# EDGAR Filing Document

**Accession Number:** 0001731671
**File Stem:** 0001085146-23-000814
**Filing Date:** 2023-2
**Character Count:** 13169
**Document Hash:** 7eb760fd4f5a62190bc20ee1698f9683
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000814.hdr.sgml**: 20230208

**ACCESSION NUMBER**: 0001085146-23-000814

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230208

**DATE AS OF CHANGE**: 20230208

**EFFECTIVENESS DATE**: 20230208

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Altman Advisors, Inc.
- **CENTRAL INDEX KEY:** 0001731671
- **IRS NUMBER:** 813128190
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18637
- **FILM NUMBER:** 23599870

**BUSINESS ADDRESS:**
- **STREET 1:** 1233 S WACKER DR., SUITE 9750
- **CITY:** CHICAGO
- **STATE:** IL
- **ZIP:** 60606
- **BUSINESS PHONE:** 3127597810

**MAIL ADDRESS:**
- **STREET 1:** 1233 S WACKER DR., SUITE 9750
- **CITY:** CHICAGO
- **STATE:** IL
- **ZIP:** 60606

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Altman Advisors Inc.<br>**Address:** 1233 S WACKER DR. SUITE 9750<br>CHICAGO, IL 60606

**Form 13F File Number:** 028-18637

**CRD Number (if applicable):** 000281778

**SEC File Number (if applicable):** 801-108135

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Gerardo Martinez<br>**Title:** Regulatory Consultant<br>**Phone:** 310-275-7300

**Signature, Place, and Date of Signing:**

/s/ Gerardo Martinez  Beverly Hills, CA  02-08-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 86

