Latest Altman Advisors, Inc. Stock Portfolio
Altman Advisors, Inc. Performance:
2025 Q3: 5.9%YTD: 10.61%2024: 17.17%
Performance for 2025 Q3 is 5.9%, and YTD is 10.61%, and 2024 is 17.17%.
About Altman Advisors, Inc. and 13F Hedge Fund Stock Holdings
Altman Advisors, Inc. is a hedge fund based in CHICAGO, IL. On 05-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $316.9 Millions. In it's latest 13F Holdings report, Altman Advisors, Inc. reported an equity portfolio of $261.4 Millions as of 30 Sep, 2025.
The top stock holdings of Altman Advisors, Inc. are ACWF, NVDA, AAPL. The fund has invested 6% of it's portfolio in ISHARES TR and 4.7% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off NOVO-NORDISK A S, CHUBB LIMITED (CB) and SHERWIN WILLIAMS CO (SHW) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), FIRST TR EXCHNG TRADED FD VI (AFLG) and ORACLE CORP (ORCL). Altman Advisors, Inc. opened new stock positions in PULTE GROUP INC (PHM) and GENERAC HLDGS INC (GNRC). The fund showed a lot of confidence in some stocks as they added substantially to ELI LILLY & CO (LLY), META PLATFORMS INC (META) and INVESCO EXCHANGE TRADED FD T (CSD).
The top stock holdings of Altman Advisors, Inc. are ACWF, NVDA, AAPL. The fund has invested 6% of it's portfolio in ISHARES TR and 4.7% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off NOVO-NORDISK A S, CHUBB LIMITED (CB) and SHERWIN WILLIAMS CO (SHW) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), FIRST TR EXCHNG TRADED FD VI (AFLG) and ORACLE CORP (ORCL). Altman Advisors, Inc. opened new stock positions in PULTE GROUP INC (PHM) and GENERAC HLDGS INC (GNRC). The fund showed a lot of confidence in some stocks as they added substantially to ELI LILLY & CO (LLY), META PLATFORMS INC (META) and INVESCO EXCHANGE TRADED FD T (CSD).
Altman Advisors, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Altman Advisors, Inc. made a return of 5.9% in the last quarter. In trailing 12 months, it's portfolio return was 12.95%.
New Buys
| Ticker | $ Bought |
|---|---|
| pulte group inc | 2,045,500 |
| generac hldgs inc | 1,806,750 |
New stocks bought by Altman Advisors, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| eli lilly & co | 88.27 |
| meta platforms inc | 49.78 |
| invesco exchange traded fd t | 41.64 |
| twilio inc | 23.9 |
| spdr series trust | 7.97 |
| ishares tr | 6.6 |
| ishares tr | 5.86 |
| spdr series trust | 4.37 |
Additions to existing portfolio by Altman Advisors, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| tesla inc | -60.85 |
| first tr exchng traded fd vi | -17.47 |
| oracle corp | -17.23 |
| cognizant technology solutio | -2.91 |
| spdr s&p 500 etf tr | -2.62 |
| broadcom inc | -2.45 |
| citigroup inc | -2.17 |
| 3m co | -1.89 |
Altman Advisors, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| novo-nordisk a s | -2,542,840 |
| nextera energy inc | -1,713,080 |
| chubb limited | -2,185,910 |
| sherwin williams co | -1,877,400 |
| southern co | -203,060 |
| booking holdings inc | -257,883 |
Altman Advisors, Inc. got rid off the above stocks
Sector Distribution
Altman Advisors, Inc. has about 32.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 32.5 |
| Technology | 22.6 |
| Financial Services | 8.7 |
| Communication Services | 8.2 |
| Consumer Cyclical | 7.7 |
| Healthcare | 5.3 |
| Industrials | 5.1 |
| Utilities | 2.7 |
| Energy | 2.4 |
| Consumer Defensive | 2.2 |
| Real Estate | 2 |
Market Cap. Distribution
Altman Advisors, Inc. has about 66.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 36.4 |
| UNALLOCATED | 32.5 |
| LARGE-CAP | 30.5 |
Stocks belong to which Index?
About 60.7% of the stocks held by Altman Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 60.7 |
| Others | 39.3 |
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 92 stocks in it's portfolio. About 32.7% of the portfolio is in top 10 stocks. TWLO proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Altman Advisors, Inc. last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.42 | 35,050 | 8,924,840 | reduced | -0.22 | ||
| ABBV | abbvie inc | 1.41 | 15,874 | 3,675,360 | added | 0.53 | ||
| ACWF | ishares tr | 6.02 | 230,942 | 15,731,800 | added | 0.95 | ||
| ACWF | ishares tr | 0.21 | 262,498 | 551,776 | added | 1.44 | ||
| AFLG | first tr exchng traded fd vi | 1.35 | 94,521 | 3,525,440 | reduced | -17.47 | ||
| AGT | ishares tr | 0.13 | 23,750 | 340,744 | added | 6.6 | ||
| AMD | advanced micro devices inc | 0.63 | 10,135 | 1,639,740 | reduced | -0.1 | ||
| AMT | american tower corp new | 0.61 | 8,350 | 1,605,900 | added | 0.85 | ||
| AMZN | amazon com inc | 2.92 | 34,823 | 7,646,010 | added | 0.2 | ||
| ANET | arista networks inc | 1.33 | 23,802 | 3,468,190 | reduced | -0.08 | ||
| AVGO | broadcom inc | 2.29 | 18,133 | 5,982,360 | reduced | -2.45 | ||
| BABA | alibaba group hldg ltd | 0.87 | 12,714 | 2,272,370 | added | 1.18 | ||
| BAC | bank america corp | 0.99 | 50,006 | 2,579,810 | added | 0.12 | ||
| BBAX | j p morgan exchange traded f | 0.40 | 16,453 | 1,035,060 | unchanged | 0.00 | ||
| BIB | proshares tr | 0.12 | 2,728 | 305,891 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.69 | 138,664 | 1,795,410 | added | 4.37 | ||
| BIL | spdr series trust | 0.48 | 90,815 | 1,258,720 | added | 7.97 | ||
| BKNG | booking holdings inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BUYZ | franklin templeton etf tr | 1.04 | 72,790 | 2,714,340 | added | 0.69 | ||
| BUYZ | franklin templeton etf tr | 0.76 | 57,786 | 1,997,080 | added | 0.62 | ||