Filed: 8/7/2025ACC: 0001085146-25-004680
📋 What this filing means
ALTMAN ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $244.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$244.80M
Total AUM (reported)
3.51M
Total Shares
Allocation by class
COM$126.07M51.5%
CORE MSCI EURO$15.14M6.2%
CL A$14.81M6.1%
COM NEW$14.24M5.8%
SPONSORED ADR$8.71M3.6%
SPONSORED ADS$7.16M2.9%
CAP STK CL A$6.30M2.6%
Portfolio Concentration
Top 3$32.97M13.5%
4–10$41.07M16.8%
11–25$48.86M20.0%
Rest$121.90M49.8%
Top 3 weight
13.5%
Top 10 weight
30.2%
Voting Authority Distribution
Total shares with voting rights: 3.51M
Sole
Full voting authority
3.51M
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)
Sole96
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings96
Rows:
ISHARES TR
SOLEShares228.77K
TypeSH
Market value$15.14M
6.18%
Sole
228.77K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares66.33K
TypeSH
Market value$10.17M
4.15%
Sole
66.33K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares34.75K
TypeSH
Market value$7.66M
3.13%
Sole
34.75K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.35K
TypeSH
Market value$7.55M
3.09%
Sole
15.35K
Shared
0.00
None
0.00
APPLE INC
SOLEShares35.13K
TypeSH
Market value$7.30M
2.98%
Sole
35.13K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares35.84K
TypeSH
Market value$6.30M
2.57%
Sole
35.84K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares59.10K
TypeSH
Market value$5.63M
2.30%
Sole
59.10K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares18.59K
TypeSH
Market value$4.92M
2.01%
Sole
18.59K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares85.45K
TypeSH
Market value$4.70M
1.92%
Sole
85.45K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares87.45K
TypeSH
Market value$4.66M
1.90%
Sole
87.45K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares114.53K
TypeSH
Market value$4.42M
1.81%
Sole
114.53K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares2.94K
TypeSH
Market value$3.80M
1.55%
Sole
2.94K
Shared
0.00
None
0.00
WALMART INC
SOLEShares37.62K
TypeSH
Market value$3.70M
1.51%
Sole
37.62K
Shared
0.00
None
0.00
CBOE GLOBAL MKTS INC
SOLEShares15.43K
TypeSH
Market value$3.58M
1.46%
Sole
15.43K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares6.78K
TypeSH
Market value$3.33M
1.36%
Sole
6.78K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares15.22K
TypeSH
Market value$3.33M
1.36%
Sole
15.22K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.71K
TypeSH
Market value$3.28M
1.34%
Sole
6.71K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.30K
TypeSH
Market value$3.09M
1.26%
Sole
4.30K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares9.97K
TypeSH
Market value$3.07M
1.25%
Sole
9.97K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares15.79K
TypeSH
Market value$3.00M
1.23%
Sole
15.79K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares13.22K
TypeSH
Market value$2.97M
1.21%
Sole
13.22K
Shared
0.00
None
0.00
FRANKLIN TEMPLETON ETF TR
SOLEShares72.29K
TypeSH
Market value$2.89M
1.18%
Sole
72.29K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares9.89K
TypeSH
Market value$2.88M
1.18%
Sole
9.89K
Shared
0.00
None
0.00
MITSUBISHI UFJ FINL GROUP IN
SOLEShares200.88K
TypeSH
Market value$2.76M
1.13%
Sole
200.88K
Shared
0.00
None
0.00
TESLA INC
SOLEShares9.16K
TypeSH
Market value$2.75M
1.12%
Sole
9.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EURO | 228.77K | SH | $15.14M 6.18% | 228.77K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 66.33K | SH | $10.17M 4.15% | 66.33K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 34.75K | SH | $7.66M 3.13% | 34.75K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.35K | SH | $7.55M 3.09% | 15.35K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 35.13K | SH | $7.30M 2.98% | 35.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 35.84K | SH | $6.30M 2.57% | 35.84K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 59.10K | SH | $5.63M 2.30% | 59.10K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 18.59K | SH | $4.92M 2.01% | 18.59K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 85.45K | SH | $4.70M 1.92% | 85.45K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P SMCP VLU MNT | 87.45K | SH | $4.66M 1.90% | 87.45K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 114.53K | SH | $4.42M 1.81% | 114.53K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 2.94K | SH | $3.80M 1.55% | 2.94K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 37.62K | SH | $3.70M 1.51% | 37.62K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 15.43K | SH | $3.58M 1.46% | 15.43K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 6.78K | SH | $3.33M 1.36% | 6.78K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 15.22K | SH | $3.33M 1.36% | 15.22K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.71K | SH | $3.28M 1.34% | 6.71K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.30K | SH | $3.09M 1.26% | 4.30K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 9.97K | SH | $3.07M 1.25% | 9.97K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 15.79K | SH | $3.00M 1.23% | 15.79K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 13.22K | SH | $2.97M 1.21% | 13.22K | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | FRANKLIN INDIA | 72.29K | SH | $2.89M 1.18% | 72.29K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 9.89K | SH | $2.88M 1.18% | 9.89K | 0.00 | 0.00 |
MITSUBISHI UFJ FINL GROUP INSOLE | SPONSORED ADS | 200.88K | SH | $2.76M 1.13% | 200.88K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 9.16K | SH | $2.75M 1.12% | 9.16K | 0.00 | 0.00 |
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