ALTA CAPITAL MANAGEMENT LLC/ Diversified Active

CIK: 0001093589 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 6, 2025

Total Value ($000): $1,678,388 (100.0% shares, 0.0% debt)

Holdings (94)

GOOGL Alphabet Inc Cl A 7.5%
Value ($000) $125,441 Shares 662,658 Est. Cost $108.41 Unrealized +60.6%
AAPL Apple Inc 7.0%
Value ($000) $117,181 Shares 467,939 Est. Cost $107.87 Unrealized +117.4%
AMZN Amazon.com Inc 6.1%
Value ($000) $102,750 Shares 468,343 Est. Cost $151.37 Unrealized +35.2%
NVDA Nvidia Corp 4.6%
Value ($000) $76,441 Shares 569,224 Est. Cost $105.86 Unrealized +30.2%
MSFT Microsoft Corp 4.4%
Value ($000) $74,107 Shares 175,816 Est. Cost $238.31 Unrealized +77.2%
FISV Fiserv Inc 3.7%
Value ($000) $61,306 Shares 298,442 Est. Cost $111.28 Unrealized +83.5%
MA Mastercard Inc 3.6%
Value ($000) $60,291 Shares 114,497 Est. Cost $265.28 Unrealized +94.0%
UNH United Health Group 3.4%
Value ($000) $57,862 Shares 114,383 Est. Cost $465.44 Unrealized +18.8%
ADBE Adobe Inc 3.3%
Value ($000) $55,222 Shares 124,182 Est. Cost $430.71 Unrealized +15.0%
TJX TJX Companies 3.2%
Value ($000) $53,469 Shares 442,590 Est. Cost $52.73 Unrealized +123.2%
BKNG Booking Holdings 3.1%
Value ($000) $51,262 Shares 10,317 Est. Cost $2002.49 Unrealized +137.9%
APH Amphenol Corp 3.0%
Value ($000) $49,993 Shares 719,840 Est. Cost $38.70 Unrealized +79.2%
ADSK Autodesk Inc 2.8%
Value ($000) $47,335 Shares 160,149 Est. Cost $287.53 Unrealized +2.7%
SPGI S&P Global Inc 2.8%
Value ($000) $46,450 Shares 93,268 Est. Cost $268.00 Unrealized +87.7%
INTU Intuit Inc 2.7%
Value ($000) $45,715 Shares 72,736 Est. Cost $353.16 Unrealized +79.7%
TMO Thermo Fisher Sci 2.7%
Value ($000) $45,340 Shares 87,153 Est. Cost $349.60 Unrealized +56.6%
CPRT Copart Inc 2.2%
Value ($000) $36,408 Shares 634,395 Est. Cost $44.79 Unrealized +27.1%
V Visa Inc 2.2%
Value ($000) $36,219 Shares 114,602 Est. Cost $166.01 Unrealized +79.7%
AZO Autozone Inc 2.1%
Value ($000) $35,574 Shares 11,110 Est. Cost $2846.71 Unrealized +11.2%
HD Home Depot Inc 2.0%
Value ($000) $33,974 Shares 87,339 Est. Cost $209.38 Unrealized +89.7%
ASML ASML Holdings 1.9%
Value ($000) $31,798 Shares 45,879 Est. Cost $693.08 Unrealized
SHW Sherwin Williams Co 1.8%
Value ($000) $30,444 Shares 89,560 Est. Cost $233.16 Unrealized +58.5%
QSR Restaurant Brands Int'l 1.8%
Value ($000) $30,372 Shares 465,964 Est. Cost $58.61 Unrealized +18.4%
ZTS Zoetis Inc 1.6%
Value ($000) $27,664 Shares 169,791 Est. Cost $133.70 Unrealized +31.9%
BAH Booz Allen Hamilton 1.6%
Value ($000) $26,356 Shares 204,788 Est. Cost $142.28 Unrealized +5.8%
BRK/B Berkshire Hthwy Cl B 1.4%
Value ($000) $24,235 Shares 53,466 Est. Cost $461.73 Unrealized 0.0%
BR Broadridge Fin'l Solutns 1.1%
Value ($000) $19,073 Shares 84,358 Est. Cost $112.00 Unrealized +96.3%
VRSN Verisign Inc 1.1%
Value ($000) $18,566 Shares 89,708 Est. Cost $190.27 Unrealized -1.9%
KNSL Kinsale Capital Group 1.1%
Value ($000) $18,251 Shares 39,239 Est. Cost $448.88 Unrealized +5.3%
NVO Novo-Nordisk 1.0%
