1
UNALLOCATED33.8
LARGE-CAP22.6

Stocks belong to which Index?

About 59.3% of the stocks held by Altman Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50058.1
Others40.7
RUSSELL 20001.2
Top 5 Winners (%)%
LRCX
lam research corp
100.9 %
TWLO
twilio inc
63.6 %
GNRC
generac hldgs inc
49.7 %
DY
dycom inds inc
49.0 %
TSM
taiwan semiconductor manufac
40.9 %
Top 5 Winners ($)$
LRCX
lam research corp
3.8 M
GOOG
alphabet inc
2.3 M
TWLO
twilio inc
2.1 M
TSM
taiwan semiconductor manufac
1.9 M
NVDA
nvidia corporation
1.6 M
Top 5 Losers (%)%
T
at&t inc
-28.5 %
NFLX
netflix inc.
-25.7 %
PBR
petroleo brasileiro s a
-21.8 %
ICE
intercontinental exchange in
-21.7 %
BABA
alibaba group hldg ltd
-21.4 %
Top 5 Losers ($)$
NFLX
netflix inc.
-0.8 M
TIMB
tim s a
-0.6 M
cboe global mkts inc
-0.6 M
XOM
exxon mobil corp
-0.5 M
T
at&t inc
-0.5 M

Altman Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Altman Advisors, Inc.

Altman Advisors, Inc. has 93 stocks in it's portfolio. About 36.2% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for Altman Advisors, Inc. last quarter.

$278.66MTotal Value
97.00Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Altman Advisors, Inc., last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Altman Advisors, Inc.'s holding in Ishares Tr over time
2.66%63,212
$7.42M
2.66%
decreased 0.59 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Altman Advisors, Inc.'s holding in Ishares Tr over time
0.28%5,056
$793.6K
0.28%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Altman Advisors, Inc.'s holding in Ishares Tr over time
7.17%265,639
$19.97M
7.17%
decreased 1.19 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Altman Advisors, Inc.'s holding in Ishares Tr over time
0.21%304,382
$585.1K
0.21%
increased 15.53 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Altman Advisors, Inc.'s holding in First Tr Exchng Traded Fd Vi over time
1.21%88,314
$3.36M
1.21%
decreased 6.35 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Altman Advisors, Inc.'s holding in Ishares Tr over time
0.14%27,986
$380.3K
0.14%
increased 16.9 percentadded
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
Altman Advisors, Inc.'s holding in Alibaba Group Hldg Ltd over time
0.57%16,516
$1.59M
0.57%
increased 28.94 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Altman Advisors, Inc.'s holding in J P Morgan Exchange Traded F over time
0.31%11,853
$856.7K
0.31%
unchanged 0 percentunchanged
BIB
Proshares Tr

Proshares Tr

BIB
Altman Advisors, Inc.'s holding in Proshares Tr over time
0.11%4,640
$312.6K
0.11%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Altman Advisors, Inc.'s holding in Spdr Series Trust over time
0.66%158,875
$1.84M
0.66%
increased 10.04 percentadded