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Home > Institutional Investor > Altman Advisors, Inc. > Profile

Instuitional Investor - Altman Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Altman Advisors, Inc.
Portfolio Value $234,540,798
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 407,480 $18,283,403 7.79%
2.
Ishares Tr - CORE MSCI EURO
 186,285 $10,055,664 4.28%
3.
Apple Inc.
 AAPL 33,455 $8,377,820 3.57%
4.
Amazon Com Inc
 AMZN 33,919 $7,441,415 3.17%
5.
Nvidia Corp
 NVDA 51,381 $6,899,959 2.94%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)