ALTA CAPITAL MANAGEMENT LLC/ Diversified Active

CIK: 0001093589 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 17, 2018

Total Value ($000): $1,802,691 (100.0% shares, 0.0% debt)

Holdings (85)

AAPL Apple Inc 7.8%
Value ($000) $140,284 Shares 621,442 Est. Cost $19.81 Unrealized +148.7%
GOOGL Alphabet Inc Cl A 5.2%
Value ($000) $94,491 Shares 78,281 Est. Cost $34.53 Unrealized +74.0%
BKNG Booking Holdings 4.8%
Value ($000) $86,641 Shares 43,670 Est. Cost $1933.70 Unrealized +0.2%
META Facebook Inc 4.1%
Value ($000) $73,014 Shares 443,963 Est. Cost $161.91 Unrealized +11.0%
DLTR Dollar Tree Stores 4.0%
Value ($000) $71,839 Shares 880,923 Est. Cost $66.00 Unrealized +33.0%
MA Mastercard Inc 3.9%
Value ($000) $69,753 Shares 313,345 Est. Cost $76.83 Unrealized +160.8%
SHW Sherwin Williams Co 3.2%
Value ($000) $57,269 Shares 125,809 Est. Cost $79.16 Unrealized +75.1%
PSX Phillips 66 3.0%
Value ($000) $54,543 Shares 483,888 Est. Cost $50.48 Unrealized +70.5%
CVS CVS Health Corp 3.0%
Value ($000) $53,774 Shares 683,114 Est. Cost $60.21 Unrealized -6.2%
TJX TJX Companies 2.9%
Value ($000) $53,060 Shares 473,666 Est. Cost $26.47 Unrealized +75.6%
CTSH Cognizant Tech Solutns 2.9%
Value ($000) $52,714 Shares 683,278 Est. Cost $44.02 Unrealized +59.6%
APH Amphenol Corp Cl A 2.9%
Value ($000) $52,084 Shares 553,971 Est. Cost $11.18 Unrealized +93.6%
MIDD Middleby Corp Com 2.9%
Value ($000) $51,814 Shares 400,576 Est. Cost $96.88 Unrealized +17.8%
ECL Ecolab Inc 2.7%
Value ($000) $49,234 Shares 314,035 Est. Cost $86.63 Unrealized +58.1%
UNP Union Pacific 2.7%
Value ($000) $47,875 Shares 294,023 Est. Cost $73.10 Unrealized +74.8%
WFC Wells Fargo & Co 2.6%
Value ($000) $47,401 Shares 901,847 Est. Cost $33.63 Unrealized +38.3%
DIS Walt Disney Co 2.6%
Value ($000) $46,089 Shares 394,131 Est. Cost $101.80 Unrealized +4.7%
FAST Fastenal Company 2.4%
Value ($000) $42,844 Shares 738,442 Est. Cost $8.24 Unrealized +43.0%
BRK/B Berkshire Hthwy Cl B 2.3%
Value ($000) $42,121 Shares 196,730 Est. Cost $122.61 Unrealized +67.3%
V Visa 2.3%
Value ($000) $41,093 Shares 273,790 Est. Cost $58.99 Unrealized +129.0%
NVO Novo-Nordisk 2.3%
Value ($000) $40,971 Shares 869,147 Est. Cost $59.70 Unrealized
TMO Thermo Fisher Scientific 2.1%
Value ($000) $37,953 Shares 155,494 Est. Cost $91.32 Unrealized +147.1%
BR Broadridge Fin'l Solutns 2.1%
Value ($000) $37,073 Shares 280,968 Est. Cost $64.94 Unrealized +72.2%
PEP Pepsico Inc 2.0%
Value ($000) $36,598 Shares 327,356 Est. Cost $65.32 Unrealized +38.3%
SBUX Starbucks 2.0%
Value ($000) $35,215 Shares 619,550 Est. Cost $36.00 Unrealized +25.2%
Walgreens Boots Alliance 1.8%
Value ($000) $31,603 Shares 433,512 Est. Cost $76.96 Unrealized
