ALTA CAPITAL MANAGEMENT LLC/ Diversified Active

CIK: 0001093589 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 24, 2023

Total Value ($000): $1,359,671 (100.0% shares, 0.0% debt)

Holdings (88)

GOOGL Alphabet Inc Cl A 6.8%
Value ($000) $92,242 Shares 889,249 Est. Cost $107.60 Unrealized -11.5%
AAPL Apple Inc 6.6%
Value ($000) $89,402 Shares 542,157 Est. Cost $102.73 Unrealized +41.6%
MSFT Microsoft Corp 4.2%
Value ($000) $57,306 Shares 198,773 Est. Cost $229.47 Unrealized +8.7%
ADBE Adobe Inc 3.6%
Value ($000) $48,502 Shares 125,858 Est. Cost $405.91 Unrealized -12.4%
TMO Thermo Fisher Sci 3.6%
Value ($000) $48,404 Shares 83,979 Est. Cost $330.93 Unrealized +68.8%
FISV Fiserv Inc 3.5%
Value ($000) $48,122 Shares 425,747 Est. Cost $110.06 Unrealized -0.0%
MA Mastercard Inc 3.5%
Value ($000) $47,478 Shares 130,645 Est. Cost $261.21 Unrealized +36.8%
TJX TJX Companies 3.3%
Value ($000) $45,411 Shares 579,523 Est. Cost $52.73 Unrealized +43.4%
APH Amphenol Corp 3.3%
Value ($000) $45,128 Shares 552,232 Est. Cost $27.02 Unrealized +42.4%
HD Home Depot Inc 3.2%
Value ($000) $43,034 Shares 145,818 Est. Cost $207.19 Unrealized +37.4%
BKNG Booking Holdings 3.1%
Value ($000) $42,730 Shares 16,110 Est. Cost $1974.20 Unrealized +21.3%
MKL Markel Corp 3.0%
Value ($000) $40,693 Shares 31,856 Est. Cost $1068.30 Unrealized +24.4%
DIS Walt Disney Co 3.0%
Value ($000) $40,625 Shares 405,726 Est. Cost $138.09 Unrealized -28.7%
SPGI S&P Global Inc 2.9%
Value ($000) $39,123 Shares 113,476 Est. Cost $268.00 Unrealized +28.2%
ADSK Autodesk Inc 2.8%
Value ($000) $38,386 Shares 184,405 Est. Cost $288.88 Unrealized -28.7%
V Visa Inc 2.7%
Value ($000) $36,596 Shares 162,317 Est. Cost $162.96 Unrealized +33.7%
ZBRA Zebra Technologies 2.7%
Value ($000) $36,361 Shares 114,341 Est. Cost $287.21 Unrealized +5.2%
TTWO Take-Two Interactive 2.6%
Value ($000) $35,481 Shares 297,410 Est. Cost $163.32 Unrealized -31.7%
QSR Restaurant Brands Int'l 2.4%
Value ($000) $32,260 Shares 480,492 Est. Cost $58.11 Unrealized +12.2%
ACN Accenture Plc 2.2%
Value ($000) $30,589 Shares 107,024 Est. Cost $278.74 Unrealized -6.2%
ZTS Zoetis Inc 2.2%
Value ($000) $30,056 Shares 180,584 Est. Cost $130.86 Unrealized +21.5%
UNH United Health Group 2.2%
Value ($000) $29,637 Shares 62,712 Est. Cost $456.38 Unrealized +0.2%
INTU Intuit Inc 2.1%
Value ($000) $28,581 Shares 64,106 Est. Cost $327.83 Unrealized +23.0%
PYPL Paypal Holdings 2.0%
Value ($000) $27,316 Shares 359,699 Est. Cost $187.62 Unrealized -59.0%
SHW Sherwin Williams Co 2.0%
Value ($000) $27,143 Shares 120,756 Est. Cost $231.68 Unrealized -3.8%
ICLR Icon Plc 1.7%
Value ($000) $23,375 Shares 109,438 Est. Cost $198.26 Unrealized +12.3%
NVDA Nvidia Corp 1.5%
Value ($000) $20,321 Shares 73,159 Est. Cost $14.99 Unrealized +44.2%
RTX Raytheon Technologies 1.4%
