2026 Q1 Portfolio Activity
In 2026 Q1, Altman Advisors, Inc. maintained a portfolio of 99 distinct positions. The most significant new addition was ISHARES TR, now representing 3.13% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 14.9%. Conversely, Altman Advisors, Inc. completely exited their position in ISHARES TR.
Position History
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Total Positions
99
Quarter
2026 Q1
Top Holding
IEUR (7.8%)
Top 10 Concentration
36.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 99
Altman Advisors, Inc. Full Holdings List — 2026 Q1
| 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 | 7.83% | 6.26% |
#1
Prev: #1
|
7.1 | 34,774 | 14.9% |
P
S
|
268,835 | $18,891,035 |
$56.53
+25.5%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.59% | 4.50% |
#2
Prev: #2
|
3.8 | -502 | -0.8% |
P
S
|
63,492 | $11,073,005 |
$129.08
+37.4%
|
2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.03% | 4.05% |
#3
Prev: #3
|
3.1 | -581 | -1.7% |
P
S
|
33,779 | $9,713,555 |
$115.10
+157.0%
|
2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
AAPL
APPLE INC
|
Technology | 3.75% | 3.56% |
#4
Prev: #4
|
2.5 | 891 | 2.6% |
P
S
|
35,619 | $9,039,688 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XSVM
INVESCO EXCHANG...
|
Bond/Debt | 3.50% | 2.95% |
#5
1
Prev: #6
|
2.4 | 2,934 | 2.1% |
P
S
|
139,995 | $8,436,099 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.47% | 3.12% |
#6
1
Prev: #5
|
3.4 | 4,330 | 12.1% |
P
S
|
40,251 | $8,383,005 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IEI
ISHARES TR
|
ETF | 3.13% | — |
#7
Prev: #—
|
4.8 | 63,586 | — |
NEW
|
63,586 | $7,541,300 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.65% | 2.86% |
#8
1
Prev: #7
|
3.1 | 1,555 | 9.9% |
P
S
|
17,250 | $6,385,281 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.90% | 1.49% |
#9
3
Prev: #12
|
1.3 | 575 | 4.4% |
P
S
|
13,598 | $4,595,596 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CBOE
CBOE GLOBAL MKT...
|
Financial Services | 1.80% | 1.46% |
#10
3
Prev: #13
|
1.7 | no change | no change |
P
S
|
15,431 | $4,337,191 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.78% | 1.82% |
#11
1
Prev: #10
|
1.2 | -44 | -0.3% |
P
S
|
13,910 | $4,305,197 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 1.78% | 2.04% |
#12
3
Prev: #9
|
0.7 | -16,627 | -20.6% |
P
S
|
64,000 | $4,297,521 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.77% | 1.56% |
#13
2
Prev: #11
|
1.2 | -2,998 | -8.0% |
P
S
|
34,268 | $4,258,832 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.71% | 1.33% |
#14
4
Prev: #18
|
3.2 | 1,886 | 35.3% |
P
S
|
7,225 | $4,133,639 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.54% | 1.11% |
#15
13
Prev: #28
|
1.1 | 250 | 1.5% |
P
S
|
17,408 | $3,719,445 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FNOV
FIRST TR EXCHNG...
|
ETF | 1.47% | 1.37% |
#16
1
Prev: #15
|
1.1 | -730 | -0.8% |
P
S
|
94,298 | $3,535,281 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TWLO
TWILIO INC
|
Technology | 1.36% | 1.38% |
#17
3
Prev: #14
|
1.0 | 480 | 1.9% |
P
S
|
26,145 | $3,289,564 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TIMB
TIM S A
|
Communication Services | 1.32% | 0.89% |
#18
23
Prev: #41
|
1.0 | -947 | -0.8% |
P
S
|
120,636 | $3,195,648 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.30% | 1.36% |
#19
3
Prev: #16
|
1.0 | 41 | 1.2% |
P
S
|
3,408 | $3,134,576 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 1.27% | 1.04% |
#20
13
Prev: #33
|
1.0 | -513 | -2.3% |
P
S
|
21,992 | $3,065,057 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NFLX
NETFLIX INC.
|
ETF | 1.26% | 1.09% |
#21
11
Prev: #32
|
1.0 | 805 | 2.6% |
P
S
|
31,704 | $3,048,340 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MFG
MIZUHO FINANCIA...
|
Financial Services | 1.25% | 1.17% |
#22
3
Prev: #25
|
1.0 | -46,337 | -10.9% |
P
S
|
379,398 | $3,012,420 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MUFG
MITSUBISHI UFJ ...
|
Financial Services | 1.25% | 1.21% |
#23
1
Prev: #24
|
1.0 | -25,571 | -12.6% |
P
S
|
177,200 | $3,007,077 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
EXPE
EXPEDIA GROUP I...