HD Home Depot Inc 1.7%
Value ($000) $31,495 Shares 152,042 Est. Cost $154.63 Unrealized +8.6%
EXPE Expedia Group 1.5%
Value ($000) $27,064 Shares 207,421 Est. Cost $124.29 Unrealized +1.7%
LOW Lowes Companies 1.4%
Value ($000) $25,255 Shares 219,956 Est. Cost $68.22 Unrealized +33.4%
INTU Intuit Inc 1.3%
Value ($000) $24,256 Shares 106,669 Est. Cost $88.28 Unrealized +131.7%
United Technologies 1.3%
Value ($000) $24,089 Shares 172,303 Est. Cost $98.74 Unrealized
Fleetcor Technologies 1.3%
Value ($000) $23,661 Shares 103,850 Est. Cost $142.43 Unrealized
MKL Markel Corp 1.3%
Value ($000) $23,063 Shares 19,406 Est. Cost $952.88 Unrealized +23.5%
CB Chubb Corp 1.2%
Value ($000) $21,395 Shares 160,099 Est. Cost $97.37 Unrealized +22.4%
Cerner Corp 1.1%
Value ($000) $20,342 Shares 315,824 Est. Cost $58.73 Unrealized
CHKP Check Point Software 1.1%
Value ($000) $20,223 Shares 171,867 Est. Cost $102.95 Unrealized +10.4%
SPGI S&P Global Inc 1.1%
Value ($000) $20,157 Shares 103,166 Est. Cost $193.60 Unrealized 0.0%
LFUS Littelfuse Inc 1.0%
Value ($000) $17,376 Shares 87,811 Est. Cost $201.08 Unrealized +9.4%
WAL Western Alliance Banc 1.0%
Value ($000) $17,366 Shares 305,271 Est. Cost $51.36 Unrealized -2.7%
Celgene Corp 0.8%
Value ($000) $14,501 Shares 162,051 Est. Cost $110.68 Unrealized
BRK/A Berkshire Hthwy Cl A 0.2%
Value ($000) $4,480 Shares 14 Est. Cost $165023.42 Unrealized +87.7%
MSFT Microsoft Corp 0.2%
Value ($000) $3,624 Shares 31,691 Est. Cost $35.20 Unrealized +186.4%
Verizon Communications 0.1%
Value ($000) $2,225 Shares 41,687 Est. Cost $49.38 Unrealized
ABBV AbbVie Inc 0.1%
Value ($000) $2,099 Shares 22,194 Est. Cost $30.76 Unrealized +124.8%
MCD Mcdonalds 0.1%
Value ($000) $1,925 Shares 11,511 Est. Cost $80.04 Unrealized +68.4%
UPS United Parcel Service Inc 0.1%
Value ($000) $1,911 Shares 16,375 Est. Cost $85.52 Unrealized +3.4%
RY Royal Bank of Canada 0.1%
Value ($000) $1,874 Shares 23,379 Est. Cost $63.23 Unrealized +24.0%
CMI Cummins Inc 0.1%
Value ($000) $1,716 Shares 11,754 Est. Cost $116.20 Unrealized 0.0%
CSCO Cisco Systems Inc 0.1%
Value ($000) $1,636 Shares 33,636 Est. Cost $25.26 Unrealized +42.7%
NSRGY Nestle S A Reg B ADR 0.1%
Value ($000) $1,615 Shares 19,281 Est. Cost $68.98 Unrealized
KHC Kraft Heinz Company 0.1%
Value ($000) $1,600 Shares 29,043 Est. Cost $41.12 Unrealized +1.7%
IBM Int'l Business Machines 0.1%
Value ($000) $1,586 Shares 10,493 Est. Cost $106.72 Unrealized -5.1%
KMB Kimberly-Clark 0.1%
Value ($000) $1,566 Shares 13,785 Est. Cost $67.80 Unrealized +27.6%
WEC WEC Energy Group 0.1%
Value ($000) $1,564 Shares 23,430 Est. Cost $36.45 Unrealized +44.7%
AMZN Amazon.com Inc 0.1%
Value ($000) $1,390 Shares 694 Est. Cost $56.61 Unrealized +66.1%
