Altman Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$265,389
Net value change ($000)
+4,013 (1.5%)
New positions
6
Sold out positions
3
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
ACWI 3,488 NEW
DY 2,255 NEW
GOOGL 2,181 25.4%
UL 1,904 NEW
IEF 1,135 18.8%
TWLO 1,089 42.5%
PYPL 1,068 NEW
LLY 1,045 40.6%
iSHARES TRUST 882 5.6%
XSVM 839 12.0%
Top Reduces (Value $000, Stocks/ETFs)
FLIN -2,714 -100.0%
PNC -2,212 -100.0%
Unilever PLC -1,862 -100.0%
ABBV -1,268 -34.5%
META -1,209 -25.5%
AVGO -1,152 -19.3%
ORCL -1,083 -30.6%
GNRC -1,076 -59.5%
NFLX -624 -17.7%
UBER -443 -16.4%
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