Altman Advisors, Inc.

Q3 2025 13F-HR/A Holdings

Location
Chicago, IL
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
92
Total value ($000)
$261,376
Net value change ($000)
+16,571 (6.8%)
New positions
2
Sold out positions
6
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XSVM 2,332 50.0%
GOOGL 2,272 36.1%
NVDA 2,144 21.1%
PHM 2,046 NEW
GNRC 1,807 NEW
META 1,638 52.9%
AAPL 1,625 22.3%
LLY 1,183 85.1%
ANET 1,112 47.2%
AVGO 1,061 21.6%
Top Reduces (Value $000, Stocks/ETFs)
NVO -2,543 -100.0%
CB -2,186 -100.0%
SHW -1,877 -100.0%
NEE -1,713 -100.0%
TSLA -1,160 -42.1%
FNOV -899 -20.3%
CTSH -366 -19.1%
ISRG -317 -15.9%
HUBS -277 -15.0%
NFLX -276 -7.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type