Value ($000) $19,567 Shares 199,807 Est. Cost $59.78 Unrealized +54.4%
BR Broadridge Fin'l Solutns 1.3%
Value ($000) $17,519 Shares 119,528 Est. Cost $109.15 Unrealized +24.9%
LOW Lowes Companies 1.1%
Value ($000) $15,022 Shares 75,122 Est. Cost $110.54 Unrealized +73.9%
CPRT Copart Inc 1.0%
Value ($000) $14,207 Shares 188,901 Est. Cost $27.10 Unrealized +25.5%
AMZN Amazon.com Inc 1.0%
Value ($000) $13,919 Shares 134,755 Est. Cost $117.83 Unrealized -18.0%
STZ Constellation Brands 0.9%
Value ($000) $12,041 Shares 53,304 Est. Cost $177.24 Unrealized +19.0%
CTAS Cintas Corp 0.9%
Value ($000) $11,889 Shares 25,696 Est. Cost $64.29 Unrealized +67.2%
NSSC Napco Security Tech 0.9%
Value ($000) $11,658 Shares 310,229 Est. Cost $21.19 Unrealized +45.2%
GDDY GoDaddy Inc 0.8%
Value ($000) $11,475 Shares 147,647 Est. Cost $80.24 Unrealized -3.8%
Fleetcor Technologies 0.8%
Value ($000) $11,034 Shares 52,333 Est. Cost $209.87 Unrealized
DG Dollar General Corp 0.7%
Value ($000) $9,764 Shares 46,393 Est. Cost $212.09 Unrealized 0.0%
TFX Teleflex Inc 0.6%
Value ($000) $7,923 Shares 31,277 Est. Cost $342.94 Unrealized -30.9%
IDXX Idexx Laboratories 0.5%
Value ($000) $7,133 Shares 14,264 Est. Cost $388.17 Unrealized +23.3%
POOL Pool Corp 0.4%
Value ($000) $6,023 Shares 17,589 Est. Cost $340.72 Unrealized 0.0%
MTCH Match Group 0.3%
Value ($000) $4,090 Shares 106,546 Est. Cost $113.84 Unrealized -62.6%
PSX Phillips 66 0.3%
Value ($000) $3,781 Shares 37,291 Est. Cost $63.93 Unrealized +43.4%
T AT&T 0.3%
Value ($000) $3,584 Shares 186,159 Est. Cost $15.56 Unrealized +5.1%
VZ Verizon Commun 0.3%
Value ($000) $3,553 Shares 91,368 Est. Cost $32.59 Unrealized +0.3%
JPM JP Morgan Chase 0.3%
Value ($000) $3,484 Shares 26,737 Est. Cost $108.56 Unrealized +18.1%
NSRGY Nestle S A Reg B ADR 0.2%
Value ($000) $3,290 Shares 27,032 Est. Cost $106.77 Unrealized
JNJ Johnson & Johnson 0.2%
Value ($000) $3,175 Shares 20,481 Est. Cost $138.86 Unrealized +6.5%
UPS United Parcel Service 0.2%
Value ($000) $3,043 Shares 15,687 Est. Cost $120.38 Unrealized +31.4%
AMT American Tower Corp 0.2%
Value ($000) $2,982 Shares 14,595 Est. Cost $201.07 Unrealized -5.7%
MCD Mcdonalds 0.2%
Value ($000) $2,828 Shares 10,114 Est. Cost $174.63 Unrealized +43.5%
CSCO Cisco Systems Inc 0.2%
Value ($000) $2,774 Shares 53,064 Est. Cost $38.95 Unrealized +15.2%
PEP Pepsico Inc 0.2%
Value ($000) $2,589 Shares 14,199 Est. Cost $112.07 Unrealized +41.6%
WEC WEC Energy Group 0.2%
Value ($000) $2,450 Shares 25,847 Est. Cost $71.63 Unrealized +16.6%
CVS CVS Health Corp 0.2%
Value ($000) $2,286 Shares 30,758 Est. Cost $62.53 Unrealized +20.3%
BAH Booz Allen Hamilton Hld 0.2%
Value ($000) $2,242 Shares 24,192 Est. Cost $80.03 Unrealized +11.9%
EXR Extra Space Storage 0.2%
Value ($000) $2,096 Shares 12,863 Est. Cost $139.18 Unrealized -0.7%
