ALTA CAPITAL MANAGEMENT LLC/ Diversified Active

CIK: 0001093589 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 18, 2023

Total Value ($000): $1,388,927 (100.0% shares, 0.0% debt)

Holdings (85)

GOOGL Alphabet Inc Cl A 7.5%
Value ($000) $104,322 Shares 797,205 Est. Cost $107.60 Unrealized +19.3%
AAPL Apple Inc 6.2%
Value ($000) $85,722 Shares 500,683 Est. Cost $102.73 Unrealized +76.5%
ADBE Adobe Inc 4.3%
Value ($000) $59,870 Shares 117,415 Est. Cost $405.74 Unrealized +29.3%
MSFT Microsoft Corp 4.1%
Value ($000) $57,464 Shares 181,990 Est. Cost $229.47 Unrealized +41.4%
MA Mastercard Inc 3.6%
Value ($000) $49,702 Shares 125,538 Est. Cost $261.21 Unrealized +51.7%
TJX TJX Companies 3.5%
Value ($000) $48,862 Shares 549,746 Est. Cost $52.73 Unrealized +61.8%
UNH United Health Group 3.4%
Value ($000) $46,899 Shares 93,018 Est. Cost $460.00 Unrealized +2.2%
FISV Fiserv Inc 3.3%
Value ($000) $45,198 Shares 400,123 Est. Cost $110.06 Unrealized +11.9%
MKL Markel Group Inc 3.2%
Value ($000) $45,044 Shares 30,590 Est. Cost $1068.30 Unrealized +37.0%
BKNG Booking Holdings 3.2%
Value ($000) $44,979 Shares 14,585 Est. Cost $1974.20 Unrealized +50.9%
APH Amphenol Corp 3.2%
Value ($000) $44,574 Shares 530,709 Est. Cost $27.02 Unrealized +56.0%
TMO Thermo Fisher Sci 3.2%
Value ($000) $44,447 Shares 87,810 Est. Cost $340.90 Unrealized +55.1%
HD Home Depot Inc 3.1%
Value ($000) $42,857 Shares 141,836 Est. Cost $207.19 Unrealized +46.2%
SPGI S&P Global Inc 2.9%
Value ($000) $39,822 Shares 108,980 Est. Cost $268.00 Unrealized +44.0%
INTU Intuit Inc 2.9%
Value ($000) $39,627 Shares 77,557 Est. Cost $345.99 Unrealized +44.2%
ADSK Autodesk Inc 2.7%
Value ($000) $37,860 Shares 182,979 Est. Cost $288.08 Unrealized -27.1%
V Visa Inc 2.6%
Value ($000) $35,894 Shares 156,052 Est. Cost $162.96 Unrealized +44.9%
ACN Accenture Plc 2.3%
Value ($000) $31,953 Shares 104,044 Est. Cost $278.74 Unrealized +9.2%
QSR Restaurant Brands Int'l 2.2%
Value ($000) $30,942 Shares 464,454 Est. Cost $58.11 Unrealized +23.6%
ZTS Zoetis Inc 2.2%
Value ($000) $30,284 Shares 174,065 Est. Cost $130.86 Unrealized +35.2%
SHW Sherwin Williams Co 2.1%
Value ($000) $29,458 Shares 115,499 Est. Cost $231.68 Unrealized +13.2%
TTWO Take-Two Interactive 2.1%
Value ($000) $29,225 Shares 208,171 Est. Cost $163.32 Unrealized -11.9%
ZBRA Zebra Technologies 2.1%
Value ($000) $28,981 Shares 122,526 Est. Cost $286.82 Unrealized -5.3%
AMZN Amazon.com Inc 1.9%
Value ($000) $26,946 Shares 211,971 Est. Cost $122.29 Unrealized +9.6%
ICLR Icon Plc 1.9%
Value ($000) $26,614 Shares 108,077 Est. Cost $198.26 Unrealized +27.1%
DG Dollar General Corp 1.6%
Value ($000) $21,972 Shares 207,675 Est. Cost $183.10 Unrealized -22.6%
DIS Walt Disney Co 1.6%
