ALTA CAPITAL MANAGEMENT LLC/ Diversified Active

CIK: 0001093589 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 25, 2022

Total Value ($000): $1,277,944 (100.0% shares, 0.0% debt)

Holdings (81)

AAPL Apple Inc 6.5%
Value ($000) $83,035 Shares 600,838 Est. Cost $102.73 Unrealized +50.2%
GOOGL Alphabet Inc Cl A 6.4%
Value ($000) $82,343 Shares 860,887 Est. Cost $108.19 Unrealized +1.7%
MSFT Microsoft Corp 4.0%
Value ($000) $51,491 Shares 221,090 Est. Cost $229.47 Unrealized +11.9%
TMO Thermo Fisher Sci 3.7%
Value ($000) $47,688 Shares 94,025 Est. Cost $330.93 Unrealized +67.4%
FISV Fiserv Inc 3.7%
Value ($000) $47,657 Shares 509,323 Est. Cost $110.06 Unrealized -7.4%
HD Home Depot Inc 3.6%
Value ($000) $45,603 Shares 165,267 Est. Cost $207.19 Unrealized +30.6%
APH Amphenol Corp 3.5%
Value ($000) $44,223 Shares 660,445 Est. Cost $27.02 Unrealized +30.3%
DIS Walt Disney Co 3.4%
Value ($000) $43,006 Shares 455,915 Est. Cost $138.69 Unrealized -24.6%
TJX TJX Companies 3.3%
Value ($000) $42,520 Shares 684,492 Est. Cost $52.73 Unrealized +13.6%
BKNG Booking Holdings 3.3%
Value ($000) $41,990 Shares 25,554 Est. Cost $1974.20 Unrealized -6.4%
MA Mastercard Inc 3.2%
Value ($000) $41,071 Shares 144,445 Est. Cost $261.21 Unrealized +24.5%
META Meta Platforms Inc 3.1%
Value ($000) $39,953 Shares 294,466 Est. Cost $220.77 Unrealized -27.1%
ADSK Autodesk Inc 3.1%
Value ($000) $39,243 Shares 210,082 Est. Cost $288.88 Unrealized -30.1%
MKL Markel Corp 3.0%
Value ($000) $37,991 Shares 35,040 Est. Cost $1068.30 Unrealized +14.2%
SPGI S&P Global Inc 3.0%
Value ($000) $37,907 Shares 124,145 Est. Cost $268.00 Unrealized +29.7%
STE Steris Plc 2.8%
Value ($000) $35,949 Shares 216,200 Est. Cost $159.99 Unrealized +23.3%
TTWO Take-Two Interactive 2.8%
Value ($000) $35,334 Shares 324,169 Est. Cost $166.05 Unrealized -25.2%
PYPL Paypal Holdings 2.6%
Value ($000) $33,362 Shares 387,619 Est. Cost $193.38 Unrealized -54.3%
ZBRA Zebra Technologies 2.5%
Value ($000) $32,178 Shares 122,813 Est. Cost $287.21 Unrealized +7.8%
V Visa Inc 2.5%
Value ($000) $31,943 Shares 179,814 Est. Cost $162.96 Unrealized +21.7%
ACN Accenture Plc 2.3%
Value ($000) $29,351 Shares 114,073 Est. Cost $278.74 Unrealized -1.4%
ADBE Adobe Inc 2.1%
Value ($000) $27,398 Shares 99,558 Est. Cost $432.29 Unrealized -12.5%
SHW Sherwin Williams Co 2.1%
Value ($000) $27,042 Shares 132,074 Est. Cost $231.68 Unrealized -0.9%
ZTS Zoetis Inc 2.1%
Value ($000) $26,947 Shares 181,723 Est. Cost $129.86 Unrealized +24.3%
MTCH Match Group 1.8%
Value ($000) $22,564 Shares 472,554 Est. Cost $113.84 Unrealized -46.1%
QSR Restaurant Brands Int'l 1.6%
Value ($000) $20,721 Shares 389,640 Est. Cost $57.06 Unrealized -1.0%
RTX Raytheon Technologies 1.5%
Value ($000) $19,495 Shares 238,153 Est. Cost $59.78 Unrealized +40.3%
BR Broadridge Fin'l Solutns 1.5%
Value ($000) $18,940 Shares 131,239 Est. Cost $109.15 Unrealized +40.3%
FBIN Fortune Brnds Hme&Sec 1.4%
Value ($000) $18,050 Shares 336,193 Est. Cost $55.60 Unrealized -7.8%
LOW Lowes Companies 1.3%
Value ($000) $16,807 Shares 89,491 Est. Cost $110.54 Unrealized +65.0%
INTU Intuit Inc 1.1%
Value ($000) $13,718 Shares 35,419 Est. Cost $274.91 Unrealized +53.7%
NVDA Nvidia Corp 1.0%
Value ($000) $13,017 Shares 107,233 Est. Cost $14.99 Unrealized +5.3%
STZ Constellation Brands 1.0%
Value ($000) $12,912 Shares 56,220 Est. Cost $177.24 Unrealized +29.5%
CPRT Copart Inc 0.8%
Value ($000) $10,791 Shares 101,424 Est. Cost $24.47 Unrealized +21.7%
AMZN Amazon.com Inc 0.8%
Value ($000) $10,519 Shares 93,089 Est. Cost $126.12 Unrealized +0.2%
GDDY GoDaddy Inc 0.8%
Value ($000) $10,422 Shares 147,051 Est. Cost $80.29 Unrealized -6.2%
CTAS Cintas Corp 0.8%
Value ($000) $10,377 Shares 26,732 Est. Cost $64.29 Unrealized +54.1%
Fleetcor Technologies 0.7%
Value ($000) $9,474 Shares 53,780 Est. Cost $209.85 Unrealized
NSSC Napco Security Tech 0.6%
