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The Analysis of Altman Advisors, Inc.'s Holdings & P&L

Currently, Altman Advisors, Inc. holds 77 types of securities in its portfolio with a total value $241.3M. In the most recent quarter, they have increased their positions in IEI (+63.6K shares, valued at $7.5M), IEUR (+34.8K shares, valued at $2.4M), GEV (+2.7K shares, valued at $2.4M); decreased their positions in N/A (-16.6K shares, valued at $1.1M), N/A (-2.2K shares, valued at $1.1M), XOM (-3.4K shares, valued at $581.9K); initiated new positions in IEI (+63.6K shares, valued at $7.5M), GEV (+2.7K shares, valued at $2.4M), N/A (+48.6K shares, valued at $1.9M).

1M P&L

+6.6M+2.76%

3M P&L

+10.4M+4.42%

HY P&L

+22.0M+9.82%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A45.8M

22.5%

2Semiconductors15.7M

7.7%

3Drug Manufacturers - General13.0M

6.4%

Top Industries by Stock Count

1N/A12 stocks

18.2%

2Drug Manufacturers - General5 stocks

7.6%

3Banks - Diversified4 stocks

6.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEUR ISHARES TR268.8K shares14.86%2026-03-312026-05-05

NVDA NVIDIA CORPORATION63.5K shares-0.78%2026-03-312026-05-05

ALPHABET INC ALPHABET INC33.8K shares-1.69%2026-03-312026-05-05

AAPL APPLE INC35.6K shares2.57%2026-03-312026-05-05

XSVM INVESCO EXCHANGE TRADED FD T140.0K shares2.14%2026-03-312026-05-05

AMZN AMAZON COM INC40.3K shares12.05%2026-03-312026-05-05

IEI ISHARES TR63.6K sharesnew addition2026-03-312026-05-05

MSFT MICROSOFT CORP17.3K shares9.91%2026-03-312026-05-05

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TSM TAIWAN SEMICONDUCTOR MANUFAC13.6K shares4.42%2026-03-312026-05-05

CBOE CBOE GLOBAL MKTS INC15.4K shares0.00%2026-03-312026-05-05

BROADCOM INC BROADCOM INC13.9K shares-0.32%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR64.0K shares-20.62%2026-03-312026-05-05

WMT WALMART INC34.3K shares-8.04%2026-03-312026-05-05

META META PLATFORMS INC7.2K shares35.32%2026-03-312026-05-05

LAM RESEARCH CORP LAM RESEARCH CORP17.4K shares1.46%2026-03-312026-05-05

FNOV FIRST TR EXCHNG TRADED FD VI94.3K shares-0.77%2026-03-312026-05-05

Sponsored

TWLO TWILIO INC26.1K shares1.87%2026-03-312026-05-05

TIMB TIM S A120.6K shares-0.78%2026-03-312026-05-05

LLY ELI LILLY & CO3.4K shares1.22%2026-03-312026-05-05

GILD GILEAD SCIENCES INC22.0K shares-2.28%2026-03-312026-05-05

NFLX NETFLIX INC.31.7K shares2.61%2026-03-312026-05-05

MFG MIZUHO FINANCIAL GROUP INC379.4K shares-10.88%2026-03-312026-05-05

MUFG MITSUBISHI UFJ FINANCIAL GRO177.2K shares-12.61%2026-03-312026-05-05

EXPE EXPEDIA GROUP INC12.7K shares2.69%2026-03-312026-05-05

Sponsored

CEG CONSTELLATION ENERGY CORP10.2K shares1.47%2026-03-312026-05-05

ARISTA NETWORKS INC ARISTA NETWORKS INC23.3K shares-1.37%2026-03-312026-05-05

CITIGROUP INC CITIGROUP INC24.8K shares-13.35%2026-03-312026-05-05

XOM EXXON MOBIL CORP15.8K shares-17.84%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC3.1K shares6.29%2026-03-312026-05-05

SCCO SOUTHERN COPPER CORP14.4K shares1.54%2026-03-312026-05-05

UBS UBS GROUP AG63.2K shares-9.68%2026-03-312026-05-05

SHEL SHELL PLC25.9K shares-2.07%2026-03-312026-05-05

Sponsored

JNJ JOHNSON & JOHNSON9.7K shares-8.99%2026-03-312026-05-05

LNG CHENIERE ENERGY INC8.4K shares-17.29%2026-03-312026-05-05

GEV GE VERNOVA INC2.7K sharesnew addition2026-03-312026-05-05

DY DYCOM INDS INC6.8K shares1.36%2026-03-312026-05-05

NVS NOVARTIS AG15.0K shares-12.51%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS9.2K shares-6.20%2026-03-312026-05-05

