Altman Advisors, Inc.
CIK 1731671 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $278.7M
- Posisi
- 93
- Per tanggal
- 30 Juni 2026
#5.395 dari 9.443 berdasarkan nilai 13F · top 57.1%
Nilai portofolio QoQ: +15.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 36,23%
- Bobot 25 kepemilikan teratas
- 57,43%
- Posisi di atas 1%
- 30
- Jumlah posisi efektif
- 46,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 4,16% Perkiraan pembelian $24.203.082 · penjualan $10.806.502
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 73,2% masih dipegang
- Posisi baru
- 20
- Meningkat
- 10
- Menurun
- 61
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
22,4%
Portofolio lengkap 93 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IEUR | $19.968.099 | 7,17% | 265.639 | $1.077.064 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $12.483.015 | 4,48% | 62.387 | $1.410.010 | Turun ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $11.860.842 | 4,26% | 33.189 | $2.147.287 | Turun ×4 | ||
| AAPL Apple Inc. - Common Stock | $10.051.311 | 3,61% | 34.736 | $1.011.623 | Turun ×1 | ||
| XSVM | $9.685.564 | 3,48% | 139.180 | $1.249.465 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9.486.247 | 3,40% | 39.801 | $1.103.242 | Turun ×1 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $7.424.249 | 2,66% | 63.212 | $-117.051 | Turun ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $7.258.390 | 2,60% | 16.750 | $3.538.945 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $6.398.274 | 2,30% | 17.153 | $12.993 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $6.348.075 | 2,28% | 13.292 | $1.752.479 | Turun ×1 | ||
| TWLO Twilio Inc. Class A Common Stock | $5.336.313 | 1,92% | 25.863 | $2.046.749 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $5.191.375 | 1,86% | 13.743 | $886.178 | Turun ×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 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $3.881.355 | 1,39% | 3.236 | $746.779 | Turun ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $3.822.640 | 1,37% | 22.502 | $967.759 | Turun ×4 | ||
| CBOE | $3.744.641 | 1,34% | 15.431 | $-592.550 | |||
| IAU | $3.674.303 | 1,32% | 54.545 | $-623.218 | Turun ×3 | ||
| MFG Mizuho Financial Group, Inc. Sponosred ADR (Japan) | $3.608.144 | 1,29% | 376.633 | $595.724 | Turun ×4 | ||
| MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock | $3.504.033 | 1,26% | 176.171 | $496.956 | Turun ×2 | ||
| C Citigroup, Inc. Common Stock | $3.425.192 | 1,23% | 24.473 | $616.421 | Turun ×4 | ||
| DY Dycom Industries, Inc. Common Stock | $3.392.509 | 1,22% | 6.710 | $1.100.053 | Turun ×1 | ||
| FNOV | $3.359.783 | 1,21% | 88.314 | $-175.498 | Turun ×2 | ||
| GNRC Generac Holdlings Inc. Common Stock | $3.271.859 | 1,17% | 11.174 | $1.073.029 | Turun ×1 | ||
| EXPE Expedia Group, Inc. - Common Stock | $3.226.943 | 1,16% | 12.611 | $286.528 | Turun ×1 | ||
| GEV GE Vernova Inc. Common Stock | $3.160.373 | 1,13% | 2.690 | $800.924 | Turun ×1 | ||
| UBS UBS Group AG Registered Ordinary Shares | $3.101.732 | 1,11% | 62.585 | $632.727 | Turun ×4 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3.075.162 | 1,10% | 3.041 | $486.793 | Turun ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $3.043.863 | 1,09% | 2.637 | Naik ×1 | |||
| WMT Walmart Inc. - Common Stock | $3.034.821 | 1,09% | 26.795 | $-1.224.011 | Turun ×4 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $2.770.803 | 0,99% | 21.931 | $-294.254 | Turun ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $2.641.709 | 0,95% | 6.199 | $406.469 | Turun ×4 | ||
| MS Morgan Stanley Common Stock | $2.634.322 | 0,95% | 12.602 | $487.023 | Turun ×4 | ||
