2026 Q2 Portfolio Activity
In 2026 Q2, Altman Advisors, Inc. maintained a portfolio of 97 distinct positions. The most significant new addition was ADVANCED MICRO DEVICES INC, now representing 1.79% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 19.0%. Conversely, Altman Advisors, Inc. completely exited their position in COGNIZANT TECHNOLOGY SOLUTIO.
Position History
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Total Positions
97
Quarter
2026 Q2
Top Holding
IEUR (7.2%)
Top 10 Concentration
36.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 97
Altman Advisors, Inc. Full Holdings List — 2026 Q2
| 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 | 7.17% | 7.83% |
#1
Prev: #1
|
5.4 |
—
|
-3,196 | -1.2% |
P
S
|
265,639 | $19,968,099 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.48% | 4.59% |
#2
Prev: #2
|
3.8 |
—
|
-1,105 | -1.7% |
P
S
|
62,387 | $12,483,015 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.26% | 4.03% |
#3
Prev: #3
|
3.2 |
—
|
-590 | -1.7% |
P
S
|
33,189 | $11,860,842 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AAPL
APPLE INC
|
Technology | 3.61% | 3.75% |
#4
Prev: #4
|
2.4 |
—
|
-883 | -2.5% |
P
S
|
34,736 | $10,051,311 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
XSVM
INVESCO EXCHANG...
|
Bond/Debt | 3.48% | 3.50% |
#5
Prev: #5
|
2.4 |
—
|
-815 | -0.6% |
P
S
|
139,180 | $9,685,564 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.40% | 3.47% |
#6
Prev: #6
|
1.9 |
—
|
-450 | -1.1% |
P
S
|
39,801 | $9,486,247 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IEI
ISHARES TR
|
ETF | 2.66% | 3.13% |
#7
Prev: #7
|
1.6 |
—
|
-374 | -0.6% |
P
S
|
63,212 | $7,424,249 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 2.60% | 1.54% |
#8
7
Prev: #15
|
1.5 |
—
|
-658 | -3.8% |
P
S
|
16,750 | $7,258,390 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.30% | 2.65% |
#9
1
Prev: #8
|
1.4 |
—
|
-97 | -0.6% |
P
S
|
17,153 | $6,398,274 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.28% | 1.90% |
#10
1
Prev: #9
|
1.4 |
—
|
-306 | -2.3% |
P
S
|
13,292 | $6,348,075 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TWLO
TWILIO INC
|
Technology | 1.92% | 1.36% |
#11
6
Prev: #17
|
1.3 |
—
|
-282 | -1.1% |
P
S
|
25,863 | $5,336,313 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.86% | 1.78% |
#12
1
Prev: #11
|
1.2 |
—
|
-167 | -1.2% |
P
S
|
13,743 | $5,191,375 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.79% | — |
#13
Prev: #—
|
4.2 |
—
|
8,564 | — |
NEW
|
8,564 | $4,974,913 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.67% | 1.71% |
#14
Prev: #14
|
2.7 |
—
|
1,031 | 14.3% |
P
S
|
8,256 | $4,650,543 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.39% | 1.30% |
#15
4
Prev: #19
|
1.1 |
—
|
-172 | -5.0% |
P
S
|
3,236 | $3,881,355 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.37% | 1.18% |
#16
10
Prev: #26
|
1.0 |
—
|
-750 | -3.2% |
P
S
|
22,502 | $3,822,640 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CBOE
CBOE GLOBAL MKT...
|
Financial Services | 1.34% | 1.80% |
#17
7
Prev: #10
|
1.5 |
—
|
no change | no change |
P
S
|
15,431 | $3,744,641 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 1.32% | 1.78% |
#18
6
Prev: #12
|
1.0 |
—
|
-9,455 | -14.8% |
P
S
|
54,545 | $3,674,303 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MFG
MIZUHO FINANCIA...
|
Financial Services | 1.29% | 1.25% |
#19
3
Prev: #22
|
1.0 |
—
|
-2,765 | -0.7% |
P
S
|
376,633 | $3,608,144 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MUFG
MITSUBISHI UFJ ...
|
Financial Services | 1.26% | 1.25% |
#20
3
Prev: #23
|
1.0 |
—
|
-1,029 | -0.6% |
P
S
|
176,171 | $3,504,033 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
C
CITIGROUP INC
|
Financial Services | 1.23% | 1.16% |
#21
6
Prev: #27
|
1.0 |
—
|
-294 | -1.2% |
P
S
|
24,473 | $3,425,192 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DY
DYCOM INDS INC
|
Industrials | 1.22% | 0.95% |
#22
14
Prev: #36
|
1.0 |
—
|
-56 | -0.8% |
P
S
|
6,710 | $3,392,509 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
FNOV
FIRST TR EXCHNG...
|
ETF | 1.21% | 1.47% |
#23
7
Prev: #16
|
1.0 |
—
|
-5,984 | -6.3% |
P
S
|
88,314 | $3,359,783 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GNRC
GENERAC HLDGS I...
