ALTA CAPITAL MANAGEMENT LLC/ Diversified Active

CIK: 0001093589 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 6, 2021

Total Value ($000): $3,270,489 (100.0% shares, 0.0% debt)

Holdings (89)

GOOGL Alphabet Inc Cl A 7.0%
Value ($000) $228,069 Shares 110,578 Est. Cost $71.72 Unrealized +36.6%
AAPL Apple Inc 6.1%
Value ($000) $200,987 Shares 1,645,415 Est. Cost $102.73 Unrealized +21.7%
META Facebook Inc 5.5%
Value ($000) $179,003 Shares 607,760 Est. Cost $217.98 Unrealized +22.7%
DIS Walt Disney Co 4.3%
Value ($000) $141,306 Shares 765,805 Est. Cost $142.61 Unrealized +26.3%
MA Mastercard Inc 4.0%
Value ($000) $130,701 Shares 367,087 Est. Cost $259.73 Unrealized +30.7%
BKNG Booking Holdings 4.0%
Value ($000) $129,753 Shares 55,692 Est. Cost $1968.47 Unrealized +11.0%
FISV Fiserv Inc 3.8%
Value ($000) $122,682 Shares 1,030,598 Est. Cost $110.43 Unrealized +3.9%
MKL Markel Corp 3.4%
Value ($000) $111,445 Shares 97,792 Est. Cost $1061.82 Unrealized +1.6%
HD Home Depot Inc 3.3%
Value ($000) $106,744 Shares 349,696 Est. Cost $207.19 Unrealized +18.0%
TTWO Take-Two Interactive 3.2%
Value ($000) $104,110 Shares 589,194 Est. Cost $167.36 Unrealized +13.2%
TMO Thermo Fisher Scientific 3.1%
Value ($000) $101,458 Shares 222,311 Est. Cost $330.93 Unrealized +42.4%
ZBRA Zebra Technologies 2.9%
Value ($000) $93,441 Shares 192,592 Est. Cost $269.41 Unrealized +65.6%
ULTA Ulta Beauty Inc 2.8%
Value ($000) $93,021 Shares 300,876 Est. Cost $277.38 Unrealized +12.0%
APH Amphenol Corp Cl A 2.8%
Value ($000) $91,070 Shares 1,380,478 Est. Cost $27.02 Unrealized +14.8%
STE Steris Plc 2.8%
Value ($000) $90,226 Shares 473,679 Est. Cost $158.91 Unrealized +11.8%
TJX TJX Companies 2.7%
Value ($000) $87,519 Shares 1,323,051 Est. Cost $52.31 Unrealized +19.1%
SPGI S&P Global Inc 2.7%
Value ($000) $87,463 Shares 247,862 Est. Cost $266.98 Unrealized +19.7%
BR Broadridge Fin'l Solutns 2.6%
Value ($000) $84,606 Shares 552,623 Est. Cost $109.15 Unrealized +24.6%
V Visa 2.6%
Value ($000) $84,540 Shares 399,284 Est. Cost $159.50 Unrealized +27.4%
MTCH Match Group 2.2%
Value ($000) $71,980 Shares 523,952 Est. Cost $122.69 Unrealized +19.7%
MSFT Microsoft Corp 2.1%
Value ($000) $67,478 Shares 286,205 Est. Cost $215.69 Unrealized +3.3%
SHW Sherwin Williams Co 2.0%
Value ($000) $65,993 Shares 89,421 Est. Cost $170.65 Unrealized +33.7%
Citrix Systems Inc 2.0%
Value ($000) $64,287 Shares 458,020 Est. Cost $138.96 Unrealized
ZTS Zoetis Inc 1.9%
Value ($000) $61,707 Shares 391,845 Est. Cost $129.86 Unrealized +16.8%
ADBE Adobe Systems 1.9%
Value ($000) $60,873 Shares 128,056 Est. Cost $405.39 Unrealized +15.3%
FBIN Fortune Brnds Hme&Sec 1.7%
Value ($000) $56,021 Shares 584,652 Est. Cost $53.94 Unrealized +30.1%
RVTY PerkinElmer Inc 1.7%
Value ($000) $54,885 Shares 427,823 Est. Cost $111.05 Unrealized +23.4%
DLTR Dollar Tree Stores 1.4%
