Altman Advisors, Inc.
Annual return '25
-8.1%
SPY '25
+17.7%
Alpha
-25.8ptsvs SPY
Invested
$241.3M
Holdings
77
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEUR
ISHARES TR
Q4 2025: Exited (was 230.9k shares)
7.8%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 62.5% (34.0k → 12.7k shares)
4.6%
03
$GOOGL
ALPHABET INC
Q4 2025: Sold 97.3% (35.3k → 967 shares)
4.0%
04
$AAPL
APPLE INC
Q1 2026: Sold 11.0% (7.1k → 6.3k shares)
3.7%
05
$XSVM
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 123.9k shares)
3.5%
06
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 1.2k shares)
3.5%
07
$IEI
ISHARES TR
Held since at least Q1 2024
3.1%
08
$MSFT
MICROSOFT CORP
Q1 2026: Sold 13.3% (2.2k → 1.9k shares)
2.6%
09
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q4 2025: Exited (was 13.2k shares)
1.9%
10
$CBOE
CBOE GLOBAL MKTS INC
Q4 2025: Exited (was 15.4k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:53 UTC.