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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 $217,010,783
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - CORE MSCI EURO
 218,474 $13,667,733 6.3%
2.
Apple Inc.
 AAPL 34,072 $7,240,246 3.34%
3.
Amazon Com Inc
 AMZN 34,071 $6,283,311 2.9%
4.
Microsoft Corp
 MSFT 15,217 $6,014,833 2.77%
5.
Nvidia Corp
 NVDA 52,927 $5,764,812 2.66%
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)