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Latest Altman Advisors, Inc. Stock Portfolio

$241Million | No. of Holdings #77

Altman Advisors, Inc. Performance

2026 Q1-1.07%
YTD-1.07%
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 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Altman Advisors, Inc. reported an equity portfolio of $241.3 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Altman Advisors, Inc. are ACWF, NVDA, GOOG. The fund has invested 7.8% of it's portfolio in ISHARES TR and 4.6% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off ISHARES TR (IJR), ISHARES TR (AAXJ) and CROWDSTRIKE HLDGS INC (CRWD) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, J P MORGAN EXCHANGE TRADED F (BBAX) and ISHARES GOLD TR (IAU). Altman Advisors, Inc. opened new stock positions in ISHARES TR (AAXJ), GE VERNOVA INC and AMCOR PLC (AMCR). The fund showed a lot of confidence in some stocks as they added substantially to GENERAC HLDGS INC (GNRC), COGNIZANT TECHNOLOGY SOLUTIO (CTSH) and META PLATFORMS INC (META).
Altman Advisors, Inc. Equity Portfolio Value
Last Reported on: 05 May, 2026
$241Million
  as of May 05, 2026

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

Our best estimate is that Altman Advisors, Inc. made a return of -1.07% in the last quarter. In trailing 12 months, it's portfolio return was 19.88%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr7,541,300
ge vernova inc2,359,450
amcor plc1,931,690
coupang inc1,846,220
New stocks bought by Altman Advisors, Inc.

Additions

Ticker% Inc.
generac hldgs inc110
cognizant technology solutio55.39
meta platforms inc35.32
ishares tr14.86
amazon com inc12.05
microsoft corp9.91
american tower corp9.12
goldman sachs group inc6.29
Additions to existing portfolio by Altman Advisors, Inc.

Reductions

Ticker% Reduced
berkshire hathaway inc del-32.28
j p morgan exchange traded f-27.96
ishares gold tr-20.62
morgan stanley-20.48
jpmorgan chase & co-18.44
exxon mobil corp-17.84
petroleo brasileiro s a-17.74
cheniere energy inc-17.29
Altman Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-7,170,270
ishares tr-3,488,150
dimensional etf trust-809,621
paypal hldgs inc-1,068,350
waste connections inc-1,994,260
zoetis inc-1,284,120
advanced micro devices inc-2,092,560
mcdonalds corp-2,419,060
Altman Advisors, Inc. got rid off the above stocks

Sector Distribution

Altman Advisors, Inc. has about 35.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Healthcare
  • Energy
  • Utilities
  • Consumer Defensive
  • Real Estate
Sector%
Others35.4
Technology18.9
Communication Services9.1
Consumer Cyclical7.9
Financial Services7.5
Industrials5.4
Healthcare4.4
Energy2.8
Utilities2.7
Consumer Defensive2.7
Real Estate2.2

Market Cap. Distribution

Altman Advisors, Inc. has about 64.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP40.8
UNALLOCATED35.4
LARGE-CAP23.8

Stocks belong to which Index?

About 57.9% of the stocks held by Altman Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50057.9
Others41.2
Top 5 Winners (%)%
PBR
petroleo brasileiro s a
68.4 %
LNG
cheniere energy inc
42.0 %
XOM
exxon mobil corp
37.3 %
EOG
eog res inc
36.6 %
TIMB
tim s a
36.0 %
Top 5 Winners ($)$
PBR
petroleo brasileiro s a
1.0 M
XOM
exxon mobil corp
0.9 M
TIMB
tim s a
0.9 M
LNG
cheniere energy inc
0.8 M
LRCX
lam research corp
0.7 M
Top 5 Losers (%)%
ORCL
oracle corp
-23.9 %
MSFT
microsoft corp
-22.6 %
ishares bitcoin trust etf
-22.6 %
CTSH
cognizant technology solutio
-22.5 %
CEG
constellation energy corp
-20.8 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1.9 M
GOOG
alphabet inc
-0.9 M
AMZN
amazon com inc
-0.9 M
NVDA
nvidia corporation
-0.8 M
CEG
constellation energy corp
-0.8 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 77 stocks in it's portfolio. About 36.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. PBR was the most profitable stock for Altman Advisors, Inc. last quarter.

$241.27MTotal Value
99.00Positions
05 May, 2026Last Reported
Current holdings of Current Stock Holdings of Altman Advisors, Inc., last reported on 05 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Altman Advisors, Inc.'s holding in Ishares Tr over time
3.13%63,586
$7.54M
3.13%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Altman Advisors, Inc.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Altman Advisors, Inc.'s holding in Ishares Tr over time
7.83%268,835
$18.89M
7.83%
increased 14.86 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Altman Advisors, Inc.'s holding in Ishares Tr over time
0.23%263,470
$554.6K
0.23%
increased 0.99 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
1.47%94,298
$3.54M
1.47%
decreased 0.77 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Altman Advisors, Inc.'s holding in Ishares Tr over time
0.13%23,941
$314.8K
0.13%
decreased 0.63 percentreduced
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
Altman Advisors, Inc.'s holding in Alibaba Group Hldg Ltd over time
0.67%12,809
$1.61M
0.67%
increased 0.57 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
0.3%11,853
$726.8K
0.3%
decreased 27.96 percentreduced
BIB
Proshares Tr

Proshares Tr

BIB
Altman Advisors, Inc.'s holding in Proshares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Altman Advisors, Inc.'s holding in Spdr Series Trust over time
0.69%144,374
$1.66M
0.69%
increased 1.55 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Altman Advisors, Inc.'s holding in Spdr Series Trust over time
0.44%84,595
$1.06M
0.44%
decreased 8.47 percentreduced