Latest Altman Advisors, Inc. Stock Portfolio

Altman Advisors, Inc. Performance:

2025 Q4: -3.99%YTD: 11.93%2024: 12.95%

Performance for 2025 Q4 is -3.99%, and YTD is 11.93%, and 2024 is 12.95%.

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

Altman Advisors, Inc. is a hedge fund based in Chicago, IL. On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Altman Advisors, Inc. reported an equity portfolio of $265.4 Millions as of 31 Dec, 2025.

The top stock holdings of Altman Advisors, Inc. are ACWF, NVDA, GOOG. The fund has invested 6.3% of it's portfolio in ISHARES TR and 4.5% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off FRANKLIN TEMPLETON ETF TR (BUYZ), PNC FINL SVCS GROUP INC (PNC) and UNILEVER PLC stocks. They significantly reduced their stock positions in GENERAC HLDGS INC (GNRC), ABBVIE INC (ABBV) and LAM RESEARCH CORP (LRCX). Altman Advisors, Inc. opened new stock positions in ISHARES TR (AAXJ), DYCOM INDS INC (DY) and UNILEVER PLC. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), PROSHARES TR (BIB) and ISHARES TR (IJR).

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

Our best estimate is that Altman Advisors, Inc. made a return of -3.99% in the last quarter. In trailing 12 months, it's portfolio return was 11.93%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	3,488,150
dycom inds inc	2,255,480
unilever plc	1,903,660
paypal hldgs inc	1,068,350
rocket lab corp	235,649
booking holdings inc	219,569

New stocks bought by Altman Advisors, Inc.

Additions

Ticker	% Inc.
netflix inc	952
proshares tr	78.26
ishares tr	19.19
hubspot inc	18.2
invesco exchange traded fd t	10.65
zoetis inc	9.78
amazon com inc	3.15
microsoft corp	2.55

Additions to existing portfolio by Altman Advisors, Inc.

Reductions

Ticker	% Reduced
generac hldgs inc	-50.37
abbvie inc	-33.63
lam research corp	-29.99
broadcom inc	-23.05
meta platforms inc	-17.16
american tower corp new	-14.2
spdr s&p 500 etf tr	-10.76
eog res inc	-10.04

Altman Advisors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
franklin templeton etf tr	-2,714,340
unilever plc	-1,862,140
pnc finl svcs group inc	-2,211,700

Altman Advisors, Inc. got rid off the above stocks

Sector Distribution

Altman Advisors, Inc. has about 33.5% of it's holdings in Others sector.

Sector	%
Others	33.5
Technology	21.1
Financial Services	8.5
Communication Services	8.5
Consumer Cyclical	8.1
Healthcare	5.4
Industrials	5.3
Utilities	2.7
Consumer Defensive	2.3
Energy	2.1
Real Estate	1.7

Market Cap. Distribution

Altman Advisors, Inc. has about 65.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	35.5
UNALLOCATED	33.5
LARGE-CAP	29.9
MID-CAP	1.1

Stocks belong to which Index?

About 58.8% of the stocks held by Altman Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	58.8
Others	40.4

Top 5 Winners (%)		%
TWLO	twilio inc	42.0 %
LLY	eli lilly & co	40.8 %
AMD	advanced micro devices inc	31.8 %
EXPE	expedia group inc	31.2 %
GOOG	alphabet inc	28.4 %

Top 5 Winners ($)		$
GOOG	alphabet inc	2.4 M
TWLO	twilio inc	1.1 M
LLY	eli lilly & co	1.1 M
EXPE	expedia group inc	0.9 M
LRCX	lam research corp	0.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
BIB	proshares tr	-42.2 %
ORCL	oracle corp	-30.7 %
	ishares bitcoin trust etf	-23.6 %
BABA	alibaba group hldg ltd	-18.0 %

Top 5 Losers ($)		$
NFLX	netflix inc	-18.7 M
ORCL	oracle corp	-1.1 M
MSFT	microsoft corp	-0.5 M
UBER	uber technologies inc	-0.4 M
META	meta platforms inc	-0.4 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 95 stocks in it's portfolio. About 33.9% of the portfolio is in top 10 stocks. NFLX 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: 04 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.56	34,728	9,441,120	reduced	-0.92

AAXJ	ishares tr	1.31	24,653	3,488,150	new

ABBV	abbvie inc	0.91	10,536	2,407,290	reduced	-33.63

ACWF	ishares tr	6.26	234,061	16,613,600	added	1.35

ACWF	ishares tr	0.21	260,896	547,712	reduced	-0.61

AFLG	first tr exchng traded fd vi	1.37	95,028	3,623,960	added	0.54

AGT	ishares tr	0.13	24,092	348,135	added	1.44

AMD	advanced micro devices inc	0.79	9,771	2,092,560	reduced	-3.59

AMT	american tower corp new	0.47	7,164	1,257,830	reduced	-14.2

AMZN	amazon com inc	3.12	35,921	8,291,210	added	3.15

ANET	arista networks inc	1.16	23,574	3,088,900	reduced	-0.96

AVGO	broadcom inc	1.82	13,954	4,829,600	reduced	-23.05

BABA	alibaba group hldg ltd	0.70	12,736	1,866,840	added	0.17

BAC	bank america corp	1.03	49,535	2,724,440	reduced	-0.94

BBAX	j p morgan exchange traded f	0.39	16,453	1,039,500	unchanged	0.00

BIB	proshares tr	0.11	4,863	281,665	added	78.26

BIL	spdr series trust	0.70	142,176	1,850,030	added	2.53

BIL	spdr series trust	0.48	92,421	1,278,590	added	1.77

BKNG	booking holdings inc	0.08	41.00	219,569	new

BUYZ	franklin templeton etf tr	0.76	58,179	2,004,270	added	0.68