Altman Advisors, Inc. Portfolio Holdings
Q3 2025•96 long positions•$269.4M portfolio value
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Holding97 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $15.7M 5.84% | +$147.7K Bought | — 230.9K shares | 228.8K → 230.9K +$147.7K | +0.95% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $12.3M 4.57% | -$63.3K Sold | 0.0% 66.0K shares | 66.3K → 66.0K −$63.3K | -0.51% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $8.9M 3.31% | -$19.9K Sold | 0.0% 35.1K shares | 35.1K → 35.1K −$19.9K | -0.22% | $3.78T Mega Cap | Q3 2023 Held for 2y 2m | |
Internet Content & Information Communication Services | $8.6M 3.18% | -$138.3K Sold | 0.0% 35.3K shares | 35.8K → 35.3K −$138.3K | -1.59% | $2.95T Mega Cap | Q3 2023 Held for 2y 2m | |
Software - Infrastructure Technology | $7.9M 2.94% | -$24.9K Sold | 0.0% 15.3K shares | 15.4K → 15.3K −$24.9K | -0.31% | $3.85T Mega Cap | Q3 2023 Held for 2y 2m | |
Specialty Retail Consumer Cyclical | $7.6M 2.84% | +$15.6K Bought | 0.0% 34.8K shares | 34.8K → 34.8K +$15.6K | +0.2% | $2.34T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $7.0M 2.6% | +$2.1M Bought | — 123.9K shares | 87.4K → 123.9K +$2.1M | +41.64% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.0M 2.24% | +$333.9K Bought | — 62.6K shares | 59.1K → 62.6K +$333.9K | +5.86% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $6.0M 2.22% | -$150.4K Sold | 0.0% 18.1K shares | 18.6K → 18.1K −$150.4K | -2.45% | $1.56T Mega Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $5.4M 2.0% | +$64.0K Bought | — 86.5K shares | 85.5K → 86.5K +$64.0K | +1.2% | — — | Q3 2023 Held for 2y 2m | |
Internet Content & Information Communication Services | $4.7M 1.76% | +$1.6M Bought | 0.0% 6.4K shares | 4.3K → 6.4K +$1.6M | +49.78% | $1.84T Mega Cap | Q3 2023 Held for 2y 2m | |
Discount Stores Consumer Defensive | $3.9M 1.43% | -$22.0K Sold | 0.0% 37.4K shares | 37.6K → 37.4K −$22.0K | -0.57% | $821.68B Mega Cap | Q3 2023 Held for 2y 2m | |
Financial - Data & Stock Exchanges Financial Services | $3.8M 1.4% | — | 0.015% 15.4K shares | — | — | $25.7B Large Cap | Q3 2023 Held for 2y 2m | |
Semiconductors Technology | $3.7M 1.36% | -$15.6K Sold | — 13.2K shares | 13.2K → 13.2K −$15.6K | -0.42% | — — | Q3 2023 Held for 2y 2m | |
Drug Manufacturers - General Healthcare | $3.7M 1.36% | +$19.4K Bought | 0.001% 15.9K shares | 15.8K → 15.9K +$19.4K | +0.53% | $409.03B Mega Cap | Q3 2023 Held for 2y 2m | |
Software - Infrastructure Technology | $3.5M 1.31% | -$737.4K Sold | 0.0% 12.6K shares | 15.2K → 12.6K −$737.4K | -17.23% | $801.76B Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.5M 1.31% | -$746.3K Sold | — 94.5K shares | 114.5K → 94.5K −$746.3K | -17.47% | — — | Q3 2023 Held for 2y 2m | |
Entertainment Communication Services | $3.5M 1.31% | +$2.4K Bought | 0.001% 2.9K shares | 2.9K → 2.9K +$2.4K | +0.07% | $509.45B Mega Cap | Q3 2023 Held for 2y 2m | |
Computer Hardware Technology | $3.5M 1.29% | -$2.9K Sold | 0.002% 23.8K shares | 23.8K → 23.8K −$2.9K | -0.08% | $183.14B Large Cap | Q3 2023 Held for 2y 2m | |
Insurance - Diversified Financial Services | $3.4M 1.26% | +$31.2K Bought | 0.0% 6.8K shares | 6.7K → 6.8K +$31.2K | +0.92% | $1.08T Mega Cap | Q3 2023 Held for 2y 2m | |
Renewable Utilities Utilities | $3.3M 1.23% | +$37.2K Bought | 0.003% 10.1K shares | 10.0K → 10.1K +$37.2K | +1.13% | $102.80B Large Cap | Q3 2023 Held for 2y 2m | |
Software - Infrastructure Technology | $3.3M 1.23% | -$7.4K Sold | 0.003% 6.8K shares | 6.8K → 6.8K −$7.4K | -0.22% | $123.06B Large Cap | Q3 2023 Held for 2y 2m | |
Semiconductors Technology | $3.3M 1.22% | -$36.0K Sold | 0.002% 24.5K shares | 24.8K → 24.5K −$36.0K | -1.09% | $168.85B Large Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $3.2M 1.19% | +$6.3K Bought | — 201.3K shares | 200.9K → 201.3K +$6.3K | +0.2% | — — | Q3 2023 Held for 2y 2m | |
