$176 Million is the total value of Altman Advisors, Inc.'s 86 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | CONSTELLATION ENERGY CORP | $1,459,000 | – | 22,166 | +100.0% | 0.83% | – | |
| ADM | New | ARCHER DANIELS MIDLAND CO | $1,403,000 | – | 16,947 | +100.0% | 0.80% | – |
| MS | New | MORGAN STANLEY | $1,357,000 | – | 16,246 | +100.0% | 0.77% | – |
| ORCL | New | ORACLE CORP | $1,352,000 | – | 17,706 | +100.0% | 0.77% | – |
| HPQ | New | HP INC | $1,339,000 | – | 40,900 | +100.0% | 0.76% | – |
| DAL | New | DELTA AIR LINES INC DEL | $1,296,000 | – | 40,730 | +100.0% | 0.74% | – |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $1,280,000 | – | 16,200 | +100.0% | 0.73% | – |
| D | New | DOMINION ENERGY INC | $1,255,000 | – | 15,278 | +100.0% | 0.72% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $1,225,000 | – | 9,294 | +100.0% | 0.70% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $1,088,000 | – | 23,997 | +100.0% | 0.62% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 23 | Q3 2023 | 3.7% |
| BECTON DICKINSON & CO | 23 | Q3 2023 | 2.1% |
| ZOETIS INC | 23 | Q3 2023 | 2.5% |
| INTERCONTINENTAL EXCHANGE IN | 23 | Q3 2023 | 2.1% |
| VISA INC | 22 | Q3 2023 | 2.7% |
| HOME DEPOT INC | 22 | Q3 2023 | 2.6% |
| ABBVIE INC | 22 | Q3 2023 | 2.7% |
| CBOE GLOBAL MKTS INC | 22 | Q3 2023 | 3.6% |
| AMERICAN TOWER CORP NEW | 22 | Q3 2023 | 3.3% |
| NETFLIX INC | 22 | Q3 2023 | 2.1% |
View Altman Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-09 |
View Altman Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.