Altman Advisors, Inc.
CIK 1731671 · Auf SEC EDGAR ansehen ↗
- Portfolio-Wert
- $278.7M
- Positionen
- 93
- Stand
- 30. Juni 2026
#5.395 von 9.443 nach 13F-Wert · Top 57.1%
Portfolio-Wert QoQ: +15.5% 13F gibt keine Barmittel an
- Gewichtung der Top-10-Positionen
- 36,23%
- Gewichtung der Top-25-Positionen
- 57,43%
- Positionen über 1%
- 30
- Effektive Anzahl von Positionen
- 46,7
Basiert nur auf 13F-Aktien-Long-Positionen (Barmittel, Anleihen, Leerverkäufe nicht angegeben)
Umsatz Q2 2026: 4,16% Geschätzte Käufe $24.203.082 · Verkäufe $10.806.502
Median-Haltezeit: 7,0 Quartale Verfolgt Q4 2024–Q2 2026 · 73,2% noch gehalten
- Neue Positionen
- 20
- Erhöht
- 10
- Abgenommen
- 61
- Geschlossen
- 4
Auf dieser Seite
- Sektoraufschlüsselung Aufteilung des Portfolios nach Sektoren.
- Portfolio Jede Aktie, die diese Institution meldet, aus ihrem neuesten 13F.
- Engagements mit hoher Überzeugung Die Bestände, in die dieser Manager am stärksten investiert ist.
- Größte neue Wetten Brandneue Positionen, die im letzten Quartal eröffnet wurden.
- Top-Transaktionen Die größten Positionssteigerungen und -senkungen in diesem Quartal.
- Geschlossene Positionen Positionen, die der Manager im letzten Quartal vollständig verkauft hat.
Sektoraufschlüsselung
Technology
24,6%
Industrials
7,8%
Retail
7,0%
Communication Services
6,7%
Financials
5,5%
Financial Services
5,4%
Healthcare
5,0%
Energy
3,3%
Consumer Discretionary
2,3%
Utilities
2,3%
Real Estate
2,0%
Communications
1,4%
Consumer products
1,4%
Telecommunication
1,3%
Materials
0,9%
Packaging
0,8%
Sonstige/Nicht zugeordnet
22,4%
Gesamtportfolio 93 Positionen
| Typ | Serie | 8-Quartals-Trend | |||||
|---|---|---|---|---|---|---|---|
| IEUR | $19.968.099 | 7,17% | 265.639 | $1.077.064 | Ab ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $12.483.015 | 4,48% | 62.387 | $1.410.010 | Ab ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $11.860.842 | 4,26% | 33.189 | $2.147.287 | Ab ×4 | ||
| AAPL Apple Inc. - Common Stock | $10.051.311 | 3,61% | 34.736 | $1.011.623 | Ab ×1 | ||
| XSVM | $9.685.564 | 3,48% | 139.180 | $1.249.465 | Ab ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9.486.247 | 3,40% | 39.801 | $1.103.242 | Ab ×1 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $7.424.249 | 2,66% | 63.212 | $-117.051 | Ab ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $7.258.390 | 2,60% | 16.750 | $3.538.945 | Ab ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $6.398.274 | 2,30% | 17.153 | $12.993 | Ab ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $6.348.075 | 2,28% | 13.292 | $1.752.479 | Ab ×1 | ||
| TWLO Twilio Inc. Class A Common Stock | $5.336.313 | 1,92% | 25.863 | $2.046.749 | Ab ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $5.191.375 | 1,86% | 13.743 | $886.178 | Ab ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $4.974.913 | 1,79% | 8.564 | ||||
| META Meta Platforms, Inc. - Class A Common Stock | $4.650.543 | 1,67% | 8.256 | $516.904 | Auf ×2 | ||
| LLY Eli Lilly and Company Common Stock | $3.881.355 | 1,39% | 3.236 | $746.779 | Ab ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $3.822.640 | 1,37% | 22.502 | $967.759 | Ab ×4 | ||
| CBOE | $3.744.641 | 1,34% | 15.431 | $-592.550 | |||
| IAU | $3.674.303 | 1,32% | 54.545 | $-623.218 | Ab ×3 | ||
| MFG Mizuho Financial Group, Inc. Sponosred ADR (Japan) | $3.608.144 | 1,29% | 376.633 | $595.724 | Ab ×4 | ||
| MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock | $3.504.033 | 1,26% | 176.171 | $496.956 | Ab ×2 | ||
| C Citigroup, Inc. Common Stock | $3.425.192 | 1,23% | 24.473 | $616.421 | Ab ×4 | ||
