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

94 positions • $217.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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MITSUBISHI UFJ FINANCIAL GROUP INC

Shares:198.8K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$217.0M)

INTERNATIONAL BUSINESS MACHINES CORP

Shares:10.1K

Value:$2.4M

% of Portfolio:1.1% ($2.4M/$217.0M)

MCDONALDS CORP

Shares:7.4K

Value:$2.4M

% of Portfolio:1.1% ($2.4M/$217.0M)

Cheniere Energy, Inc.

Shares:10.2K

Value:$2.3M

% of Portfolio:1.1% ($2.3M/$217.0M)

NOVO NORDISK A S

Shares:35.3K

Value:$2.3M

% of Portfolio:1.1% ($2.3M/$217.0M)

Meta Platforms, Inc.

Shares:4.3K

Value:$2.3M

% of Portfolio:1.1% ($2.3M/$217.0M)

3M CO

Shares:16.7K

Value:$2.3M

% of Portfolio:1.1% ($2.3M/$217.0M)

GILEAD SCIENCES, INC.

Shares:21.3K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$217.0M)

GOLDMAN SACHS GROUP INC

Shares:4.1K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$217.0M)

MIZUHO FINANCIAL GROUP INC

Shares:441.3K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$217.0M)

JPMORGAN CHASE & CO

Shares:9.1K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$217.0M)

Mastercard Inc

Shares:4.0K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$217.0M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

Shares:13.3K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$217.0M)

Constellation Energy Corp

Shares:9.9K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$217.0M)

Uber Technologies, Inc

Shares:27.0K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$217.0M)

Waste Connections, Inc.

Shares:11.1K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$217.0M)

ORACLE CORP

Shares:15.3K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$217.0M)

Intercontinental Exchange, Inc.

Shares:12.8K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$217.0M)

Chubb Ltd

Shares:7.5K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$217.0M)

CITIGROUP INC

Shares:30.9K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$217.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	198.8K	QoQ -0.87% (-1.8K) YoY -2.96% (-6.1K)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$217.0M)	QoQ +6.90% (-$162.2K) YoY +22.89% (-$468.0K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	10.1K	QoQ -2.09% (-215) YoY -4.02% (-422)	All Managers (Combined)	$2.4M	1.1% ($2.4M/$217.0M)	QoQ +7.70% (-$174.0K) YoY +22.26% (-$443.1K)
MCDONALDS CORP(MCDcusip580135101)	7.4K	QoQ +27.29% (+1.6K) YoY +67.49% (+3.0K)	All Managers (Combined)	$2.4M	1.1% ($2.4M/$217.0M)	QoQ +40.36% (+$682.0K) YoY +91.06% (+$1.1M)
Cheniere Energy, Inc.(LNGcusip16411R208)	10.2K	QoQ +0.42% (+43) YoY +2.39% (+238)	All Managers (Combined)	$2.3M	1.1% ($2.3M/$217.0M)	QoQ +8.01% (+$174.3K) YoY +48.51% (+$767.2K)
NOVO NORDISK A S(NVOcusip670100205)	35.3K	QoQ +121.05% (+19.3K) YoY +121.34% (+19.3K)	All Managers (Combined)	$2.3M	1.1% ($2.3M/$217.0M)	QoQ +70.76% (+$970.9K) YoY +15.31% (+$311.2K)
Meta Platforms, Inc.(METAcusip30303M102)	4.3K	QoQ -36.23% (-2.4K) YoY -24.88% (-1.4K)	All Managers (Combined)	$2.3M	1.1% ($2.3M/$217.0M)	QoQ -40.21% (-$1.6M) YoY -16.07% (-$448.8K)
3M CO(MMMcusip88579Y101)	16.7K	QoQ +0.45% (+76) YoY NEW(+16.7K)	All Managers (Combined)	$2.3M	1.1% ($2.3M/$217.0M)	QoQ +8.09% (+$173.7K) YoY NEW(+$2.3M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	21.3K	QoQ +1.51% (+317) YoY +5.98% (+1.2K)	All Managers (Combined)	$2.3M	1.0% ($2.3M/$217.0M)	QoQ +17.08% (+$330.7K) YoY +54.93% (+$803.5K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	4.1K	QoQ -1.36% (-57) YoY -3.95% (-170)	All Managers (Combined)	$2.3M	1.0% ($2.3M/$217.0M)	QoQ -5.70% (-$136.7K) YoY +27.14% (-$482.4K)
MIZUHO FINANCIAL GROUP INC(MFGcusip60687Y109)	441.3K	QoQ +0.08% (+391) YoY -0.48% (-2.2K)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$217.0M)	QoQ +3.36% (+$72.5K) YoY +30.18% (-$516.8K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	9.1K	QoQ +0.67% (+61) YoY -36.66% (-5.3K)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$217.0M)	QoQ +2.73% (+$59.3K) YoY -22.12% (-$632.1K)
Mastercard Inc(MAcusip57636Q104)	4.0K	QoQ +1.45% (+58) YoY +4.27% (+166)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$217.0M)	QoQ +5.59% (+$117.5K) YoY +19.46% (+$361.2K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	13.3K	QoQ -1.38% (-186) YoY -10.61% (-1.6K)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$217.0M)	QoQ -16.76% (-$445.3K) YoY +5.30% (-$111.5K)
Constellation Energy Corp(CEGcusip21037T109)	9.9K	QoQ -0.65% (-65) YoY -33.07% (-4.9K)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$217.0M)	QoQ -0.77% (-$17.2K) YoY -19.59% (-$537.5K)
Uber Technologies, Inc(UBERcusip90353T100)	27.0K	QoQ NEW(+27.0K) YoY NEW(+27.0K)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$217.0M)	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
Waste Connections, Inc.(WCNcusip94106B101)	11.1K	QoQ +0.44% (+49) YoY +2.13% (+231)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$217.0M)	QoQ +15.69% (+$296.4K) YoY +18.46% (+$340.6K)
ORACLE CORP(ORCLcusip68389X105)	15.3K	QoQ +0.16% (-25) YoY -8.55% (-1.4K)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$217.0M)	QoQ -15.41% (-$393.2K) YoY +2.54% (-$53.5K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	12.8K	QoQ +0.31% (+40) YoY +1.27% (+161)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$217.0M)	QoQ +13.07% (+$248.5K) YoY +24.14% (+$417.8K)
Chubb Ltd(CBcusipH1467J104)	7.5K	QoQ +1.73% (+128) YoY +2.69% (+197)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$217.0M)	QoQ +5.33% (+$108.7K) YoY +14.14% (+$265.8K)
CITIGROUP INC(Ccusip172967424)	30.9K	QoQ -0.35% (-111) YoY -1.33% (-418)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$217.0M)	QoQ -3.20% (-$69.9K) YoY +6.31% (-$125.3K)