|
Consumer Cyclical | 1.22% | 1.32% |
#24
5
Prev: #19
|
1.0 | 334 | 2.7% |
P
S
|
12,735 | $2,940,415 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 1.19% | 1.34% |
#25
8
Prev: #17
|
1.0 | 148 | 1.5% |
P
S
|
10,244 | $2,860,769 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.18% | 1.16% |
#26
Prev: #26
|
1.0 | -322 | -1.4% |
P
S
|
23,252 | $2,854,881 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
C
CITIGROUP INC
|
Financial Services | 1.16% | 1.26% |
#27
5
Prev: #22
|
1.0 | -3,815 | -13.3% |
P
S
|
24,767 | $2,808,771 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.11% | 0.87% |
#28
17
Prev: #45
|
0.9 | -3,430 | -17.8% |
P
S
|
15,800 | $2,680,628 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.07% | 0.95% |
#29
8
Prev: #37
|
2.4 | 181 | 6.3% |
P
S
|
3,060 | $2,588,369 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCCO
SOUTHERN COPPER...
|
Basic Materials | 1.02% | 0.76% |
#30
23
Prev: #53
|
0.9 | 218 | 1.5% |
P
S
|
14,368 | $2,472,158 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
UBS
UBS GROUP AG
|
Financial Services | 1.02% | 1.22% |
#31
8
Prev: #23
|
0.9 | -6,770 | -9.7% |
P
S
|
63,194 | $2,469,005 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SHEL
SHELL PLC
|
Energy | 1.00% | 0.73% |
#32
25
Prev: #57
|
0.9 | -548 | -2.1% |
P
S
|
25,900 | $2,408,679 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.98% | 0.83% |
#33
16
Prev: #49
|
0.9 | -960 | -9.0% |
P
S
|
9,713 | $2,374,364 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LNG
CHENIERE ENERGY...
|
Energy | 0.98% | 0.74% |
#34
22
Prev: #56
|
0.9 | -1,748 | -17.3% |
P
S
|
8,362 | $2,372,700 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.98% | — |
#35
Prev: #—
|
3.9 | 2,703 | — |
NEW
|
2,703 | $2,359,449 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DY
DYCOM INDS INC
|
Industrials | 0.95% | 0.85% |
#36
10
Prev: #46
|
0.9 | 91 | 1.4% |
P
S
|
6,766 | $2,292,456 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NVS
NOVARTIS AG
|
Healthcare | 0.95% | 0.89% |
#37
5
Prev: #42
|
0.9 | -2,141 | -12.5% |
P
S
|
14,971 | $2,286,820 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.93% | 1.10% |
#38
9
Prev: #29
|
0.9 | -610 | -6.2% |
P
S
|
9,236 | $2,238,774 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.93% | 0.84% |
#39
9
Prev: #48
|
0.9 | -740 | -10.6% |
P
S
|
6,249 | $2,235,240 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CTSH
COGNIZANT TECHN...
|
Technology | 0.92% | 0.73% |
#40
18
Prev: #58
|
3.4 | 12,912 | 55.4% |
P
S
|
36,225 | $2,222,404 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.92% | 0.70% |
#41
21
Prev: #62
|
0.9 | 66 | 3.1% |
P
S
|
2,229 | $2,221,518 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
V
VISA INC
|
Financial Services | 0.92% | 1.00% |
#42
7
Prev: #35
|
0.9 | -233 | -3.1% |
P
S
|
7,312 | $2,209,963 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.91% | 1.29% |
#43
22
Prev: #21
|
0.4 | -2,195 | -32.3% |
P
S
|
4,605 | $2,206,716 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GNRC
GENERAC HLDGS I...
|
Industrials | 0.91% | 0.28% |
#44
38
Prev: #82
|
3.4 | 5,900 | 110.1% |
P
S
|
11,257 | $2,198,830 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.90% | 1.10% |
#45
15
Prev: #30
|
0.9 | -1,667 | -18.4% |
P
S
|
7,374 | $2,168,997 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.89% | 1.10% |
#46
15
Prev: #31
|
0.4 | -3,360 | -20.5% |
P
S
|
13,048 | $2,147,299 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DE
DEERE & CO
|
Industrials | 0.89% | 0.69% |
#47
19
Prev: #66
|
0.9 | -112 | -2.9% |
P
S
|
3,803 | $2,142,323 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.88% | 0.91% |
#48
8
Prev: #40
|
0.9 | -727 | -6.9% |
P
S
|
9,809 | $2,133,297 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.88% | 0.80% |
#49
2
Prev: #51
|
0.9 | 275 | 2.1% |
P
S
|
13,424 | $2,111,384 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PBR
PETROLEO BRASIL...
|
Energy | 0.87% | 0.55% |
#50
24
Prev: #74
|
0.8 | -21,790 | -17.7% |
P
S
|
101,021 | $2,096,182 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-50 of 99 holdings