| DY Dycom Industries, Inc. Common Stock | $3.392.509 | 1,22% | 6.710 | $1.100.053 | Ab ×1 | ||
| FNOV | $3.359.783 | 1,21% | 88.314 | $-175.498 | Ab ×2 | ||
| GNRC Generac Holdlings Inc. Common Stock | $3.271.859 | 1,17% | 11.174 | $1.073.029 | Ab ×1 | ||
| EXPE Expedia Group, Inc. - Common Stock | $3.226.943 | 1,16% | 12.611 | $286.528 | Ab ×1 | ||
| GEV GE Vernova Inc. Common Stock | $3.160.373 | 1,13% | 2.690 | $800.924 | Ab ×1 | ||
| UBS UBS Group AG Registered Ordinary Shares | $3.101.732 | 1,11% | 62.585 | $632.727 | Ab ×4 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3.075.162 | 1,10% | 3.041 | $486.793 | Ab ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $3.043.863 | 1,09% | 2.637 | Auf ×1 | |||
| WMT Walmart Inc. - Common Stock | $3.034.821 | 1,09% | 26.795 | $-1.224.011 | Ab ×4 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $2.770.803 | 0,99% | 21.931 | $-294.254 | Ab ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $2.641.709 | 0,95% | 6.199 | $406.469 | Ab ×4 | ||
| MS Morgan Stanley Common Stock | $2.634.322 | 0,95% | 12.602 | $487.023 | Ab ×4 | ||
| IBM International Business Machines Corporation Common Stock | $2.575.125 | 0,92% | 9.157 | $336.351 | Ab ×3 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $2.522.816 | 0,91% | 10.157 | $-337.953 | Ab ×1 | ||
| TIMB TIM S.A. American Depositary Shares (Each representing 5 Common Shares) | $2.513.466 | 0,90% | 117.342 | $-682.182 | Ab ×2 | ||
| SCCO Southern Copper Corporation Common Stock | $2.511.784 | 0,90% | 14.414 | $39.626 | Auf ×2 | ||
| V Visa Inc. | $2.492.079 | 0,89% | 7.264 | $282.116 | Ab ×2 | ||
| ABBV AbbVie Inc. Common Stock | $2.449.160 | 0,88% | 9.733 | $315.863 | Ab ×3 | ||
| JNJ Johnson & Johnson Common Stock | $2.446.630 | 0,88% | 9.634 | $72.266 | Ab ×3 | ||
| BAC Bank of America Corporation Common Stock | $2.425.052 | 0,87% | 42.560 | $339.649 | Ab ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2.386.093 | 0,86% | 7.290 | $217.096 | Ab ×4 | ||
| DE Deere & Company Common Stock | $2.350.303 | 0,84% | 3.705 | $207.980 | Ab ×2 | ||
| NVS Novartis AG Common Stock | $2.334.501 | 0,84% | 14.896 | $47.681 | Ab ×3 | ||
| MMM 3M Company Common Stock | $2.305.436 | 0,83% | 14.239 | $232.568 | Ab ×4 | ||
| BRKB | $2.281.278 | 0,82% | 4.559 | $74.562 | Ab ×2 | ||
| FLJP | $2.269.884 | 0,81% | 57.104 | $175.171 | Ab ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $2.258.239 | 0,81% | 31.628 | $-790.101 | Ab ×1 | ||
| PHM PulteGroup, Inc. Common Stock | $2.191.106 | 0,79% | 15.969 | $304.877 | Ab ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $2.169.607 | 0,78% | 2.843 | ||||
| XOM Exxon Mobil Corporation Common Stock | $2.128.457 | 0,76% | 15.568 | $-552.171 | Ab ×3 | ||
| MA Mastercard Incorporated Common Stock | $2.107.364 | 0,76% | 4.103 | $33.716 | Ab ×1 | ||
| AMCR Amcor plc Ordinary Shares | $2.097.446 | 0,75% | 48.384 | $165.755 | Ab ×1 | ||
| GD General Dynamics Corporation Common Stock | $2.086.667 | 0,75% | 5.891 | $54.971 | Ab ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $2.077.193 | 0,75% | 2.220 | $-144.325 | Ab ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $2.068.178 | 0,74% | 28.661 | $7.599 | Auf ×5 | ||
| EQIX Equinix, Inc. - Common Stock | $2.066.238 | 0,74% | 1.982 | $73.213 | Ab ×1 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $1.971.226 | 0,71% | 25.422 | $-437.453 | Ab ×2 | ||
| LNG Cheniere Energy, Inc. Common Stock | $1.958.606 | 0,70% | 8.195 | $-414.094 | Ab ×3 | ||
| O Realty Income Corporation Common Stock | $1.932.234 | 0,69% | 31.185 | $2.138 | Ab ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1.886.437 | 0,68% | 16.169 | Auf ×1 | |||
