Altman Advisors, Inc. Portfolio Holdings

Altman Advisors, Inc.

  • $225 Million
  • Q1 2025

Altman Advisors, Inc. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $225 Million distributed in 94 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 $13.1M, Apple Inc. with a value of $7.57M, Spdr Portfolio S&P 500 Value E with a value of $6.64M, Amazon Com Inc with a value of $6.48M, and Spdr Portfolio with a value of $5.88M.

Examining the 13F form we can see an decrease of $24M in the current position value, from $249M to 225M.

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 $225 Million
ETFs: $51.7 Million
Financial Services: $37 Million
Technology: $36.2 Million
Healthcare: $21 Million
Consumer Cyclical: $19 Million
Communication Services: $14.6 Million
Industrials: $11.9 Million
Energy: $10 Million
Other: $23.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.1 Million 5.84% of portfolio
218,474
Q1 2025 Added 17.28%
$3.36T
$7.57 Million 3.36% of portfolio
34,072
Q1 2025 Added 1.84%
$0
$6.64 Million 2.95% of portfolio
129,936
Q1 2025 Added 47.84%
$2.35T
$6.48 Million 2.88% of portfolio
34,071
Q1 2025 Added 0.45%
$0
$5.88 Million 2.61% of portfolio
73,182
Q1 2025 Added 74.84%
$447B
$5.74 Million 2.55% of portfolio
52,927
Q1 2025 Added 3.01%
$3.83T
$5.71 Million 2.54% of portfolio
15,217
Q1 2025 Added 2.54%
$1.18T
$5.45 Million 2.42% of portfolio
35,254
Q1 2025 Added 35.21%
$0
$5.42 Million 2.41% of portfolio
56,837
Q1 2025 New
$52.3B
$5.02 Million 2.23% of portfolio
85,133
Q1 2025 Reduced 3.03%
$0
$4.71 Million 2.09% of portfolio
100,891
Q1 2025 Reduced 75.24%
$0
$4.27 Million 1.9% of portfolio
85,074
Q1 2025 Added 3.57%
$619B
$3.54 Million 1.57% of portfolio
6,650
Q1 2025 Reduced 0.25%
$25.6B
$3.49 Million 1.55% of portfolio
15,431
Q4 2021 Reduced 1.91%
$265B
$3.29 Million 1.46% of portfolio
37,428
Q1 2025 Reduced 1.08%
$335B
$3.24 Million 1.44% of portfolio
15,449
Q1 2025 Added 1.81%
$527B
$2.72 Million 1.21% of portfolio
2,912
Q1 2025 Reduced 1.75%
$172B
$2.71 Million 1.2% of portfolio
198,762
Q1 2025 Reduced 0.88%
$574B
$2.7 Million 1.2% of portfolio
7,709
Q1 2025 Added 1.42%
$0
$2.61 Million 1.16% of portfolio
70,718
Q1 2025 Added 3.82%
$233B
$2.5 Million 1.11% of portfolio
10,063
Q1 2025 Reduced 2.09%
$81B
$2.45 Million 1.09% of portfolio
16,690
Q1 2025 Added 0.46%
$1.57T
$2.46 Million 1.09% of portfolio
4,267
Q1 2025 Reduced 36.24%
$113B
$2.45 Million 1.09% of portfolio
35,260
Q1 2025 Added 121.05%
$74.6B
$2.43 Million 1.08% of portfolio
441,330
Q1 2025 Added 0.09%
$144B
$2.38 Million 1.06% of portfolio
21,270
Q1 2025 Added 1.51%
$1.01T
$2.36 Million 1.05% of portfolio
9,114
Q1 2025 Reduced 12.27%
$99.5B
$2.37 Million 1.05% of portfolio
6,709
Q1 2025 Added 1.3%
$58.3B
$2.35 Million 1.04% of portfolio
10,162
Q1 2025 Added 0.42%
$223B
$2.32 Million 1.03% of portfolio
7,420
Q1 2025 Added 27.29%
$111B
$2.26 Million 1.01% of portfolio
7,498
Q1 2025 Added 1.74%
$249B
$2.25 Million 1.0% of portfolio
4,127
Q1 2025 Reduced 1.36%
$27.3B
$2.24 Million 1.0% of portfolio
13,338
Q1 2025 Added 0.49%
$466B
$2.25 Million 1.0% of portfolio
18,931
Q1 2025 Added 1.2%
$879B
$2.23 Million 0.99% of portfolio
9,098
Q1 2025 Added 0.68%
$533B
$2.22 Million 0.98% of portfolio
4,045
Q1 2025 Added 1.45%
$104B
$2.21 Million 0.98% of portfolio
12,790
Q1 2025 Added 0.31%
$1.26T
$2.2 Million 0.98% of portfolio
13,266
Q1 2025 Reduced 1.38%
$186B
$2.19 Million 0.97% of portfolio
30,852
Q1 2025 Reduced 0.36%
$48.7B
$2.16 Million 0.96% of portfolio
11,056
Q1 2025 Added 0.45%
$676B
$2.14 Million 0.95% of portfolio
15,331
Q1 2025 Added 0.16%
$121B
$2.14 Million 0.95% of portfolio
69,782
Q1 2025 Added 1.38%
$385B
$2.08 Million 0.92% of portfolio
49,795
Q1 2025 Added 1.85%
$411B
$2 Million 0.89% of portfolio
2,110
Q1 2025 Added 2.18%
$19.5B
$1.98 Million 0.88% of portfolio
37,978
Q1 2025 Added 3.69%
$108B
$1.99 Million 0.88% of portfolio
9,873
Q1 2025 Reduced 0.65%
$174B
$1.97 Million 0.87% of portfolio
27,040
Q1 2025 New
$246B
$1.97 Million 0.87% of portfolio
16,844
Q1 2025 Added 1.9%
$155B
$1.91 Million 0.85% of portfolio
7,036
Q1 2025 Added 1.69%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $225 Million
  • Prior Value $249 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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