ALTA CAPITAL MANAGEMENT LLC/ Diversified Active

CIK: 0001093589 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 26, 2019

Total Value ($000): $1,790,967 (100.0% shares, 0.0% debt)

Holdings (98)

AAPL Apple Inc 6.9%
Value ($000) $123,427 Shares 623,621 Est. Cost $20.88 Unrealized +123.3%
GOOGL Alphabet Inc Cl A 5.5%
Value ($000) $98,697 Shares 91,150 Est. Cost $37.80 Unrealized +52.0%
META Facebook Inc 5.3%
Value ($000) $94,130 Shares 487,725 Est. Cost $161.43 Unrealized +12.4%
BKNG Booking Holdings 4.7%
Value ($000) $84,453 Shares 45,049 Est. Cost $1928.15 Unrealized -8.4%
MA Mastercard Inc 3.9%
Value ($000) $69,668 Shares 263,365 Est. Cost $76.83 Unrealized +214.1%
DIS Walt Disney Co 3.7%
Value ($000) $65,987 Shares 472,553 Est. Cost $102.86 Unrealized +24.5%
TMO Thermo Fisher Scientific 3.5%
Value ($000) $62,869 Shares 214,076 Est. Cost $133.44 Unrealized +102.9%
DLTR Dollar Tree Stores 3.3%
Value ($000) $59,116 Shares 550,481 Est. Cost $66.00 Unrealized +59.4%
SHW Sherwin Williams Co 3.2%
Value ($000) $58,062 Shares 126,694 Est. Cost $79.16 Unrealized +78.0%
BR Broadridge Fin'l Solutns 3.0%
Value ($000) $54,094 Shares 423,672 Est. Cost $73.63 Unrealized +46.0%
APH Amphenol Corp Cl A 2.9%
Value ($000) $51,612 Shares 537,967 Est. Cost $11.40 Unrealized +98.1%
BDX Becton Dickinson & Co 2.8%
Value ($000) $50,591 Shares 200,752 Est. Cost $209.59 Unrealized +0.1%
TJX TJX Companies 2.8%
Value ($000) $49,659 Shares 939,097 Est. Cost $36.15 Unrealized +34.6%
SPGI S&P Global Inc 2.7%
Value ($000) $48,975 Shares 215,003 Est. Cost $181.35 Unrealized +13.9%
HD Home Depot Inc 2.7%
Value ($000) $47,480 Shares 228,303 Est. Cost $154.66 Unrealized +9.6%
PSX Phillips 66 2.6%
Value ($000) $46,692 Shares 499,170 Est. Cost $51.02 Unrealized +34.3%
UNP Union Pacific 2.6%
Value ($000) $45,990 Shares 271,954 Est. Cost $73.10 Unrealized +102.2%
V Visa 2.6%
Value ($000) $45,959 Shares 264,817 Est. Cost $58.99 Unrealized +165.0%
CTSH Cognizant Tech Solutns 2.5%
Value ($000) $45,086 Shares 711,249 Est. Cost $45.07 Unrealized +31.8%
MIDD Middleby Corp Com 2.5%
Value ($000) $44,502 Shares 327,947 Est. Cost $96.88 Unrealized +38.8%
WFC Wells Fargo & Co 2.3%
Value ($000) $40,670 Shares 859,482 Est. Cost $33.63 Unrealized +16.2%
EXPE Expedia Group 2.0%
Value ($000) $36,634 Shares 275,384 Est. Cost $122.66 Unrealized -1.5%
CVS CVS Health Corp 2.0%
Value ($000) $35,595 Shares 653,251 Est. Cost $59.34 Unrealized -26.6%
FBIN Fortune Brnds Hme&Sec 1.9%
Value ($000) $33,974 Shares 594,682 Est. Cost $35.72 Unrealized +12.6%
MKL Markel Corp 1.8%
Value ($000) $32,202 Shares 29,554 Est. Cost $980.60 Unrealized +6.9%
ECL Ecolab Inc 1.6%
Value ($000) $28,960 Shares 146,677 Est. Cost $86.63 Unrealized +99.9%
United Technologies 1.6%
Value ($000) $28,902 Shares 221,985 Est. Cost $100.40 Unrealized
ZTS Zoetis Inc 1.6%
Value ($000) $27,810 Shares 245,052 Est. Cost $85.91 Unrealized +15.5%
Fleetcor Technologies 1.4%
Value ($000) $25,872 Shares 92,121 Est. Cost $142.43 Unrealized
Walgreens Boots Alliance 1.3%
Value ($000) $24,016 Shares 439,298 Est. Cost $75.66 Unrealized
