ALTA CAPITAL MANAGEMENT LLC/ Diversified Active

CIK: 0001093589 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 9, 2019

Total Value ($000): $1,542,461 (100.0% shares, 0.0% debt)

Holdings (84)

AAPL Apple Inc 6.1%
Value ($000) $94,193 Shares 597,142 Est. Cost $19.81 Unrealized +132.3%
GOOGL Alphabet Inc Cl A 5.7%
Value ($000) $88,542 Shares 84,733 Est. Cost $35.99 Unrealized +49.0%
DLTR Dollar Tree Stores 4.9%
Value ($000) $75,904 Shares 840,400 Est. Cost $66.00 Unrealized +28.0%
BKNG Booking Holdings 4.9%
Value ($000) $75,071 Shares 43,585 Est. Cost $1933.70 Unrealized -6.7%
META Facebook Inc 3.7%
Value ($000) $56,751 Shares 432,920 Est. Cost $161.91 Unrealized -11.1%
MA Mastercard Inc 3.4%
Value ($000) $52,459 Shares 278,079 Est. Cost $76.83 Unrealized +148.5%
SHW Sherwin Williams Co 3.2%
Value ($000) $49,862 Shares 126,727 Est. Cost $79.16 Unrealized +59.9%
CTSH Cognizant Tech Solutns 3.0%
Value ($000) $45,980 Shares 724,334 Est. Cost $45.07 Unrealized +38.9%
DIS Walt Disney Co 2.9%
Value ($000) $45,228 Shares 412,477 Est. Cost $102.12 Unrealized +6.8%
APH Amphenol Corp Cl A 2.9%
Value ($000) $44,389 Shares 547,888 Est. Cost $11.18 Unrealized +79.3%
PSX Phillips 66 2.7%
Value ($000) $42,260 Shares 490,541 Est. Cost $50.79 Unrealized +44.3%
TJX TJX Companies 2.7%
Value ($000) $42,246 Shares 944,272 Est. Cost $36.15 Unrealized +26.9%
WFC Wells Fargo & Co 2.7%
Value ($000) $41,069 Shares 891,259 Est. Cost $33.63 Unrealized +25.0%
UNP Union Pacific 2.6%
Value ($000) $40,110 Shares 290,169 Est. Cost $73.10 Unrealized +72.9%
CVS CVS Health Corp 2.6%
Value ($000) $39,709 Shares 606,061 Est. Cost $60.21 Unrealized -1.4%
NVO Novo-Nordisk 2.6%
Value ($000) $39,669 Shares 861,075 Est. Cost $59.70 Unrealized
BRK/B Berkshire Hthwy Cl B 2.5%
Value ($000) $38,717 Shares 189,622 Est. Cost $122.61 Unrealized +70.4%
FAST Fastenal Company 2.5%
Value ($000) $37,800 Shares 722,905 Est. Cost $8.24 Unrealized +36.9%
V Visa 2.3%
Value ($000) $36,020 Shares 273,005 Est. Cost $58.99 Unrealized +122.8%
TMO Thermo Fisher Scientific 2.3%
Value ($000) $34,770 Shares 155,372 Est. Cost $91.32 Unrealized +152.1%
MIDD Middleby Corp Com 2.2%
Value ($000) $34,587 Shares 336,687 Est. Cost $96.88 Unrealized +17.5%
SPGI S&P Global Inc 2.2%
Value ($000) $34,407 Shares 202,467 Est. Cost $181.26 Unrealized -7.1%
ECL Ecolab Inc 2.0%
Value ($000) $31,372 Shares 212,909 Est. Cost $86.63 Unrealized +63.3%
BDX Becton Dickinson & Co 2.0%
Value ($000) $30,124 Shares 133,698 Est. Cost $208.19 Unrealized 0.0%
SBUX Starbucks 1.9%
Value ($000) $29,226 Shares 453,826 Est. Cost $36.00 Unrealized +49.0%
Walgreens Boots Alliance 1.8%
Value ($000) $27,648 Shares 404,631 Est. Cost $76.96 Unrealized
