Altman-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABBV",
  "BABA",
  "GOOGL",
  "T",
  "AVGO",
  null,
  "D",
  "TIMB",
  "EOG",
  "EXPE",
  "GD",
  "GILD",
  "HD",
  "MCD",
  null,
  null,
  "FE",
  "SCCO",
  "ISRG",
  null,
  null,
  "HUBS",
  "BKNG",
  "ICE",
  "META",
  null,
  null,
  "LRCX",
  "MA",
  "MSFT",
  "MFG",
  "MUFG",
  "MS",
  "EQIX",
  "NVS",
  "ANET",
  "ORCL",
  "PNC",
  "PBR",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  null,
  "SHW",
  "O",
  "SHEL",
  "SPYG",
  "AMT",
  "IBM",
  "TGT",
  "TMO",
  "UBS",
  "UBER",
  "UL",
  "EFR",
  "IEF",
  "TSM",
  "AMD",
  "WCN",
  "NVO",
  "AMZN",
  null,
  "V",
  "WMT",
  "YUMC",
  "SO",
  "SPYV",
  "BAC",
  "BRK-B",
  "BDX",
  "CBOE",
  "LNG",
  "CB",
  "C",
  "CMCSA",
  "CEG",
  "COST",
  "CRWD",
  "DE",
  "DAL",
  "EFA",
  "NEE",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 94
Total Value: 217010783
Accession Number: 0001085146-25-002563
Form Type: 13F-HR
CIK: altman-advisors
Manager Name: Altman-Advisors

Data Enrichment

89% identified

84 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

94 positions • $217.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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46434V738

Shares:218.5K

Value:$13.7M

% of Portfolio:6.3% ($13.7M/$217.0M)

Apple Inc.

AAPL|037833100

Shares:34.1K

Value:$7.2M

% of Portfolio:3.3% ($7.2M/$217.0M)

AMAZON COM INC

AMZN|023135106

Shares:34.1K

Value:$6.3M

% of Portfolio:2.9% ($6.3M/$217.0M)

MICROSOFT CORP

MSFT|594918104

Shares:15.2K

Value:$6.0M

% of Portfolio:2.8% ($6.0M/$217.0M)

NVIDIA CORP

NVDA|67066G104

Shares:52.9K

Value:$5.8M

% of Portfolio:2.7% ($5.8M/$217.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:35.3K

Value:$5.6M

% of Portfolio:2.6% ($5.6M/$217.0M)

464287440

IEF|464287440

Shares:56.8K

Value:$5.5M

% of Portfolio:2.5% ($5.5M/$217.0M)

464285204

Shares:85.1K

Value:$4.7M

% of Portfolio:2.1% ($4.7M/$217.0M)

46137V480

Shares:85.1K

Value:$4.1M

% of Portfolio:1.9% ($4.1M/$217.0M)

Walmart Inc.

WMT|931142103

Shares:37.4K

Value:$3.6M

% of Portfolio:1.7% ($3.6M/$217.0M)

Broadcom Inc.

AVGO|11135F101

Shares:18.6K

Value:$3.6M

% of Portfolio:1.7% ($3.6M/$217.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.7K

Value:$3.5M

% of Portfolio:1.6% ($3.5M/$217.0M)

33740F847

Shares:100.9K

Value:$3.5M

% of Portfolio:1.6% ($3.5M/$217.0M)

Cboe Global Markets, Inc.

CBOE|12503M108

Shares:15.4K

Value:$3.4M

% of Portfolio:1.6% ($3.4M/$217.0M)

NETFLIX INC

NFLX|64110L106

Shares:2.9K

Value:$3.3M

% of Portfolio:1.5% ($3.3M/$217.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:15.4K

Value:$3.0M

% of Portfolio:1.4% ($3.0M/$217.0M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:6.7K

Value:$2.9M

% of Portfolio:1.3% ($2.9M/$217.0M)

35473P769

Shares:70.7K

Value:$2.7M

% of Portfolio:1.2% ($2.7M/$217.0M)

VISA INC.

V|92826C839

Shares:7.7K

Value:$2.7M

% of Portfolio:1.2% ($2.7M/$217.0M)

Tesla, Inc.