Value ($000) $17,568 Shares 204,229 Est. Cost $131.77 Unrealized
AVGO Broadcom Inc 1.0%
Value ($000) $15,946 Shares 68,778 Est. Cost $170.17 Unrealized +7.5%
LOW Lowes Companies 0.9%
Value ($000) $15,505 Shares 62,825 Est. Cost $137.49 Unrealized +90.2%
GDDY GoDaddy Inc 0.9%
Value ($000) $15,140 Shares 76,709 Est. Cost $80.06 Unrealized +128.2%
NSSC Napco Security Tech 0.8%
Value ($000) $14,210 Shares 399,599 Est. Cost $25.02 Unrealized +50.5%
CTAS Cintas Corp 0.8%
Value ($000) $13,228 Shares 72,402 Est. Cost $160.08 Unrealized +30.1%
MELI Mercadolibre Inc 0.8%
Value ($000) $12,658 Shares 7,444 Est. Cost $1934.67 Unrealized +0.7%
ZBRA Zebra Technologies 0.7%
Value ($000) $12,146 Shares 31,449 Est. Cost $286.15 Unrealized +35.4%
POOL Pool Corp 0.6%
Value ($000) $9,689 Shares 28,417 Est. Cost $340.78 Unrealized +5.0%
IDXX Idexx Laboratories 0.5%
Value ($000) $8,651 Shares 20,925 Est. Cost $429.31 Unrealized +2.2%
JPM JP Morgan Chase 0.4%
Value ($000) $6,422 Shares 26,790 Est. Cost $111.58 Unrealized +104.4%
FSS Federal Signal Corp 0.4%
Value ($000) $6,139 Shares 66,448 Est. Cost $91.31 Unrealized 0.0%
CVX Chevron Corp New 0.3%
Value ($000) $5,601 Shares 38,672 Est. Cost $131.73 Unrealized +10.5%
SPY SPDR S&P 500 0.3%
Value ($000) $5,104 Shares 8,709 Est. Cost $586.08 Unrealized
MKL Markel Group Inc 0.3%
Value ($000) $4,673 Shares 2,707 Est. Cost $1072.98 Unrealized +54.6%
GOOG Alphabet Inc Cl C 0.3%
Value ($000) $4,380 Shares 23,000 Est. Cost $128.75 Unrealized +36.4%
UNP Union Pacific 0.3%
Value ($000) $4,334 Shares 19,007 Est. Cost $209.41 Unrealized +9.9%
CSCO Cisco Systems Inc 0.3%
Value ($000) $4,289 Shares 72,448 Est. Cost $43.21 Unrealized +28.1%
T AT&T 0.3%
Value ($000) $4,280 Shares 187,981 Est. Cost $15.53 Unrealized +38.5%
EXR Extra Space Storage 0.2%
Value ($000) $4,054 Shares 27,102 Est. Cost $131.93 Unrealized +17.8%
MCD Mcdonalds 0.2%
Value ($000) $3,778 Shares 13,032 Est. Cost $198.48 Unrealized +46.2%
AMT American Tower Corp 0.2%
Value ($000) $3,749 Shares 20,438 Est. Cost $195.83 Unrealized +1.3%
WEC WEC Energy Group 0.2%
Value ($000) $3,573 Shares 37,999 Est. Cost $74.76 Unrealized +24.9%
LMT Lockheed Martin Corp 0.2%
Value ($000) $3,445 Shares 7,088 Est. Cost $414.39 Unrealized +27.2%
TXN Texas Instruments 0.2%
Value ($000) $3,336 Shares 17,791 Est. Cost $176.57 Unrealized +9.4%
DPZ Dominos Pizza Inc 0.2%
Value ($000) $2,999 Shares 7,144 Est. Cost $408.87 Unrealized +4.9%
MO Altria Group Inc 0.2%
Value ($000) $2,992 Shares 57,216 Est. Cost $45.75 Unrealized +6.7%
BKH Black Hills Corp 0.2%
Value ($000) $2,973 Shares 50,805 Est. Cost $57.33 Unrealized 0.0%
PEP Pepsico Inc 0.2%
Value ($000) $2,968 Shares 19,517 Est. Cost $124.66 Unrealized +25.6%
Oracle Corporation 0.2%
Value ($000) $2,887 Shares 17,327 Est. Cost $169.26 Unrealized
ADP Automatic Data Proc 0.1%
Value ($000) $2,513 Shares 8,585 Est. Cost $287.90 Unrealized 0.0%
GCAAF Guardian Cap Group 0.1%
Value ($000) $2,142 Shares 72,500 Est. Cost $22.48 Unrealized +22.5%
META Meta Platforms Inc 0.1%
