☆Altman Advisors, Inc.
Quality Q
0.234
AUM ($M)
279
Positions
93
Turnover
0.12
Top-10 wt
36%
Herfindahl
0.021
History (qtrs)
6
Excess Return
—
AI Eval Run AI Eval
Holdings · 97 positions · portfolio value $279M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IEUR funds › | ISHARES TR | TRIM | — | 7.2% | -0.7% | 20.0 | 265,639 | -3,196 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 4.5% | -0.1% | 12.5 | 62,387 | -1,105 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 4.3% | +0.2% | 11.9 | 33,189 | -590 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 3.6% | -0.1% | 10.1 | 34,736 | -883 | 5 | — |
| ☆XSVM funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 3.5% | -0.0% | 9.7 | 139,180 | -815 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 3.4% | -0.1% | 9.5 | 39,801 | -450 | 5 | — |
| ☆IEI funds › | ISHARES TR | TRIM | — | 2.7% | -0.5% | 7.4 | 63,212 | -374 | 2 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | TRIM | — | 2.6% | +1.1% | 7.3 | 16,750 | -658 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 2.3% | -0.4% | 6.4 | 17,153 | -97 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 2.3% | +0.4% | 6.3 | 13,292 | -306 | 5 | — |
| ☆TWLO funds › | TWILIO INC | TRIM | — | 1.9% | +0.6% | 5.3 | 25,863 | -282 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 1.9% | +0.1% | 5.2 | 13,743 | -167 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 1.8% | +1.8% | 5.0 | 8,564 | +8,564 | 1 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 1.7% | -0.0% | 4.7 | 8,256 | +1,031 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 1.4% | +0.1% | 3.9 | 3,236 | -172 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | TRIM | — | 1.4% | +0.2% | 3.8 | 22,502 | -750 | 5 | — |
| ☆CBOE funds › | CBOE GLOBAL MKTS INC | HOLD | — | 1.3% | -0.5% | 3.7 | 15,431 | +0 | 5 | — |
| ☆IAU funds › | ISHARES GOLD TR | TRIM | — | 1.3% | -0.5% | 3.7 | 54,545 | -9,455 | 5 | — |
| ☆MFG funds › | MIZUHO FINANCIAL GROUP INC | TRIM | — | 1.3% | +0.0% | 3.6 | 376,633 | -2,765 | 5 | — |
| ☆MUFG funds › | MITSUBISHI UFJ FINANCIAL GRO | TRIM | — | 1.3% | +0.0% | 3.5 | 176,171 | -1,029 | 5 | — |
| ☆C funds › | CITIGROUP INC | TRIM | — | 1.2% | +0.1% | 3.4 | 24,473 | -294 | 5 | — |
| ☆DY funds › | DYCOM INDS INC | TRIM | — | 1.2% | +0.3% | 3.4 | 6,710 | -56 | 3 | — |
| ☆FNOV funds › | FIRST TR EXCHNG TRADED FD VI | TRIM | — | 1.2% | -0.3% | 3.4 | 88,314 | -5,984 | 5 | — |
| ☆GNRC funds › | GENERAC HLDGS INC | TRIM | — | 1.2% | +0.3% | 3.3 | 11,174 | -83 | 3 | — |
| ☆EXPE funds › | EXPEDIA GROUP INC | TRIM | — | 1.2% | -0.1% | 3.2 | 12,611 | -124 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | TRIM | — | 1.1% | +0.2% | 3.2 | 2,690 | -13 | 2 | — |
| ☆UBS funds › | UBS GROUP AG | TRIM | — | 1.1% | +0.1% | 3.1 | 62,585 | -609 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 1.1% | +0.0% | 3.1 | 3,041 | -19 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 1.1% | +1.1% | 3.0 | 2,637 | +2,637 | 1 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 1.1% | -0.7% | 3.0 | 26,795 | -7,473 | 5 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | TRIM | — | 1.0% | -0.3% | 2.8 | 21,931 | -61 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 0.9% | +0.0% | 2.6 | 6,199 | -50 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 0.9% | +0.1% | 2.6 | 12,602 | -446 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.9% | -0.0% | 2.6 | 9,157 | -79 | 5 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | TRIM | — | 0.9% | -0.3% | 2.5 | 10,157 | -87 | 5 | — |