TSLA|88160R101

Shares:9.1K

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$217.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V738)✕	218.5K	QoQ +17.27% (+32.2K) YoY +51.70% (+74.5K)	All Managers (Combined)	$13.7M	6.3% ($13.7M/$217.0M)	QoQ +35.92% (+$3.6M) YoY +64.39% (+$5.4M)
Apple Inc.(AAPLcusip037833100)	34.1K	QoQ +1.84% (-617) YoY +1.25% (+423)	All Managers (Combined)	$7.2M	3.3% ($7.2M/$217.0M)	QoQ -13.57% (-$1.1M) YoY +26.54% (+$1.5M)
AMAZON COM INC(AMZNcusip023135106)	34.1K	QoQ +0.44% (-152) YoY -2.69% (-944)	All Managers (Combined)	$6.3M	2.9% ($6.3M/$217.0M)	QoQ -15.56% (-$1.2M) YoY -0.84% (-$53.3K)
MICROSOFT CORP(MSFTcusip594918104)	15.2K	QoQ +2.54% (-377) YoY +7.52% (+1.1K)	All Managers (Combined)	$6.0M	2.8% ($6.0M/$217.0M)	QoQ -3.84% (-$240.4K) YoY +0.10% (+$6.3K)
NVIDIA CORP(NVDAcusip67066G104)	52.9K	QoQ +3.00% (-1.5K) YoY +1141.54% (+48.7K)	All Managers (Combined)	$5.8M	2.7% ($5.8M/$217.0M)	QoQ -16.45% (-$1.1M) YoY +49.64% (+$1.9M)
Alphabet Inc.(GOOGLcusip02079K305)	35.3K	QoQ +35.20% (+9.2K) YoY +25.15% (+7.1K)	All Managers (Combined)	$5.6M	2.6% ($5.6M/$217.0M)	QoQ +13.42% (+$662.5K) YoY +27.81% (+$1.2M)
(IEFcusip464287440)	56.8K	QoQ NEW(+56.8K) YoY NEW(+56.8K)	All Managers (Combined)	$5.5M	2.5% ($5.5M/$217.0M)	QoQ NEW(+$5.5M) YoY NEW(+$5.5M)
(cusip464285204)✕	85.1K	QoQ -3.03% (-2.7K) YoY +8.20% (+6.5K)	All Managers (Combined)	$4.7M	2.1% ($4.7M/$217.0M)	QoQ +18.72% (-$735.3K) YoY +39.53% (+$1.3M)
(cusip46137V480)✕	85.1K	QoQ +3.57% (-2.9K) YoY +40.61% (+24.6K)	All Managers (Combined)	$4.1M	1.9% ($4.1M/$217.0M)	QoQ -7.87% (-$352.3K) YoY +20.52% (+$702.0K)
Walmart Inc.(WMTcusip931142103)	37.4K	QoQ -1.08% (-409) YoY +27.25% (+8.0K)	All Managers (Combined)	$3.6M	1.7% ($3.6M/$217.0M)	QoQ +6.47% (-$221.3K) YoY +106.25% (+$1.9M)
Broadcom Inc.(AVGOcusip11135F101)	18.6K	QoQ -4.30% (-839) YoY +825.47% (+16.6K)	All Managers (Combined)	$3.6M	1.7% ($3.6M/$217.0M)	QoQ -20.55% (-$928.3K) YoY +31.90% (+$867.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.7K	QoQ -0.25% (-17) YoY -0.43% (-29)	All Managers (Combined)	$3.5M	1.6% ($3.5M/$217.0M)	QoQ +17.34% (-$524.1K) YoY +26.35% (-$739.6K)
(cusip33740F847)✕	100.9K	QoQ -75.24% (-306.6K) YoY -72.56% (-266.9K)	All Managers (Combined)	$3.5M	1.6% ($3.5M/$217.0M)	QoQ -80.60% (-$14.7M) YoY -78.38% (-$12.9M)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	15.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.4M	1.6% ($3.4M/$217.0M)	QoQ +13.51% (+$407.4K) YoY +21.95% (+$616.2K)
NETFLIX INC(NFLXcusip64110L106)	2.9K	QoQ -1.75% (-52) YoY -6.48% (-202)	All Managers (Combined)	$3.3M	1.5% ($3.3M/$217.0M)	QoQ +24.74% (-$653.7K) YoY +72.27% (-$1.4M)
AbbVie Inc.(ABBVcusip00287Y109)	15.4K	QoQ +1.80% (+274) YoY +36.82% (+4.2K)	All Managers (Combined)	$3.0M	1.4% ($3.0M/$217.0M)	QoQ +11.77% (+$317.5K) YoY +47.68% (+$973.2K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	6.7K	QoQ +1.29% (+86) YoY -20.52% (-1.7K)	All Managers (Combined)	$2.9M	1.3% ($2.9M/$217.0M)	QoQ +26.96% (+$611.2K) YoY +6.64% (-$179.3K)
(cusip35473P769)✕	70.7K	QoQ +3.81% (+2.6K) YoY NEW(+70.7K)	All Managers (Combined)	$2.7M	1.2% ($2.7M/$217.0M)	QoQ +4.85% (+$125.4K) YoY NEW(+$2.7M)
VISA INC.(Vcusip92826C839)	7.7K	QoQ +1.42% (+108) YoY +4.55% (+336)	All Managers (Combined)	$2.7M	1.2% ($2.7M/$217.0M)	QoQ +10.87% (+$261.2K) YoY +29.81% (+$611.7K)
Tesla, Inc.(TSLAcusip88160R101)	9.1K	QoQ -12.27% (-1.3K) YoY -14.35% (-1.5K)	All Managers (Combined)	$2.6M	1.2% ($2.6M/$217.0M)	QoQ -38.70% (-$1.6M) YoY +37.91% (-$706.9K)