|
Industrials | 1.17% | 0.91% |
#24
20
Prev: #44
|
1.0 |
—
|
-83 | -0.7% |
P
S
|
11,174 | $3,271,859 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
EXPE
EXPEDIA GROUP I...
|
Consumer Cyclical | 1.16% | 1.22% |
#25
1
Prev: #24
|
1.0 |
—
|
-124 | -1.0% |
P
S
|
12,611 | $3,226,943 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 1.13% | 0.98% |
#26
9
Prev: #35
|
1.0 |
—
|
-13 | -0.5% |
P
S
|
2,690 | $3,160,373 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
UBS
UBS GROUP AG
|
Financial Services | 1.11% | 1.02% |
#27
4
Prev: #31
|
0.9 |
—
|
-609 | -1.0% |
P
S
|
62,585 | $3,101,732 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.10% | 1.07% |
#28
1
Prev: #29
|
0.9 |
—
|
-19 | -0.6% |
P
S
|
3,041 | $3,075,162 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.09% | — |
#29
Prev: #—
|
3.9 |
—
|
2,637 | — |
NEW
|
2,637 | $3,043,863 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.09% | 1.77% |
#30
17
Prev: #13
|
0.4 |
—
|
-7,473 | -21.8% |
P
S
|
26,795 | $3,034,821 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.99% | 1.27% |
#31
11
Prev: #20
|
0.9 |
—
|
-61 | -0.3% |
P
S
|
21,931 | $2,770,803 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.95% | 0.93% |
#32
7
Prev: #39
|
0.9 |
—
|
-50 | -0.8% |
P
S
|
6,199 | $2,641,709 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.95% | 0.89% |
#33
13
Prev: #46
|
0.9 |
—
|
-446 | -3.4% |
P
S
|
12,602 | $2,634,322 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.92% | 0.93% |
#34
4
Prev: #38
|
0.9 |
—
|
-79 | -0.9% |
P
S
|
9,157 | $2,575,125 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.91% | 1.19% |
#35
10
Prev: #25
|
0.9 |
—
|
-87 | -0.8% |
P
S
|
10,157 | $2,522,816 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TIMB
TIM S A
|
Communication Services | 0.90% | 1.32% |
#36
18
Prev: #18
|
0.9 |
—
|
-3,294 | -2.7% |
P
S
|
117,342 | $2,513,466 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SCCO
SOUTHERN COPPER...
|
Basic Materials | 0.90% | 1.02% |
#37
7
Prev: #30
|
0.9 |
—
|
46 | 0.3% |
P
S
|
14,414 | $2,511,784 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
V
VISA INC
|
Financial Services | 0.89% | 0.92% |
#38
4
Prev: #42
|
0.9 |
—
|
-48 | -0.7% |
P
S
|
7,264 | $2,492,079 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.88% | 0.88% |
#39
9
Prev: #48
|
0.9 |
—
|
-76 | -0.8% |
P
S
|
9,733 | $2,449,160 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.88% | 0.98% |
#40
7
Prev: #33
|
0.9 |
—
|
-79 | -0.8% |
P
S
|
9,634 | $2,446,630 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.87% | 0.86% |
#41
11
Prev: #52
|
0.8 |
—
|
-218 | -0.5% |
P
S
|
42,560 | $2,425,052 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.86% | 0.90% |
#42
3
Prev: #45
|
0.8 |
—
|
-84 | -1.1% |
P
S
|
7,290 | $2,386,093 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DE
DEERE & CO
|
Industrials | 0.84% | 0.89% |
#43
4
Prev: #47
|
0.8 |
—
|
-98 | -2.6% |
P
S
|
3,705 | $2,350,303 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NVS
NOVARTIS AG
|
Healthcare | 0.84% | 0.95% |
#44
7
Prev: #37
|
0.8 |
—
|
-75 | -0.5% |
P
S
|
14,896 | $2,334,501 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MMM
3M CO
|
Industrials | 0.83% | 0.86% |
#45
9
Prev: #54
|
0.8 |
—
|
-34 | -0.2% |
P
S
|
14,239 | $2,305,436 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.82% | 0.91% |
#46
3
Prev: #43
|
0.8 |
—
|
-46 | -1.0% |
P
S
|
4,559 | $2,281,278 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
FLJP
FRANKLIN TEMPLE...
|
ETF | 0.81% | 0.87% |
#47
4
Prev: #51
|
0.8 |
—
|
-793 | -1.4% |
P
S
|
57,104 | $2,269,884 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.81% | 1.26% |
#48
27
Prev: #21
|
0.8 |
—
|
-76 | -0.2% |
P
S
|
31,628 | $2,258,239 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PHM
PULTE GROUP INC
|
Consumer Cyclical | 0.79% | 0.78% |
#49
13
Prev: #62
|
0.8 |
—
|
-69 | -0.4% |
P
S
|
15,969 | $2,191,106 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.78% | — |
#50
Prev: #—
|
3.8 |
—
|
2,843 | — |
NEW
|
2,843 | $2,169,607 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 |
Showing 1-50 of 97 holdings