Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE MSCI EURO | CORE MSCI EURO | $20M | 7.2% |
| Nvidia CorporationCOM | COM | $12.5M | 4.5% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $11.9M | 4.3% |
| Apple Inc.COM | COM | $10.1M | 3.6% |
| Invesco Exchange Traded FD TS&P SMCP VLU MNT | S&P SMCP VLU MNT | $9.69M | 3.5% |
| Amazon Com Inc.COM | COM | $9.49M | 3.4% |
| iShares TR3 7 YR TREAS BD | 3 7 YR TREAS BD | $7.42M | 2.7% |
| Lam Research Corp.COM NEW | COM NEW | $7.26M | 2.6% |
| Microsoft Corp.COM | COM | $6.4M | 2.3% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $6.35M | 2.3% |
| Twilio Inc.CL A | CL A | $5.34M | 1.9% |
| Broadcom Inc.COM | COM | $5.19M | 1.9% |
| Advanced Micro Devices Inc.COM | COM | $4.97M | 1.8% |
| Meta Platforms Inc.CL A | CL A | $4.65M | 1.7% |
| Eli Lilly & COCOM | COM | $3.88M | 1.4% |
| Arista Networks Inc.COM SHS | COM SHS | $3.82M | 1.4% |
| Cboe Global Mkts Inc.COM | COM | $3.74M | 1.3% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $3.67M | 1.3% |
| Mizuho Financial Group Inc.SPONSORED ADR | SPONSORED ADR | $3.61M | 1.3% |
| Mitsubishi Ufj Financial GroSPONSORED ADS | SPONSORED ADS | $3.5M | 1.3% |
| Citigroup Inc.COM NEW | COM NEW | $3.43M | 1.2% |
| Dycom Inds Inc.COM | COM | $3.39M | 1.2% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $3.36M | 1.2% |
| Generac Hldgs Inc.COM | COM | $3.27M | 1.2% |
| Expedia Group Inc.COM NEW | COM NEW | $3.23M | 1.2% |
| GE Vernova Inc.COM | COM | $3.16M | 1.1% |
| UBS Group AGSHS | SHS | $3.1M | 1.1% |
| Goldman Sachs Group Inc.COM | COM | $3.08M | 1.1% |
| Micron Technology Inc.COM | COM | $3.04M | 1.1% |
| Walmart Inc.COM | COM | $3.03M | 1.1% |
| Gilead Sciences Inc.COM | COM | $2.77M | 1.0% |
| Eaton Corp. PLCSHS | SHS | $2.64M | 0.9% |
| Morgan StanleyCOM NEW | COM NEW | $2.63M | 0.9% |
| International Business MachsCOM | COM | $2.58M | 0.9% |
| Constellation Energy Corp.COM | COM | $2.52M | 0.9% |
| Tim S ASPONSORED ADR | SPONSORED ADR | $2.51M | 0.9% |
| Southern Copper Corp.COM | COM | $2.51M | 0.9% |
| Visa Inc.COM CL A | COM CL A | $2.49M | 0.9% |
| Abbvie Inc.COM | COM | $2.45M | 0.9% |
| Johnson & JohnsonCOM | COM | $2.45M | 0.9% |
| Bank OF Amer Corp.COM | COM | $2.43M | 0.9% |
| JPMORGAN Chase & COCOM | COM | $2.39M | 0.9% |
| Deere & COCOM | COM | $2.35M | 0.8% |
| Novartis AGSPONSORED ADR | SPONSORED ADR | $2.33M | 0.8% |
| 3m COCOM | COM | $2.31M | 0.8% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $2.28M | 0.8% |
| Franklin Templeton ETF TRFTSE JAPAN ETF | FTSE JAPAN ETF | $2.27M | 0.8% |
| Netflix Inc..COM | COM | $2.26M | 0.8% |
| Pulte Group Inc.COM | COM | $2.19M | 0.8% |
| Crowdstrike Hldgs Inc.CL A | CL A | $2.17M | 0.8% |
iShares TRCORE MSCI EURO$20M
- Class
- CORE MSCI EURO
- Share
- 7.2%
Nvidia CorporationCOM$12.5M
- Class
- COM
- Share
- 4.5%
Alphabet Inc.CAP STK CL A$11.9M
- Class
- CAP STK CL A
- Share
- 4.3%
Apple Inc.COM$10.1M
- Class
- COM
- Share
- 3.6%
Invesco Exchange Traded FD TS&P SMCP VLU MNT$9.69M
- Class
- S&P SMCP VLU MNT
- Share
- 3.5%
Amazon Com Inc.COM$9.49M
- Class
- COM
- Share
- 3.4%
iShares TR3 7 YR TREAS BD$7.42M
- Class
- 3 7 YR TREAS BD
- Share
- 2.7%
Lam Research Corp.COM NEW$7.26M
- Class
- COM NEW
- Share
- 2.6%
Microsoft Corp.COM$6.4M
- Class
- COM
- Share
- 2.3%
Taiwan Semiconductor ManufacSPONSORED ADS$6.35M
- Class
- SPONSORED ADS
- Share
- 2.3%
Twilio Inc.CL A$5.34M
- Class
- CL A
- Share