| IBM International Business Machines Corporation Common Stock | $2.575.125 | 0,92% | 9.157 | $336.351 | Turun ×3 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $2.522.816 | 0,91% | 10.157 | $-337.953 | Turun ×1 | ||
| TIMB TIM S.A. American Depositary Shares (Each representing 5 Common Shares) | $2.513.466 | 0,90% | 117.342 | $-682.182 | Turun ×2 | ||
| SCCO Southern Copper Corporation Common Stock | $2.511.784 | 0,90% | 14.414 | $39.626 | Naik ×2 | ||
| V Visa Inc. | $2.492.079 | 0,89% | 7.264 | $282.116 | Turun ×2 | ||
| ABBV AbbVie Inc. Common Stock | $2.449.160 | 0,88% | 9.733 | $315.863 | Turun ×3 | ||
| JNJ Johnson & Johnson Common Stock | $2.446.630 | 0,88% | 9.634 | $72.266 | Turun ×3 | ||
| BAC Bank of America Corporation Common Stock | $2.425.052 | 0,87% | 42.560 | $339.649 | Turun ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2.386.093 | 0,86% | 7.290 | $217.096 | Turun ×4 | ||
| DE Deere & Company Common Stock | $2.350.303 | 0,84% | 3.705 | $207.980 | Turun ×2 | ||
| NVS Novartis AG Common Stock | $2.334.501 | 0,84% | 14.896 | $47.681 | Turun ×3 | ||
| MMM 3M Company Common Stock | $2.305.436 | 0,83% | 14.239 | $232.568 | Turun ×4 | ||
| BRKB | $2.281.278 | 0,82% | 4.559 | $74.562 | Turun ×2 | ||
| FLJP | $2.269.884 | 0,81% | 57.104 | $175.171 | Turun ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $2.258.239 | 0,81% | 31.628 | $-790.101 | Turun ×1 | ||
| PHM PulteGroup, Inc. Common Stock | $2.191.106 | 0,79% | 15.969 | $304.877 | Turun ×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 | Turun ×3 | ||
| MA Mastercard Incorporated Common Stock | $2.107.364 | 0,76% | 4.103 | $33.716 | Turun ×1 | ||
| AMCR Amcor plc Ordinary Shares | $2.097.446 | 0,75% | 48.384 | $165.755 | Turun ×1 | ||
| GD General Dynamics Corporation Common Stock | $2.086.667 | 0,75% | 5.891 | $54.971 | Turun ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $2.077.193 | 0,75% | 2.220 | $-144.325 | Turun ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $2.068.178 | 0,74% | 28.661 | $7.599 | Naik ×5 | ||
| EQIX Equinix, Inc. - Common Stock | $2.066.238 | 0,74% | 1.982 | $73.213 | Turun ×1 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $1.971.226 | 0,71% | 25.422 | $-437.453 | Turun ×2 | ||
| LNG Cheniere Energy, Inc. Common Stock | $1.958.606 | 0,70% | 8.195 | $-414.094 | Turun ×3 | ||
| O Realty Income Corporation Common Stock | $1.932.234 | 0,69% | 31.185 | $2.138 | Turun ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1.886.437 | 0,68% | 16.169 | Naik ×1 | |||
| FE FirstEnergy Corp. Common Stock | $1.846.066 | 0,66% | 38.832 | $-147.479 | Turun ×3 | ||
| SPYV | $1.836.283 | 0,66% | 158.875 | $177.174 | Naik ×6 | ||
| D Dominion Energy, Inc. Common Stock | $1.776.814 | 0,64% | 26.019 | $147.338 | Turun ×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 | Turun ×2 | ||
| YUMC Yum China Holdings, Inc. Common Stock | $1.677.346 | 0,60% | 41.041 | $-323.122 | Naik ×6 | ||
| CPNG Coupang, Inc. Class A Common Stock | $1.677.282 | 0,60% | 96.562 | $-168.937 | Turun ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $1.648.543 | 0,59% | 13.391 | $-462.841 | Turun ×1 | ||
| PBR Petroleo Brasileiro S.A. Petrobras ADS | $1.587.426 | 0,57% | 98.232 | $-508.756 | Turun ×3 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $1.585.206 | 0,57% | 16.516 | $-21.811 | Naik ×5 | ||
| EOG EOG Resources, Inc. Common Stock | $1.514.506 | 0,54% | 11.674 | $-221.519 | Turun ×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 | Naik ×1 | |||
| SPYG | $1.298.546 | 0,47% | 100.703 | $236.614 | Naik ×1 | ||