EATON CORP PLC EATON CORP PLC6.2K shares-10.59%2026-03-312026-05-05

CTSH COGNIZANT TECHNOLOGY SOLUTIO36.2K shares55.39%2026-03-312026-05-05

Sponsored

COST COSTCO WHOLESALE CORPORATION2.2K shares3.05%2026-03-312026-05-05

V VISA INC7.3K shares-3.09%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.6K shares-32.28%2026-03-312026-05-05

GNRC GENERAC HLDGS INC11.3K shares110.14%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO7.4K shares-18.44%2026-03-312026-05-05

MS MORGAN STANLEY13.0K shares-20.48%2026-03-312026-05-05

DE DEERE & CO3.8K shares-2.86%2026-03-312026-05-05

ABBV ABBVIE INC9.8K shares-6.90%2026-03-312026-05-05

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN13.4K shares2.09%2026-03-312026-05-05

PBR PETROLEO BRASILEIRO S A101.0K shares-17.74%2026-03-312026-05-05

FLJP FRANKLIN TEMPLETON ETF TR57.9K shares-0.48%2026-03-312026-05-05

BAC BANK AMERICA CORP42.8K shares-13.64%2026-03-312026-05-05

MA MASTERCARD INCORPORATED4.2K shares1.94%2026-03-312026-05-05

MMM 3M CO14.3K shares-12.40%2026-03-312026-05-05

UBER UBER TECHNOLOGIES INC28.6K shares3.83%2026-03-312026-05-05

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP5.9K shares-14.28%2026-03-312026-05-05

Sponsored

YUMC YUM CHINA HLDGS INC41.0K shares2.67%2026-03-312026-05-05

FE FIRSTENERGY CORP39.4K shares-4.39%2026-03-312026-05-05

EQIX EQUINIX INC2.0K shares3.83%2026-03-312026-05-05

AMCOR PLC AMCOR PLC48.6K sharesnew addition2026-03-312026-05-05

O REALTY INCOME CORP31.5K shares-0.28%2026-03-312026-05-05

PHM PULTE GROUP INC16.0K shares2.50%2026-03-312026-05-05

CPNG COUPANG INC97.8K sharesnew addition2026-03-312026-05-05

ORCL ORACLE CORP12.0K shares-5.05%2026-03-312026-05-05

Sponsored

EOG EOG RES INC12.0K shares-5.47%2026-03-312026-05-05

T AT&T INC59.6K shares-11.73%2026-03-312026-05-05

SPYV SPDR SERIES TRUST144.4K shares1.55%2026-03-312026-05-05

UNILEVER PLC UNILEVER PLC29.1K shares-0.04%2026-03-312026-05-05

D DOMINION ENERGY INC26.4K shares-15.25%2026-03-312026-05-05

BABA ALIBABA GROUP HLDG LTD12.8K shares0.57%2026-03-312026-05-05

AMT AMERICAN TOWER CORP7.8K shares9.12%2026-03-312026-05-05

SPYG SPDR SERIES TRUST84.6K shares-8.47%2026-03-312026-05-05

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F11.9K shares-27.96%2026-03-312026-05-05

BYLD ISHARES TR263.5K shares0.99%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF14.0K shares0.76%2026-03-312026-05-05

EFR EATON VANCE SR FLTNG RTE TR50.5K shares-3.04%2026-03-312026-05-05

SMMD ISHARES TR23.9K shares-0.63%2026-03-312026-05-05

IEUR

ISHARES TR

14.86%

Shares268.8K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-0.78%

Shares63.5K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-1.69%

Shares33.8K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

2.57%

Shares35.6K

Event2026-03-31

Filed2026-05-05

XSVM

INVESCO EXCHANGE TRADED FD T

2.14%

Shares140.0K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

12.05%

Shares40.3K

Event2026-03-31

Filed2026-05-05

IEI

ISHARES TR

New

Shares63.6K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

9.91%

Shares17.3K

Event2026-03-31

Filed2026-05-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.42%

Shares13.6K

Event2026-03-31

Filed2026-05-05

CBOE

CBOE GLOBAL MKTS INC

0.00%

Shares15.4K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

-0.32%

Shares13.9K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

-20.62%

Shares64.0K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

-8.04%

Shares34.3K

Event2026-03-31

Filed2026-05-05