Gerardo Martinez

Altman Advisors, Inc.

Assets Managed

$241.267M

Holdings

Last Quarter

2026 - Q1

Filed Date

18d ago

Growth Rate

-9.08%(2Q avg: -3.77%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Altman Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Altman Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 241.267M in assets, with a quarterly growth rate of -9.08% and a 2-quarter average growth rate of -3.77%. The portfolio is managed by Gerardo Martinez, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IEUR Ishares Core Msci Europe Etf Recent Activity Increased 14.86%	7.83%	$18.891M 268,835 shares@ $70.27 avg price	Increased 14.86%
NVDA Nvidia Corp Recent Activity Decreased -0.78%	4.59%	$11.073M 63,492 shares@ $174.41 avg price	Decreased -0.78%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -1.69%	4.03%	$9.714M 33,779 shares@ $287.57 avg price	Decreased -1.69%
AAPL Apple Inc Recent Activity Increased 2.57%	3.75%	$9.04M 35,619 shares@ $253.79 avg price	Increased 2.57%
XSVM Invesco S&p Smallcap Value W Recent Activity Increased 2.15%	3.5%	$8.436M 139,995 shares@ $60.27 avg price	Increased 2.15%
AMZN Amazon.com Inc Recent Activity Increased 12.06%	3.48%	$8.383M 40,251 shares@ $208.27 avg price	Increased 12.06%
IEI Ishares 3-7 Year Treasury Bo Recent Activity New Position	3.13%	$7.541M 63,586 shares@ $118.61 avg price	New Position
MSFT Microsoft Corp Recent Activity Increased 9.91%	2.65%	$6.385M 17,250 shares@ $370.17 avg price	Increased 9.91%
TSM Taiwan Semiconductor-sp Adr Recent Activity Increased 4.42%	1.91%	$4.596M 13,598 shares@ $337.97 avg price	Increased 4.42%
CBOE Cboe Global Markets Inc Recent Activity	1.8%	$4.337M 15,431 shares@ $281.07 avg price

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