| FE FirstEnergy Corp. Common Stock | $1.846.066 | 0,66% | 38.832 | $-147.479 | Ab ×3 | ||
| SPYV | $1.836.283 | 0,66% | 158.875 | $177.174 | Auf ×6 | ||
| D Dominion Energy, Inc. Common Stock | $1.776.814 | 0,64% | 26.019 | $147.338 | Ab ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.761.837 | 0,63% | 4.996 | ||||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $1.707.468 | 0,61% | 28.401 | $49.926 | Ab ×2 | ||
| YUMC Yum China Holdings, Inc. Common Stock | $1.677.346 | 0,60% | 41.041 | $-323.122 | Auf ×6 | ||
| CPNG Coupang, Inc. Class A Common Stock | $1.677.282 | 0,60% | 96.562 | $-168.937 | Ab ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $1.648.543 | 0,59% | 13.391 | $-462.841 | Ab ×1 | ||
| PBR Petroleo Brasileiro S.A. Petrobras ADS | $1.587.426 | 0,57% | 98.232 | $-508.756 | Ab ×3 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $1.585.206 | 0,57% | 16.516 | $-21.811 | Auf ×5 | ||
| EOG EOG Resources, Inc. Common Stock | $1.514.506 | 0,54% | 11.674 | $-221.519 | Ab ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1.507.010 | 0,54% | 3.583 | ||||
| DOC Healthpeak Properties, Inc. Common Stock | $1.488.220 | 0,53% | 69.543 | Auf ×1 | |||
| SPYG | $1.298.546 | 0,47% | 100.703 | $236.614 | Auf ×1 | ||
| T AT&T Inc. | $1.227.200 | 0,44% | 59.285 | $-501.184 | Ab ×3 | ||
| JQUA | $856.735 | 0,31% | 11.853 | $129.909 | |||
| ACWI iShares MSCI ACWI ETF | $793.640 | 0,28% | 5.056 | ||||
| VOO | $778.843 | 0,28% | 1.134 | ||||
| DGCB Dimensional Global Credit ETF | $689.261 | 0,25% | 12.608 | Auf ×1 | |||
| EFA | $686.100 | 0,25% | 6.605 | ||||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $614.111 | 0,22% | 4.935 | Auf ×1 | |||
| BYLD | $585.117 | 0,21% | 304.382 | $30.519 | Auf ×2 | ||
| EFR Eaton Vance Senior Floating-Rate Fund Common Shares of Beneficial Interest | $442.252 | 0,16% | 52.675 | $2.597 | Auf ×1 | ||
| Unbekannter Emittent (CUSIP: 87975E776) | $434.995 | 0,16% | 14.318 | Auf ×1 | |||
| SMMD | $380.318 | 0,14% | 27.986 | $65.487 | Auf ×1 | ||
| RKLB Rocket Lab Corporation - Common Stock | $343.374 | 0,12% | 3.378 | ||||
| SSO | $312.643 | 0,11% | 4.640 | ||||
| EEM | $303.064 | 0,11% | 4.430 | ||||
| DUHP | $276.586 | 0,10% | 6.628 | ||||
| SPY SPY | $242.700 | 0,09% | 325 | ||||
| KLAC KLA Corporation - Common Stock | $211.197 | 0,08% | 700 | Auf ×1 | |||
| SO Southern Company (The) Common Stock | $210.562 | 0,08% | 2.200 | ||||
| Keine Treffer | |||||||
Überzeugungspositionen
Positionen seit 3+ aufeinanderfolgenden Quartalen erhöht.
Aktienanzahlen sind wie in 13F-Einreichungen angegeben (nicht split-bereinigt)
Größte neue Wetten
In diesem Quartal eröffnete neue Positionen, beginnend mit der größten.
| Wertpapier | Wert | Aktien | % des Portfolios |
|---|---|---|---|
| AMD | $4.974.913 | 8.564 | 1,79% |
| MU | $3.043.863 | 2.637 | 1,09% |
| CRWD | $2.169.607 | 2.843 | 0,78% |
| PLTR | $1.886.437 | 16.169 | 0,68% |
| HD | $1.761.837 | 4.996 | 0,63% |
| TSLA | $1.507.010 | 3.583 | 0,54% |
| DOC | $1.488.220 | 69.543 | 0,53% |
| ACWI | $793.640 | 5.056 | 0,28% |
| VOO | $778.843 | 1.134 | 0,28% |
| DGCB | $689.261 | 12.608 | 0,25% |
| EFA | $686.100 | 6.605 | 0,25% |
| ACN | $614.111 | 4.935 | 0,22% |
| Unbekannter Emittent (CUSIP: 87975E776) | $434.995 | 14.318 | 0,16% |
| RKLB | $343.374 | 3.378 | 0,12% |
| SSO | $312.643 | 4.640 | 0,11% |
Top-Performer (QoQ)
Geschlossene Positionen
Beinhaltet Unternehmensereignisse (Fusionen, Delistings) – nicht alle Abgänge sind Verkäufe
Geschlossene Positionen spiegeln Änderungen in der 13F-Meldung wider; für Indexmanager sind diese oft mechanisch (Delisting, M&A, Index-Neugewichtung) und keine aktiven Entscheidungen.
