2026 Q3 Portfolio Activity
In 2026 Q3, Altman Advisors, Inc. maintained a portfolio of 96 distinct positions. The most significant new addition was AVERY DENNISON CORP, now representing 0.73% of the total fund value. They heavily accumulated shares in ACCENTURE PLC IRELAND, increasing the position by 97.0%. Conversely, Altman Advisors, Inc. completely exited their position in INTERNATIONAL BUSINESS MACHS.
Position History
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Total Positions
96
Quarter
2026 Q3
Top Holding
IEUR (6.9%)
Top 10 Concentration
37.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 96
Altman Advisors, Inc. Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IEUR
ISHARES TR
|
ETF | 6.85% | 7.17% |
#1
Prev: #1
|
5.2 |
—
|
-1,472 | -0.6% |
P
S
|
264,167 | $19,469,123 |
$55.39
+35.4%
|
2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 5.04% | 4.48% |
#2
Prev: #2
|
4.0 |
—
|
290 | 0.5% |
P
S
|
62,677 | $14,314,173 |
$96.36
+88.5%
|
2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.03% | 4.26% |
#3
Prev: #3
|
3.1 |
—
|
62 | 0.2% |
P
S
|
33,251 | $11,441,138 |
$115.22
+145.3%
|
2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | ||
|
AAPL
APPLE INC
|
Technology | 4.02% | 3.61% |
#4
Prev: #4
|
2.6 |
—
|
-420 | -1.2% |
P
S
|
34,316 | $11,427,946 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.52% | 3.40% |
#5
1
Prev: #6
|
2.4 |
—
|
335 | 0.8% |
P
S
|
40,136 | $9,999,964 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
XSVM
INVESCO EXCHANG...
|
Bond/Debt | 3.20% | 3.48% |
#6
1
Prev: #5
|
1.8 |
—
|
491 | 0.4% |
P
S
|
139,671 | $9,092,597 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.07% | 2.30% |
#7
2
Prev: #9
|
1.7 |
—
|
-130 | -0.8% |
P
S
|
17,023 | $8,731,024 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
TWLO
TWILIO INC
|
Technology | 2.62% | 1.92% |
#8
3
Prev: #11
|
1.5 |
—
|
-448 | -1.7% |
P
S
|
25,415 | $7,432,871 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
IEI
ISHARES TR
|
ETF | 2.53% | 2.66% |
#9
2
Prev: #7
|
1.5 |
—
|
193 | 0.3% |
P
S
|
63,405 | $7,192,673 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.13% | 2.28% |
#10
Prev: #10
|
1.4 |
—
|
-6 | -0.0% |
P
S
|
13,286 | $6,061,145 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.06% | 1.67% |
#11
3
Prev: #14
|
1.3 |
—
|
-204 | -2.5% |
P
S
|
8,052 | $5,839,196 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.94% | 2.60% |
#12
4
Prev: #8
|
1.3 |
—
|
44 | 0.3% |
P
S
|
16,794 | $5,517,105 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.85% | 1.79% |
#13
Prev: #13
|
1.2 |
—
|
41 | 0.5% |
P
S
|
8,605 | $5,264,195 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.71% | 1.86% |
#14
2
Prev: #12
|
1.2 |
—
|
110 | 0.8% |
P
S
|
13,853 | $4,865,058 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.61% | 1.37% |
#15
1
Prev: #16
|
1.1 |
—
|
-16 | -0.1% |
P
S
|
22,486 | $4,577,925 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
CBOE
CBOE GLOBAL MKT...
|
Financial Services | 1.50% | 1.34% |
#16
1
Prev: #17
|
1.6 |
—
|
no change | no change |
P
S
|
15,431 | $4,248,000 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MFG
MIZUHO FINANCIA...
|
Financial Services | 1.46% | 1.29% |
#17
2
Prev: #19
|
1.1 |
—
|
-402 | -0.1% |
P
S
|
376,231 | $4,157,352 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MUFG
MITSUBISHI UFJ ...
|
Financial Services | 1.43% | 1.26% |
#18
2
Prev: #20
|
1.1 |
—
|
-535 | -0.3% |
P
S
|
175,636 | $4,051,913 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 1.37% | 1.32% |
#19
1
Prev: #18
|
1.0 |
—
|
-4,636 | -8.5% |
P
S
|
49,909 | $3,897,880 | 2021 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.31% | 1.39% |
#20
5
Prev: #15
|
1.0 |
—
|
-26 | -0.8% |
P
S
|
3,210 | $3,714,254 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SCCO
SOUTHERN COPPER...
|
Basic Materials | 1.21% | 0.90% |
#21
16
Prev: #37
|
2.5 |
—
|
2,528 | 17.5% |
P
S
|
16,942 | $3,433,198 | 2018 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
FNOV
FIRST TR EXCHNG...
|
ETF | 1.18% | 1.21% |
#22
1
Prev: #23
|
0.5 |
—
|
-32,391 | -36.7% |
P
S
|
55,923 | $3,364,328 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
EXPE
EXPEDIA GROUP I...