BRK/B Berkshire Hthwy Cl B 1.3%
Value ($000) $22,786 Shares 106,892 Est. Cost $122.61 Unrealized +68.8%
CHKP Check Point Software 1.2%
Value ($000) $21,255 Shares 183,859 Est. Cost $103.88 Unrealized +13.7%
LOW Lowes Companies 1.2%
Value ($000) $20,932 Shares 207,442 Est. Cost $68.22 Unrealized +37.0%
STZ Constellation Brands 1.1%
Value ($000) $20,558 Shares 104,389 Est. Cost $150.53 Unrealized +16.4%
INTU Intuit Inc 1.1%
Value ($000) $19,352 Shares 74,052 Est. Cost $88.28 Unrealized +175.8%
LFUS Littelfuse Inc 0.9%
Value ($000) $15,579 Shares 88,064 Est. Cost $200.49 Unrealized -9.5%
WAL Western Alliance Banc 0.8%
Value ($000) $14,487 Shares 323,952 Est. Cost $50.35 Unrealized -23.0%
IAA Inc 0.6%
Value ($000) $10,734 Shares 284,142 Est. Cost $37.78 Unrealized
NVDA Nvidia Corp 0.6%
Value ($000) $10,231 Shares 62,298 Est. Cost $4.74 Unrealized -13.2%
GDOT Green Dot Corp 0.5%
Value ($000) $8,437 Shares 172,552 Est. Cost $54.46 Unrealized 0.0%
OPLN Kar Auction Services 0.4%
Value ($000) $7,103 Shares 284,148 Est. Cost $21.54 Unrealized 0.0%
JPM JP Morgan Chase 0.3%
Value ($000) $4,560 Shares 40,793 Est. Cost $83.68 Unrealized +10.0%
MSFT Microsoft Corp 0.3%
Value ($000) $4,519 Shares 33,737 Est. Cost $40.53 Unrealized +194.9%
BRK/A Berkshire Hthwy Cl A 0.2%
Value ($000) $3,820 Shares 12 Est. Cost $165023.42 Unrealized +88.4%
PEP Pepsico Inc 0.2%
Value ($000) $2,696 Shares 20,564 Est. Cost $65.32 Unrealized +60.3%
MCD Mcdonalds 0.1%
Value ($000) $2,581 Shares 12,429 Est. Cost $85.02 Unrealized +99.7%
Verizon Communications 0.1%
Value ($000) $2,476 Shares 43,339 Est. Cost $49.62 Unrealized
WEC WEC Energy Group 0.1%
Value ($000) $2,276 Shares 27,305 Est. Cost $39.57 Unrealized +64.2%
CMI Cummins Inc 0.1%
Value ($000) $2,156 Shares 12,585 Est. Cost $117.20 Unrealized +17.9%
CSCO Cisco Systems Inc 0.1%
Value ($000) $2,048 Shares 37,436 Est. Cost $26.46 Unrealized +70.8%
UPS United Parcel Service Inc 0.1%
Value ($000) $2,006 Shares 19,426 Est. Cost $84.80 Unrealized -5.5%
NSRGY Nestle S A Reg B ADR 0.1%
Value ($000) $1,971 Shares 19,071 Est. Cost $69.28 Unrealized
RY Royal Bank of Canada 0.1%
Value ($000) $1,942 Shares 24,466 Est. Cost $63.97 Unrealized +22.2%
CVX Chevron Corp New 0.1%
Value ($000) $1,881 Shares 15,123 Est. Cost $81.28 Unrealized +11.0%
KMB Kimberly-Clark 0.1%
Value ($000) $1,817 Shares 13,637 Est. Cost $68.35 Unrealized +49.5%
AMZN Amazon.com Inc 0.1%
Value ($000) $1,628 Shares 860 Est. Cost $67.52 Unrealized +38.0%
IBM Int'l Business Machines 0.1%
Value ($000) $1,601 Shares 11,614 Est. Cost $104.04 Unrealized -5.2%
KHC Kraft Heinz Company 0.1%
Value ($000) $1,502 Shares 48,415 Est. Cost $35.95 Unrealized -36.5%
Oracle Corporation 0.1%
Value ($000) $1,434 Shares 25,187 Est. Cost $33.81 Unrealized
KDP Keurig Dr Pepper 0.1%
Value ($000) $1,267 Shares 43,850 Est. Cost $22.82 Unrealized +6.1%
SBUX Starbucks 0.1%
Value ($000) $1,217 Shares 14,526 Est. Cost $36.00 Unrealized +88.7%
BA Boeing Co 0.1%
Value ($000) $982 Shares 2,698 Est. Cost $203.11 Unrealized +75.9%
GOOG Alphabet Inc Cl C 0.0%
Value ($000) $852 Shares 789 Est. Cost $40.51 Unrealized +41.4%
