ALTA CAPITAL MANAGEMENT LLC/ Diversified Active

CIK: 0001093589 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 21, 2025

Total Value ($000): $1,541,065 (100.0% shares, 0.0% debt)

Holdings (88)

GOOGL Alphabet Inc Cl A 5.7%
Value ($000) $88,349 Shares 571,320 Est. Cost $108.41 Unrealized +66.7%
AMZN Amazon.com Inc 5.6%
Value ($000) $86,151 Shares 452,806 Est. Cost $151.37 Unrealized +43.4%
AAPL Apple Inc 5.2%
Value ($000) $79,568 Shares 358,203 Est. Cost $107.87 Unrealized +113.9%
NVDA Nvidia Corp 4.8%
Value ($000) $73,611 Shares 679,191 Est. Cost $109.23 Unrealized +16.0%
MSFT Microsoft Corp 4.3%
Value ($000) $66,750 Shares 177,814 Est. Cost $240.18 Unrealized +68.7%
UNH United Health Group 3.9%
Value ($000) $60,031 Shares 114,618 Est. Cost $465.44 Unrealized +7.3%
FISV Fiserv Inc 3.7%
Value ($000) $57,386 Shares 259,866 Est. Cost $111.28 Unrealized +96.7%
MA Mastercard Inc 3.7%
Value ($000) $56,363 Shares 102,828 Est. Cost $265.28 Unrealized +104.3%
TJX TJX Companies 3.3%
Value ($000) $51,528 Shares 423,058 Est. Cost $52.73 Unrealized +127.7%
APH Amphenol Corp 3.0%
Value ($000) $46,310 Shares 706,053 Est. Cost $38.70 Unrealized +75.0%
ADBE Adobe Inc 3.0%
Value ($000) $46,130 Shares 120,276 Est. Cost $430.71 Unrealized -0.4%
BKNG Booking Holdings 2.9%
Value ($000) $44,652 Shares 9,692 Est. Cost $2002.49 Unrealized +137.2%
INTU Intuit Inc 2.9%
Value ($000) $43,980 Shares 71,630 Est. Cost $353.16 Unrealized +69.2%
SPGI S&P Global Inc 2.8%
Value ($000) $42,822 Shares 84,277 Est. Cost $268.00 Unrealized +89.4%
TMO Thermo Fisher Sci 2.7%
Value ($000) $42,358 Shares 85,125 Est. Cost $349.60 Unrealized +54.4%
AZO Autozone Inc 2.6%
Value ($000) $40,480 Shares 10,617 Est. Cost $2846.71 Unrealized +21.2%
ADSK Autodesk Inc 2.5%
Value ($000) $38,921 Shares 148,668 Est. Cost $287.53 Unrealized -1.1%
AVGO Broadcom Inc 2.3%
Value ($000) $35,765 Shares 213,612 Est. Cost $197.05 Unrealized +6.5%
CPRT Copart Inc 2.3%
Value ($000) $34,874 Shares 616,263 Est. Cost $44.79 Unrealized +25.6%
BRK/B Berkshire Hthwy Cl B 2.2%
Value ($000) $33,888 Shares 63,629 Est. Cost $465.63 Unrealized +4.4%
ASML ASML Holdings 2.1%
Value ($000) $32,574 Shares 49,158 Est. Cost $691.05 Unrealized
SHW Sherwin Williams Co 2.0%
Value ($000) $30,869 Shares 88,402 Est. Cost $233.16 Unrealized +49.3%
V Visa Inc 2.0%
Value ($000) $30,587 Shares 87,276 Est. Cost $166.01 Unrealized +102.6%
HD Home Depot Inc 2.0%
Value ($000) $30,307 Shares 82,696 Est. Cost $209.38 Unrealized +81.8%
MELI Mercadolibre Inc 1.9%
Value ($000) $28,732 Shares 14,728 Est. Cost $1959.53 Unrealized +1.3%
ZTS Zoetis Inc 1.7%
Value ($000) $26,755 Shares 162,494 Est. Cost $133.70 Unrealized +23.1%
BAH Booz Allen Hamilton 1.5%
Value ($000) $23,597 Shares 225,636 Est. Cost $139.98 Unrealized -16.2%
NVO Novo-Nordisk 1.3%
Value ($000) $20,040 Shares 288,587 Est. Cost $113.55 Unrealized
