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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UBS Group AG

Shares:69.8K

Value:$2.1M

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

COSTCO WHOLESALE CORP /NEW

Shares:2.1K

Value:$2.1M

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

Expedia Group, Inc.

Shares:13.3K

Value:$2.1M

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

Eaton Corp plc

Shares:7.0K

Value:$2.1M

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

EXXON MOBIL CORP

Shares:18.9K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$217.0M)

HUBSPOT INC

Shares:3.2K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$217.0M)

BANK OF AMERICA CORP /DE/

Shares:49.8K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$217.0M)

TIM S.A.

Shares:118.7K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$217.0M)

MORGAN STANLEY

Shares:16.8K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$217.0M)

Arista Networks, Inc.

Shares:23.5K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$217.0M)

UNILEVER PLC

Shares:30.1K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$217.0M)

INTUITIVE SURGICAL INC

Shares:3.6K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$217.0M)

NOVARTIS AG

Shares:16.5K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$217.0M)

GENERAL DYNAMICS CORP

Shares:6.8K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$217.0M)

SHERWIN WILLIAMS CO

Shares:5.2K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$217.0M)

AT&T INC.

Shares:66.1K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$217.0M)

AMERICAN TOWER CORP /MA/

Shares:8.1K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$217.0M)

DEERE & CO

Shares:3.8K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$217.0M)

LAM RESEARCH CORP

Shares:24.5K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$217.0M)

REALTY INCOME CORP

Shares:30.3K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$217.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UBS Group AG(UBScusipH42097107)	69.8K	QoQ +1.37% (+948) YoY +2.90% (+2.0K)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$217.0M)	QoQ +1.07% (+$22.5K) YoY +2.06% (+$42.7K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.1K	QoQ +2.17% (+45) YoY -47.19% (-1.9K)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$217.0M)	QoQ +10.90% (+$206.3K) YoY -27.18% (-$783.5K)
Expedia Group, Inc.(EXPEcusip30212P303)	13.3K	QoQ +0.48% (-65) YoY +1.63% (+214)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$217.0M)	QoQ -15.36% (-$380.0K) YoY +19.71% (+$344.8K)
Eaton Corp plc(ETNcusipG29183103)	7.0K	QoQ +1.69% (-117) YoY -0.60% (-43)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$217.0M)	QoQ -9.79% (-$225.0K) YoY -6.23% (-$137.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	18.9K	QoQ +1.20% (-225) YoY -39.96% (-12.6K)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$217.0M)	QoQ -0.62% (-$12.5K) YoY -45.79% (-$1.7M)
HUBSPOT INC(HUBScusip443573100)	3.2K	QoQ +1.46% (-47) YoY +4.16% (+130)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$217.0M)	QoQ -10.94% (-$244.3K) YoY +0.02% (+$429)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	49.8K	QoQ +1.85% (-905) YoY +2.59% (+1.3K)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$217.0M)	QoQ -7.58% (-$162.9K) YoY +9.05% (+$164.9K)
TIM S.A.(TIMBcusip88706T108)	118.7K	QoQ NEW(+118.7K) YoY NEW(+118.7K)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$217.0M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
MORGAN STANLEY(MScusip617446448)	16.8K	QoQ +1.89% (-314) YoY +3.57% (+582)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$217.0M)	QoQ -6.45% (-$134.1K) YoY +27.81% (+$423.1K)
Arista Networks, Inc.(ANETcusip040413205)	23.5K	QoQ +2.04% (-471) YoY NEW(+23.5K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$217.0M)	QoQ -24.04% (-$611.5K) YoY NEW(+$1.9M)
UNILEVER PLC(ULcusip904767704)	30.1K	QoQ +3.05% (+892) YoY +5.07% (+1.5K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$217.0M)	QoQ +15.50% (+$256.5K) YoY +33.94% (+$484.2K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	3.6K	QoQ -27.42% (-1.4K) YoY -31.71% (-1.7K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$217.0M)	QoQ -28.27% (-$742.3K) YoY -10.79% (-$227.9K)
NOVARTIS AG(NVScusip66987V109)	16.5K	QoQ +3.19% (+509) YoY +6.03% (+937)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$217.0M)	QoQ +20.35% (+$315.7K) YoY +25.52% (+$379.7K)
GENERAL DYNAMICS CORP(GDcusip369550108)	6.8K	QoQ +3.02% (+199) YoY +3.82% (-250)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$217.0M)	QoQ +6.39% (+$111.0K) YoY -3.09% (-$58.9K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	5.2K	QoQ +2.83% (+143) YoY +6.08% (+298)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$217.0M)	QoQ +6.75% (+$116.1K) YoY +10.71% (+$177.5K)
AT&T INC.(Tcusip00206R102)	66.1K	QoQ +3.42% (+2.2K) YoY NEW(+66.1K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$217.0M)	QoQ +25.81% (+$375.9K) YoY NEW(+$1.8M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	8.1K	QoQ +3.21% (+252) YoY +7.84% (+589)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$217.0M)	QoQ +26.85% (+$386.2K) YoY +25.95% (+$376.0K)
DEERE & CO(DEcusip244199105)	3.8K	QoQ +2.17% (+81) YoY +9.39% (+327)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$217.0M)	QoQ +11.78% (+$186.1K) YoY +25.48% (+$358.4K)
LAM RESEARCH CORP(LRCXcusip512807306)	24.5K	QoQ +3.11% (+741) YoY NEW(+24.5K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$217.0M)	QoQ +2.31% (+$39.8K) YoY NEW(+$1.8M)
REALTY INCOME CORP(Ocusip756109104)	30.3K	QoQ +85.61% (+14.0K) YoY +7.27% (+2.1K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$217.0M)	QoQ +101.08% (+$880.9K) YoY +16.10% (+$243.1K)