**Form 13F Information Table Value Total:** $162059431

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 3240872 | 20620 | SH |  | SOLE |  | 19972 | 648 | 0 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | BBG001S5NCQ5 | 1120352 | 3267 | SH |  | SOLE |  | 3180 | 87 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 1060623 | 15358 | SH |  | SOLE |  | 14921 | 437 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 3212993 | 35107 | SH |  | SOLE |  | 34168 | 939 | 0 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | BBG001TBMNT5 | 2438196 | 61292 | SH |  | SOLE |  | 59690 | 1602 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 3544892 | 37279 | SH |  | SOLE |  | 36330 | 949 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | BBG001S5NPQ6 | 1304412 | 5718 | SH |  | SOLE |  | 5589 | 129 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 3318456 | 24859 | SH |  | SOLE |  | 24230 | 629 | 0 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | BBG001S5ND74 | 1424164 | 16430 | SH |  | SOLE |  | 16062 | 368 | 0 |
| ARISTA NETWORKS INC | COM | 040413106 | BBG001T51KQ0 | 1534044 | 13187 | SH |  | SOLE |  | 12848 | 339 | 0 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 883319 | 25693 | SH |  | SOLE |  | 25159 | 534 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 | BBG001S5P374 | 2033526 | 7939 | SH |  | SOLE |  | 7736 | 203 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 2420395 | 7555 | SH |  | SOLE |  | 7381 | 174 | 0 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 3227556 | 5583 | SH |  | SOLE |  | 5405 | 178 | 0 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 848222 | 3383 | SH |  | SOLE |  | 3307 | 76 | 0 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | BBG001T71BP7 | 1904648 | 15431 | SH |  | SOLE |  | 15431 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG001S7W158 | 2818870 | 18860 | SH |  | SOLE |  | 18384 | 476 | 0 |
| CHUBB LIMITED | COM | H1467J104 | BBG001S8S1L3 | 1493669 | 6650 | SH |  | SOLE |  | 6501 | 149 | 0 |
| CITIGROUP INC | COM NEW | 172967424 | BBG001S72ZG4 | 685406 | 14071 | SH |  | SOLE |  | 13755 | 316 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 | BBG001S5PXL2 | 1393205 | 36712 | SH |  | SOLE |  | 35858 | 854 | 0 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | BBG001SD31G5 | 1299667 | 5838 | SH |  | SOLE |  | 5707 | 131 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | BBG014KFRPJ9 | 1800721 | 21409 | SH |  | SOLE |  | 20929 | 480 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 2720424 | 5617 | SH |  | SOLE |  | 5474 | 143 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | BBG00BLYKRZ7 | 1090280 | 11240 | SH |  | SOLE |  | 10953 | 287 | 0 |
| DATADOG INC | CL A COM | 23804L103 | BBG003NJHZW5 | 1013567 | 14683 | SH |  | SOLE |  | 14343 | 340 | 0 |
| DEERE  CO | COM | 244199105 | BBG001S5QFF7 | 1655472 | 3819 | SH |  | SOLE |  | 3731 | 88 | 0 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | BBG001SPT759 | 1273036 | 33343 | SH |  | SOLE |  | 32554 | 789 | 0 |
| DEXCOM INC | COM | 252131107 | BBG001SKZG99 | 1379549 | 12995 | SH |  | SOLE |  | 12703 | 292 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 | BBG001S5QCP3 | 997358 | 15988 | SH |  | SOLE |  | 15614 | 374 | 0 |
| EATON CORP PLC | SHS | G29183103 | BBG001S5QZ45 | 1413854 | 8616 | SH |  | SOLE |  | 8398 | 218 | 0 |
| ELECTRONIC ARTS INC | COM | 285512109 | BBG001S5T5C9 | 1240054 | 9833 | SH |  | SOLE |  | 9583 | 250 | 0 |
| EOG RES INC | COM | 26875P101 | BBG001S5ZB93 | 1624183 | 12804 | SH |  | SOLE |  | 12475 | 329 | 0 |
| EQUINIX INC | COM | 29444U700 | BBG001SKBNS9 | 1040548 | 1455 | SH |  | SOLE |  | 1425 | 30 | 0 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | BBG001SP8VM0 | 789950 | 7960 | SH |  | SOLE |  | 7771 | 189 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 3727108 | 33466 | SH |  | SOLE |  | 32700 | 766 | 0 |
| FIRST TR EXCHANGE-TRADED FD | FT CBOE VEST S | 33739Q705 | BBG00KDSF556 | 12351432 | 233884 | SH |  | SOLE |  | 226990 | 6894 | 0 |
| FIRST TR EXCHNG TRADED FD VI | CBOE EQT BUFER | 33740F847 | BBG00QQFKGH4 | 15611638 | 429009 | SH |  | SOLE |  | 418160 | 10849 | 0 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 33740F805 | BBG00FZ4KG74 | 531469 | 11769 | SH |  | SOLE |  | 11262 | 507 | 0 |
| FMC CORP | COM NEW | 302491303 | BBG001S5R880 | 1389657 | 10566 | SH |  | SOLE |  | 10323 | 243 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 | BBG001S5RHP1 | 1482465 | 5961 | SH |  | SOLE |  | 5827 | 134 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 | BBG001S6Y1X7 | 1637527 | 18781 | SH |  | SOLE |  | 18360 | 421 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG001SC07Z6 | 2265352 | 6215 | SH |  | SOLE |  | 6070 | 145 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 2949444 | 8965 | SH |  | SOLE |  | 8736 | 229 | 0 |