BR Broadridge Fin'l Solutns 1.8%
Value ($000) $27,345 Shares 284,112 Est. Cost $65.28 Unrealized +46.7%
HD Home Depot Inc 1.7%
Value ($000) $25,679 Shares 149,453 Est. Cost $154.63 Unrealized -2.7%
United Technologies 1.5%
Value ($000) $23,367 Shares 219,457 Est. Cost $100.40 Unrealized
EXPE Expedia Group 1.4%
Value ($000) $21,858 Shares 194,040 Est. Cost $124.29 Unrealized -6.1%
MKL Markel Corp 1.3%
Value ($000) $19,792 Shares 19,067 Est. Cost $952.88 Unrealized +14.8%
LOW Lowes Companies 1.3%
Value ($000) $19,786 Shares 214,227 Est. Cost $68.22 Unrealized +24.0%
PEP Pepsico Inc 1.3%
Value ($000) $19,677 Shares 178,108 Est. Cost $65.32 Unrealized +38.8%
Fleetcor Technologies 1.2%
Value ($000) $18,611 Shares 100,212 Est. Cost $142.43 Unrealized
CHKP Check Point Software 1.1%
Value ($000) $17,724 Shares 172,669 Est. Cost $102.95 Unrealized +6.6%
SPY SPDR S&P 500 1.1%
Value ($000) $17,592 Shares 70,393 Est. Cost $249.91 Unrealized
Cerner Corp 1.1%
Value ($000) $16,623 Shares 317,001 Est. Cost $58.73 Unrealized
FBIN Fortune Brnds Hme&Sec 1.0%
Value ($000) $15,623 Shares 411,246 Est. Cost $34.35 Unrealized -1.5%
INTU Intuit Inc 1.0%
Value ($000) $15,511 Shares 78,800 Est. Cost $88.28 Unrealized +124.9%
LFUS Littelfuse Inc 0.9%
Value ($000) $14,617 Shares 85,243 Est. Cost $201.08 Unrealized -11.3%
WAL Western Alliance Banc 0.8%
Value ($000) $11,806 Shares 298,979 Est. Cost $51.36 Unrealized -20.1%
NVDA Nvidia Corp 0.6%
Value ($000) $8,572 Shares 64,212 Est. Cost $4.74 Unrealized 0.0%
BRK/A Berkshire Hthwy Cl A 0.2%
Value ($000) $3,672 Shares 12 Est. Cost $165023.42 Unrealized +89.7%
MSFT Microsoft Corp 0.2%
Value ($000) $3,178 Shares 31,298 Est. Cost $35.20 Unrealized +184.1%
Verizon Communications 0.2%
Value ($000) $2,382 Shares 42,372 Est. Cost $49.49 Unrealized
ABBV AbbVie Inc 0.1%
Value ($000) $2,156 Shares 23,389 Est. Cost $32.50 Unrealized +99.4%
MCD Mcdonalds 0.1%
Value ($000) $2,091 Shares 11,778 Est. Cost $81.63 Unrealized +83.9%
RY Royal Bank of Canada 0.1%
Value ($000) $1,695 Shares 24,743 Est. Cost $63.77 Unrealized +14.5%
WEC WEC Energy Group 0.1%
Value ($000) $1,682 Shares 24,297 Est. Cost $37.15 Unrealized +50.7%
UPS United Parcel Service Inc 0.1%
Value ($000) $1,600 Shares 16,409 Est. Cost $85.52 Unrealized -4.0%
KMB Kimberly-Clark 0.1%
Value ($000) $1,541 Shares 13,530 Est. Cost $67.80 Unrealized +27.4%
NSRGY Nestle S A Reg B ADR 0.1%
Value ($000) $1,535 Shares 18,968 Est. Cost $68.98 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $1,530 Shares 35,330 Est. Cost $25.81 Unrealized +43.0%
CMI Cummins Inc 0.1%
Value ($000) $1,504 Shares 11,257 Est. Cost $116.20 Unrealized +1.1%
CVX Chevron Corp New 0.1%
