Altman Advisors, Inc.
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 265,389
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 95 | 265,389 | 13F-HR | Altman Advisors, Inc. |
| Q3 2025 | 11/13/2025 | 92 | 261,376 | 13F-HR/A - RESTATEMENT | Altman Advisors, Inc. |
| Q3 2025 | 11/7/2025 | 94 | 244,355 | 13F-HR | Altman Advisors, Inc. |
| Q2 2025 | 8/7/2025 | 96 | 244,805 | 13F-HR | Altman Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 252.5 K | 95.1% | 435 | 0 | 435 |
| ETFs | 12.93 K | 4.9% | 3.579 K | 0 | 3.579 K |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
265,389
Holdings
95
QoQ value change ($000)
4,013
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.