AA
Altman Advisors Portfolio holdings
AUM
$241M
1-Year Est. Return
31.3%
This Fund
S&P 500
1 Year Est. Return
+31.3%
AUM
$241M
AUM Growth
-$24.1M
(-9.1%)
Holding
99
Top Buys
| 1 | +$7.58M | |
| 2 | +$2.54M | |
| 3 | +$2.15M | |
| 4 |
GE Vernova
GEV
|
+$2.11M |
| 5 |
Coupang
CPNG
|
+$1.91M |
Top Sells
| 1 | +$7.17M | |
| 2 | +$3.49M | |
| 3 | +$3.04M | |
| 4 |
McDonald's
MCD
|
+$2.42M |
| 5 |
Intuitive Surgical
ISRG
|
+$2.14M |
Sector Composition
| 1 | Technology | 22.19% |
| 2 | Financials | 13.77% |
| 3 | Communication Services | 9.04% |
| 4 | Consumer Discretionary | 8.54% |
| 5 | Industrials | 6.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Arista Networks
ANET
$209B
| $2.85M | 1.18% |
23,252
-322
|
|
||
27
Citigroup
C
$231B
| $2.81M | 1.16% |
24,767
-3,815
|
|
||
28
Exxon Mobil
XOM
$630B
| $2.68M | 1.11% |
15,800
-3,430
|
|
||
29
Goldman Sachs
GS
$322B
| $2.59M | 1.07% |
3,060
+181
|
|
||
30
Southern Copper
SCCO
$162B
| $2.47M | 1.02% |
14,512
+99
|
|
||
31
UBS Group
UBS
$156B
| $2.47M | 1.02% |
63,194
-6,770
|
|
||
32
Shell
SHEL
$241B
| $2.41M | 1% |
25,900
-548
|
|
||
33
Johnson & Johnson
JNJ
$549B
| $2.37M | 0.98% |
9,713
-960
|
|
||
34
Cheniere Energy
LNG
$50.5B
| $2.37M | 0.98% |
8,362
-1,748
|
|
||
|
35
GE Vernova
GEV
$259B
| $2.36M | 0.98% |
+2,703
|
|
||
36
Dycom Industries
DY
$14.7B
| $2.29M | 0.95% |
6,766
+91
|
|
||
37
Novartis
NVS
$283B
| $2.29M | 0.95% |
14,971
-2,141
|
|
||
38
IBM
IBM
$284B
| $2.24M | 0.93% |
9,236
-610
|
|
||
39
Eaton
ETN
$163B
| $2.24M | 0.93% |
6,249
-740
|
|
||
40
Cognizant
CTSH
$25.3B
| $2.22M | 0.92% |
36,225
+12,912
|
|
||
41
Costco
COST
$431B
| $2.22M | 0.92% |
2,229
+66
|
|
||
42
Visa
V
$609B
| $2.21M | 0.92% |
7,312
-233
|
|
||
43
Berkshire Hathaway Class B
BRK.B
$1.03T
| $2.21M | 0.91% |
4,605
-2,195
|
|
||
44
Generac Holdings
GNRC
$16.4B
| $2.2M | 0.91% |
11,257
+5,900
|
|
||
45
JPMorgan Chase
JPM
$833B
| $2.17M | 0.9% |
7,374
-1,667
|
|
||
46
Morgan Stanley
MS
$344B
| $2.15M | 0.89% |
13,048
-3,360
|
|
||
47
Deere & Co
DE
$160B
| $2.14M | 0.89% |
3,803
-112
|
|
||
48
AbbVie
ABBV
$397B
| $2.13M | 0.88% |
9,809
-727
|
|
||
49
Intercontinental Exchange
ICE
$80.3B
| $2.11M | 0.88% |
13,424
+275
|
|
||
50
Petrobras
PBR
$116B
| $2.1M | 0.87% |
101,021
-21,790
|
|