| ☆TIMB funds › | TIM S A | TRIM | — | 0.9% | -0.4% | 2.5 | 117,342 | -3,294 | 5 | — |
| ☆SCCO funds › | SOUTHERN COPPER CORP | ADD | — | 0.9% | -0.1% | 2.5 | 14,414 | +46 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.9% | -0.0% | 2.5 | 7,264 | -48 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.9% | -0.0% | 2.4 | 9,733 | -76 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.9% | -0.1% | 2.4 | 9,634 | -79 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.9% | +0.0% | 2.4 | 42,560 | -218 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.9% | -0.0% | 2.4 | 7,290 | -84 | 5 | — |
| ☆DE funds › | DEERE & CO | TRIM | — | 0.8% | -0.0% | 2.4 | 3,705 | -98 | 5 | — |
| ☆NVS funds › | NOVARTIS AG | TRIM | — | 0.8% | -0.1% | 2.3 | 14,896 | -75 | 5 | — |
| ☆MMM funds › | 3M CO | TRIM | — | 0.8% | -0.0% | 2.3 | 14,239 | -34 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.8% | -0.1% | 2.3 | 4,559 | -46 | 5 | — |
| ☆FLJP funds › | FRANKLIN TEMPLETON ETF TR | TRIM | — | 0.8% | -0.1% | 2.3 | 57,104 | -793 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.8% | -0.5% | 2.3 | 31,628 | -76 | 5 | — |
| ☆PHM funds › | PULTE GROUP INC | TRIM | — | 0.8% | +0.0% | 2.2 | 15,969 | -69 | 3 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | NEW | — | 0.8% | +0.8% | 2.2 | 2,843 | +2,843 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.8% | -0.3% | 2.1 | 15,568 | -232 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.8% | -0.1% | 2.1 | 4,103 | -47 | 5 | — |
| ☆AMCR funds › | AMCOR PLC | TRIM | — | 0.8% | -0.0% | 2.1 | 48,384 | -212 | 2 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | TRIM | — | 0.7% | -0.1% | 2.1 | 5,891 | -29 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.7% | -0.2% | 2.1 | 2,220 | -9 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 0.7% | -0.1% | 2.1 | 28,661 | +14 | 5 | — |
| ☆EQIX funds › | EQUINIX INC | TRIM | — | 0.7% | -0.1% | 2.1 | 1,982 | -51 | 5 | — |
| ☆SHEL funds › | SHELL PLC | TRIM | — | 0.7% | -0.3% | 2.0 | 25,422 | -478 | 5 | — |
| ☆LNG funds › | CHENIERE ENERGY INC | TRIM | — | 0.7% | -0.3% | 2.0 | 8,195 | -167 | 5 | — |
| ☆O funds › | REALTY INCOME CORP | TRIM | — | 0.7% | -0.1% | 1.9 | 31,185 | -363 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | NEW | — | 0.7% | +0.7% | 1.9 | 16,169 | +16,169 | 1 | — |
| ☆FE funds › | FIRSTENERGY CORP | TRIM | — | 0.7% | -0.2% | 1.8 | 38,832 | -519 | 5 | — |
| ☆SPYV funds › | SPDR SERIES TRUST | ADD | — | 0.7% | -0.0% | 1.8 | 158,875 | +14,501 | 5 | — |
| ☆D funds › | DOMINION ENERGY INC | TRIM | — | 0.6% | -0.0% | 1.8 | 26,019 | -339 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | NEW | — | 0.6% | +0.6% | 1.8 | 4,996 | +4,996 | 1 | — |
| ☆UL funds › | UNILEVER PLC | TRIM | — | 0.6% | -0.1% | 1.7 | 28,401 | -694 | 3 | — |
| ☆YUMC funds › | YUM CHINA HLDGS INC | ADD | — | 0.6% | -0.2% | 1.7 | 41,041 | +31 | 5 | — |
| ☆CPNG funds › | COUPANG INC | TRIM | — | 0.6% | -0.2% | 1.7 | 96,562 | -1,225 | 2 | — |