|
Consumer Cyclical | 1.16% | 1.16% |
#23
2
Prev: #25
|
1.0 |
—
|
-101 | -0.8% |
P
S
|
12,510 | $3,294,717 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 1.14% | 0.99% |
#24
7
Prev: #31
|
1.0 |
—
|
-128 | -0.6% |
P
S
|
21,803 | $3,249,773 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
C
CITIGROUP INC
|
Financial Services | 1.12% | 1.23% |
#25
4
Prev: #21
|
0.9 |
—
|
86 | 0.4% |
P
S
|
24,559 | $3,179,959 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.07% | 0.68% |
#26
35
Prev: #61
|
0.9 |
—
|
124 | 0.8% |
P
S
|
16,293 | $3,047,606 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
UBS
UBS GROUP AG
|
Financial Services | 1.06% | 1.11% |
#27
Prev: #27
|
0.9 |
—
|
-55 | -0.1% |
P
S
|
62,530 | $3,009,588 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.05% | 0.78% |
#28
22
Prev: #50
|
3.4 |
—
|
8,424 | 296.3% |
P
S
|
11,267 | $2,982,938 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.00% | 1.09% |
#29
Prev: #29
|
0.9 |
—
|
29 | 1.1% |
P
S
|
2,666 | $2,839,586 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.98% | 1.09% |
#30
Prev: #30
|
0.9 |
—
|
27 | 0.1% |
P
S
|
26,822 | $2,787,303 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.97% | 1.10% |
#31
3
Prev: #28
|
0.9 |
—
|
15 | 0.5% |
P
S
|
3,056 | $2,751,237 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.94% | 0.95% |
#32
Prev: #32
|
0.9 |
—
|
-7 | -0.1% |
P
S
|
6,192 | $2,660,957 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
V
VISA INC
|
Financial Services | 0.91% | 0.89% |
#33
5
Prev: #38
|
0.9 |
—
|
-41 | -0.6% |
P
S
|
7,223 | $2,595,335 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.91% | 0.91% |
#34
1
Prev: #35
|
0.9 |
—
|
44 | 0.4% |
P
S
|
10,201 | $2,591,159 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.91% | 1.13% |
#35
9
Prev: #26
|
0.9 |
—
|
17 | 0.6% |
P
S
|
2,707 | $2,572,983 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.90% | 0.88% |
#36
4
Prev: #40
|
0.9 |
—
|
-31 | -0.3% |
P
S
|
9,603 | $2,542,261 | 2018 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.89% | 0.88% |
#37
2
Prev: #39
|
0.9 |
—
|
-44 | -0.5% |
P
S
|
9,689 | $2,534,602 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 0.89% | 0.76% |
#38
13
Prev: #51
|
0.9 |
—
|
-59 | -0.4% |
P
S
|
15,509 | $2,524,154 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DE
DEERE & CO
|
Industrials | 0.87% | 0.84% |
#39
4
Prev: #43
|
0.8 |
—
|
-7 | -0.2% |
P
S
|
3,698 | $2,483,548 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SHEL
SHELL PLC
|
Energy | 0.85% | 0.71% |
#40
18
Prev: #58
|
0.8 |
—
|
-84 | -0.3% |
P
S
|
25,338 | $2,408,423 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.85% | 0.86% |
#41
1
Prev: #42
|
0.8 |
—
|
-12 | -0.2% |
P
S
|
7,278 | $2,407,705 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.83% | 0.95% |
#42
9
Prev: #33
|
0.8 |
—
|
-22 | -0.2% |
P
S
|
12,580 | $2,366,121 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
FLJP
FRANKLIN TEMPLE...
|
ETF | 0.83% | 0.81% |
#43
4
Prev: #47
|
0.8 |
—
|
-492 | -0.9% |
P
S
|
56,612 | $2,343,751 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MMM
3M CO
|
Industrials | 0.82% | 0.83% |
#44
1
Prev: #45
|
0.8 |
—
|
-41 | -0.3% |
P
S
|
14,198 | $2,330,668 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GNRC
GENERAC HLDGS I...
|
Industrials | 0.82% | 1.17% |
#45
21
Prev: #24
|
0.8 |
—
|
69 | 0.6% |
P
S
|
11,243 | $2,326,739 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.81% | 0.87% |
#46
5
Prev: #41
|
0.8 |
—
|
-84 | -0.2% |
P
S
|
42,476 | $2,311,989 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.79% | 0.76% |
#47
5
Prev: #52
|
0.8 |
—
|
-13 | -0.3% |
P
S
|
4,090 | $2,255,601 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DOC
HEALTHPEAK PROP...
|
Real Estate | 0.79% | 0.53% |
#48
26
Prev: #74
|
3.3 |
—
|
43,217 | 62.1% |
P
S
|
112,760 | $2,251,817 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.79% | 0.82% |
#49
3
Prev: #46
|
0.8 |
—
|
-40 | -0.9% |
P
S
|
4,519 | $2,250,236 | 2018 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.79% | 0.81% |
#50
2
Prev: #48
|
0.8 |
—
|
583 | 1.8% |
P
S
|
32,211 | $2,241,241 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 |
Showing 1-50 of 96 holdings