- 1.9%
Broadcom Inc.COM$5.19M
- Class
- COM
- Share
- 1.9%
Advanced Micro Devices Inc.COM$4.97M
- Class
- COM
- Share
- 1.8%
Meta Platforms Inc.CL A$4.65M
- Class
- CL A
- Share
- 1.7%
Eli Lilly & COCOM$3.88M
- Class
- COM
- Share
- 1.4%
Arista Networks Inc.COM SHS$3.82M
- Class
- COM SHS
- Share
- 1.4%
Cboe Global Mkts Inc.COM$3.74M
- Class
- COM
- Share
- 1.3%
iShares Gold TRISHARES NEW$3.67M
- Class
- ISHARES NEW
- Share
- 1.3%
Mizuho Financial Group Inc.SPONSORED ADR$3.61M
- Class
- SPONSORED ADR
- Share
- 1.3%
Mitsubishi Ufj Financial GroSPONSORED ADS$3.5M
- Class
- SPONSORED ADS
- Share
- 1.3%
Citigroup Inc.COM NEW$3.43M
- Class
- COM NEW
- Share
- 1.2%
Dycom Inds Inc.COM$3.39M
- Class
- COM
- Share
- 1.2%
First TR Exchng Traded FD VIFT VEST US EQT$3.36M
- Class
- FT VEST US EQT
- Share
- 1.2%
Generac Hldgs Inc.COM$3.27M
- Class
- COM
- Share
- 1.2%
Expedia Group Inc.COM NEW$3.23M
- Class
- COM NEW
- Share
- 1.2%
GE Vernova Inc.COM$3.16M
- Class
- COM
- Share
- 1.1%
UBS Group AGSHS$3.1M
- Class
- SHS
- Share
- 1.1%
Goldman Sachs Group Inc.COM$3.08M
- Class
- COM
- Share
- 1.1%
Micron Technology Inc.COM$3.04M
- Class
- COM
- Share
- 1.1%
Walmart Inc.COM$3.03M
- Class
- COM
- Share
- 1.1%
Gilead Sciences Inc.COM$2.77M
- Class
- COM
- Share
- 1.0%
Eaton Corp. PLCSHS$2.64M
- Class
- SHS
- Share
- 0.9%
Morgan StanleyCOM NEW$2.63M
- Class
- COM NEW
- Share
- 0.9%
International Business MachsCOM$2.58M
- Class
- COM
- Share
- 0.9%
Constellation Energy Corp.COM$2.52M
- Class
- COM
- Share
- 0.9%
Tim S ASPONSORED ADR$2.51M
- Class
- SPONSORED ADR
- Share
- 0.9%
Southern Copper Corp.COM$2.51M
- Class
- COM
- Share
- 0.9%
Visa Inc.COM CL A$2.49M
- Class
- COM CL A
- Share
- 0.9%
Abbvie Inc.COM$2.45M
- Class
- COM
- Share
- 0.9%
Johnson & JohnsonCOM$2.45M
- Class
- COM
- Share
- 0.9%
Bank OF Amer Corp.COM$2.43M
- Class
- COM
- Share
- 0.9%
JPMORGAN Chase & COCOM$2.39M
- Class
- COM
- Share
- 0.9%
Deere & COCOM$2.35M
- Class
- COM
- Share
- 0.8%
Novartis AGSPONSORED ADR$2.33M
- Class
- SPONSORED ADR
- Share
- 0.8%
3m COCOM$2.31M
- Class
- COM
- Share
- 0.8%
Berkshire Hathaway Inc. DelCL B NEW$2.28M
- Class
- CL B NEW
- Share
- 0.8%
Franklin Templeton ETF TRFTSE JAPAN ETF$2.27M
- Class
- FTSE JAPAN ETF
- Share
- 0.8%
Netflix Inc..COM$2.26M
- Class
- COM
- Share
- 0.8%
Pulte Group Inc.COM$2.19M
- Class
- COM
- Share
- 0.8%
Crowdstrike Hldgs Inc.CL A$2.17M
- Class
- CL A
- Share
- 0.8%
The share class is shown on a wider screen.
The 50 largest of 93 positions by value, with holdings of the same security combined. The 93 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1731671
- File number
- 028-18637
- Options
- 0 call, 0 put
- In the 25 largest
- 57.4%
- Prior quarter
- $241M at 31 March 2026
- Positions opened
- 20
- Positions closed
- 4
Common questions
What are Altman Advisors’ 13F holdings worth?
$279 million across 93 positions for the quarter ended 30 June 2026.
What is Altman Advisors’ largest 13F holding?
ISHARES TR (CORE MSCI EURO) was the largest position at $20 million, or 7.2% of reported 13F value, as of 30 June 2026.
How concentrated is Altman Advisors’ 13F portfolio?
The ten largest positions accounted for 36.2% of reported value and the twenty-five largest for 57.4%, across 93 positions as of 30 June 2026.
Does Form 13F show everything Altman Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Altman Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.