Altman Advisors, Inc. Portfolio Holdings

Altman Advisors, Inc.

  • $271 Million
  • Q3 2025

Altman Advisors, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $271 Million distributed in 92 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 $15.7M, Nvidia Corp with a value of $12.3M, Spdr Portfolio with a value of $9.49M, Apple Inc. with a value of $8.92M, and Alphabet Inc. with a value of $8.57M.

Examining the 13F form we can see an decrease of $1.14M in the current position value, from $272M to 271M.

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 $271 Million
ETFs: $68 Million
Technology: $55.9 Million
Financial Services: $39.8 Million
Communication Services: $24.3 Million
Consumer Cyclical: $22.5 Million
Healthcare: $15.9 Million
Industrials: $13.2 Million
Energy: $9.7 Million
Other: $21.8 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$12.3 Million 4.54% of portfolio
65,988
Q3 2025 Reduced 0.51%
$4.3T
$8.92 Million 3.29% of portfolio
35,050
Q3 2025 Reduced 0.22%
$1.65T
$8.57 Million 3.16% of portfolio
35,271
Q3 2025 Reduced 1.59%
$3.78T
$7.93 Million 2.92% of portfolio
15,305
Q3 2025 Reduced 0.31%
$2.39T
$7.65 Million 2.82% of portfolio
34,823
Q3 2025 Added 0.2%
$1.37T
$4.73 Million 1.75% of portfolio
6,445
Q3 2025 Added 49.78%
$279B
$3.86 Million 1.42% of portfolio
37,411
Q3 2025 Reduced 0.57%
$1.46T
$3.68 Million 1.36% of portfolio
13,160
Q3 2025 Reduced 0.42%
$414B
$3.68 Million 1.36% of portfolio
15,874
Q3 2025 Added 0.53%
$593B
$3.54 Million 1.31% of portfolio
12,595
Q3 2025 Reduced 17.23%
$662B
$3.4 Million 1.26% of portfolio
6,771
Q3 2025 Added 0.92%
$881B
$2.88 Million 1.06% of portfolio
9,141
Q3 2025 Reduced 0.26%
$266B
$2.8 Million 1.03% of portfolio
9,929
Q3 2025 Added 0.34%
$270B
$2.69 Million 0.99% of portfolio
16,908
Q3 2025 Reduced 0.68%
$971B
$2.57 Million 0.95% of portfolio
3,372
Q3 2025 Added 88.27%
$413B
$2.58 Million 0.95% of portfolio
50,006
Q3 2025 Added 0.12%
$224B
$2.36 Million 0.87% of portfolio
7,773
Q3 2025 Added 2.13%
$265B
$2.3 Million 0.85% of portfolio
2,889
Q3 2025 Added 0.45%
$512B
$2.31 Million 0.85% of portfolio
4,058
Q3 2025 Reduced 0.05%
$418B
$2.27 Million 0.84% of portfolio
12,714
Q3 2025 Added 1.18%
$283B
$2.2 Million 0.81% of portfolio
17,136
Q3 2025 Added 0.8%
$490B
$2.17 Million 0.8% of portfolio
19,287
Q3 2025 Added 0.63%
$404B
$1.99 Million 0.74% of portfolio
2,155
Q3 2025 Added 0.65%
$367B
$2.02 Million 0.74% of portfolio
4,973
Q3 2025 Added 0.53%
$522B
$1.99 Million 0.73% of portfolio
10,710
Q3 2025 Added 0.86%
$270B
$1.88 Million 0.69% of portfolio
26,284
Q3 2025 Added 1.1%
$388B
$1.64 Million 0.6% of portfolio
10,135
Q3 2025 Reduced 0.1%
$1.29T
$1.59 Million 0.59% of portfolio
3,585
Q3 2025 Reduced 60.85%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $271 Million
  • Prior Value $272 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR/A
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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