Value ($000) $21,966 Shares 271,020 Est. Cost $138.09 Unrealized -39.6%
NVDA Nvidia Corp 1.5%
Value ($000) $21,477 Shares 49,373 Est. Cost $14.99 Unrealized +198.6%
BR Broadridge Fin'l Solutns 1.5%
Value ($000) $20,908 Shares 116,773 Est. Cost $109.15 Unrealized +56.0%
PYPL Paypal Holdings 1.5%
Value ($000) $20,252 Shares 346,429 Est. Cost $187.62 Unrealized -65.4%
LOW Lowes Companies 1.1%
Value ($000) $15,119 Shares 72,742 Est. Cost $110.54 Unrealized +94.4%
RTX RTX Corp 1.0%
Value ($000) $14,101 Shares 195,931 Est. Cost $60.01 Unrealized +35.4%
Fleetcor Technologies 0.9%
Value ($000) $12,770 Shares 50,010 Est. Cost $209.87 Unrealized
CPRT Copart Inc 0.9%
Value ($000) $12,249 Shares 284,256 Est. Cost $35.65 Unrealized +24.7%
CTAS Cintas Corp 0.8%
Value ($000) $11,670 Shares 24,261 Est. Cost $64.29 Unrealized +89.8%
GDDY GoDaddy Inc 0.8%
Value ($000) $11,103 Shares 149,080 Est. Cost $80.06 Unrealized -7.8%
NSSC Napco Security Tech 0.8%
Value ($000) $10,606 Shares 476,673 Est. Cost $24.20 Unrealized +21.3%
AZO Autozone Inc 0.7%
Value ($000) $9,809 Shares 3,862 Est. Cost $2509.45 Unrealized 0.0%
POOL Pool Corp 0.6%
Value ($000) $8,457 Shares 23,748 Est. Cost $337.80 Unrealized +4.2%
IDXX Idexx Laboratories 0.4%
Value ($000) $6,023 Shares 13,774 Est. Cost $388.17 Unrealized +28.5%
PSX Phillips 66 0.3%
Value ($000) $4,522 Shares 37,633 Est. Cost $64.42 Unrealized +60.4%
STZ Constellation Brands 0.3%
Value ($000) $3,913 Shares 15,568 Est. Cost $177.24 Unrealized +40.6%
JPM JP Morgan Chase 0.3%
Value ($000) $3,776 Shares 26,039 Est. Cost $108.56 Unrealized +31.1%
VZ Verizon Commun 0.2%
Value ($000) $3,127 Shares 96,496 Est. Cost $32.39 Unrealized -10.5%
NSRGY Nestle S A Reg B ADR 0.2%
Value ($000) $3,029 Shares 26,765 Est. Cost $106.77 Unrealized
KVUE Kenvue Inc 0.2%
Value ($000) $2,915 Shares 145,181 Est. Cost $21.04 Unrealized 0.0%
T AT&T 0.2%
Value ($000) $2,882 Shares 191,871 Est. Cost $15.51 Unrealized -16.5%
CSCO Cisco Systems Inc 0.2%
Value ($000) $2,794 Shares 51,976 Est. Cost $38.95 Unrealized +29.2%
AMT American Tower Corp 0.2%
Value ($000) $2,651 Shares 16,123 Est. Cost $198.06 Unrealized -15.4%
MCD Mcdonalds 0.2%
Value ($000) $2,627 Shares 9,973 Est. Cost $174.63 Unrealized +54.3%
BAH Booz Allen Hamilton Hld 0.2%
Value ($000) $2,604 Shares 23,828 Est. Cost $80.03 Unrealized +36.8%
PEP Pepsico Inc 0.2%
Value ($000) $2,401 Shares 14,167 Est. Cost $112.07 Unrealized +49.1%
UPS United Parcel Service 0.2%
Value ($000) $2,390 Shares 15,335 Est. Cost $120.38 Unrealized +26.0%
CVS CVS Health Corp 0.2%
Value ($000) $2,157 Shares 30,889 Est. Cost $62.53 Unrealized +3.3%
WEC WEC Energy Group 0.2%
Value ($000) $2,117 Shares 26,283 Est. Cost $71.79 Unrealized +11.1%