Value ($000) $46,943 Shares 410,134 Est. Cost $86.52 Unrealized +24.2%
RTX Raytheon Technologies 1.2%
Value ($000) $39,038 Shares 505,218 Est. Cost $59.78 Unrealized +9.1%
PYPL Paypal Holdings 1.2%
Value ($000) $37,971 Shares 156,364 Est. Cost $169.68 Unrealized +48.5%
IAA Inc 1.1%
Value ($000) $36,678 Shares 665,195 Est. Cost $44.79 Unrealized
LOW Lowes Companies 1.1%
Value ($000) $34,702 Shares 182,469 Est. Cost $108.99 Unrealized +44.0%
NVDA Nvidia Corp 0.9%
Value ($000) $28,879 Shares 54,089 Est. Cost $8.25 Unrealized +62.4%
Fleetcor Technologies 0.8%
Value ($000) $25,650 Shares 95,486 Est. Cost $209.42 Unrealized
STZ Constellation Brands 0.8%
Value ($000) $25,376 Shares 111,299 Est. Cost $174.79 Unrealized +19.0%
INTU Intuit Inc 0.7%
Value ($000) $24,117 Shares 62,961 Est. Cost $241.52 Unrealized +54.7%
GDDY GoDaddy Inc 0.7%
Value ($000) $21,690 Shares 279,442 Est. Cost $80.48 Unrealized 0.0%
CPRT Copart Inc 0.7%
Value ($000) $21,625 Shares 199,112 Est. Cost $23.85 Unrealized +18.2%
CTAS Cintas Corp 0.7%
Value ($000) $21,587 Shares 63,248 Est. Cost $63.73 Unrealized +27.0%
TFX Teleflex Inc 0.6%
Value ($000) $18,975 Shares 45,674 Est. Cost $367.74 Unrealized +5.4%
AMZN Amazon.com Inc 0.2%
Value ($000) $6,540 Shares 2,114 Est. Cost $123.73 Unrealized +28.1%
QSR Restaurant Brands Int'l 0.2%
Value ($000) $6,386 Shares 98,247 Est. Cost $58.36 Unrealized +6.2%
PSX Phillips 66 0.2%
Value ($000) $5,778 Shares 70,862 Est. Cost $61.27 Unrealized +5.9%
CSCO Cisco Systems Inc 0.2%
Value ($000) $5,532 Shares 106,994 Est. Cost $37.07 Unrealized +9.6%
CVS CVS Health Corp 0.2%
Value ($000) $5,094 Shares 67,717 Est. Cost $59.77 Unrealized +4.2%
VZ Verizon Commun 0.2%
Value ($000) $5,025 Shares 86,421 Est. Cost $41.55 Unrealized +1.7%
PEP Pepsico Inc 0.1%
Value ($000) $4,679 Shares 33,080 Est. Cost $104.40 Unrealized +12.9%
UPS United Parcel Service Inc 0.1%
Value ($000) $4,620 Shares 27,183 Est. Cost $107.79 Unrealized +22.4%
T AT&T 0.1%
Value ($000) $4,498 Shares 148,627 Est. Cost $15.86 Unrealized +1.8%
KR Kroger Co 0.1%
Value ($000) $4,486 Shares 124,647 Est. Cost $25.82 Unrealized +19.3%
NSRGY Nestle S A Reg B ADR 0.1%
Value ($000) $4,168 Shares 37,386 Est. Cost $100.19 Unrealized
JPM JP Morgan Chase 0.1%
Value ($000) $4,167 Shares 27,376 Est. Cost $101.73 Unrealized +25.1%
MCD Mcdonalds 0.1%
Value ($000) $4,159 Shares 18,555 Est. Cost $159.93 Unrealized +19.6%
JNJ Johnson & Johnson 0.1%
Value ($000) $4,008 Shares 24,392 Est. Cost $132.15 Unrealized +6.5%
AMT American Tower Corp 0.1%
Value ($000) $3,472 Shares 14,526 Est. Cost $195.89 Unrealized -1.8%
INGR Ingredion Inc 0.1%
Value ($000) $3,452 Shares 38,400 Est. Cost $83.85 Unrealized +2.0%
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $3,429 Shares 63,376 Est. Cost $40.91 Unrealized +12.8%
WEC WEC Energy Group 0.1%
