ALTA CAPITAL MANAGEMENT LLC/ Diversified Active

CIK: 0001093589 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 30, 2020

Total Value ($000): $3,138,113 (100.0% shares, 0.0% debt)

Holdings (86)

AAPL Apple Inc 6.8%
Value ($000) $214,793 Shares 1,854,708 Est. Cost $84.94 Unrealized +24.8%
GOOGL Alphabet Inc Cl A 6.1%
Value ($000) $190,677 Shares 130,102 Est. Cost $52.18 Unrealized +44.9%
META Facebook Inc 6.0%
Value ($000) $188,805 Shares 720,906 Est. Cost $177.89 Unrealized +44.0%
MA Mastercard Inc 4.1%
Value ($000) $128,805 Shares 380,888 Est. Cost $184.45 Unrealized +71.1%
BKNG Booking Holdings 3.8%
Value ($000) $117,752 Shares 68,834 Est. Cost $1822.29 Unrealized -5.2%
FISV Fiserv Inc 3.7%
Value ($000) $116,973 Shares 1,135,118 Est. Cost $106.90 Unrealized -6.8%
TMO Thermo Fisher Scientific 3.5%
Value ($000) $111,073 Shares 251,571 Est. Cost $219.94 Unrealized +85.2%
DIS Walt Disney Co 3.5%
Value ($000) $108,482 Shares 874,297 Est. Cost $114.03 Unrealized +7.1%
ZBRA Zebra Technologies 3.4%
Value ($000) $106,020 Shares 419,950 Est. Cost $217.94 Unrealized +23.5%
HD Home Depot Inc 3.2%
Value ($000) $101,744 Shares 366,369 Est. Cost $172.05 Unrealized +38.1%
STE Steris Plc 2.8%
Value ($000) $88,733 Shares 503,623 Est. Cost $142.25 Unrealized +7.2%
SPGI S&P Global Inc 2.8%
Value ($000) $87,957 Shares 243,918 Est. Cost $220.49 Unrealized +53.0%
APH Amphenol Corp Cl A 2.8%
Value ($000) $87,074 Shares 804,239 Est. Cost $16.93 Unrealized +48.0%
V Visa 2.6%
Value ($000) $83,132 Shares 415,726 Est. Cost $118.14 Unrealized +62.7%
BR Broadridge Fin'l Solutns 2.6%
Value ($000) $83,099 Shares 629,540 Est. Cost $88.37 Unrealized +38.2%
TJX TJX Companies 2.6%
Value ($000) $81,379 Shares 1,462,339 Est. Cost $44.56 Unrealized +12.3%
ULTA Ulta Beauty Inc 2.5%
Value ($000) $79,900 Shares 356,730 Est. Cost $252.99 Unrealized -15.0%
MKL Markel Corp 2.3%
Value ($000) $72,684 Shares 74,648 Est. Cost $1035.24 Unrealized -1.9%
BDX Becton Dickinson & Co 2.3%
Value ($000) $72,384 Shares 311,092 Est. Cost $217.16 Unrealized +3.8%
SHW Sherwin Williams Co 2.2%
Value ($000) $70,220 Shares 100,784 Est. Cost $124.60 Unrealized +67.1%
Citrix Systems Inc 2.2%
Value ($000) $68,581 Shares 498,013 Est. Cost $137.71 Unrealized
ADBE Adobe Systems 2.1%
Value ($000) $66,685 Shares 135,974 Est. Cost $348.42 Unrealized +33.5%
FBIN Fortune Brnds Hme&Sec 2.1%
Value ($000) $65,611 Shares 758,342 Est. Cost $41.82 Unrealized +47.4%
MTCH Match Group 2.1%
Value ($000) $64,735 Shares 585,044 Est. Cost $103.26 Unrealized +0.2%
ZTS Zoetis Inc 2.0%
Value ($000) $62,833 Shares 379,959 Est. Cost $105.12 Unrealized +39.6%
RVTY Perkinelmer Inc 1.9%
Value ($000) $59,573 Shares 474,649 Est. Cost $88.61 Unrealized +28.1%
TTWO Take-Two Interactive 1.7%