Banks - Diversified Financial Services | $3.1M 1.14% | -$68.3K Sold | 0.002% 30.3K shares | 31.0K → 30.3K −$68.3K | -2.17% | $186.85B Large Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $3.0M 1.1% | -$45.1K Sold | — 443.2K shares | 449.9K → 443.2K −$45.1K | -1.5% | — — | Q3 2023 Held for 2y 2m | |
Banks - Diversified Financial Services | $2.9M 1.09% | -$2.2K Sold | 0.002% 71.8K shares | 71.8K → 71.8K −$2.2K | -0.07% | $129.94B Large Cap | Q3 2023 Held for 2y 2m | |
Travel Services Consumer Cyclical | $2.9M 1.07% | -$9.2K Sold | 0.011% 13.5K shares | 13.6K → 13.5K −$9.2K | -0.32% | $26.4B Large Cap | Q3 2023 Held for 2y 2m | |
Banks - Diversified Financial Services | $2.9M 1.07% | -$7.6K Sold | 0.0% 9.1K shares | 9.2K → 9.1K −$7.6K | -0.26% | $867.35B Mega Cap | Q3 2023 Held for 2y 2m | |
Information Technology Services Technology | $2.8M 1.04% | +$9.6K Bought | 0.001% 9.9K shares | 9.9K → 9.9K +$9.6K | +0.34% | $262.84B Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.7M 1.01% | +$18.6K Bought | — 72.8K shares | 72.3K → 72.8K +$18.6K | +0.69% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $2.7M 1.01% | +$19.5K Bought | — 121.3K shares | 120.4K → 121.3K +$19.5K | +0.73% | — — | Q1 2025 Held for 8 months | |
Software - Application Technology | $2.7M 1.0% | +$9.7K Bought | 0.001% 27.5K shares | 27.4K → 27.5K +$9.7K | +0.36% | $204.31B Mega Cap | Q1 2025 Held for 8 months | |
Financial - Capital Markets Financial Services | $2.7M 0.998% | -$18.3K Sold | 0.001% 16.9K shares | 17.0K → 16.9K −$18.3K | -0.68% | $253.75B Mega Cap | Q3 2023 Held for 2y 2m | |
Industrial - Machinery Industrials | $2.7M 0.987% | -$374.3 Sold | 0.002% 7.1K shares | 7.1K → 7.1K −$374.3 | -0.01% | $145.70B Large Cap | Q3 2023 Held for 2y 2m | |
Banks - Diversified Financial Services | $2.6M 0.958% | +$3.0K Bought | 0.001% 50.0K shares | 49.9K → 50.0K +$3.0K | +0.12% | $382.12B Mega Cap | Q3 2023 Held for 2y 2m | |
Financial - Credit Services Financial Services | $2.6M 0.955% | +$17.4K Bought | 0.0% 7.5K shares | 7.5K → 7.5K +$17.4K | +0.68% | $662.60B Mega Cap | Q3 2023 Held for 2y 2m | |
Drug Manufacturers - General Healthcare | $2.6M 0.955% | +$1.2M Bought | 0.0% 3.4K shares | 1.8K → 3.4K +$1.2M | +88.27% | $684.00B Mega Cap | Q3 2024 Held for 1y 2m | |
Conglomerates Industrials | $2.6M 0.953% | -$49.5K Sold | 0.003% 16.6K shares | 16.9K → 16.6K −$49.5K | -1.89% | $82.7B Large Cap | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $2.6M 0.951% | +$494.1K Bought | 0.017% 25.6K shares | 20.7K → 25.6K +$494.1K | +23.9% | $15.4B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $2.5M 0.944% | — | — 36.4K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Drug Manufacturers - General Healthcare | $2.5M 0.92% | +$37.0K Bought | 0.002% 22.3K shares | 22.0K → 22.3K +$37.0K | +1.51% | $137.73B Large Cap | Q3 2023 Held for 2y 2m | |
Oil & Gas Midstream Energy | $2.4M 0.892% | +$5.9K Bought | 0.005% 10.2K shares | 10.2K → 10.2K +$5.9K | +0.24% | $51.6B Large Cap | Q3 2023 Held for 2y 2m | |
Aerospace & Defense Industrials | $2.4M 0.877% | +$7.5K Bought | 0.003% 6.9K shares | 6.9K → 6.9K +$7.5K | +0.32% | $91.7B Large Cap | Q3 2023 Held for 2y 2m | |
Restaurants Consumer Cyclical | $2.4M 0.877% | +$49.2K Bought | 0.001% 7.8K shares | 7.6K → 7.8K +$49.2K | +2.13% | $216.86B Mega Cap | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $2.3M 0.857% | -$1.1K Sold | 0.0% 4.1K shares | 4.1K → 4.1K −$1.1K | -0.05% | $514.21B Mega Cap | Q3 2023 Held for 2y 2m | |
Financial - Capital Markets Financial Services | $2.3M 0.854% | +$10.4K Bought | 0.001% 2.9K shares | 2.9K → 2.9K +$10.4K | +0.45% | $241.07B Mega Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $2.3M 0.843% | +$26.5K Bought | — 12.7K shares | 12.6K → 12.7K +$26.5K | +1.18% | — — | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $2.2M 0.821% | +$2.8K Bought | 0.003% 11.0K shares | 11.0K → 11.0K +$2.8K | +0.13% | $79.1B Large Cap | Q3 2023 Held for 2y 2m | |
Financial - Data & Stock Exchanges Financial Services | $2.2M 0.816% | +$15.7K Bought | 0.002% 13.0K shares | 13.0K → 13.0K +$15.7K | +0.72% | $96.4B Large Cap | Q3 2023 Held for 2y 2m |