| T AT&T Inc. | $1.227.200 | 0,44% | 59.285 | $-501.184 | Turun ×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 | Naik ×1 | |||
| EFA | $686.100 | 0,25% | 6.605 | ||||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $614.111 | 0,22% | 4.935 | Naik ×1 | |||
| BYLD | $585.117 | 0,21% | 304.382 | $30.519 | Naik ×2 | ||
| EFR Eaton Vance Senior Floating-Rate Fund Common Shares of Beneficial Interest | $442.252 | 0,16% | 52.675 | $2.597 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 87975E776) | $434.995 | 0,16% | 14.318 | Naik ×1 | |||
| SMMD | $380.318 | 0,14% | 27.986 | $65.487 | Naik ×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 | Naik ×1 | |||
| SO Southern Company (The) Common Stock | $210.562 | 0,08% | 2.200 | ||||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
| Penerbit tidak dikenal (CUSIP: 87975E776) | $434.995 | 14.318 | 0,16% |
| RKLB | $343.374 | 3.378 | 0,12% |
| SSO | $312.643 | 4.640 | 0,11% |
Penggerak teratas (QoQ)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| IEF | 31 Maret 2026 | 74.566 | $7.170.267 | |
| EDV | 31 Maret 2025 | 80.171 | $5.429.180 | Tidak lagi dilacak |
| ACWI | 31 Maret 2026 | 24.653 | $3.488.153 | |
| CRWD | 31 Maret 2026 | 6.477 | $3.036.159 | -49,3% |
| FLIN | 31 Des. 2025 | 72.790 | $2.714.339 | Tidak lagi dilacak |
| NVO | 30 Sep. 2025 | 36.420 | $2.542.844 | -16,2% |
| MCD | 31 Maret 2026 | 7.915 | $2.419.061 | -12,8% |
| ACWI | 31 Maret 2025 | 19.190 | $2.254.825 | |
| CTSH | 30 Juni 2026 | 36.225 | $2.222.404 | 58,2% |
| PNC | 31 Des. 2025 | 11.007 | $2.211.699 | 17,2% |
| CB | 30 Sep. 2025 | 7.548 | $2.185.911 | 21,2% |
| ISRG | 31 Maret 2026 | 3.772 | $2.136.310 | -14,3% |
| AMD | 31 Maret 2026 | 9.771 | $2.092.557 | 129,1% |
| WCN | 31 Maret 2026 | 11.372 | $1.994.262 | 4,2% |
| PRU | 31 Maret 2025 | 16.087 | $1.906.777 | 8,9% |
| DELL | 31 Maret 2025 | 16.313 | $1.879.910 | 375,4% |
| SHW | 30 Sep. 2025 | 5.284 | $1.877.405 | -0,8% |
| ULXXXX | 31 Des. 2025 | 31.413 | $1.862.136 | Tidak lagi dilacak |
| ORCL | 30 Juni 2026 | 11.979 | $1.762.211 | -2,7% |
| TXT | 31 Maret 2025 | 22.417 | $1.714.678 | 18,3% |
| NEE | 30 Sep. 2025 | 23.448 | $1.713.081 | 13,6% |
| HD | 31 Maret 2026 | 4.877 | $1.678.342 | 2,7% |
| DAL | 30 Juni 2025 | 39.231 | $1.633.173 | 66,4% |
| TSLA | 31 Maret 2026 | 3.583 | $1.611.347 | -7,1% |
| HUBS | 31 Maret 2026 | 3.962 | $1.589.951 | -1,5% |
| ADBE | 31 Maret 2025 | 3.318 | $1.475.448 | -28,6% |
| AMT | 30 Juni 2026 | 7.817 | $1.349.113 | 8,4% |
| UNH | 30 Juni 2025 | 3.232 | $1.329.896 | 25,8% |
| TMO | 30 Juni 2025 | 3.002 | $1.287.875 | 52,8% |
| ZTS | 31 Maret 2026 | 10.206 | $1.284.116 | -35,9% |
| BDX | 30 Juni 2025 | 6.191 | $1.282.140 | 38,4% |
| UPS | 31 Maret 2025 | 10.071 | $1.269.953 | -7,1% |
| TGT | 30 Juni 2025 | 12.318 | $1.191.139 | 62,5% |
| PYPL | 31 Maret 2026 | 18.300 | $1.068.354 | 36,4% |
| XDJA | 31 Maret 2025 | 82.873 | $886.212 | Tidak lagi dilacak |
| DUHP | 31 Maret 2026 | 21.289 | $809.621 | Tidak lagi dilacak |
| VOO | 31 Maret 2026 | 1.134 | $711.165 | Tidak lagi dilacak |
| EFA | 31 Maret 2026 | 7.258 | $696.996 | Tidak lagi dilacak |
| BUD | 31 Maret 2025 | 11.548 | $578.208 | 26,8% |
| IBIT | 30 Juni 2026 | 14.029 | $538.994 | |
| EMXC | 31 Maret 2026 | 4.467 | $324.662 | |
| SSO | 31 Maret 2026 | 4.863 | $281.665 | Tidak lagi dilacak |
| EEM | 31 Maret 2026 | 5.075 | $277.653 | Tidak lagi dilacak |
| BKNG | 30 Sep. 2025 | 45 | $257.883 | -96,1% |
| SPY | 31 Maret 2026 | 365 | $248.890 | Tidak lagi dilacak |
| RKLB | 31 Maret 2026 | 3.378 | $235.649 | 14,4% |
| CMCSA | 31 Maret 2026 | 7.872 | $235.294 | -7,2% |
| BKNG | 31 Maret 2026 | 41 | $219.569 | 26,3% |
| SO | 30 Sep. 2025 | 2.200 | $203.060 | -2,4% |