Value ($000) $53,438 Shares 323,438 Est. Cost $141.46 Unrealized +14.8%
LOW Lowes Companies 1.3%
Value ($000) $39,329 Shares 237,124 Est. Cost $82.80 Unrealized +68.9%
NVDA Nvidia Corp 1.3%
Value ($000) $39,287 Shares 72,590 Est. Cost $5.54 Unrealized +109.4%
DLTR Dollar Tree Stores 1.2%
Value ($000) $39,020 Shares 427,206 Est. Cost $66.55 Unrealized +41.4%
IAA Inc 1.2%
Value ($000) $37,057 Shares 711,687 Est. Cost $35.23 Unrealized
PYPL Paypal Holdings 1.2%
Value ($000) $36,324 Shares 184,360 Est. Cost $113.05 Unrealized +66.2%
OPLN Kar Auction Services 1.0%
Value ($000) $30,566 Shares 2,122,656 Est. Cost $21.12 Unrealized -26.0%
RTX Raytheon Technologies 1.0%
Value ($000) $30,081 Shares 522,793 Est. Cost $54.60 Unrealized -1.6%
CPRT Copart Inc 0.9%
Value ($000) $27,616 Shares 262,616 Est. Cost $21.50 Unrealized +12.6%
INTU Intuit Inc 0.9%
Value ($000) $27,103 Shares 83,086 Est. Cost $172.87 Unrealized +75.1%
STZ Constellation Brands 0.8%
Value ($000) $26,070 Shares 137,566 Est. Cost $154.92 Unrealized +7.8%
Fleetcor Technologies 0.8%
Value ($000) $25,645 Shares 107,710 Est. Cost $177.33 Unrealized
CTAS Cintas Corp 0.5%
Value ($000) $17,048 Shares 51,222 Est. Cost $54.66 Unrealized +33.4%
PSX Phillips 66 0.5%
Value ($000) $16,305 Shares 314,533 Est. Cost $57.54 Unrealized -14.7%
WAL Western Alliance Banc 0.4%
Value ($000) $12,616 Shares 398,992 Est. Cost $45.48 Unrealized -30.2%
AMZN Amazon.com Inc 0.2%
Value ($000) $6,832 Shares 2,170 Est. Cost $88.68 Unrealized +77.8%
MSFT Microsoft Corp 0.2%
Value ($000) $6,605 Shares 31,405 Est. Cost $93.28 Unrealized +115.2%
KR Kroger Co 0.2%
Value ($000) $5,630 Shares 166,033 Est. Cost $23.53 Unrealized +30.9%
QSR Restaurant Brands Int'l 0.2%
Value ($000) $5,605 Shares 97,466 Est. Cost $54.68 Unrealized +2.0%
UPS United Parcel Service Inc 0.2%
Value ($000) $5,342 Shares 32,063 Est. Cost $83.21 Unrealized +41.0%
VZ Verizon Commun 0.2%
Value ($000) $5,039 Shares 84,706 Est. Cost $40.83 Unrealized +4.3%
PEP Pepsico Inc 0.1%
Value ($000) $4,415 Shares 31,860 Est. Cost $90.68 Unrealized +27.0%
NSRGY Nestle S A Reg B ADR 0.1%
Value ($000) $4,361 Shares 36,572 Est. Cost $88.82 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $4,191 Shares 71,768 Est. Cost $57.15 Unrealized -8.3%
CSCO Cisco Systems Inc 0.1%
Value ($000) $4,025 Shares 102,198 Est. Cost $33.53 Unrealized +10.5%
MCD Mcdonalds 0.1%
Value ($000) $3,951 Shares 18,004 Est. Cost $128.18 Unrealized +41.5%
JNJ Johnson & Johnson 0.1%
Value ($000) $3,560 Shares 23,912 Est. Cost $123.57 Unrealized +2.8%
T AT&T 0.1%
Value ($000) $3,484 Shares 122,218 Est. Cost $15.56 Unrealized 0.0%
JPM JP Morgan Chase 0.1%
Value ($000) $3,474 Shares 36,090 Est. Cost $89.03 Unrealized -4.0%
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $2,934 Shares 63,433 Est. Cost $35.87 Unrealized +4.9%