Value ($000) $7,470 Shares 256,891 Est. Cost $20.12 Unrealized +28.2%
TFX Teleflex Inc 0.5%
Value ($000) $6,730 Shares 33,409 Est. Cost $348.11 Unrealized -33.0%
PSX Phillips 66 0.3%
Value ($000) $3,316 Shares 41,090 Est. Cost $62.84 Unrealized +20.0%
JNJ Johnson & Johnson 0.2%
Value ($000) $3,011 Shares 18,432 Est. Cost $137.37 Unrealized +11.3%
PEP Pepsico Inc 0.2%
Value ($000) $2,702 Shares 16,550 Est. Cost $109.82 Unrealized +40.6%
CVS CVS Health Corp 0.2%
Value ($000) $2,701 Shares 28,328 Est. Cost $60.95 Unrealized +43.8%
CSCO Cisco Systems Inc 0.2%
Value ($000) $2,696 Shares 67,414 Est. Cost $38.85 Unrealized +3.1%
JPM JP Morgan Chase 0.2%
Value ($000) $2,653 Shares 25,391 Est. Cost $107.85 Unrealized -2.1%
NSRGY Nestle S A Reg B ADR 0.2%
Value ($000) $2,627 Shares 24,413 Est. Cost $105.51 Unrealized
T AT&T 0.2%
Value ($000) $2,541 Shares 165,660 Est. Cost $15.51 Unrealized -2.7%
AMT American Tower Corp 0.2%
Value ($000) $2,474 Shares 11,524 Est. Cost $204.27 Unrealized +12.0%
UPS United Parcel Service 0.2%
Value ($000) $2,333 Shares 14,448 Est. Cost $117.44 Unrealized +36.7%
UNH United Health Group 0.2%
Value ($000) $2,238 Shares 4,431 Est. Cost $347.74 Unrealized +42.4%
MCD Mcdonalds 0.2%
Value ($000) $2,173 Shares 9,419 Est. Cost $169.26 Unrealized +39.6%
WEC WEC Energy Group 0.2%
Value ($000) $2,088 Shares 23,348 Est. Cost $70.41 Unrealized +28.9%
CMCSA Comcast Corp Cl A 0.2%
Value ($000) $2,008 Shares 68,467 Est. Cost $42.47 Unrealized -20.7%
BAH Booz Allen Hamilton Hld 0.2%
Value ($000) $1,988 Shares 21,533 Est. Cost $76.70 Unrealized +15.7%
SPY SPDR S&P 500 0.1%
Value ($000) $1,744 Shares 4,884 Est. Cost $403.19 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $1,340 Shares 3,469 Est. Cost $317.82 Unrealized +19.8%
ZION Zions Bancorp 0.1%
Value ($000) $878 Shares 17,266 Est. Cost $41.60 Unrealized +31.5%
DLTR Dollar Tree Stores 0.1%
Value ($000) $839 Shares 6,170 Est. Cost $86.52 Unrealized +79.9%
CVX Chevron Corp New 0.1%
Value ($000) $711 Shares 4,953 Est. Cost $79.19 Unrealized +67.7%
BA Boeing Co 0.1%
Value ($000) $644 Shares 5,323 Est. Cost $226.62 Unrealized -32.3%
GCAAF Guardian Cap Group 0.0%
Value ($000) $626 Shares 32,375 Est. Cost $15.21 Unrealized +29.5%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $615 Shares 1,535 Est. Cost $277.38 Unrealized +45.2%
KR Kroger Co 0.0%
Value ($000) $554 Shares 12,673 Est. Cost $27.11 Unrealized +62.6%
ABBV AbbVie Inc 0.0%
Value ($000) $532 Shares 3,970 Est. Cost $72.53 Unrealized +75.3%
GOOG Alphabet Inc Cl C 0.0%
Value ($000) $528 Shares 5,500 Est. Cost $109.18 Unrealized +1.5%
BRK/A Berkshire Hthwy Cl A 0.0%
Value ($000) $406 Shares 1 Est. Cost $265840.40 Unrealized +61.0%
Conocophillips 0.0%
Value ($000) $354 Shares 3,465 Est. Cost $62.35 Unrealized
MELI Mercadolibre Inc 0.0%
Value ($000) $342 Shares 414 Est. Cost $1221.23 Unrealized -29.6%
UNP Union Pacific 0.0%
Value ($000) $340 Shares 1,750 Est. Cost $146.20 Unrealized +39.7%
SBUX Starbucks 0.0%
Value ($000) $337 Shares 4,000 Est. Cost $73.96 Unrealized +6.0%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $324 Shares 6,861 Est. Cost $53.64 Unrealized -10.5%
RVTY PerkinElmer Inc 0.0%
Value ($000) $269 Shares 2,242 Est. Cost $111.05 Unrealized +25.9%
IAA Inc 0.0%
Value ($000) $257 Shares 8,082 Est. Cost $48.47 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $247 Shares 1,110 Est. Cost $217.16 Unrealized +8.0%
TSM Taiwan Semi Manuf Co 0.0%
Value ($000) $231 Shares 3,370 Est. Cost $100.96 Unrealized
BABA Alibaba Group 0.0%
Value ($000) $230 Shares 2,882 Est. Cost $218.27 Unrealized
HDB HDFC Bank Ltd 0.0%
Value ($000) $227 Shares 3,893 Est. Cost $76.72 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $216 Shares 1,500 Est. Cost $165.27 Unrealized -5.6%
CDW CDW Corp 0.0%
Value ($000) $200 Shares 1,282 Est. Cost $164.20 Unrealized 0.0%
INFY Infosys Ltd 0.0%
Value ($000) $172 Shares 10,145 Est. Cost $16.95 Unrealized