Altman Advisors, Inc.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 35,840 | 34,360 | -1,480 | 6,302,133 | 10,754,745 | +4,452,612 |
| ISHARES TR | 0 | 24,653 | +24,653 | 0 | 3,488,153 | +3,488,153 |
| INVESCO EXCHANGE TRADED FD T | 87,447 | 137,061 | +49,614 | 4,660,925 | 7,831,666 | +3,170,741 |
| DYCOM INDS INC | 0 | 6,675 | +6,675 | 0 | 2,255,483 | +2,255,483 |
| ELI LILLY & CO | 1,791 | 3,367 | +1,576 | 1,389,637 | 3,618,448 | +2,228,811 |
| APPLE INC | 35,128 | 34,728 | -400 | 7,300,204 | 9,441,116 | +2,140,912 |
| UNILEVER PLC | 0 | 29,108 | +29,108 | 0 | 1,903,663 | +1,903,663 |
| SPDR SERIES TRUST | 0 | 142,176 | +142,176 | 0 | 1,850,028 | +1,850,028 |
| PULTE GROUP INC | 0 | 15,647 | +15,647 | 0 | 1,834,767 | +1,834,767 |
| NVIDIA CORPORATION | 66,327 | 63,994 | -2,333 | 10,167,934 | 11,934,887 | +1,766,953 |
| ISHARES TR | 59,100 | 74,566 | +15,466 | 5,631,639 | 7,170,267 | +1,538,628 |
| ISHARES TR | 228,774 | 234,061 | +5,287 | 15,137,976 | 16,613,650 | +1,475,674 |
| SPDR SERIES TRUST | 0 | 92,421 | +92,421 | 0 | 1,278,586 | +1,278,586 |
| TWILIO INC | 20,661 | 25,665 | +5,004 | 2,422,089 | 3,650,590 | +1,228,501 |
| EXPEDIA GROUP INC | 13,554 | 12,401 | -1,153 | 2,358,949 | 3,513,357 | +1,154,408 |
| PAYPAL HLDGS INC | 0 | 18,300 | +18,300 | 0 | 1,068,354 | +1,068,354 |
| TAIWAN SEMICONDUCTOR MFG LTD | 13,216 | 13,023 | -193 | 2,969,472 | 3,957,696 | +988,224 |
| UBS GROUP AG | 71,825 | 69,964 | -1,861 | 2,425,543 | 3,240,051 | +814,508 |
| ARISTA NETWORKS INC | 23,822 | 23,574 | -248 | 2,356,234 | 3,088,901 | +732,667 |
| GENERAC HLDGS INC | 0 | 5,357 | +5,357 | 0 | 730,534 | +730,534 |
| ADVANCED MICRO DEVICES INC | 10,145 | 9,771 | -374 | 1,380,836 | 2,092,557 | +711,721 |
| ISHARES GOLD TR | 85,454 | 80,627 | -4,827 | 4,700,960 | 5,405,826 | +704,866 |
| CITIGROUP INC | 30,979 | 28,582 | -2,397 | 2,672,553 | 3,335,274 | +662,721 |
| AMAZON COM INC | 34,752 | 35,921 | +1,169 | 7,661,351 | 8,291,207 | +629,856 |
| MIZUHO FINANCIAL GROUP INC | 449,892 | 425,735 | -24,157 | 2,528,393 | 3,116,380 | +587,987 |
| JOHNSON & JOHNSON | 10,619 | 10,673 | +54 | 1,655,762 | 2,208,867 | +553,105 |
| LAM RESEARCH CORP | 24,776 | 17,158 | -7,618 | 2,398,578 | 2,937,144 | +538,566 |
| SOUTHERN COPPER CORP | 14,860 | 14,150 | -710 | 1,517,206 | 2,030,101 | +512,895 |
| MORGAN STANLEY | 17,023 | 16,408 | -615 | 2,401,381 | 2,912,883 | +511,502 |
| GOLDMAN SACHS GROUP INC | 2,876 | 2,879 | +3 | 2,031,441 | 2,530,249 | +498,808 |
| CONSTELLATION ENERGY CORP | 9,968 | 10,096 | +128 | 3,069,480 | 3,566,776 | +497,296 |