| HP INC | COM | 40434L105 | BBG001S6W7N7 | 984394 | 34145 | SH |  | SOLE |  | 33326 | 819 | 0 |
| HUBSPOT INC | COM | 443573100 | BBG001T53670 | 856033 | 2840 | SH |  | SOLE |  | 2774 | 66 | 0 |
| ILLUMINA INC | COM | 452327109 | BBG001SF4NY1 | 783756 | 3841 | SH |  | SOLE |  | 3760 | 81 | 0 |
| INNOVATOR ETFS TR | US EQTY ACC ETF | 45783Y764 | BBG01462X1D6 | 499461 | 24505 | SH |  | SOLE |  | 23768 | 737 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | BBG001SDJ4R0 | 1165538 | 10724 | SH |  | SOLE |  | 10450 | 274 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 1347027 | 9273 | SH |  | SOLE |  | 9064 | 209 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | BBG001S7XR78 | 1540523 | 5926 | SH |  | SOLE |  | 5775 | 151 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 2777622 | 78001 | SH |  | SOLE |  | 76029 | 1972 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | BBG001S60QR6 | 429529 | 3919 | SH |  | SOLE |  | 3802 | 117 | 0 |
| ISHARES TR | RUSEL 2500 ETF | 46435G268 | BBG00H31MJN5 | 222407 | 3987 | SH |  | SOLE |  | 3866 | 121 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | BBG00TSG0SK6 | 439061 | 7911 | SH |  | SOLE |  | 0 | 7911 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 1403007 | 8023 | SH |  | SOLE |  | 7841 | 182 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 2552660 | 18282 | SH |  | SOLE |  | 17808 | 474 | 0 |
| LAM RESEARCH CORP | COM | 512807108 | BBG001S5SW40 | 666271 | 1435 | SH |  | SOLE |  | 1409 | 26 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 1407551 | 3725 | SH |  | SOLE |  | 3627 | 98 | 0 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 1523110 | 5666 | SH |  | SOLE |  | 5539 | 127 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 3386034 | 14362 | SH |  | SOLE |  | 13997 | 365 | 0 |
| MODERNA INC | COM | 60770K107 | BBG003PHHZV8 | 261296 | 1400 | SH |  | SOLE |  | 0 | 1400 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 | BBG001S9V5Z3 | 1433139 | 16025 | SH |  | SOLE |  | 15666 | 359 | 0 |
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 1925271 | 5883 | SH |  | SOLE |  | 5748 | 135 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 | BBG001S5RB29 | 1488717 | 17514 | SH |  | SOLE |  | 17123 | 391 | 0 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 1570094 | 17721 | SH |  | SOLE |  | 17324 | 397 | 0 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 1320345 | 27826 | SH |  | SOLE |  | 26994 | 832 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | BBG001S5V947 | 1208820 | 7289 | SH |  | SOLE |  | 7121 | 168 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 1363733 | 9052 | SH |  | SOLE |  | 8849 | 203 | 0 |
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 1275423 | 10773 | SH |  | SOLE |  | 10493 | 280 | 0 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | BBG001S5X5Q9 | 1366100 | 13717 | SH |  | SOLE |  | 13410 | 307 | 0 |
| REALTY INCOME CORP | COM | 756109104 | BBG001S884K0 | 1336773 | 20254 | SH |  | SOLE |  | 19701 | 553 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 | BBG001S5W2F9 | 1172999 | 4812 | SH |  | SOLE |  | 4672 | 140 | 0 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | BBG0084BC0P2 | 1068100 | 3535 | SH |  | SOLE |  | 3462 | 73 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 1079204 | 2729 | SH |  | SOLE |  | 2608 | 121 | 0 |
| SPDR SER TR | PORTFOLIO S | 78464A854 | BBG001SPTB87 | 3093799 | 66519 | SH |  | SOLE |  | 66519 | 0 | 0 |
| SVB FINANCIAL GROUP | COM | 78486Q101 | BBG001S5W3B1 | 832542 | 3265 | SH |  | SOLE |  | 3189 | 76 | 0 |
| TARGET CORP | COM | 87612E106 | BBG001SC0K41 | 1249653 | 7861 | SH |  | SOLE |  | 7661 | 200 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 2010088 | 16313 | SH |  | SOLE |  | 15797 | 516 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG001S5WS08 | 1406311 | 2414 | SH |  | SOLE |  | 2359 | 55 | 0 |
| UBS GROUP AG | SHS | H42097107 | BBG007936GX0 | 1490879 | 73011 | SH |  | SOLE |  | 71574 | 1437 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 3036483 | 6154 | SH |  | SOLE |  | 5997 | 157 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 1070095 | 25986 | SH |  | SOLE |  | 25457 | 529 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 2968326 | 13365 | SH |  | SOLE |  | 12983 | 382 | 0 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 1328807 | 9093 | SH |  | SOLE |  | 8863 | 230 | 0 |
| WASTE CONNECTIONS INC | COM | 94106B101 | BBG001SKJ4K1 | 1302177 | 9846 | SH |  | SOLE |  | 9626 | 220 | 0 |
| ZOETIS INC | CL A | 98978V103 | BBG0039320P7 | 1223698 | 7750 | SH |  | SOLE |  | 7552 | 198 | 0 |

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