Altman Advisors, Inc. reported 68 positions worth $230.65M for the quarter ended Sep 30, 2026, up 3.5% on the prior quarter. It opened 2 new positions, added to 28, trimmed 36 and exited 6. Its largest holding is Nvidia Corp at 6.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVY Avery Dennison Corp | +12.2K | – | $2.09M | 0.905% |
| CVS CVS HEALTH Corp | +23.1K | – | $1.98M | 0.858% |
| ACN Accenture plc | +4,785 | +97.0% | $877.43K | 0.773% |
| DOC Healthpeak Properties, Inc. | +43.2K | +62.1% | $863.04K | 0.976% |
| SCCO Southern Copper Corp/ | +2,528 | +17.5% | $512.28K | 1.49% |
| YUMC Yum China Holdings, Inc. | +6,571 | +16.0% | $270.07K | 0.848% |
| AMZN Amazon Com Inc | +335 | +0.8% | $83.47K | 4.34% |
| CPNG Coupang, Inc. | +5,287 | +5.5% | $73.33K | 0.612% |
| NVDA Nvidia Corp | +290 | +0.5% | $66.23K | 6.21% |
| NFLX Netflix Inc | +583 | +1.8% | $40.57K | 0.972% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBM International Business Machines Corp | -9,157 | -100.0% | $2.58M | Exited |
| TIMB Tim S.A. | -117.3K | -100.0% | $2.51M | Exited |
| T At&T Inc. | -59.3K | -100.0% | $1.23M | Exited |
| IAU Ishares Gold Trust | -4,636 | -8.5% | $362.07K | 1.69% |
| RKLB Rocket Lab Corp | -3,378 | -100.0% | $343.37K | Exited |
| KLAC Kla Corp | -700 | -100.0% | $211.20K | Exited |
| SO Southern Co | -2,200 | -100.0% | $210.56K | Exited |
| META Meta Platforms, Inc. | -204 | -2.5% | $147.94K | 2.53% |
| AAPL Apple Inc. | -420 | -1.2% | $139.87K | 4.95% |
| TWLO Twilio Inc | -448 | -1.7% | $131.02K | 3.22% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 62.7K | $14.31M | 6.21% | +290 | +0.5% | Added | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 33.3K | $11.44M | 4.96% | +62 | +0.2% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 34.3K | $11.43M | 4.95% | -420 | -1.2% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 40.1K | $10.00M | 4.34% | +335 | +0.8% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 17.0K | $8.73M | 3.79% | -130 | -0.8% | Reduced | 0% |
| 6 | TWLO Twilio Inc | Technology | 25.4K | $7.43M | 3.22% | -448 | -1.7% | Reduced | 0.02% |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 13.3K | $6.06M | 2.63% | -6 | 0.0% | Reduced | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 8,052 | $5.84M | 2.53% | -204 | -2.5% | Reduced | 0% |
| 9 | LRCX Lam Research Corp | Technology | 16.8K | $5.52M | 2.39% | +44 | +0.3% | Added | 0% |
| 10 | AMD Advanced Micro Devices Inc | Technology | 8,605 | $5.26M | 2.28% | +41 | +0.5% | Added | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 13.9K | $4.87M | 2.11% | +110 | +0.8% | Added | 0% |
| 12 | ANET Arista Networks, Inc. | Technology | 22.5K | $4.58M | 1.98% | -16 | -0.1% | Reduced | 0% |
| 13 | CBOE Cboe Global Markets, Inc. | Financial Services | 15.4K | $4.25M | 1.84% | 0 | 0.0% | Unchanged | 0.01% |
| 14 | MFG Mizuho Financial Group Inc | Financial Services | 376.2K | $4.16M | 1.8% | -402 | -0.1% | Reduced | 0.03% |
| 15 | MUFG Mitsubishi Ufj Financial Group Inc | Financial Services | 175.6K | $4.05M | 1.76% | -535 | -0.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Altman Advisors.
As of its Q3 2026 13F filing, Altman Advisors, Inc.’s five largest positions were Nvidia Corp (NVDA) at 6.2%, Alphabet Inc. (GOOGL) at 5.0%, Apple Inc. (AAPL) at 5.0%, Amazon Com Inc (AMZN) at 4.3%, Microsoft Corp (MSFT) at 3.8% of the reported portfolio.
Altman Advisors, Inc. reported a 13F portfolio worth $230.65M across 68 positions for Q3 2026. That is up 3.5% from the previous quarter.
Its largest purchases by value were Avery Dennison Corp ($2.09M), CVS HEALTH Corp ($1.98M), Accenture plc ($877.43K). It opened 2 new positions.
Its largest sales by value were International Business Machines Corp ($2.58M), Tim S.A. ($2.51M), At&T Inc. ($1.23M). It exited 6 positions entirely.
From the Form 13F-HR reports Altman Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.