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ALTMAN ADVISORS, INC. 13F portfolio summary

ALTMAN ADVISORS, INC. of ALTMAN ADVISORS, INC. has 93 current stock holdings with a reported portfolio value of $278.7M. The portfolio 1 year return is +22.31%. Top holdings include IEUR (7.17%), NVDA (4.48%), GOOGL (4.26%), AAPL (3.61%), XSVM (3.48%).

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ALTMAN ADVISORS, INC.

ALTMAN ADVISORS, INC.
Latest filing: 2026-06-30

ALTMAN ADVISORS, INC. runs ALTMAN ADVISORS, INC. and currently holds 93 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $278.66M. Their top holdings are IEUR, NVDA, GOOGL, AAPL, XSVM. The top five represent 23.0% of reported portfolio weight. ALTMAN ADVISORS, INC. ranks #607 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ALTMAN ADVISORS, INC. initiated 8 new positions. They added to 22 existing positions. They trimmed 60 positions. Their current best-performing preview position is SPYG with returns of +167.93%.

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Top 5 Holdings
IEUR7.2%
NVDA4.5%
GOOGL4.3%
AAPL3.6%
XSVM3.5%
Top 5: 23.0%
Portfolio Returns
1 Year
+22.31%
#574/1000
3 Year
+77.46%
#417/1000
5 Year
+56.54%
#658/1000

Portfolio Value

$278.66M

Alpha Score

51.4

#607 of 1000

Holdings

93

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93 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
IEUR
ISHARES TR
7.17%$58.96$78.41+32.99%
Trimmed
-1.19%
NVDA
NVIDIA CORPORATION
4.48%$87.94$214.76+144.21%
Trimmed
-1.74%
GOOGL
ALPHABET INC
4.26%$137.69$344.82+150.43%
Trimmed
-1.75%
AAPL
APPLE INC
3.61%$175.53$309.35+76.24%
Trimmed
-2.48%
XSVM
INVESCO EXCHANGE TRADED FD T
3.48%$55.20$70.00+26.81%
Trimmed
-0.58%
AMZN
AMAZON COM INC
3.40%$141.49$258.63+82.79%
Trimmed
-1.12%
IEI
ISHARES TR
2.66%$118.60$116.41-1.85%
Trimmed
-0.59%
LRCX
LAM RESEARCH CORP
2.60%$74.53$314.00+321.31%
Trimmed
-3.78%
MSFT
MICROSOFT CORP
2.30%$338.68$483.24+42.68%
Trimmed
-0.56%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
2.28%$101.84$418.87+311.30%
Trimmed
-2.25%

Showing 1-10 of 93