Portfolio (Quarterly)
Guide ↗
Altman Advisors, Inc.
· CIK 0001731671| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 16,169.0 | $1.9M | 0.68% | NEW | — | $116.67 | +49.4% |
| 62 | FE | FIRSTENERGY CORP | Utilities | 38,832.0 | $1.8M | 0.66% | NEW | — | $47.54 | -1.6% |
| 63 | SPYV | SPDR SERIES TRUST | — | 158,875.0 | $1.8M | 0.66% | NEW | — | $11.56 | +448.9% |
| 64 | D | DOMINION ENERGY INC | Utilities | 26,019.0 | $1.8M | 0.64% | NEW | — | $68.29 | -3.6% |
| 65 | HD | HOME DEPOT INC | Consumer Cyclical | 4,996.0 | $1.8M | 0.63% | NEW | — | $352.65 | -9.0% |
| 66 | — | UNILEVER PLC | — | 28,401.0 | $1.7M | 0.61% | NEW | — | $60.12 | — |
| 67 | YUMC | YUM CHINA HLDGS INC | Consumer Cyclical | 41,041.0 | $1.7M | 0.60% | NEW | — | $40.87 | +6.7% |
| 68 | CPNG | COUPANG INC | Consumer Cyclical | 96,562.0 | $1.7M | 0.60% | NEW | — | $17.37 | -12.0% |
| 69 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 13,391.0 | $1.6M | 0.59% | NEW | — | $123.11 | +31.0% |
| 70 | PBR | PETROLEO BRASILEIRO S A | Energy | 98,232.0 | $1.6M | 0.57% | NEW | — | $16.16 | +24.5% |
| 71 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 16,516.0 | $1.6M | 0.57% | NEW | — | $95.98 | +18.0% |
| 72 | EOG | EOG RES INC | Energy | 11,674.0 | $1.5M | 0.54% | NEW | — | $129.73 | +11.9% |
| 73 | TSLA | TESLA INC | Consumer Cyclical | 3,583.0 | $1.5M | 0.54% | NEW | — | $420.60 | -15.8% |
| 74 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 69,543.0 | $1.5M | 0.53% | NEW | — | $21.40 | -3.5% |
| 75 | SPYG | SPDR SERIES TRUST | — | 100,703.0 | $1.3M | 0.47% | NEW | — | $12.89 | +843.8% |
| 76 | T | AT&T INC | Communication Services | 59,285.0 | $1.2M | 0.44% | NEW | — | $20.70 | +24.1% |
| 77 | — | J P MORGAN EXCHANGE TRADED F | — | 11,853.0 | $857K | 0.31% | NEW | — | $72.28 | — |
| 78 | ACWI | ISHARES TR | — | 5,056.0 | $794K | 0.28% | NEW | — | $156.97 | +3.1% |
| 79 | VOO | VANGUARD INDEX FDS | — | 1,134.0 | $779K | 0.28% | NEW | — | $686.81 | +3.1% |
| 80 | DGCB | DIMENSIONAL ETF TRUST | — | 12,608.0 | $689K | 0.25% | NEW | — | $54.67 | -2.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
31.3%
Financial Services
17.5%
Communication Services
12.6%
Consumer Cyclical
10.5%
Industrials
7.4%
Healthcare
6.3%
Utilities
4.3%
Energy
4.2%
Real Estate
2.5%
Consumer Defensive
2.3%