Conocophillips 0.0%
Value ($000) $531 Shares 8,720 Est. Cost $60.80 Unrealized
EL Estee Lauder Company 0.0%
Value ($000) $489 Shares 2,673 Est. Cost $125.48 Unrealized +25.1%
MAR Marriott Int'l Inc New 0.0%
Value ($000) $463 Shares 3,303 Est. Cost $131.25 Unrealized -3.8%
ROP Roper Industries 0.0%
Value ($000) $440 Shares 1,202 Est. Cost $263.40 Unrealized +29.6%
AWK American Water Works 0.0%
Value ($000) $419 Shares 3,616 Est. Cost $70.30 Unrealized +38.7%
TXN Texas Instruments 0.0%
Value ($000) $410 Shares 3,576 Est. Cost $86.84 Unrealized +6.8%
NKE Nike Inc 0.0%
Value ($000) $392 Shares 4,674 Est. Cost $59.62 Unrealized +29.3%
NVO Novo-Nordisk 0.0%
Value ($000) $371 Shares 7,286 Est. Cost $59.70 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $361 Shares 1,962 Est. Cost $82.57 Unrealized +77.0%
CB Chubb Corp 0.0%
Value ($000) $358 Shares 2,435 Est. Cost $97.37 Unrealized +32.9%
ABBV AbbVie Inc 0.0%
Value ($000) $345 Shares 4,752 Est. Cost $32.50 Unrealized +82.7%
CDW CDW Corp 0.0%
Value ($000) $344 Shares 3,103 Est. Cost $79.66 Unrealized +21.6%
SWK Stanley Black & Decker 0.0%
Value ($000) $341 Shares 2,364 Est. Cost $130.20 Unrealized -11.1%
Dunkin Brands Group 0.0%
Value ($000) $335 Shares 4,215 Est. Cost $72.94 Unrealized
CBRL Cracker Barrel Old Ctry 0.0%
Value ($000) $303 Shares 1,775 Est. Cost $100.01 Unrealized +25.5%
BIIB Biogen Inc 0.0%
Value ($000) $300 Shares 1,284 Est. Cost $300.09 Unrealized -23.1%
JNJ Johnson & Johnson 0.0%
Value ($000) $292 Shares 2,102 Est. Cost $109.58 Unrealized +4.7%
WEX Wex Inc 0.0%
Value ($000) $289 Shares 1,390 Est. Cost $168.97 Unrealized +19.1%
CHH Choice Hotels Int'l 0.0%
Value ($000) $283 Shares 3,255 Est. Cost $73.55 Unrealized +7.6%
NV5 Global 0.0%
Value ($000) $277 Shares 3,410 Est. Cost $81.23 Unrealized
VFC VF Corp 0.0%
Value ($000) $268 Shares 3,075 Est. Cost $72.31 Unrealized +19.1%
Cerner Corp 0.0%
Value ($000) $257 Shares 3,519 Est. Cost $58.73 Unrealized
AMG Affiliated Mngrs Group 0.0%
Value ($000) $247 Shares 2,685 Est. Cost $103.99 Unrealized -7.1%
PFE Pfizer 0.0%
Value ($000) $244 Shares 5,653 Est. Cost $20.60 Unrealized +41.8%
JLL Jones Lang Lasalle 0.0%
Value ($000) $241 Shares 1,718 Est. Cost $148.86 Unrealized -4.9%
SEIC SEI Investments Co 0.0%
Value ($000) $239 Shares 4,265 Est. Cost $49.33 Unrealized 0.0%
ICLR Icon PLC 0.0%
Value ($000) $238 Shares 1,547 Est. Cost $140.24 Unrealized 0.0%
PG Procter & Gamble Co 0.0%
Value ($000) $238 Shares 2,175 Est. Cost $82.07 Unrealized +10.3%
FAST Fastenal Company 0.0%
Value ($000) $238 Shares 7,316 Est. Cost $8.24 Unrealized +69.1%
STE Steris PLC 0.0%
Value ($000) $235 Shares 1,582 Est. Cost $125.82 Unrealized 0.0%
ALK Alaska Air Group 0.0%
Value ($000) $232 Shares 3,632 Est. Cost $59.66 Unrealized 0.0%
Red Hat Inc 0.0%
Value ($000) $200 Shares 1,070 Est. Cost $186.92 Unrealized
SPY SPDR S&P 500 0.0%
Value ($000) $200 Shares 684 Est. Cost $292.40 Unrealized
Del Taco Restaurants 0.0%
Value ($000) $139 Shares 10,850 Est. Cost $10.05 Unrealized
Petroshale Inc Com Npv 0.0%
Value ($000) $38 Shares 50,000 Est. Cost $0.68 Unrealized