WEC WEC Energy Group 0.1%
Value ($000) $2,836 Shares 29,269 Est. Cost $59.35 Unrealized +31.6%
IBM Int'l Business Machines 0.1%
Value ($000) $2,830 Shares 23,262 Est. Cost $99.99 Unrealized -6.1%
INGR Ingredion Inc 0.1%
Value ($000) $2,796 Shares 36,949 Est. Cost $82.20 Unrealized -1.2%
LMT Lockheed Martin Corp 0.1%
Value ($000) $2,587 Shares 6,750 Est. Cost $324.01 Unrealized +1.5%
BA Boeing Co 0.1%
Value ($000) $2,290 Shares 13,857 Est. Cost $232.53 Unrealized -26.7%
IWB iShares Russell 1000 Index ETF 0.0%
Value ($000) $1,483 Shares 7,926 Est. Cost $187.11 Unrealized
KDP Keurig Dr Pepper 0.0%
Value ($000) $1,352 Shares 49,000 Est. Cost $23.06 Unrealized +11.0%
ECL Ecolab Inc 0.0%
Value ($000) $1,338 Shares 6,700 Est. Cost $133.60 Unrealized +41.1%
UNP Union Pacific 0.0%
Value ($000) $1,321 Shares 6,713 Est. Cost $108.68 Unrealized +51.7%
ZION Zions Bancorp 0.0%
Value ($000) $1,109 Shares 37,962 Est. Cost $31.66 Unrealized +1.8%
SBUX Starbucks 0.0%
Value ($000) $968 Shares 11,270 Est. Cost $53.13 Unrealized +33.3%
GOOG Alphabet Inc Cl C 0.0%
Value ($000) $861 Shares 586 Est. Cost $53.93 Unrealized +40.4%
ABBV AbbVie Inc 0.0%
Value ($000) $792 Shares 9,050 Est. Cost $49.70 Unrealized +53.5%
Walgreens Boots Allnc 0.0%
Value ($000) $775 Shares 21,580 Est. Cost $63.42 Unrealized
BABA Alibaba Group 0.0%
Value ($000) $741 Shares 2,522 Est. Cost $201.80 Unrealized
Del Taco Restaurants 0.0%
Value ($000) $717 Shares 87,500 Est. Cost $4.83 Unrealized
BRK/A Berkshire Hthwy Cl A 0.0%
Value ($000) $640 Shares 2 Est. Cost $165023.42 Unrealized +85.9%
CVX Chevron Corp New 0.0%
Value ($000) $633 Shares 8,802 Est. Cost $78.68 Unrealized -15.5%
MELI Mercadolibre Inc 0.0%
Value ($000) $621 Shares 574 Est. Cost $749.93 Unrealized +44.7%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $595 Shares 11,240 Est. Cost $44.62 Unrealized +18.6%
GCAAF Guardian Cap Group 0.0%
Value ($000) $592 Shares 31,700 Est. Cost $14.84 Unrealized -7.8%
TSM Taiwan Semi Manuf Co 0.0%
Value ($000) $508 Shares 6,270 Est. Cost $81.02 Unrealized
Pluralsight Inc 0.0%
Value ($000) $500 Shares 29,200 Est. Cost $13.87 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $494 Shares 21,025 Est. Cost $35.15 Unrealized -37.9%
BRK/B Berkshire Hthwy Cl B 0.0%
Value ($000) $476 Shares 2,240 Est. Cost $122.61 Unrealized +66.8%
ACN Accenture Plc 0.0%
Value ($000) $445 Shares 1,970 Est. Cost $174.62 Unrealized +21.6%
EXPE Expedia Group 0.0%
Value ($000) $423 Shares 4,616 Est. Cost $107.26 Unrealized -16.8%
Proshs Ultrashrt S&P500 0.0%
Value ($000) $382 Shares 24,000 Est. Cost $19.38 Unrealized
Proshares Ultrashort QQQ 0.0%
Value ($000) $217 Shares 23,000 Est. Cost $12.65 Unrealized
F Ford Motor Co 0.0%
Value ($000) $134 Shares 20,184 Est. Cost $5.65 Unrealized -9.1%