Altman Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$284,044
Net value change ($000)
+5,389 (1.9%)
New positions
5
Sold out positions
10
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
XOM 2,524 NEW
MSFT 2,333 36.5%
TWLO 2,097 39.3%
AVY 2,088 NEW
CVS 1,978 NEW
NVDA 1,831 14.7%
AAPL 1,377 13.7%
META 1,188 25.5%
ACN 1,168 190.2%
PLTR 1,162 61.6%
Top Reduces (Value $000, Stocks/ETFs)
IBM -2,575 -100.0%
TIMB -2,513 -100.0%
XOM -2,128 -100.0%
LRCX -1,741 -24.0%
DY -1,581 -46.6%
T -1,227 -100.0%
GNRC -945 -28.9%
ACWI -794 -100.0%
XSVM -593 -6.1%
GEV -587 -18.6%
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