| Wertpapier | Quartal | Anteile davor | Wert davor | Preis seit Ausstieg |
|---|---|---|---|---|
| IEF | 31. März 2026 | 74.566 | $7.170.267 | |
| EDV | 31. März 2025 | 80.171 | $5.429.180 | Nicht mehr verfolgt |
| ACWI | 31. März 2026 | 24.653 | $3.488.153 | |
| CRWD | 31. März 2026 | 6.477 | $3.036.159 | -48,6% |
| FLIN | 31. Dezember 2025 | 72.790 | $2.714.339 | Nicht mehr verfolgt |
| NVO | 30. September 2025 | 36.420 | $2.542.844 | -15,4% |
| MCD | 31. März 2026 | 7.915 | $2.419.061 | -12,7% |
| ACWI | 31. März 2025 | 19.190 | $2.254.825 | |
| CTSH | 30. Juni 2026 | 36.225 | $2.222.404 | 54,6% |
| PNC | 31. Dezember 2025 | 11.007 | $2.211.699 | 21,6% |
| CB | 30. September 2025 | 7.548 | $2.185.911 | 23,3% |
| ISRG | 31. März 2026 | 3.772 | $2.136.310 | -12,7% |
| AMD | 31. März 2026 | 9.771 | $2.092.557 | 128,2% |
| WCN | 31. März 2026 | 11.372 | $1.994.262 | 3,8% |
| PRU | 31. März 2025 | 16.087 | $1.906.777 | 11,2% |
| DELL | 31. März 2025 | 16.313 | $1.879.910 | 378,1% |
| SHW | 30. September 2025 | 5.284 | $1.877.405 | 2,4% |
| ULXXXX | 31. Dezember 2025 | 31.413 | $1.862.136 | Nicht mehr verfolgt |
| ORCL | 30. Juni 2026 | 11.979 | $1.762.211 | -5,0% |
| TXT | 31. März 2025 | 22.417 | $1.714.678 | 21,3% |
| NEE | 30. September 2025 | 23.448 | $1.713.081 | 14,5% |
| HD | 31. März 2026 | 4.877 | $1.678.342 | 5,6% |
| DAL | 30. Juni 2025 | 39.231 | $1.633.173 | 72,9% |
| TSLA | 31. März 2026 | 3.583 | $1.611.347 | -9,0% |
| HUBS | 31. März 2026 | 3.962 | $1.589.951 | -2,9% |
| ADBE | 31. März 2025 | 3.318 | $1.475.448 | -29,4% |
| AMT | 30. Juni 2026 | 7.817 | $1.349.113 | 6,8% |
| UNH | 30. Juni 2025 | 3.232 | $1.329.896 | 26,6% |
| TMO | 30. Juni 2025 | 3.002 | $1.287.875 | 51,7% |
| ZTS | 31. März 2026 | 10.206 | $1.284.116 | -34,9% |
| BDX | 30. Juni 2025 | 6.191 | $1.282.140 | 37,2% |
| UPS | 31. März 2025 | 10.071 | $1.269.953 | -5,6% |
| TGT | 30. Juni 2025 | 12.318 | $1.191.139 | 63,0% |
| PYPL | 31. März 2026 | 18.300 | $1.068.354 | 36,3% |
| XDJA | 31. März 2025 | 82.873 | $886.212 | Nicht mehr verfolgt |
| DUHP | 31. März 2026 | 21.289 | $809.621 | Nicht mehr verfolgt |
| VOO | 31. März 2026 | 1.134 | $711.165 | Nicht mehr verfolgt |
| EFA | 31. März 2026 | 7.258 | $696.996 | Nicht mehr verfolgt |
| BUD | 31. März 2025 | 11.548 | $578.208 | 26,5% |
| IBIT | 30. Juni 2026 | 14.029 | $538.994 | |
| EMXC | 31. März 2026 | 4.467 | $324.662 | |
| SSO | 31. März 2026 | 4.863 | $281.665 | Nicht mehr verfolgt |
| EEM | 31. März 2026 | 5.075 | $277.653 | Nicht mehr verfolgt |
| BKNG | 30. September 2025 | 45 | $257.883 | -96,0% |
| SPY | 31. März 2026 | 365 | $248.890 | Nicht mehr verfolgt |
| RKLB | 31. März 2026 | 3.378 | $235.649 | 15,9% |
| CMCSA | 31. März 2026 | 7.872 | $235.294 | -6,8% |
| BKNG | 31. März 2026 | 41 | $219.569 | 27,6% |
| SO | 30. September 2025 | 2.200 | $203.060 | -2,2% |