| MITSUBISHI UFJ FINL GROUP IN | 200,883 | 202,771 | +1,888 | 2,758,118 | 3,215,942 | +457,824 |
| WALMART INC | 37,624 | 37,266 | -358 | 3,696,170 | 4,151,801 | +455,631 |
| ALIBABA GROUP HLDG LTD | 12,566 | 12,736 | +170 | 1,432,147 | 1,866,843 | +434,696 |
| META PLATFORMS INC | 4,303 | 5,339 | +1,036 | 3,094,804 | 3,524,221 | +429,417 |
| BANK AMERICA CORP | 49,947 | 49,535 | -412 | 2,404,933 | 2,724,439 | +319,506 |
| GILEAD SCIENCES INC | 21,986 | 22,505 | +519 | 2,456,476 | 2,762,275 | +305,799 |
| CBOE GLOBAL MKTS INC | 15,431 | 15,431 | 0 | 3,579,992 | 3,873,181 | +293,189 |
| GENERAL DYNAMICS CORP | 6,907 | 6,906 | -1 | 2,033,409 | 2,325,138 | +291,729 |
| ISHARES TR | 0 | 5,075 | +5,075 | 0 | 277,653 | +277,653 |
| NOVARTIS AG | 17,000 | 17,112 | +112 | 2,092,700 | 2,359,231 | +266,531 |
| JPMORGAN CHASE & CO. | 9,165 | 9,041 | -124 | 2,661,726 | 2,913,348 | +251,622 |
| ROCKET LAB CORP | 0 | 3,378 | +3,378 | 0 | 235,649 | +235,649 |
| EXXON MOBIL CORP | 19,166 | 19,230 | +64 | 2,093,694 | 2,314,138 | +220,444 |
| FIRSTENERGY CORP | 41,207 | 41,158 | -49 | 1,663,955 | 1,842,650 | +178,695 |
| FRANKLIN TEMPLETON ETF TR | 57,432 | 58,179 | +747 | 1,835,527 | 2,004,267 | +168,740 |
| MCDONALDS CORP | 7,611 | 7,915 | +304 | 2,264,196 | 2,419,061 | +154,865 |
| INTUITIVE SURGICAL INC | 3,711 | 3,772 | +61 | 1,996,481 | 2,136,310 | +139,829 |
| BERKSHIRE HATHAWAY INC DEL | 6,709 | 6,800 | +91 | 3,284,793 | 3,418,020 | +133,227 |
| YUM CHINA HLDGS INC | 38,887 | 39,945 | +1,058 | 1,776,358 | 1,906,974 | +130,616 |
| SHELL PLC | 25,997 | 26,448 | +451 | 1,850,732 | 1,943,367 | +92,635 |
| VANGUARD INDEX FDS | 1,134 | 1,134 | 0 | 643,851 | 711,165 | +67,314 |
| ISHARES TR | 7,240 | 7,258 | +18 | 646,102 | 696,996 | +50,894 |
| J P MORGAN EXCHANGE TRADED F | 16,453 | 16,453 | 0 | 990,471 | 1,039,501 | +49,030 |
| DIMENSIONAL ETF TRUST | 21,289 | 21,289 | 0 | 761,508 | 809,621 | +48,113 |
| ISHARES INC | 4,467 | 4,467 | 0 | 282,672 | 324,662 | +41,990 |
| MICROSOFT CORP | 15,353 | 15,695 | +342 | 7,554,657 | 7,590,650 | +35,993 |
| INTERNATIONAL BUSINESS MACHS | 9,895 | 9,846 | -49 | 2,881,439 | 2,916,538 | +35,099 |
| MASTERCARD INCORPORATED | 4,060 | 4,071 | +11 | 2,292,375 | 2,324,117 | +31,742 |
| ISHARES TR | 22,279 | 24,092 | +1,813 | 322,333 | 348,135 | +25,802 |
| COGNIZANT TECHNOLOGY SOLUTIO | 23,839 | 23,313 | -526 | 1,917,609 | 1,934,979 | +17,370 |
| PROSHARES TR | 2,728 | 4,863 | +2,135 | 266,226 | 281,665 | +15,439 |
| 3M CO | 16,869 | 16,294 | -575 | 2,594,621 | 2,608,669 | +14,048 |
