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AA

Altman Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 38.95%
This Fund
S&P 500
This Quarter Est. Return
+20.02%
1 Year Est. Return
+38.95%
3 Year Est. Return
+127.06%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$279M
AUM Growth
+$37.4M
Cap. Flow
+$13.7M
Cap. Flow %
4.92%
Top 10 Hldgs %
36.23%
Holding
97
New
20
Increased
9
Reduced
62
Closed
4

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$3.51M
2
PLTR icon
Palantir
PLTR
+$2.21M
3
MU icon
Micron Technology
MU
+$1.98M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.84M
5
HD icon
Home Depot
HD
+$1.63M

Top Sells

Rank Stock Value
1
CTSH icon
Cognizant
CTSH
+$2.22M
2
ORCL icon
Oracle
ORCL
+$1.76M
3
AMT icon
American Tower
AMT
+$1.35M
4
WMT icon
Walmart Inc
WMT
+$928K
5
IAU icon
iShares Gold Trust
IAU
+$803K

Sector Composition

Rank Sector Weight
1 Technology 26.71%
2 Miscellaneous 20.2%
3 Financials 13.07%
4 Consumer Discretionary 9.05%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEUR icon
1
iShares Core MSCI Europe ETF
IEUR
$9.38B
$20M 7.17%
265,639
-3,196
-1% -$238K
NVDA icon
2
NVIDIA
NVDA
$5.63T
$12.5M 4.48%
62,387
-1,105
-2% -$227K
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.14T
$11.9M 4.26%
33,189
-590
-2% -$212K
AAPL icon
4
Apple
AAPL
$4.68T
$10.1M 3.61%
34,736
-883
-2% -$253K
XSVM icon
5
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$651M
$9.69M 3.48%
139,180
-815
-0.6% -$53.8K
AMZN icon
6
Amazon
AMZN
$2.77T
$9.49M 3.4%
39,801
-450
-1% -$113K
IEI icon
7
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$7.42M 2.66%
63,212
-374
-0.6% -$44K
LRCX icon
8
Lam Research
LRCX
$381B
$7.26M 2.6%
16,750
-658
-4% -$200K
MSFT icon
9
Microsoft
MSFT
$3.73T
$6.4M 2.3%
17,153
-97
-0.6% -$39.2K
TSM icon
10
TSMC
TSM
$2.21T
$6.35M 2.28%
13,292
-306
-2% -$124K
TWLO icon
11
Twilio
TWLO
$36.1B
$5.34M 1.92%
25,863
-282
-1% -$50K
AVGO icon
12
Broadcom
AVGO
$1.69T
$5.19M 1.86%
13,743
-167
-1% -$67K
AMD icon
13
Advanced Micro Devices
AMD
$765B
$4.97M 1.79%
+8,564
New +$3.51M
META icon
14
Meta Platforms (Facebook)
META
$1.55T
$4.65M 1.67%
8,256
+1,031
+14% +$630K
LLY icon
15
Eli Lilly
LLY
$1.02T
$3.88M 1.39%
3,236
-172
-5% -$176K
ANET icon
16
Arista Networks
ANET
$244B
$3.82M 1.37%
22,502
-750
-3% -$118K
CBOE icon
17
Cboe Global Markets
CBOE
$31.1B
$3.74M 1.34%
15,431
– –
IAU icon
18
iShares Gold Trust
IAU
$65.8B
$3.67M 1.32%
54,545
-9,455
-15% -$803K
MFG icon
19
Mizuho Financial
MFG
$136B
$3.61M 1.29%
376,633
-2,765
-0.7% -$24.8K
MUFG icon
20
Mitsubishi UFJ Financial
MUFG
$271B
$3.5M 1.26%
176,171
-1,029
-0.6% -$19.4K
C icon
21
Citigroup
C
$228B
$3.43M 1.23%
24,473
-294
-1% -$38.3K
DY icon
22
Dycom Industries
DY
$9.1B
$3.39M 1.22%
6,710
-56
-0.8% -$24.5K
FNOV icon
23
FT Vest US Equity Buffer ETF November
FNOV
$1.25B
$3.36M 1.21%
88,314
-5,984
-6% -$342K
GNRC icon
24
Generac Holdings
GNRC
$10.9B
$3.27M 1.17%
11,174
-83
-0.7% -$20.8K
EXPE icon
25
Expedia Group
EXPE
$35.8B
$3.23M 1.16%
12,611
-124
-1% -$29.5K
1
2 3 4

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Altman Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Altman Advisors held 97 positions worth $279M, up 15% from $241M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Altman Advisors deployed $13.7M of net new capital in Q2 2026, opening 20 new positions and adding to 9 existing holdings. Its largest new stake was Advanced Micro Devices: 8,564 shares worth $4.97M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 22% a quarter earlier, followed by Miscellaneous and Financials.

On the sell side, the largest reduction was Walmart Inc, an estimated $928K trimmed.

  • Altman Advisors's largest Q2 2026 buy was Advanced Micro Devices: 8,564 shares worth $4.97M.
  • Altman Advisors added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2026, an estimated $1.84M increase.
  • Altman Advisors's biggest Q2 2026 reduction was Walmart Inc, cutting an estimated $928K.
  • Altman Advisors fully exited Cognizant in Q2 2026, selling an estimated $2.22M.
  • Altman Advisors's ten largest holdings make up 36% of its $279M portfolio in Q2 2026.
  • Altman Advisors opened 20 new positions and closed 4 in Q2 2026.
  • Altman Advisors's portfolio value rose 15% quarter-over-quarter to $279M.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.