Value ($000) $1,856 Shares 3,170 Est. Cost $220.77 Unrealized +164.9%
FAST Fastenal Company 0.1%
Value ($000) $1,610 Shares 22,389 Est. Cost $33.32 Unrealized +14.5%
ZION Zions Bancorp 0.1%
Value ($000) $1,299 Shares 23,939 Est. Cost $36.71 Unrealized +49.3%
PSX Phillips 66 0.1%
Value ($000) $1,103 Shares 9,682 Est. Cost $65.40 Unrealized +86.6%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $904 Shares 10,000 Est. Cost $53.38 Unrealized +60.7%
KR Kroger Co 0.0%
Value ($000) $796 Shares 13,013 Est. Cost $27.11 Unrealized +111.5%
LLY Eli Lily & Co 0.0%
Value ($000) $783 Shares 1,014 Est. Cost $578.50 Unrealized +41.9%
BRK/A Berkshire Hthwy Cl A 0.0%
Value ($000) $681 Shares 1 Est. Cost $265840.40 Unrealized +160.5%
BA Boeing Co 0.0%
Value ($000) $644 Shares 3,640 Est. Cost $226.62 Unrealized -30.7%
TTWO Take-Two Interactive 0.0%
Value ($000) $609 Shares 3,311 Est. Cost $163.05 Unrealized +6.4%
ABBV AbbVie Inc 0.0%
Value ($000) $575 Shares 3,235 Est. Cost $72.53 Unrealized +144.6%
ABT Abbott Labs 0.0%
Value ($000) $566 Shares 5,000 Est. Cost $96.07 Unrealized +18.0%
ACN Accenture Plc 0.0%
Value ($000) $538 Shares 1,528 Est. Cost $278.74 Unrealized +27.3%
WM Waste Management 0.0%
Value ($000) $503 Shares 2,494 Est. Cost $164.28 Unrealized +28.5%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $498 Shares 10,077 Est. Cost $49.25 Unrealized 0.0%
RTX RTX Corp 0.0%
Value ($000) $417 Shares 3,606 Est. Cost $60.26 Unrealized +96.3%
SBUX Starbucks 0.0%
Value ($000) $365 Shares 4,000 Est. Cost $73.96 Unrealized +27.0%
ECL Ecolab Inc 0.0%
Value ($000) $351 Shares 1,500 Est. Cost $165.27 Unrealized +48.6%
Adams Nat Res ETF 0.0%
Value ($000) $348 Shares 16,000 Est. Cost $20.63 Unrealized
DLTR Dollar Tree Stores 0.0%
Value ($000) $336 Shares 4,480 Est. Cost $86.52 Unrealized -20.7%
TSM Taiwan Semi Manuf Co 0.0%
Value ($000) $288 Shares 1,456 Est. Cost $98.70 Unrealized
MAR Marriott Int'l Inc New 0.0%
Value ($000) $287 Shares 1,027 Est. Cost $198.52 Unrealized +36.8%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $284 Shares 654 Est. Cost $281.28 Unrealized +37.7%
UPS United Parcel Service 0.0%
Value ($000) $283 Shares 2,246 Est. Cost $124.58 Unrealized -1.8%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $279 Shares 5,795 Est. Cost $33.29 Unrealized +42.5%
DE Deere & Co 0.0%
Value ($000) $277 Shares 653 Est. Cost $383.90 Unrealized +7.8%
STE Steris Plc 0.0%
Value ($000) $252 Shares 1,225 Est. Cost $163.13 Unrealized +33.3%
ICLR Icon Plc 0.0%
Value ($000) $240 Shares 1,143 Est. Cost $201.34 Unrealized +16.0%
STZ Constellation Brands 0.0%
Value ($000) $234 Shares 1,059 Est. Cost $177.24 Unrealized +30.5%
EXLS Exlservice Holdings 0.0%
Value ($000) $205 Shares 4,630 Est. Cost $43.25 Unrealized 0.0%
YUM Yum Brands Inc 0.0%
Value ($000) $203 Shares 1,509 Est. Cost $129.38 Unrealized +2.2%
TSLA Tesla Motors 0.0%
Value ($000) $202 Shares 500 Est. Cost $321.74 Unrealized 0.0%
WEGZY WEG SA 0.0%
Value ($000) $98 Shares 10,550 Est. Cost $8.02 Unrealized