| ISHARES TR | 258,762 | 260,896 | +2,134 | 536,323 | 547,712 | +11,389 |
| DOMINION ENERGY INC | 31,493 | 31,100 | -393 | 1,815,595 | 1,822,156 | +6,561 |
| SPDR S&P 500 ETF TR | 420 | 365 | -55 | 259,262 | 248,890 | -10,372 |
| REALTY INCOME CORP | 31,075 | 31,638 | +563 | 1,796,119 | 1,783,461 | -12,658 |
| VISA INC | 7,486 | 7,545 | +59 | 2,661,017 | 2,646,084 | -14,933 |
| BOOKING HOLDINGS INC | 45 | 41 | -4 | 257,883 | 219,569 | -38,314 |
| COMCAST CORP NEW | 7,872 | 7,872 | 0 | 285,990 | 235,294 | -50,696 |
| TIM S A | 120,430 | 121,583 | +1,153 | 2,436,299 | 2,364,789 | -71,510 |
| EATON VANCE SR FLTNG RTE TR | 55,924 | 52,075 | -3,849 | 553,811 | 476,190 | -77,621 |
| BROADCOM INC | 18,589 | 13,954 | -4,635 | 4,921,330 | 4,829,601 | -91,729 |
| WASTE CONNECTIONS INC | 11,412 | 11,372 | -40 | 2,121,220 | 1,994,262 | -126,958 |
| EQUINIX INC | 2,056 | 1,958 | -98 | 1,635,431 | 1,500,287 | -135,144 |
| ISHARES BITCOIN TRUST ETF | 13,821 | 13,923 | +102 | 827,049 | 691,277 | -135,772 |
| DEERE & CO | 3,859 | 3,915 | +56 | 1,961,830 | 1,822,779 | -139,051 |
| HOME DEPOT INC | 4,947 | 4,877 | -70 | 1,846,177 | 1,678,342 | -167,835 |
| ZOETIS INC | 9,203 | 10,206 | +1,003 | 1,465,011 | 1,284,116 | -180,895 |
| PETROLEO BRASILEIRO SA PETRO | 130,928 | 122,811 | -8,117 | 1,648,381 | 1,455,308 | -193,073 |
| INTERCONTINENTAL EXCHANGE IN | 12,953 | 13,149 | +196 | 2,355,678 | 2,129,664 | -226,014 |
| COSTCO WHSL CORP NEW | 2,141 | 2,163 | +22 | 2,111,402 | 1,865,651 | -245,751 |
| HUBSPOT INC | 3,307 | 3,962 | +655 | 1,844,843 | 1,589,951 | -254,892 |
| AT&T INC | 67,368 | 67,539 | +171 | 1,945,588 | 1,677,669 | -267,919 |
| UBER TECHNOLOGIES INC | 27,427 | 27,589 | +162 | 2,526,850 | 2,254,297 | -272,553 |
| EATON CORP PLC | 7,107 | 6,989 | -118 | 2,523,428 | 2,226,209 | -297,219 |
| CROWDSTRIKE HLDGS INC | 6,776 | 6,477 | -299 | 3,334,266 | 3,036,159 | -298,107 |
| EOG RES INC | 14,035 | 12,703 | -1,332 | 1,700,884 | 1,333,950 | -366,934 |
| CHENIERE ENERGY INC | 10,206 | 10,110 | -96 | 2,408,925 | 1,965,209 | -443,716 |
| ABBVIE INC | 15,790 | 10,536 | -5,254 | 3,000,026 | 2,407,289 | -592,737 |
| AMERICAN TOWER CORP NEW | 8,280 | 7,164 | -1,116 | 1,858,636 | 1,257,826 | -600,810 |
| FIRST TR EXCHNG TRADED FD VI | 114,531 | 95,028 | -19,503 | 4,423,781 | 3,623,961 | -799,820 |
| ORACLE CORP | 15,217 | 12,616 | -2,601 | 3,331,863 | 2,458,951 | -872,912 |
| NETFLIX INC | 2,935 | 30,899 | +27,964 | 3,796,716 | 2,897,090 | -899,626 |
| TESLA INC | 9,158 | 3,583 | -5,575 | 2,753,902 | 1,611,347 | -1,142,555 |