Altman Advisors, Inc.
Long book
$241.3M
Q1 2026
Positions
77
Top-10 weight
37%
concentration
Last quarter
+10.1%
SPY +14.8%
Turnover
26%
of book per quarter
Strategy in plain words
auto-generated from filingsAltman Advisors, Inc. is an institutional manager, running a $241.3M US long book across 77 positions.
The portfolio is moderately concentrated (top 10 ≈ 37% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES CORE MSCI EUROPE ETF, NVIDIA CORP, ALPHABET INC-CL A, APPLE INC, INVESCO S&P SMALLCAP VALUE W.
Over the last 9 quarters its long book ran on average 0.1pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.9%
Q2 2024
+5.8%
Q3 2024
+1.8%
Q4 2024
-2.0%
Q1 2025
+11.5%
Q2 2025
+8.2%
Q3 2025
+3.3%
Q4 2025
-1.3%
Q1 2026
+10.1%
Sector allocation
Technology 35%
Financials 14%
Industrials 13%
Consumer discretionary 12%
Healthcare 8%
Services media 6%
Utilities 5%
Energy 3%
Long book by quarter
What does Altman Advisors, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 63.5K | $11.1M | 4.6% | -0.8% |
| GOOGL ALPHABET INC-CL A | Technology | 33.8K | $9.7M | 4.0% | -1.7% |
| AAPL APPLE INC | Technology | 35.6K | $9.0M | 3.7% | +2.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 40.3K | $8.4M | 3.5% | +12.1% |
| MSFT MICROSOFT CORP | Technology | 17.3K | $6.4M | 2.6% | +9.9% |
| CBOE CBOE GLOBAL MARKETS INC | Financials | 15.4K | $4.3M | 1.8% | Held |
| AVGO BROADCOM INC | Technology | 13.9K | $4.3M | 1.8% | -0.3% |
| WMT WALMART INC | Consumer discretionary | 34.3K | $4.3M | 1.8% | -8.0% |
| META META PLATFORMS INC-CLASS A | Technology | 7.2K | $4.1M | 1.7% | +35.3% |
| LRCX LAM RESEARCH CORP | Industrials | 17.4K | $3.7M | 1.5% | +1.5% |
| TWLO TWILIO INC - A | Technology | 26.1K | $3.3M | 1.4% | +1.9% |
| LLY ELI LILLY & CO | Healthcare | 3.4K | $3.1M | 1.3% | +1.2% |
| GILD GILEAD SCIENCES INC | Healthcare | 22.0K | $3.1M | 1.3% | -2.3% |
| NFLX NETFLIX INC | Services media | 31.7K | $3.0M | 1.3% | +2.6% |
| EXPE EXPEDIA GROUP INC | Industrials | 12.7K | $2.9M | 1.2% | +2.7% |
| CEG CONSTELLATION ENERGY | Utilities | 10.2K | $2.9M | 1.2% | +1.5% |
| ANET ARISTA NETWORKS INC | Technology | 23.3K | $2.9M | 1.2% | -1.4% |
| C CITIGROUP INC | Financials | 24.8K | $2.8M | 1.2% | -13.3% |
| XOM EXXON MOBIL CORP | Energy | 15.8K | $2.7M | 1.1% | -17.8% |
| GS GOLDMAN SACHS GROUP INC | Financials | 3.1K | $2.6M | 1.1% | +6.3% |
| SCCO SOUTHERN COPPER CORP | Materials | 14.4K | $2.5M | 1.0% | +1.5% |
| UBS UBS GROUP AG-REG | Financials | 63.2K | $2.5M | 1.0% | -9.7% |
| JNJ JOHNSON & JOHNSON | Healthcare | 9.7K | $2.4M | 1.0% | -9.0% |
| LNG CHENIERE ENERGY INC | Utilities | 8.4K | $2.4M | 1.0% | -17.3% |
| GEV GE VERNOVA INC | Industrials | 2.7K | $2.4M | 1.0% | New |
| DY DYCOM INDUSTRIES INC | Industrials | 6.8K | $2.3M | 1.0% | +1.4% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 9.2K | $2.2M | 0.9% | -6.2% |
| ETN EATON CORP PLC | Industrials | 6.2K | $2.2M | 0.9% | -10.6% |
| CTSH COGNIZANT TECH SOLUTIONS-A | Technology | 36.2K | $2.2M | 0.9% | +55.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.2K | $2.2M | 0.9% | +3.1% |
| V VISA INC-CLASS A SHARES | Services media | 7.3K | $2.2M | 0.9% | -3.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 4.6K | $2.2M | 0.9% | -32.3% |
| GNRC GENERAC HOLDINGS INC | Industrials | 11.3K | $2.2M | 0.9% | +110.1% |
| JPM JPMORGAN CHASE & CO | Financials | 7.4K | $2.2M | 0.9% | -18.4% |
| MS MORGAN STANLEY | Financials | 13.0K | $2.1M | 0.9% | -20.5% |
| DE DEERE & CO | Industrials | 3.8K | $2.1M | 0.9% | -2.9% |
| ABBV ABBVIE INC | Healthcare | 9.8K | $2.1M | 0.9% | -6.9% |
| ICE INTERCONTINENTAL EXCHANGE IN | Financials | 13.4K | $2.1M | 0.9% | +2.1% |
| BAC BANK OF AMERICA CORP | Financials | 42.8K | $2.1M | 0.9% | -13.6% |
| MA MASTERCARD INC - A | Services media | 4.2K | $2.1M | 0.9% | +1.9% |
| MMM 3M CO | Healthcare | 14.3K | $2.1M | 0.9% | -12.4% |
| UBER UBER TECHNOLOGIES INC | Services media | 28.6K | $2.1M | 0.9% | +3.8% |
| GD GENERAL DYNAMICS CORP | Industrials | 5.9K | $2.0M | 0.8% | -14.3% |
| YUMC YUM CHINA HOLDINGS INC | Consumer discretionary | 41.0K | $2.0M | 0.8% | +2.7% |
| FE FIRSTENERGY CORP | Utilities | 39.4K | $2.0M | 0.8% | -4.4% |
| AMCR AMCOR PLC | Other | 48.6K | $1.9M | 0.8% | New |
| PHM PULTEGROUP INC | Industrials | 16.0K | $1.9M | 0.8% | +2.5% |
| CPNG COUPANG INC | Consumer discretionary | 97.8K | $1.8M | 0.8% | New |
| ORCL ORACLE CORP | Technology | 12.0K | $1.8M | 0.7% | -5.0% |
| EOG EOG RESOURCES INC | Energy | 12.0K | $1.7M | 0.7% | -5.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 5, 2026 | 77 | $241.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 4, 2026 | 95 | $265.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR/ARESTATEMENT | Nov 13, 2025 | 92 | $261.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 7, 2025 | 94 | $244.4M | SEC ↗ | |
| Q2 2025 | 13F-HR | Aug 7, 2025 | 96 | $244.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 2, 2025 | 94 | $217.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 96 | $234.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 8, 2024 | 93 | $224.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 69 | $175.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 9, 2024 | 95 | $205.4M | canonical | SEC ↗ |
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