KNSL Kinsale Capital Group 1.2%
Value ($000) $18,261 Shares 37,519 Est. Cost $448.88 Unrealized -0.1%
VRSN Verisign Inc 1.1%
Value ($000) $17,220 Shares 67,831 Est. Cost $190.27 Unrealized +18.4%
CTAS Cintas Corp 1.0%
Value ($000) $14,942 Shares 72,697 Est. Cost $160.08 Unrealized +23.6%
LOW Lowes Companies 1.0%
Value ($000) $14,929 Shares 64,008 Est. Cost $139.42 Unrealized +73.6%
GDDY GoDaddy Inc 0.9%
Value ($000) $13,887 Shares 77,090 Est. Cost $80.06 Unrealized +138.7%
BR Broadridge Fin'l Solutns 0.8%
Value ($000) $12,479 Shares 51,467 Est. Cost $112.00 Unrealized +107.0%
META Meta Platforms Inc 0.6%
Value ($000) $9,491 Shares 16,467 Est. Cost $561.92 Unrealized +14.5%
NSSC Napco Security Tech 0.6%
Value ($000) $9,392 Shares 407,991 Est. Cost $25.08 Unrealized +11.4%
QSR Restaurant Brands Int'l 0.6%
Value ($000) $9,320 Shares 139,854 Est. Cost $58.61 Unrealized +10.0%
WM Waste Management 0.6%
Value ($000) $9,162 Shares 39,573 Est. Cost $214.98 Unrealized +1.6%
IDXX Idexx Laboratories 0.6%
Value ($000) $8,773 Shares 20,890 Est. Cost $429.31 Unrealized +1.1%
CVX Chevron Corp New 0.4%
Value ($000) $6,694 Shares 40,013 Est. Cost $132.35 Unrealized +13.7%
JPM JP Morgan Chase 0.4%
Value ($000) $6,544 Shares 26,678 Est. Cost $111.58 Unrealized +124.9%
VST Vistra Corp 0.4%
Value ($000) $5,865 Shares 49,938 Est. Cost $148.62 Unrealized 0.0%
T AT&T 0.4%
Value ($000) $5,567 Shares 196,856 Est. Cost $15.93 Unrealized +52.9%
FSS Federal Signal Corp 0.3%
Value ($000) $4,947 Shares 67,253 Est. Cost $91.28 Unrealized -2.6%
AMT American Tower Corp 0.3%
Value ($000) $4,870 Shares 22,379 Est. Cost $195.28 Unrealized -2.9%
MKL Markel Group Inc 0.3%
Value ($000) $4,786 Shares 2,560 Est. Cost $1072.98 Unrealized +71.5%
UNP Union Pacific 0.3%
Value ($000) $4,756 Shares 20,133 Est. Cost $210.88 Unrealized +11.7%
CSCO Cisco Systems Inc 0.3%
Value ($000) $4,709 Shares 76,307 Est. Cost $44.07 Unrealized +36.4%
WEC WEC Energy Group 0.3%
Value ($000) $4,342 Shares 39,846 Est. Cost $75.90 Unrealized +30.7%
MCD Mcdonalds 0.3%
Value ($000) $4,335 Shares 13,878 Est. Cost $204.24 Unrealized +43.4%
EXR Extra Space Storage 0.3%
Value ($000) $4,308 Shares 29,009 Est. Cost $132.81 Unrealized +9.4%
Oracle Corporation 0.2%
Value ($000) $3,761 Shares 26,898 Est. Cost $158.78 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $3,664 Shares 61,049 Est. Cost $46.08 Unrealized +10.7%
DPZ Dominos Pizza Inc 0.2%
Value ($000) $3,644 Shares 7,932 Est. Cost $412.51 Unrealized +8.0%
LMT Lockheed Martin Corp 0.2%
Value ($000) $3,594 Shares 8,046 Est. Cost $418.42 Unrealized +7.1%
TXN Texas Instruments 0.2%
Value ($000) $3,519 Shares 19,581 Est. Cost $177.09 Unrealized +2.9%
BKH Black Hills Corp 0.2%
Value ($000) $3,379 Shares 55,715 Est. Cost $57.26 Unrealized -1.4%
PEP Pepsico Inc 0.2%
