Altman Advisors, Inc. Diversified Active

Location: Chicago, IL

CIK: 0001731671 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 27, 2018

Total Value: $104M (100.0% shares, 0.0% debt)

Holdings (67)

CBOE CBOE GLOBAL MARKETS INC 3.6%
Value $3.781M Shares 33,137 Est. Cost $105.43 Unrealized +4.1%
JPM JPMORGAN CHASE & CO 3.2%
Value $3.363M Shares 30,579 Est. Cost $81.33 Unrealized +12.4%
BA BOEING CO 3.2%
Value $3.344M Shares 10,199 Est. Cost $257.40 Unrealized +25.4%
AMZN AMAZON COM INC 2.9%
Value $3.077M Shares 2,126 Est. Cost $55.02 Unrealized +30.0%
BLACKROCK INC 2.9%
Value $3.033M Shares 5,598 Est. Cost $513.69 Unrealized
ADI ANALOG DEVICES INC 2.4%
Value $2.543M Shares 27,902 Est. Cost $76.11 Unrealized +3.3%
CSGP COSTAR GROUP INC 2.4%
Value $2.52M Shares 6,949 Est. Cost $29.30 Unrealized +17.7%
BGC PARTNERS INC 2.4%
Value $2.46M Shares 182,917 Est. Cost $14.56 Unrealized
AMT AMERICAN TOWER CORP NEW 2.3%
Value $2.438M Shares 16,773 Est. Cost $115.73 Unrealized -0.8%
TGT TARGET CORP 2.3%
Value $2.392M Shares 34,445 Est. Cost $58.46 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 2.2%
Value $2.329M Shares 18,507 Est. Cost $127.53 Unrealized
V VISA INC 2.2%
Value $2.308M Shares 19,291 Est. Cost $104.38 Unrealized +9.9%
MCD MCDONALDS CORP 2.2%
Value $2.29M Shares 14,643 Est. Cost $138.65 Unrealized -1.4%
MMM 3M CO 2.2%
Value $2.281M Shares 10,391 Est. Cost $145.05 Unrealized +3.5%
ZTS ZOETIS INC 2.2%
Value $2.276M Shares 27,258 Est. Cost $64.45 Unrealized +14.9%
META FACEBOOK INC 2.1%
Value $2.219M Shares 13,885 Est. Cost $175.52 Unrealized +1.6%
BAC BANK AMER CORP 2.1%
Value $2.188M Shares 72,973 Est. Cost $22.78 Unrealized +14.4%
AMGN AMGEN INC 2.0%
Value $2.092M Shares 12,274 Est. Cost $138.33 Unrealized +4.4%
MAR MARRIOTT INTL INC NEW 2.0%
Value $2.047M Shares 15,054 Est. Cost $114.71 Unrealized +14.4%
AAPL APPLE INC 1.9%
Value $2.01M Shares 11,981 Est. Cost $39.08 Unrealized +3.4%
CVX CHEVRON CORP NEW 1.9%
Value $2.002M Shares 17,559 Est. Cost $83.58 Unrealized +1.7%
QCOM QUALCOMM INC 1.9%
Value $1.963M Shares 35,435 Est. Cost $49.04 Unrealized +5.8%
NVDA NVIDIA CORP 1.9%
Value $1.947M Shares 8,407 Est. Cost $5.63 Unrealized +3.1%
ABBV ABBVIE INC 1.9%
Value $1.932M Shares 20,412 Est. Cost $76.08 Unrealized +3.2%
BDX BECTON DICKINSON & CO 1.8%
Value $1.894M Shares 8,739 Est. Cost $185.81 Unrealized +4.7%
STZ CONSTELLATION BRANDS INC 1.8%
Value $1.884M Shares 8,265 Est. Cost $190.09 Unrealized +2.1%
GOOG ALPHABET INC 1.8%
Value $1.879M Shares 1,821 Est. Cost $50.52 Unrealized +8.5%
TEMPLETON GLOBAL INCOME FD 1.8%
Value $1.861M Shares 291,212 Est. Cost $6.39 Unrealized
HD HOME DEPOT INC 1.7%
Value $1.821M Shares 10,219 Est. Cost $141.67 Unrealized +9.2%
ICE INTERCONTINENTAL EXCHANGE IN 1.7%
Value $1.816M Shares 25,043 Est. Cost $61.83 Unrealized +6.8%
C CITIGROUP INC 1.7%
Value $1.8M Shares 26,662 Est. Cost $56.47 Unrealized +2.1%
L BRANDS INC 1.7%
Value $1.781M Shares 46,600 Est. Cost $60.23 Unrealized