Value ($000) $3,364 Shares 35,953 Est. Cost $67.91 Unrealized +9.1%
BA Boeing Co 0.1%
Value ($000) $3,277 Shares 12,867 Est. Cost $227.80 Unrealized -2.4%
UNH United Health Group Inc 0.1%
Value ($000) $2,938 Shares 7,898 Est. Cost $319.66 Unrealized 0.0%
LMT Lockheed Martin Corp 0.1%
Value ($000) $2,695 Shares 7,294 Est. Cost $311.34 Unrealized -3.7%
ZION Zions Bancorp 0.1%
Value ($000) $2,096 Shares 38,150 Est. Cost $41.60 Unrealized +23.8%
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,898 Shares 7,809 Est. Cost $217.16 Unrealized +3.9%
GOOG Alphabet Inc Cl C 0.0%
Value ($000) $1,232 Shares 596 Est. Cost $76.57 Unrealized +28.6%
ECL Ecolab Inc 0.0%
Value ($000) $1,224 Shares 5,720 Est. Cost $161.75 Unrealized +24.6%
SBUX Starbucks 0.0%
Value ($000) $1,223 Shares 11,200 Est. Cost $73.45 Unrealized +28.0%
OPLN Kar Auction Services 0.0%
Value ($000) $1,173 Shares 78,201 Est. Cost $21.12 Unrealized -19.4%
CVX Chevron Corp New 0.0%
Value ($000) $1,036 Shares 9,890 Est. Cost $79.19 Unrealized +0.5%
UNP Union Pacific 0.0%
Value ($000) $1,035 Shares 4,699 Est. Cost $146.20 Unrealized +28.7%
MELI Mercadolibre Inc 0.0%
Value ($000) $1,001 Shares 680 Est. Cost $1283.19 Unrealized +32.2%
GCAAF Guardian Cap Group 0.0%
Value ($000) $988 Shares 42,100 Est. Cost $15.21 Unrealized +1.5%
ABBV AbbVie Inc 0.0%
Value ($000) $903 Shares 8,350 Est. Cost $69.31 Unrealized +28.3%
TSM Taiwan Semi Manuf Co 0.0%
Value ($000) $889 Shares 7,520 Est. Cost $101.72 Unrealized
Del Taco Restaurants 0.0%
Value ($000) $838 Shares 87,500 Est. Cost $7.20 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $817 Shares 13,813 Est. Cost $53.07 Unrealized +12.6%
BABA Alibaba Group 0.0%
Value ($000) $773 Shares 3,412 Est. Cost $216.32 Unrealized
BRK/A Berkshire Hthwy Cl A 0.0%
Value ($000) $771 Shares 2 Est. Cost $265840.40 Unrealized +37.9%
Walgreens Boots Allnc 0.0%
Value ($000) $682 Shares 12,425 Est. Cost $59.32 Unrealized
Pluralsight Inc 0.0%
Value ($000) $652 Shares 29,200 Est. Cost $18.10 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $617 Shares 15,803 Est. Cost $33.38 Unrealized -5.3%
WEX Wex Inc 0.0%
Value ($000) $566 Shares 2,706 Est. Cost $191.06 Unrealized +10.5%
IAC Interactive 0.0%
Value ($000) $545 Shares 2,520 Est. Cost $216.27 Unrealized
ACN Accenture Plc 0.0%
Value ($000) $544 Shares 1,970 Est. Cost $207.97 Unrealized +16.0%
MAR Marriott Int'l Inc New 0.0%
Value ($000) $533 Shares 3,600 Est. Cost $122.11 Unrealized +7.8%
EAT Brinker Int'l 0.0%
Value ($000) $497 Shares 7,000 Est. Cost $66.84 Unrealized 0.0%
HDB HDFC Bank Ltd 0.0%
Value ($000) $477 Shares 6,146 Est. Cost $77.61 Unrealized
NTES Netease ADR 0.0%
Value ($000) $448 Shares 4,340 Est. Cost $103.23 Unrealized
NV5 Global 0.0%
Value ($000) $418 Shares 4,332 Est. Cost $96.49 Unrealized
F Ford Motor Co 0.0%
Value ($000) $247 Shares 20,184 Est. Cost $7.17 Unrealized +21.1%