Value ($000) $1,486 Shares 13,664 Est. Cost $80.53 Unrealized +5.2%
KHC Kraft Heinz Company 0.1%
Value ($000) $1,232 Shares 28,632 Est. Cost $41.12 Unrealized -10.9%
Oracle Corporation 0.1%
Value ($000) $1,137 Shares 25,187 Est. Cost $33.81 Unrealized
IBM Int'l Business Machines 0.1%
Value ($000) $1,012 Shares 8,911 Est. Cost $106.72 Unrealized -17.6%
IWV iShares Russell 3000 ETF 0.1%
Value ($000) $939 Shares 6,395 Est. Cost $146.83 Unrealized
CB Chubb Corp 0.1%
Value ($000) $886 Shares 6,860 Est. Cost $97.37 Unrealized +17.6%
AMZN Amazon.com Inc 0.1%
Value ($000) $830 Shares 553 Est. Cost $56.61 Unrealized +46.9%
GOOG Alphabet Inc Cl C 0.1%
Value ($000) $817 Shares 789 Est. Cost $40.51 Unrealized +31.1%
Conocophillips 0.0%
Value ($000) $667 Shares 10,710 Est. Cost $60.80 Unrealized
CBRL Cracker Barrel Old Ctry 0.0%
Value ($000) $592 Shares 3,705 Est. Cost $100.01 Unrealized +24.1%
BA Boeing Co 0.0%
Value ($000) $559 Shares 1,734 Est. Cost $113.18 Unrealized +196.0%
BIIB Biogen Inc 0.0%
Value ($000) $461 Shares 1,534 Est. Cost $300.09 Unrealized +6.3%
AMGN Amgen Inc 0.0%
Value ($000) $381 Shares 1,962 Est. Cost $82.57 Unrealized +89.9%
MAR Marriott Int'l Inc New 0.0%
Value ($000) $358 Shares 3,299 Est. Cost $131.25 Unrealized -17.3%
EL Estee Lauder Company 0.0%
Value ($000) $347 Shares 2,673 Est. Cost $125.48 Unrealized -1.1%
NKE Nike Inc 0.0%
Value ($000) $346 Shares 4,674 Est. Cost $59.62 Unrealized +14.3%
TXN Texas Instruments 0.0%
Value ($000) $337 Shares 3,576 Est. Cost $86.84 Unrealized -8.9%
JPM JP Morgan Chase 0.0%
Value ($000) $330 Shares 3,387 Est. Cost $62.86 Unrealized +39.2%
AWK American Water Works 0.0%
Value ($000) $328 Shares 3,616 Est. Cost $70.30 Unrealized +13.6%
ROP Roper Industries 0.0%
Value ($000) $320 Shares 1,202 Est. Cost $263.40 Unrealized +2.9%
SWK Stanley Black & Decker 0.0%
Value ($000) $283 Shares 2,364 Est. Cost $130.20 Unrealized -22.0%
SPTM SPDR Portfolio Total Stock Mar 0.0%
Value ($000) $278 Shares 9,000 Est. Cost $30.89 Unrealized
PFE Pfizer 0.0%
Value ($000) $246 Shares 5,653 Est. Cost $20.60 Unrealized +45.7%
Dunkin Brands Group 0.0%
Value ($000) $244 Shares 3,810 Est. Cost $72.65 Unrealized
QSR Restaurant Brands Int'l 0.0%
Value ($000) $242 Shares 4,640 Est. Cost $34.78 Unrealized +59.6%
JNJ Johnson & Johnson 0.0%
Value ($000) $232 Shares 1,800 Est. Cost $108.71 Unrealized +5.0%
CDW CDW Corp 0.0%
Value ($000) $231 Shares 2,858 Est. Cost $79.14 Unrealized -0.1%
VFC VF Corp 0.0%
Value ($000) $219 Shares 3,075 Est. Cost $72.31 Unrealized +5.8%
XLC Comm Services Sel Sct Spdr 0.0%
Value ($000) $218 Shares 5,305 Est. Cost $41.09 Unrealized
Petroshale Inc Com Npv 0.0%
Value ($000) $41 Shares 50,000 Est. Cost $0.68 Unrealized