Altman Advisors, Inc.
SEC Form 13F institutional filer · CIK 0001731671
13F-HR · 51 reported holdings · 2026-03-31
Reported long-US-equity value
$0.17B
Top-10 concentration
47.0%
Altman Advisors, Inc. — $170M AUM allocation strategy
Altman Advisors, Inc. files SEC Form 13F and reports $170M of long US equity value across 51 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.0%, followed by Communication Services 9.9% and Consumer Discretionary 6.7%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Altman Advisors, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$170M
total across 51 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +34.8K sh · +$2.28M+$CTSH +12.9K sh · +$287K+$GNRC +5.9K sh · +$1.47M
Exited to nil (held last quarter, gone now)
$CRWD ($3.04M last qtr)$MCD ($2.42M last qtr)$ISRG ($2.14M last qtr)$AMD ($2.09M last qtr)$HD ($1.68M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.1%—
- Interactive Media & Services8.2%—
- Technology Hardware, Storage & Peripherals5.3%—
- Broadline Retail4.9%—
- Systems Software3.8%—
- Electric Utilities3.1%—
- Consumer Staples Merchandise Retail2.5%—
- Semiconductor Materials & Equipment2.2%—
- Other holdings61.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 63.5K | $11.1M | -502 | 6.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 33.8K | $9.71M | -581 | 5.7% |
| $AAPL | Apple Inc | 35.6K | $9.04M | +891 | 5.3% |
| $AMZN | Amazon.com Inc | 40.3K | $8.38M | +4.33K | 4.9% |
| $MSFT | Microsoft Corporation | 17.3K | $6.39M | +1.55K | 3.8% |
| $AVGO | Broadcom Inc | 13.9K | $4.31M | -44 | 2.5% |
| $WMT | Walmart Inc | 34.3K | $4.26M | -3K | 2.5% |
| $META | Meta Platforms Inc | 7.22K | $4.13M | +1.89K | 2.4% |
| $LRCX | Lam Research Corporation | 17.4K | $3.72M | +250 | 2.2% |
…and 42 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.