Value ($000) $3,313 Shares 22,092 Est. Cost $126.85 Unrealized +13.1%
GOOG Alphabet Inc Cl C 0.2%
Value ($000) $3,125 Shares 20,000 Est. Cost $128.75 Unrealized +41.7%
ADP Automatic Data Proc 0.2%
Value ($000) $2,880 Shares 9,426 Est. Cost $288.57 Unrealized +2.4%
FAST Fastenal Company 0.2%
Value ($000) $2,869 Shares 36,994 Est. Cost $34.71 Unrealized +6.1%
GCAAF Guardian Cap Group 0.1%
Value ($000) $2,002 Shares 72,500 Est. Cost $22.48 Unrealized +27.9%
PSX Phillips 66 0.1%
Value ($000) $1,199 Shares 9,712 Est. Cost $65.40 Unrealized +82.4%
ZION Zions Bancorp 0.1%
Value ($000) $1,139 Shares 22,835 Est. Cost $36.71 Unrealized +46.7%
KR Kroger Co 0.1%
Value ($000) $883 Shares 13,046 Est. Cost $27.11 Unrealized +129.7%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $878 Shares 10,000 Est. Cost $53.38 Unrealized +74.1%
LLY Eli Lily & Co 0.1%
Value ($000) $855 Shares 1,035 Est. Cost $583.54 Unrealized +41.7%
BRK/A Berkshire Hthwy Cl A 0.1%
Value ($000) $798 Shares 1 Est. Cost $265840.40 Unrealized +174.3%
ABBV AbbVie Inc 0.0%
Value ($000) $678 Shares 3,235 Est. Cost $72.53 Unrealized +161.1%
BA Boeing Co 0.0%
Value ($000) $587 Shares 3,440 Est. Cost $226.62 Unrealized -23.6%
TTWO Take-Two Interactive 0.0%
Value ($000) $528 Shares 2,547 Est. Cost $163.05 Unrealized +22.5%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $499 Shares 10,119 Est. Cost $49.25 Unrealized -2.9%
SBUX Starbucks 0.0%
Value ($000) $392 Shares 4,000 Est. Cost $73.96 Unrealized +36.6%
ECL Ecolab Inc 0.0%
Value ($000) $380 Shares 1,500 Est. Cost $165.27 Unrealized +51.0%
Adams Nat Res ETF 0.0%
Value ($000) $365 Shares 16,000 Est. Cost $20.63 Unrealized
DE Deere & Co 0.0%
Value ($000) $307 Shares 653 Est. Cost $383.90 Unrealized +20.2%
DLTR Dollar Tree Stores 0.0%
Value ($000) $301 Shares 4,010 Est. Cost $86.52 Unrealized -17.3%
ACN Accenture Plc 0.0%
Value ($000) $275 Shares 881 Est. Cost $278.74 Unrealized +25.4%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $270 Shares 5,190 Est. Cost $33.29 Unrealized +44.1%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $269 Shares 735 Est. Cost $292.29 Unrealized +30.4%
RTX RTX Corp 0.0%
Value ($000) $261 Shares 1,968 Est. Cost $60.26 Unrealized +107.0%
STE Steris Plc 0.0%
Value ($000) $257 Shares 1,134 Est. Cost $163.13 Unrealized +34.0%
EXLS Exlservice Holdings 0.0%
Value ($000) $255 Shares 5,394 Est. Cost $43.94 Unrealized +9.5%
MAR Marriott Int'l Inc New 0.0%
Value ($000) $245 Shares 1,029 Est. Cost $198.52 Unrealized +35.7%
YUM Yum Brands Inc 0.0%
Value ($000) $239 Shares 1,516 Est. Cost $129.38 Unrealized +9.5%
CPAY Corpay Inc 0.0%
Value ($000) $224 Shares 643 Est. Cost $361.31 Unrealized 0.0%
TSM Taiwan Semi Manuf Co 0.0%
Value ($000) $211 Shares 1,270 Est. Cost $98.70 Unrealized
ITUB Itau Unibanco Holding SA 0.0%
Value ($000) $62 Shares 11,285 Est. Cost $5.50 Unrealized