FBIN Fortune Brnds Hme&Sec 0.1%
Value ($000) $1,349 Shares 25,770 Est. Cost $41.95 Unrealized 0.0%
Oracle Corporation 0.1%
Value ($000) $1,298 Shares 25,187 Est. Cost $33.81 Unrealized
Royal Dutch Shell Cl A 0.1%
Value ($000) $1,269 Shares 18,629 Est. Cost $63.14 Unrealized
GOOG Alphabet Inc Cl C 0.1%
Value ($000) $941 Shares 789 Est. Cost $40.51 Unrealized +46.8%
Conocophillips 0.0%
Value ($000) $828 Shares 10,710 Est. Cost $60.80 Unrealized
CBRL Cracker Barrel Old Ctry 0.0%
Value ($000) $809 Shares 5,504 Est. Cost $100.01 Unrealized +11.9%
BA Boeing Co 0.0%
Value ($000) $644 Shares 1,734 Est. Cost $113.18 Unrealized +199.6%
BIIB Biogen Inc 0.0%
Value ($000) $587 Shares 1,664 Est. Cost $300.09 Unrealized +14.7%
CVX Chevron Corp New 0.0%
Value ($000) $514 Shares 4,207 Est. Cost $71.06 Unrealized +23.7%
MAR Marriott Int'l Inc New 0.0%
Value ($000) $435 Shares 3,298 Est. Cost $131.25 Unrealized -8.4%
AMGN Amgen Inc 0.0%
Value ($000) $406 Shares 1,962 Est. Cost $82.57 Unrealized +90.6%
NKE Nike Inc 0.0%
Value ($000) $395 Shares 4,674 Est. Cost $59.62 Unrealized +22.4%
EL Estee Lauder Company 0.0%
Value ($000) $388 Shares 2,673 Est. Cost $125.48 Unrealized +0.8%
TXN Texas Instruments 0.0%
Value ($000) $383 Shares 3,576 Est. Cost $86.84 Unrealized +3.9%
ROP Roper Industries 0.0%
Value ($000) $356 Shares 1,202 Est. Cost $263.40 Unrealized +7.2%
VWO Vanguard FTSE Emerging Mkts 0.0%
Value ($000) $353 Shares 8,620 Est. Cost $42.11 Unrealized
SWK Stanley Black & Decker 0.0%
Value ($000) $346 Shares 2,364 Est. Cost $130.20 Unrealized -11.6%
AWK American Water Works 0.0%
Value ($000) $318 Shares 3,616 Est. Cost $70.30 Unrealized +8.9%
VFC VF Corp 0.0%
Value ($000) $287 Shares 3,075 Est. Cost $72.31 Unrealized +18.0%
QSR Restaurant Brands Int'l 0.0%
Value ($000) $275 Shares 4,640 Est. Cost $34.78 Unrealized +75.0%
Dunkin Brands Group 0.0%
Value ($000) $256 Shares 3,485 Est. Cost $73.46 Unrealized
PFE Pfizer 0.0%
Value ($000) $249 Shares 5,653 Est. Cost $20.60 Unrealized +34.2%
JPM JP Morgan Chase & Co 0.0%
Value ($000) $246 Shares 2,187 Est. Cost $49.32 Unrealized +87.8%
CDW CDW Corp 0.0%
Value ($000) $232 Shares 2,618 Est. Cost $79.14 Unrealized 0.0%
AMG Affiliated Mngrs Group 0.0%
Value ($000) $227 Shares 1,665 Est. Cost $144.30 Unrealized 0.0%
Control4 Corp 0.0%
Value ($000) $223 Shares 6,500 Est. Cost $34.31 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $221 Shares 1,600 Est. Cost $108.04 Unrealized 0.0%
NFLX NetFlix 0.0%
Value ($000) $211 Shares 565 Est. Cost $36.30 Unrealized 0.0%
Del Taco Restaurants 0.0%
Value ($000) $170 Shares 14,450 Est. Cost $11.22 Unrealized
Petroshale Inc Com Npv 0.0%
Value ($000) $71 Shares 50,000 Est. Cost $0.68 Unrealized