LMT Lockheed Martin Corp 0.1%
Value ($000) $1,760 Shares 3,722 Est. Cost $325.33 Unrealized +33.2%
UNP Union Pacific 0.1%
Value ($000) $1,720 Shares 8,548 Est. Cost $180.55 Unrealized +4.9%
GCAAF Guardian Cap Group 0.1%
Value ($000) $1,137 Shares 35,000 Est. Cost $16.00 Unrealized +60.8%
BA Boeing Co 0.1%
Value ($000) $1,131 Shares 5,323 Est. Cost $226.62 Unrealized -8.3%
SPY SPDR S&P 500 0.1%
Value ($000) $1,103 Shares 2,695 Est. Cost $385.09 Unrealized
DLTR Dollar Tree Stores 0.1%
Value ($000) $886 Shares 6,170 Est. Cost $86.52 Unrealized +67.7%
META Meta Platforms Inc 0.1%
Value ($000) $873 Shares 4,118 Est. Cost $220.77 Unrealized -23.4%
CVX Chevron Corp New 0.1%
Value ($000) $814 Shares 4,988 Est. Cost $79.19 Unrealized +87.5%
ULTA Ulta Beauty Inc 0.1%
Value ($000) $764 Shares 1,401 Est. Cost $277.38 Unrealized +85.0%
KR Kroger Co 0.0%
Value ($000) $629 Shares 12,744 Est. Cost $27.11 Unrealized +58.2%
ZION Zions Bancorp 0.0%
Value ($000) $621 Shares 20,747 Est. Cost $42.29 Unrealized +8.2%
GOOG Alphabet Inc Cl C 0.0%
Value ($000) $588 Shares 5,650 Est. Cost $107.76 Unrealized -11.1%
ABBV AbbVie Inc 0.0%
Value ($000) $575 Shares 3,610 Est. Cost $72.53 Unrealized +90.4%
STE Steris Plc 0.0%
Value ($000) $546 Shares 2,852 Est. Cost $159.99 Unrealized +17.7%
BRK/A Berkshire Hthwy Cl A 0.0%
Value ($000) $466 Shares 1 Est. Cost $265840.40 Unrealized +75.6%
SBUX Starbucks 0.0%
Value ($000) $417 Shares 4,000 Est. Cost $73.96 Unrealized +31.2%
MELI Mercadolibre Inc 0.0%
Value ($000) $409 Shares 310 Est. Cost $1221.23 Unrealized -6.9%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $379 Shares 5,983 Est. Cost $53.64 Unrealized +12.5%
TSM Taiwan Semi Manuf Co 0.0%
Value ($000) $376 Shares 4,045 Est. Cost $96.55 Unrealized
DPZ Dominos Pizza Inc 0.0%
Value ($000) $316 Shares 958 Est. Cost $319.08 Unrealized 0.0%
TCEHY Tencent Holdings Adr 0.0%
Value ($000) $310 Shares 6,341 Est. Cost $42.36 Unrealized
Conocophillips 0.0%
Value ($000) $308 Shares 3,100 Est. Cost $62.35 Unrealized
BABA Alibaba Group 0.0%
Value ($000) $306 Shares 2,997 Est. Cost $197.76 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $248 Shares 1,500 Est. Cost $165.27 Unrealized -8.6%
CDW CDW Corp 0.0%
Value ($000) $241 Shares 1,239 Est. Cost $164.20 Unrealized +15.2%
FBIN Fortune Brnds Innovat 0.0%
Value ($000) $233 Shares 3,960 Est. Cost $55.60 Unrealized +4.7%
INFY Infosys Ltd 0.0%
Value ($000) $213 Shares 12,185 Est. Cost $17.04 Unrealized
HDB HDFC Bank Ltd 0.0%
Value ($000) $208 Shares 3,113 Est. Cost $76.72 Unrealized
DE Deere & Co 0.0%
Value ($000) $206 Shares 500 Est. Cost $388.70 Unrealized +2.2%
WEGZY WEG SA 0.0%
Value ($000) $101 Shares 12,578 Est. Cost $8.06 Unrealized
Magazine Luiza SA ADR 0.0%
Value ($000) $62 Shares 24,660 Est. Cost $2.50 Unrealized