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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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