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
$72.5B
$1.9 Million 0.84% of portfolio
10,810
Q1 2025 Added 2.67%
$203B
$1.87 Million 0.83% of portfolio
66,137
Q1 2025 Added 3.42%
$76.2B
$1.85 Million 0.82% of portfolio
6,785
Q1 2025 Added 3.02%
$27.9B
$1.86 Million 0.82% of portfolio
3,249
Q1 2025 Added 1.47%
$8.62B
$1.86 Million 0.82% of portfolio
118,664
Q1 2025 New
$242B
$1.83 Million 0.81% of portfolio
25,004
Q1 2025 Added 3.47%
$255B
$1.83 Million 0.81% of portfolio
16,453
Q1 2025 Added 3.19%
$75.7B
$1.82 Million 0.81% of portfolio
126,896
Q1 2025 Added 4.21%
$93.5B
$1.81 Million 0.81% of portfolio
5,196
Q1 2025 Added 2.83%
$187B
$1.81 Million 0.8% of portfolio
3,650
Q1 2025 Reduced 27.42%
$160B
$1.79 Million 0.79% of portfolio
30,061
Q1 2025 Added 3.06%
$156B
$1.79 Million 0.79% of portfolio
3,807
Q1 2025 Added 2.17%
$377B
$1.78 Million 0.79% of portfolio
4,846
Q1 2025 Added 0.71%
$69.1B
$1.76 Million 0.78% of portfolio
13,722
Q1 2025 Added 3.96%
$99.9B
$1.76 Million 0.78% of portfolio
8,094
Q1 2025 Added 3.21%
$35.4B
$1.76 Million 0.78% of portfolio
30,285
Q1 2025 Added 85.62%
$33.1B
$1.71 Million 0.76% of portfolio
39,231
Q1 2025 Added 1.25%
$409B
$1.72 Million 0.76% of portfolio
10,351
Q1 2025 Added 3.68%
$284B
$1.69 Million 0.75% of portfolio
3,232
Q1 2025 Added 4.16%
$82.6B
$1.65 Million 0.73% of portfolio
2,022
Q1 2025 Added 3.27%
$22.9B
$1.63 Million 0.72% of portfolio
40,350
Q1 2025 Added 3.91%
$143B
$1.62 Million 0.72% of portfolio
22,872
Q1 2025 Added 4.44%
$0
$1.63 Million 0.72% of portfolio
55,300
Q1 2025 Added 3.44%
$323B
$1.6 Million 0.71% of portfolio
12,128
Q1 2025 New
$78.2B
$1.51 Million 0.67% of portfolio
9,150
Q1 2025 Added 1.42%
$162B
$1.49 Million 0.66% of portfolio
3,002
Q1 2025 Added 5.04%
$49.7B
$1.42 Million 0.63% of portfolio
6,191
Q1 2025 Added 2.72%
$767B
$1.42 Million 0.63% of portfolio
1,721
Q1 2025 Added 154.96%
$75.5B
$1.35 Million 0.6% of portfolio
14,468
Q1 2025 Added 2.7%
$0
$1.32 Million 0.59% of portfolio
21,160
Q1 2025 Reduced 6.23%
$46.4B
$1.29 Million 0.57% of portfolio
12,318
Q1 2025 Added 7.07%
$199B
$1.02 Million 0.45% of portfolio
9,957
Q1 2025 Added 6.4%
$0
$651,000 0.29% of portfolio
53,144
Q1 2025 Reduced 33.74%
$0
$611,000 0.27% of portfolio
7,478
Q1 2025 Added 1.47%
$157B
$290,000 0.13% of portfolio
7,872
Q4 2024 Reduced 82.37%
$0
$235,000 0.1% of portfolio
421
Q1 2025 Reduced 97.21%
$0
$231,000 0.1% of portfolio
2,792
Q4 2024 Reduced 5.68%
$97.2B
$202,000 0.09% of portfolio
2,200
Q1 2025 New
$218B
$207,000 0.09% of portfolio
45
Q1 2025 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.6%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.12%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.05%

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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