Altman Advisors, Inc. Portfolio Holdings

Altman Advisors, Inc.

  • $254 Million
  • Q2 2025

Altman Advisors, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $254 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Ishares Core Msci E with a value of $15.1M, Nvidia Corp with a value of $10.5M, Spdr Portfolio with a value of $8.02M, Microsoft Corp with a value of $7.64M, and Amazon Com Inc with a value of $7.62M.

Examining the 13F form we can see an increase of $29.2M in the current position value, from $225M to 254M.

Altman Advisors, Inc. is based out at Chicago, IL

Below you can find more details about Altman Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $254 Million
ETFs: $61.7 Million
Technology: $50.8 Million
Financial Services: $38.9 Million
Communication Services: $20.6 Million
Consumer Cyclical: $20.3 Million
Healthcare: $16.4 Million
Industrials: $11.2 Million
Energy: $9.7 Million
Other: $24.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.1 Million 5.95% of portfolio
228,774
Q2 2025 Added 4.71%
$443B
$10.5 Million 4.12% of portfolio
66,327
Q2 2025 Added 25.32%
$0
$8.02 Million 3.15% of portfolio
84,115
Q2 2025 Added 14.94%
$3.8T
$7.64 Million 3.0% of portfolio
15,353
Q2 2025 Added 0.89%
$2.32T
$7.62 Million 3.0% of portfolio
34,752
Q2 2025 Added 2.0%
$3.76T
$7.21 Million 2.83% of portfolio
35,128
Q2 2025 Added 3.1%
$0
$6.95 Million 2.73% of portfolio
132,856
Q2 2025 Added 2.25%
$1.44T
$6.32 Million 2.48% of portfolio
35,840
Q2 2025 Added 1.66%
$0
$5.74 Million 2.26% of portfolio
114,531
Q2 2025 Added 13.52%
$0
$5.66 Million 2.23% of portfolio
59,100
Q2 2025 Added 3.98%
$58.3B
$5.33 Million 2.09% of portfolio
85,454
Q2 2025 Added 0.38%
$146B
$5.12 Million 2.01% of portfolio
18,589
Q2 2025 Reduced 0.27%
$0
$4.55 Million 1.79% of portfolio
87,447
Q2 2025 Added 2.79%
$529B
$3.93 Million 1.54% of portfolio
2,935
Q2 2025 Added 0.79%
$281B
$3.68 Million 1.45% of portfolio
37,624
Q2 2025 Added 0.52%
$24.8B
$3.6 Million 1.41% of portfolio
15,431
Q4 2021 Reduced 1.91%
$788B
$3.33 Million 1.31% of portfolio
15,217
Q2 2025 Reduced 0.74%
$644B
$3.26 Million 1.28% of portfolio
6,709
Q2 2025 Added 0.89%
$104B
$3.22 Million 1.26% of portfolio
9,968
Q2 2025 Added 0.96%
$1.69T
$3.18 Million 1.25% of portfolio
4,303
Q2 2025 Added 0.84%
$1.34T
$2.99 Million 1.18% of portfolio
13,216
Q2 2025 Reduced 0.38%
$386B
$2.93 Million 1.15% of portfolio
15,790
Q2 2025 Added 2.21%
$227B
$2.92 Million 1.15% of portfolio
9,895
Q2 2025 Reduced 1.67%
$1.25T
$2.91 Million 1.14% of portfolio
9,158
Q2 2025 Added 0.48%
$0
$2.88 Million 1.13% of portfolio
72,290
Q2 2025 Added 2.22%
$192B
$2.76 Million 1.08% of portfolio
200,883
Q2 2025 Added 1.07%
$555B
$2.66 Million 1.04% of portfolio
7,486
Q2 2025 Reduced 2.89%
$900B
$2.66 Million 1.04% of portfolio
9,165
Q2 2025 Added 0.74%
$193B
$2.64 Million 1.04% of portfolio
30,979
Q2 2025 Added 0.41%
$190B
$2.56 Million 1.01% of portfolio
27,427
Q2 2025 Added 1.43%
$17.7B
$2.57 Million 1.01% of portfolio
20,661
Q2 2025 New
$87.3B
$2.57 Million 1.01% of portfolio
16,869
Q2 2025 Added 1.07%
$146B
$2.54 Million 1.0% of portfolio
7,107
Q2 2025 Added 1.01%
$124B
$2.51 Million 0.99% of portfolio
36,420
Q2 2025 Added 3.29%
$83.7B
$2.5 Million 0.98% of portfolio
449,892
Q2 2025 Added 1.94%
$59B
$2.49 Million 0.98% of portfolio
10,206
Q2 2025 Added 0.43%
$144B
$2.44 Million 0.96% of portfolio
21,986
Q2 2025 Added 3.37%
$10.3B
$2.42 Million 0.95% of portfolio
120,430
Q2 2025 Added 1.49%
$130B
$2.43 Million 0.95% of portfolio
71,825
Q2 2025 Added 2.93%
$265B
$2.4 Million 0.94% of portfolio
17,023
Q2 2025 Added 1.06%
$406B
$2.36 Million 0.93% of portfolio
49,947
Q2 2025 Added 0.31%
$97.2B
$2.38 Million 0.93% of portfolio
12,953
Q2 2025 Added 1.27%
$33.8B
$2.29 Million 0.9% of portfolio
13,554
Q2 2025 Added 1.62%
$554B
$2.28 Million 0.9% of portfolio
4,060
Q2 2025 Added 0.37%
$225B
$2.22 Million 0.87% of portfolio
7,611
Q2 2025 Added 2.57%
$115B
$2.19 Million 0.86% of portfolio
7,548
Q2 2025 Added 0.67%
$45.3B
$2.13 Million 0.84% of portfolio
11,412
Q2 2025 Added 3.22%
$428B
$2.12 Million 0.83% of portfolio
2,141
Q2 2025 Added 1.47%
$267B
$2.06 Million 0.81% of portfolio
17,000
Q2 2025 Added 3.32%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $254 Million
  • Prior Value $225 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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