Altman Advisors, Inc.
Family Office
Altman Advisors, Inc. is a Family Office based in Chicago, IL led by Benjamin Marcus Altman, reporting $427.9M in AUM as of Q3 2025 with IEUR as the largest holding (6% allocation).
CEOBenjamin Marcus Altman
- Portfolio Value
- $269.4M
- Positions
- 96
- Top Holding
- IEUR at 5.84%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Altman Advisors, Inc.'s portfolio (31.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.7M | 5.84% | +$147.7K Bought | — 230.9K shares | |
Semiconductors Technology | $12.3M | 4.57% | -$63.3K Sold | 0.00% 66.0K shares | |
Consumer Electronics Technology | $8.9M | 3.31% | -$19.9K Sold | 0.00% 35.1K shares | |
Internet Content & Information Communication Services | $8.6M | 3.18% | -$138.3K Sold | 0.00% 35.3K shares | |
Software - Infrastructure Technology | $7.9M | 2.94% | -$24.9K Sold | 0.00% 15.3K shares | |
Specialty Retail Consumer Cyclical | $7.6M | 2.84% | +$15.6K Bought | 0.00% 34.8K shares | |
ETF ETF | $7.0M | 2.60% | +$2.1M Bought | — 123.9K shares | |
ETF ETF | $6.0M | 2.24% | +$333.9K Bought | — 62.6K shares | |
Semiconductors Technology | $6.0M | 2.22% | -$150.4K Sold | 0.00% 18.1K shares | |
Unknown Unknown | $5.4M | 2.00% | +$64.0K Bought | — 86.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Altman Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+88.27% | |
+49.78% | |
+41.64% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-60.85% | |
-17.47% | |
-17.23% | |
-2.91% |
Analytics
Portfolio insights and performance metrics for Altman Advisors, Inc.
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