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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
GEV icon
26
GE Vernova
GEV
$251B
$3.16M 1.13%
2,690
-13
-0.5% -$13.3K
UBS icon
27
UBS Group
UBS
$170B
$3.1M 1.11%
62,585
-609
-1% -$27.7K
GS icon
28
Goldman Sachs
GS
$302B
$3.08M 1.1%
3,041
-19
-0.6% -$18.5K
MU icon
29
Micron Technology
MU
$1.14T
$3.04M 1.09%
+2,637
New +$1.98M
WMT icon
30
Walmart Inc
WMT
$852B
$3.03M 1.09%
26,795
-7,473
-22% -$928K
GILD icon
31
Gilead Sciences
GILD
$187B
$2.77M 0.99%
21,931
-61
-0.3% -$8.04K
ETN icon
32
Eaton
ETN
$158B
$2.64M 0.95%
6,199
-50
-0.8% -$20.2K
MS icon
33
Morgan Stanley
MS
$341B
$2.63M 0.95%
12,602
-446
-3% -$88.3K
IBM icon
34
IBM
IBM
$222B
$2.58M 0.92%
9,157
-79
-0.9% -$19.9K
CEG icon
35
Constellation Energy
CEG
$105B
$2.52M 0.91%
10,157
-87
-0.8% -$24.5K
TIMB icon
36
TIM SA
TIMB
$8.78B
$2.51M 0.9%
117,342
-3,294
-3% -$78.5K
SCCO icon
37
Southern Copper
SCCO
$169B
$2.51M 0.9%
14,587
-99
-0.7% -$17.8K
V icon
38
Visa
V
$702B
$2.49M 0.89%
7,264
-48
-0.7% -$15.4K
ABBV icon
39
AbbVie
ABBV
$454B
$2.45M 0.88%
9,733
-76
-0.8% -$16.4K
JNJ icon
40
Johnson & Johnson
JNJ
$665B
$2.45M 0.88%
9,634
-79
-0.8% -$18.4K
BAC icon
41
Bank of America
BAC
$439B
$2.43M 0.87%
42,560
-218
-0.5% -$11.6K
JPM icon
42
JPMorgan Chase
JPM
$953B
$2.39M 0.86%
7,290
-84
-1% -$26.1K
DE icon
43
Deere & Co
DE
$189B
$2.35M 0.84%
3,705
-98
-3% -$56.8K
NVS icon
44
Novartis
NVS
$304B
$2.33M 0.84%
14,896
-75
-0.5% -$11.2K
MMM icon
45
3M
MMM
$87.1B
$2.31M 0.83%
14,239
-34
-0.2% -$5.15K
BRK.B icon
46
Berkshire Hathaway Class B
BRK.B
$1.08T
$2.28M 0.82%
4,559
-46
-1% -$22.1K
FLJP icon
47
Franklin FTSE Japan ETF
FLJP
$4.19B
$2.27M 0.81%
57,104
-793
-1% -$30.8K
NFLX icon
48
Netflix
NFLX
$330B
$2.26M 0.81%
31,628
-76
-0.2% -$6.69K
PHM icon
49
Pultegroup
PHM
$23.8B
$2.19M 0.79%
15,969
-69
-0.4% -$8.38K
CRWD icon
50
CrowdStrike
CRWD
$219B
$2.17M 0.78%
+11,372
New +$1.62M
1
2
3 4

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CCM
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MAS
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YWS
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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.