EXR Extra Space Storage 0.1%
Value ($000) $1,886 Shares 15,516 Est. Cost $136.22 Unrealized -11.0%
UNP Union Pacific 0.1%
Value ($000) $1,676 Shares 8,230 Est. Cost $180.55 Unrealized +14.2%
GCAAF Guardian Cap Group 0.1%
Value ($000) $1,571 Shares 49,700 Est. Cost $19.54 Unrealized +42.5%
LMT Lockheed Martin Corp 0.1%
Value ($000) $1,548 Shares 3,786 Est. Cost $326.42 Unrealized +27.2%
ZION Zions Bancorp 0.1%
Value ($000) $1,147 Shares 32,871 Est. Cost $36.71 Unrealized -5.0%
META Meta Platforms Inc 0.1%
Value ($000) $1,128 Shares 3,756 Est. Cost $220.77 Unrealized +35.5%
BA Boeing Co 0.1%
Value ($000) $963 Shares 5,023 Est. Cost $226.62 Unrealized -3.5%
CVX Chevron Corp New 0.1%
Value ($000) $898 Shares 5,326 Est. Cost $83.18 Unrealized +75.2%
GOOG Alphabet Inc Cl C 0.1%
Value ($000) $745 Shares 5,650 Est. Cost $107.76 Unrealized +19.8%
DLTR Dollar Tree Stores 0.0%
Value ($000) $657 Shares 6,170 Est. Cost $86.52 Unrealized +54.8%
KR Kroger Co 0.0%
Value ($000) $574 Shares 12,822 Est. Cost $27.11 Unrealized +64.7%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $556 Shares 1,392 Est. Cost $277.38 Unrealized +57.6%
ABBV AbbVie Inc 0.0%
Value ($000) $538 Shares 3,610 Est. Cost $72.53 Unrealized +86.6%
BRK/A Berkshire Hthwy Cl A 0.0%
Value ($000) $531 Shares 1 Est. Cost $265840.40 Unrealized +102.7%
STE Steris Plc 0.0%
Value ($000) $517 Shares 2,355 Est. Cost $159.99 Unrealized +38.4%
DPZ Dominos Pizza Inc 0.0%
Value ($000) $420 Shares 1,110 Est. Cost $317.00 Unrealized +17.3%
Conocophillips 0.0%
Value ($000) $371 Shares 3,100 Est. Cost $62.35 Unrealized
SBUX Starbucks 0.0%
Value ($000) $365 Shares 4,000 Est. Cost $73.96 Unrealized +25.0%
MTCH Match Group 0.0%
Value ($000) $351 Shares 8,960 Est. Cost $113.84 Unrealized -62.0%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $322 Shares 5,773 Est. Cost $53.64 Unrealized +4.3%
DVN Devon Energy Corp New 0.0%
Value ($000) $300 Shares 6,293 Est. Cost $45.68 Unrealized +1.0%
MELI Mercadolibre Inc 0.0%
Value ($000) $285 Shares 225 Est. Cost $1221.23 Unrealized +4.1%
TSM Taiwan Semi Manuf Co 0.0%
Value ($000) $282 Shares 3,250 Est. Cost $96.55 Unrealized
BABA Alibaba Group 0.0%
Value ($000) $254 Shares 2,932 Est. Cost $193.46 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $254 Shares 1,500 Est. Cost $165.27 Unrealized +7.3%
TCEHY Tencent Holdings Adr 0.0%
Value ($000) $252 Shares 6,516 Est. Cost $42.37 Unrealized
DE Deere & Co 0.0%
Value ($000) $245 Shares 650 Est. Cost $383.90 Unrealized +3.7%
INFY Infosys Ltd 0.0%
Value ($000) $196 Shares 11,463 Est. Cost $17.04 Unrealized
WEGZY WEG SA 0.0%
Value ($000) $117 Shares 15,570 Est. Cost $8.02 Unrealized
Magazine Luiza SA ADR 0.0%
Value ($000) $40 Shares 23,217 Est. Cost $2.50 Unrealized