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%

Performance for 2026 Q1 is -1.07%, and YTD is -1.07%, and 2025 is 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.

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.

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

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 tr	7,541,300
ge vernova inc	2,359,450
amcor plc	1,931,690
coupang inc	1,846,220

New stocks bought by Altman Advisors, Inc.

Additions

Ticker	% Inc.
generac hldgs inc	110
cognizant technology solutio	55.39
meta platforms inc	35.32
ishares tr	14.86
amazon com inc	12.05
microsoft corp	9.91
american tower corp	9.12
goldman sachs group inc	6.29

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	%
Others	35.4
Technology	18.9
Communication Services	9.1
Consumer Cyclical	7.9
Financial Services	7.5
Industrials	5.4
Healthcare	4.4
Energy	2.8
Utilities	2.7
Consumer Defensive	2.7
Real Estate	2.2

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-CAP	40.8
UNALLOCATED	35.4
LARGE-CAP	23.8

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 500	57.9
Others	41.2

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.

Last Reported on: 05 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.75	35,619	9,039,690	added	2.57

AAXJ	ishares tr	3.13	63,586	7,541,300	new

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.88	9,809	2,133,300	reduced	-6.9

ACWF	ishares tr	7.83	268,835	18,891,000	added	14.86

ACWF	ishares tr	0.23	263,470	554,598	added	0.99

AFLG	first tr exchng traded fd vi	1.47	94,298	3,535,280	reduced	-0.77

AGT	ishares tr	0.13	23,941	314,831	reduced	-0.63

AMCR	amcor plc	0.80	48,596	1,931,690	new

AMD	advanced micro devices inc	0.00	0.00	0.00	sold off	-100

AMT	american tower corp	0.56	7,817	1,349,110	added	9.12

AMZN	amazon com inc	3.48	40,251	8,383,000	added	12.05

ANET	arista networks inc	1.18	23,252	2,854,880	reduced	-1.37

AVGO	broadcom inc	1.78	13,910	4,305,200	reduced	-0.32

BABA	alibaba group hldg ltd	0.67	12,809	1,607,020	added	0.57

BAC	bank america corp	0.86	42,778	2,085,400	reduced	-13.64

BBAX	j p morgan exchange traded f	0.30	11,853	726,826	reduced	-27.96

BIB	proshares tr	0.00	0.00	0.00	sold off	-100

BIL	spdr series trust	0.69	144,374	1,659,110	added	1.55

BIL	spdr series trust	0.44	84,595	1,061,930	reduced	-8.47