Altman Advisors, Inc. Portfolio Holdings by Sector
Altman Advisors, Inc.
- $271 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IEUR SPYG SPYV XSVM IAU IEF FNOV FLIN 17 stocks |
$67,757
24.99% of portfolio
|
9
|
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM AMD 4 stocks |
$23,608
8.71% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META TWLO 3 stocks |
$15,869
5.85% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL CRWD 3 stocks |
$14,784
5.45% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
MUFG C UBS JPM BAC 5 stocks |
$14,688
5.42% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY GILD NVS JNJ 5 stocks |
$12,906
4.76% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$9,918
3.66% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8,924
3.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CBOE ICE 2 stocks |
$5,981
2.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$5,849
2.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SHEL PBR 3 stocks |
$5,716
2.11% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
MFG PNC 2 stocks |
$5,180
1.91% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS GS 2 stocks |
$4,987
1.84% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$4,880
1.8% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TIMB T CMCSA 3 stocks |
$4,874
1.8% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GNRC 2 stocks |
$4,465
1.65% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM CTSH 2 stocks |
$4,353
1.61% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER HUBS 2 stocks |
$4,264
1.57% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUMC 2 stocks |
$4,062
1.5% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
D FE 2 stocks |
$3,835
1.41% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$3,521
1.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$3,404
1.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$3,317
1.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX AMT 2 stocks |
$3,230
1.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE 1 stocks |
$2,887
1.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$2,568
0.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG 1 stocks |
$2,404
0.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD 1 stocks |
$2,362
0.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM 1 stocks |
$2,045
0.75% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN 1 stocks |
$2,028
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$2,015
0.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$1,915
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$1,862
0.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Copper | Basic Materials
SCCO 1 stocks |
$1,789
0.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$1,780
0.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1,678
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,594
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG 1 stocks |
$1,583
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$1,360
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
EFR 1 stocks |
$638
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$269
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|