Institutional Fund
Altman Advisors, Inc.
Chicago, ILCIK 17316716 filings on record
Portfolio Value
$241.27M
Q1 2026
Holdings
77
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-9.1%
from $265.39M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr7.8%
- Nvidia Corporation4.6%
- Alphabet Inc4.0%
- Apple Inc3.7%
- Invesco Exchange Traded Fd T3.5%
- Amazon Com Inc3.5%
- Other72.8%
Portfolio Holdings
77 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 268.8K | $18.89M | 7.8% | +34.8K | Added |
| 2 | Nvidia Corporation | 63.5K | $11.07M | 4.6% | −502 | Reduced |
| 3 | Alphabet Inc | 33.8K | $9.71M | 4.0% | −581 | Reduced |
| 4 | Apple Inc | 35.6K | $9.04M | 3.7% | +891 | Added |
| 5 | Invesco Exchange Traded Fd T | 140.0K | $8.44M | 3.5% | +2.9K | Added |
| 6 | Amazon Com Inc | 40.3K | $8.38M | 3.5% | +4.3K | Added |
| 7 | Ishares Tr | 63.6K | $7.54M | 3.1% | +63.6K | New |
| 8 | Microsoft Corp | 17.3K | $6.39M | 2.6% | +1.6K | Added |
| 9 | Taiwan Semiconductor Mfg Ltd | 13.6K | $4.60M | 1.9% | +575 | Added |
| 10 | Cboe Global Mkts Inc | 15.4K | $4.34M | 1.8% | 0 | Held |
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