| ☆ICE funds › | INTERCONTINENTAL EXCHANGE IN | TRIM | — | 0.6% | -0.3% | 1.6 | 13,391 | -33 | 5 | — |
| ☆PBR funds › | PETROLEO BRASILEIRO S A | TRIM | — | 0.6% | -0.3% | 1.6 | 98,232 | -2,789 | 5 | — |
| ☆BABA funds › | ALIBABA GROUP HLDG LTD | ADD | — | 0.6% | -0.1% | 1.6 | 16,516 | +3,707 | 5 | — |
| ☆EOG funds › | EOG RES INC | TRIM | — | 0.5% | -0.2% | 1.5 | 11,674 | -334 | 5 | — |
| ☆TSLA funds › | TESLA INC | NEW | — | 0.5% | +0.5% | 1.5 | 3,583 | +3,583 | 1 | — |
| ☆DOC funds › | HEALTHPEAK PROPERTIES INC | NEW | — | 0.5% | +0.5% | 1.5 | 69,543 | +69,543 | 1 | — |
| ☆SPYG funds › | SPDR SERIES TRUST | ADD | — | 0.5% | +0.0% | 1.3 | 100,703 | +16,108 | 5 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.4% | -0.3% | 1.2 | 59,285 | -335 | 5 | — |
| ☆JQUA funds › | J P MORGAN EXCHANGE TRADED F | HOLD | — | 0.3% | +0.0% | 0.9 | 11,853 | +0 | 5 | — |
| ☆ACWI funds › | ISHARES TR | NEW | — | 0.3% | +0.3% | 0.8 | 5,056 | +5,056 | 1 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | NEW | — | 0.3% | +0.3% | 0.8 | 1,134 | +1,134 | 1 | — |
| ☆DGCB funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.2% | +0.2% | 0.7 | 12,608 | +12,608 | 1 | — |
| ☆EFA funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.7 | 6,605 | +6,605 | 1 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | NEW | — | 0.2% | +0.2% | 0.6 | 4,935 | +4,935 | 1 | — |
| ☆BYLD funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.6 | 304,382 | +40,912 | 5 | — |
| ☆EFR funds › | EATON VANCE SR FLTNG RTE TR | ADD | — | 0.2% | -0.0% | 0.4 | 52,675 | +2,185 | 5 | — |
| ☆NASA funds › | TEMA ETF TRUST | NEW | — | 0.2% | +0.2% | 0.4 | 14,318 | +14,318 | 1 | — |
| ☆SMMD funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.4 | 27,986 | +4,045 | 5 | — |
| ☆RKLB funds › | ROCKET LAB CORP | NEW | — | 0.1% | +0.1% | 0.3 | 3,378 | +3,378 | 1 | — |
| ☆SSO funds › | PROSHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 4,640 | +4,640 | 1 | — |
| ☆EEM funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 4,430 | +4,430 | 1 | — |
| ☆DUHP funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 6,628 | +6,628 | 1 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | NEW | — | 0.1% | +0.1% | 0.2 | 325 | +325 | 1 | — |
| ☆KLAC funds › | KLA CORP | NEW | — | 0.1% | +0.1% | 0.2 | 700 | +700 | 1 | — |
| ☆SO funds › | SOUTHERN CO | NEW | — | 0.1% | +0.1% | 0.2 | 2,200 | +2,200 | 1 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -14,029 | 0 | — |
| ☆AMT funds › | AMERICAN TOWER CORP | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -7,817 | 0 | — |
| ☆ORCL funds › | ORACLE CORP | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -11,979 | 0 | — |
| ☆CTSH funds › | COGNIZANT TECHNOLOGY SOLUTIO | EXIT | — | 0.0% | -0.9% | 0.0 | 0 | -36,225 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 279 | 93 | 0.12 | 36% | 0.021 | 0.233 | — | in |
| 2026Q1 | 241 | 77 | 0.16 | 37% | 0.023 | 0.179 | — | in |
| 2025Q4 | 265 | 95 | 0.12 | 34% | 0.019 | 0.177 | — | in |
| 2025Q3 | 244 | 94 | 0.00 | 30% | 0.018 | 0.339 | — | in |
| 2025Q2 | 245 | 96 | 0.08 | 30% | 0.018 | 0.248 | — | entered |
| 2025Q1 | 217 | 94 | 0.00 | 29% | 0.017 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status