Filed: 5/5/2026ACC: 0001731671-26-000002
📋 What this filing means
ALTMAN ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $241.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$241.27M
Total AUM (reported)
3.33M
Total Shares
Allocation by class
COM$116.57M48.3%
CORE MSCI EURO$18.89M7.8%
COM NEW$15.92M6.6%
CL A$13.57M5.6%
SPONSORED ADR$10.59M4.4%
CAP STK CL A$9.71M4.0%
SPONSORED ADS$9.21M3.8%
Portfolio Concentration
Top 3$39.68M16.4%
4–10$48.72M20.2%
11–25$51.80M21.5%
Rest$101.07M41.9%
Top 3 weight
16.4%
Top 10 weight
36.6%
Voting Authority Distribution
Total shares with voting rights: 3.33M
Sole
Full voting authority
3.33M
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)
Sole77
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:
ISHARES TR
SOLEShares268.83K
TypeSH
Market value$18.89M
7.83%
Sole
268.83K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares63.49K
TypeSH
Market value$11.07M
4.59%
Sole
63.49K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares33.78K
TypeSH
Market value$9.71M
4.03%
Sole
33.78K
Shared
0.00
None
0.00
APPLE INC
SOLEShares35.62K
TypeSH
Market value$9.04M
3.75%
Sole
35.62K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares140K
TypeSH
Market value$8.44M
3.50%
Sole
140K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares40.25K
TypeSH
Market value$8.38M
3.47%
Sole
40.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares63.59K
TypeSH
Market value$7.54M
3.13%
Sole
63.59K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares17.25K
TypeSH
Market value$6.39M
2.65%
Sole
17.25K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares13.60K
TypeSH
Market value$4.60M
1.90%
Sole
13.60K
Shared
0.00
None
0.00
CBOE GLOBAL MKTS INC
SOLEShares15.43K
TypeSH
Market value$4.34M
1.80%
Sole
15.43K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares13.91K
TypeSH
Market value$4.31M
1.78%
Sole
13.91K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares64K
TypeSH
Market value$4.30M
1.78%
Sole
64K
Shared
0.00
None
0.00
WALMART INC
SOLEShares34.27K
TypeSH
Market value$4.26M
1.77%
Sole
34.27K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares7.22K
TypeSH
Market value$4.13M
1.71%
Sole
7.22K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares17.41K
TypeSH
Market value$3.72M
1.54%
Sole
17.41K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares94.30K
TypeSH
Market value$3.54M
1.47%
Sole
94.30K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares26.14K
TypeSH
Market value$3.29M
1.36%
Sole
26.14K
Shared
0.00
None
0.00
TIM S A
SOLEShares120.64K
TypeSH
Market value$3.20M
1.32%
Sole
120.64K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares3.41K
TypeSH
Market value$3.13M
1.30%
Sole
3.41K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares21.99K
TypeSH
Market value$3.07M
1.27%
Sole
21.99K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares31.70K
TypeSH
Market value$3.05M
1.26%
Sole
31.70K
Shared
0.00
None
0.00
MIZUHO FINANCIAL GROUP INC
SOLEShares379.40K
TypeSH
Market value$3.01M
1.25%
Sole
379.40K
Shared
0.00
None
0.00
MITSUBISHI UFJ FINANCIAL GRO
SOLEShares177.20K
TypeSH
Market value$3.01M
1.25%
Sole
177.20K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares12.73K
TypeSH
Market value$2.94M
1.22%
Sole
12.73K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares10.24K
TypeSH
Market value$2.86M
1.19%
Sole
10.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EURO | 268.83K | SH | $18.89M 7.83% | 268.83K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 63.49K | SH | $11.07M 4.59% | 63.49K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 33.78K | SH | $9.71M 4.03% | 33.78K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 35.62K | SH | $9.04M 3.75% | 35.62K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P SMCP VLU MNT | 140K | SH | $8.44M 3.50% | 140K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 40.25K | SH | $8.38M 3.47% | 40.25K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 63.59K | SH | $7.54M 3.13% | 63.59K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 17.25K | SH | $6.39M 2.65% | 17.25K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 13.60K | SH | $4.60M 1.90% | 13.60K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 15.43K | SH | $4.34M 1.80% | 15.43K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 13.91K | SH | $4.31M 1.78% | 13.91K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 64K | SH | $4.30M 1.78% | 64K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 34.27K | SH | $4.26M 1.77% | 34.27K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.22K | SH | $4.13M 1.71% | 7.22K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 17.41K | SH | $3.72M 1.54% | 17.41K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 94.30K | SH | $3.54M 1.47% | 94.30K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 26.14K | SH | $3.29M 1.36% | 26.14K | 0.00 | 0.00 |
TIM S ASOLE | SPONSORED ADR | 120.64K | SH | $3.20M 1.32% | 120.64K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.41K | SH | $3.13M 1.30% | 3.41K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 21.99K | SH | $3.07M 1.27% | 21.99K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 31.70K | SH | $3.05M 1.26% | 31.70K | 0.00 | 0.00 |
MIZUHO FINANCIAL GROUP INCSOLE | SPONSORED ADR | 379.40K | SH | $3.01M 1.25% | 379.40K | 0.00 | 0.00 |
MITSUBISHI UFJ FINANCIAL GROSOLE | SPONSORED ADS | 177.20K | SH | $3.01M 1.25% | 177.20K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 12.73K | SH | $2.94M 1.22% | 12.73K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 10.24K | SH | $2.86M 1.19% | 10.24K | 0.00 | 0.00 |
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