Altman Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$241,267
Net value change ($000)
-24,122 (-9.1%)
New positions
4
Sold out positions
22
Turnover %
19.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IEI 7,541 NEW
GEV 2,359 NEW
iSHARES TRUST 2,277 13.7%
AMCR 1,932 NEW
CPNG 1,846 NEW
GNRC 1,468 200.8%
TIMB 831 35.1%
LRCX 782 26.6%
PBR 641 44.1%
TSM 638 16.1%
Top Reduces (Value $000, Stocks/ETFs)
IEF -7,170 -100.0%
ACWI -3,488 -100.0%
CRWD -3,036 -100.0%
MCD -2,419 -100.0%
ISRG -2,136 -100.0%
AMD -2,093 -100.0%
WCN -1,994 -100.0%
HD -1,678 -100.0%
TSLA -1,611 -100.0%
HUBS -1,590 -100.0%
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