Altman Advisors, Inc.

Altman Advisors, Inc. reported 93 holdings worth US$279M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Altman Advisors, Inc. reported 93 holdings worth US$279M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Aug 11, 2026 (Form 13F).

Holdings
93
Value as reported
US$279M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation62,387US$12.5M4.5%
Alphabet Inc (google) Class C33,189US$11.9M4.3%
Apple Inc34,736US$10.1M3.6%
Amazon.com, Inc.39,801US$9.49M3.4%
Lam Research Corporation16,750US$7.26M2.6%
Microsoft Corp.17,153US$6.4M2.3%
Taiwan Semiconductor Manufacturing Co., Ltd.13,292US$6.35M2.3%
Twilio Inc.25,863US$5.34M1.9%
Broadcom Inc.13,743US$5.19M1.9%
Advanced Micro Devices Inc8,564US$4.97M1.8%
Meta Platforms, Inc.8,256US$4.65M1.7%
Eli Lilly And Company3,236US$3.88M1.4%
Arista Networks, Inc.22,502US$3.82M1.4%
Cboe Global Markets, Inc.15,431US$3.74M1.3%
Mizuho Financial Group, Inc.377KUS$3.61M1.3%
Mitsubishi Ufj Financial Group, Inc.176KUS$3.5M1.3%
Citigroup, Inc.24,473US$3.43M1.2%
Dycom Industries, Inc.6,710US$3.39M1.2%
Generac Holdings Inc.11,174US$3.27M1.2%
Expedia Group, Inc.12,611US$3.23M1.2%
Ge Vernova Inc.2,690US$3.16M1.1%
Goldman Sachs Group, Inc. (the)3,041US$3.08M1.1%
Micron Technology, Inc.2,637US$3.04M1.1%
Walmart Inc.26,795US$3.03M1.1%
Gilead Sciences, Inc.21,931US$2.77M0.99%
Morgan Stanley12,602US$2.63M0.95%
International Business Machines Corporation9,157US$2.58M0.92%
Constellation Energy Corporation10,157US$2.52M0.91%
Tim S.a.117KUS$2.51M0.90%
Southern Copper Corporation14,414US$2.51M0.90%
Visa Inc.7,264US$2.49M0.89%
Abbvie Inc.9,733US$2.45M0.88%
Johnson & Johnson9,634US$2.45M0.88%
Bank Of America Corporation42,560US$2.43M0.87%
Jp Morgan Chase & Co.7,290US$2.39M0.86%
Deere & Company3,705US$2.35M0.84%
Novartis Ag14,896US$2.33M0.84%
3m Company14,239US$2.31M0.83%
Berkshire Hathaway Inc.4,559US$2.28M0.82%
Netflix, Inc.31,628US$2.26M0.81%
Pultegroup, Inc.15,969US$2.19M0.79%
Crowdstrike Holdings, Inc.2,843US$2.17M0.78%
Exxon Mobil Corporation15,568US$2.13M0.76%
Mastercard Incorporated4,103US$2.11M0.76%
General Dynamics Corporation5,891US$2.09M0.75%
Costco Wholesale Corporation2,220US$2.08M0.75%
Uber Technologies, Inc.28,661US$2.07M0.74%
Equinix, Inc.1,982US$2.07M0.74%
Shell Plc25,422US$1.97M0.71%
Cheniere Energy, Inc.8,195US$1.96M0.70%
Realty Income Corporation31,185US$1.93M0.69%
Palantir Technologies Inc.16,169US$1.89M0.68%
Firstenergy Corp.38,832US$1.85M0.66%
Dominion Energy, Inc.26,019US$1.78M0.64%
Home Depot, Inc. (the)4,996US$1.76M0.63%
Unilever Plc28,401US$1.71M0.61%
Yum China Holdings, Inc.41,041US$1.68M0.60%
Coupang, Inc.96,562US$1.68M0.60%
Intercontinental Exchange Inc.13,391US$1.65M0.59%
Petroleo Brasileiro Sa98,232US$1.59M0.57%
Eog Resources, Inc.11,674US$1.51M0.54%
Tesla, Inc.3,583US$1.51M0.54%
Healthpeak Properties, Inc.69,543US$1.49M0.53%
At&t Inc.59,285US$1.23M0.44%
Rocket Lab Corporation3,378US$343K0.12%
Kla Corporation700US$211K0.08%
Southern Company (the)2,200US$211K0.08%
American Tower Corporation (reit)0US$00.00%
Cognizant Technology Solutions Corporation0US$00.00%
Oracle Corporation0US$00.00%

Source

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