Filed: 5/2/2025ACC: 0001085146-25-002563
📋 What this filing means
ALTMAN ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $217.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$217.01M
Total AUM (reported)
3.38M
Total Shares
Allocation by class
COM$115.46M53.2%
COM NEW$13.77M6.3%
CORE MSCI EURO$13.67M6.3%
CL A$9.14M4.2%
SPONSORED ADR$7.51M3.5%
SPONSORED ADS$6.17M2.8%
CAP STK CL A$5.60M2.6%
Portfolio Concentration
Top 3$27.19M12.5%
4–10$35.26M16.2%
11–25$43.24M19.9%
Rest$111.32M51.3%
Top 3 weight
12.5%
Top 10 weight
28.8%
Voting Authority Distribution
Total shares with voting rights: 3.38M
Sole
Full voting authority
3.38M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole94
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings94
Rows:
ISHARES TR
SOLEShares218.47K
TypeSH
Market value$13.67M
6.30%
Sole
218.47K
Shared
0.00
None
0.00
APPLE INC
SOLEShares34.07K
TypeSH
Market value$7.24M
3.34%
Sole
34.07K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares34.07K
TypeSH
Market value$6.28M
2.90%
Sole
34.07K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.22K
TypeSH
Market value$6.01M
2.77%
Sole
15.22K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares52.93K
TypeSH
Market value$5.76M
2.66%
Sole
52.93K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares35.25K
TypeSH
Market value$5.60M
2.58%
Sole
35.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares56.84K
TypeSH
Market value$5.46M
2.52%
Sole
56.84K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares85.13K
TypeSH
Market value$4.66M
2.15%
Sole
85.13K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares85.07K
TypeSH
Market value$4.12M
1.90%
Sole
85.07K
Shared
0.00
None
0.00
WALMART INC
SOLEShares37.43K
TypeSH
Market value$3.64M
1.68%
Sole
37.43K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares18.64K
TypeSH
Market value$3.59M
1.65%
Sole
18.64K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares100.89K
TypeSH
Market value$3.55M
1.63%
Sole
100.89K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.65K
TypeSH
Market value$3.55M
1.63%
Sole
6.65K
Shared
0.00
None
0.00
CBOE GLOBAL MKTS INC
SOLEShares15.43K
TypeSH
Market value$3.42M
1.58%
Sole
15.43K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares2.91K
TypeSH
Market value$3.30M
1.52%
Sole
2.91K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares15.45K
TypeSH
Market value$3.01M
1.39%
Sole
15.45K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares6.71K
TypeSH
Market value$2.88M
1.33%
Sole
6.71K
Shared
0.00
None
0.00
FRANKLIN TEMPLETON ETF TR
SOLEShares70.72K
TypeSH
Market value$2.71M
1.25%
Sole
70.72K
Shared
0.00
None
0.00
VISA INC
SOLEShares7.71K
TypeSH
Market value$2.66M
1.23%
Sole
7.71K
Shared
0.00
None
0.00
TESLA INC
SOLEShares9.11K
TypeSH
Market value$2.57M
1.19%
Sole
9.11K
Shared
0.00
None
0.00
MITSUBISHI UFJ FINL GROUP IN
SOLEShares198.76K
TypeSH
Market value$2.51M
1.16%
Sole
198.76K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares10.06K
TypeSH
Market value$2.43M
1.12%
Sole
10.06K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares7.42K
TypeSH
Market value$2.37M
1.09%
Sole
7.42K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares10.16K
TypeSH
Market value$2.35M
1.08%
Sole
10.16K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares35.26K
TypeSH
Market value$2.34M
1.08%
Sole
35.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EURO | 218.47K | SH | $13.67M 6.30% | 218.47K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 34.07K | SH | $7.24M 3.34% | 34.07K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 34.07K | SH | $6.28M 2.90% | 34.07K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.22K | SH | $6.01M 2.77% | 15.22K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 52.93K | SH | $5.76M 2.66% | 52.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 35.25K | SH | $5.60M 2.58% | 35.25K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 56.84K | SH | $5.46M 2.52% | 56.84K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 85.13K | SH | $4.66M 2.15% | 85.13K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P SMCP VLU MNT | 85.07K | SH | $4.12M 1.90% | 85.07K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 37.43K | SH | $3.64M 1.68% | 37.43K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 18.64K | SH | $3.59M 1.65% | 18.64K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 100.89K | SH | $3.55M 1.63% | 100.89K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.65K | SH | $3.55M 1.63% | 6.65K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 15.43K | SH | $3.42M 1.58% | 15.43K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 2.91K | SH | $3.30M 1.52% | 2.91K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 15.45K | SH | $3.01M 1.39% | 15.45K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 6.71K | SH | $2.88M 1.33% | 6.71K | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | FRANKLIN INDIA | 70.72K | SH | $2.71M 1.25% | 70.72K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 7.71K | SH | $2.66M 1.23% | 7.71K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 9.11K | SH | $2.57M 1.19% | 9.11K | 0.00 | 0.00 |
MITSUBISHI UFJ FINL GROUP INSOLE | SPONSORED ADS | 198.76K | SH | $2.51M 1.16% | 198.76K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 10.06K | SH | $2.43M 1.12% | 10.06K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 7.42K | SH | $2.37M 1.09% | 7.42K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 10.16K | SH | $2.35M 1.08% | 10.16K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 35.26K | SH | $2.34M 1.08% | 35.26K | 0.00 | 0.00 |
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