LNG CHENIERE ENERGY INC 1.7%
Value $1.745M Shares 32,653 Est. Cost $48.31 Unrealized +14.0%
SVB FINL GROUP 1.6%
Value $1.722M Shares 7,174 Est. Cost $235.68 Unrealized
SBUX STARBUCKS CORP 1.6%
Value $1.719M Shares 29,701 Est. Cost $47.44 Unrealized +2.7%
LAM RESEARCH CORP 1.6%
Value $1.691M Shares 8,325 Est. Cost $185.65 Unrealized
IPGP IPG PHOTONICS CORP 1.6%
Value $1.657M Shares 7,102 Est. Cost $212.25 Unrealized +16.3%
ULTA ULTA BEAUTY INC 1.5%
Value $1.615M Shares 7,907 Est. Cost $211.64 Unrealized +2.2%
ALEXION PHARMACEUTICALS INC 1.5%
Value $1.601M Shares 14,368 Est. Cost $119.04 Unrealized
JD JD COM INC 1.5%
Value $1.542M Shares 38,095 Est. Cost $41.37 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 1.5%
Value $1.524M Shares 10,091 Est. Cost $138.81 Unrealized +5.7%
CELGENE CORP 1.4%
Value $1.487M Shares 16,670 Est. Cost $103.78 Unrealized
ECL ECOLAB INC 1.4%
Value $1.477M Shares 10,774 Est. Cost $121.88 Unrealized +1.4%
NVR NVR INC 1.4%
Value $1.47M Shares 525 Est. Cost $3254.55 Unrealized -2.3%
DIS DISNEY WALT CO 1.3%
Value $1.408M Shares 14,016 Est. Cost $97.39 Unrealized +3.7%
CGNX COGNEX CORP 1.3%
Value $1.389M Shares 26,710 Est. Cost $58.84 Unrealized -6.2%
CBS CORP NEW 1.3%
Value $1.31M Shares 25,492 Est. Cost $58.86 Unrealized
DXC DXC TECHNOLOGY CO 0.8%
Value $868K Shares 8,631 Est. Cost $83.42 Unrealized 0.0%
GOOGL ALPHABET INC 0.6%
Value $590K Shares 569 Est. Cost $51.24 Unrealized +7.4%
NFLX NETFLIX INC 0.6%
Value $587K Shares 1,986 Est. Cost $22.35 Unrealized +21.8%
TD AMERITRADE HLDG CORP 0.5%
Value $563K Shares 9,500 Est. Cost $51.16 Unrealized
TE CONNECTIVITY LTD 0.5%
Value $519K Shares 5,200 Est. Cost $95.00 Unrealized
INTC INTEL CORP 0.5%
Value $474K Shares 9,100 Est. Cost $36.55 Unrealized +9.6%
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value $443K Shares 7,600 Est. Cost $70.92 Unrealized
DEO DIAGEO P L C 0.3%
Value $352K Shares 2,600 Est. Cost $146.15 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value $313K Shares 9,162 Est. Cost $30.68 Unrealized +3.6%
O REALTY INCOME CORP 0.3%
Value $294K Shares 5,680 Est. Cost $36.71 Unrealized -7.0%
BKNG BOOKING HLDGS INC 0.3%
Value $291K Shares 140 Est. Cost $1933.58 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value $278K Shares 11,364 Est. Cost $26.50 Unrealized
ENERGY TRANSFER PARTNERS LP 0.2%
Value $260K Shares 16,000 Est. Cost $17.94 Unrealized
CSX CSX CORP 0.2%
Value $254K Shares 4,560 Est. Cost $15.87 Unrealized +5.9%
OMC OMNICOM GROUP INC 0.2%
Value $254K Shares 3,494 Est. Cost $53.58 Unrealized +5.4%
CEDAR FAIR L P 0.2%
Value $243K Shares 3,800 Est. Cost $65.00 Unrealized
T AT&T INC 0.2%
Value $238K Shares 6,676 Est. Cost $15.25 Unrealized +3.7%
XOM EXXON MOBIL CORP 0.2%
Value $224K Shares 3,000 Est. Cost $55.74 Unrealized 0.0%
SSO PROSHARES TR 0.2%
Value $204K Shares 1,932 Est. Cost $109.21 Unrealized
SO SOUTHERN CO 0.2%
Value $200K Shares 4,473 Est. Cost $36.45 Unrealized -11.8%