ALTA CAPITAL MANAGEMENT LLC/

données du 30/09/2025

Capitalisation

$ 1.797 B 2.24 %

Période de détention moyenne

22 ans

Performance

$ 2.828 B 167.53 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans ALTA CAPITAL MANAGEMENT LLC/

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 GOOGL Alphabet Inc Cl A 7.33% 131.709 M $ 541790 2015/09/30 38.368 M $ 37.94 %
2025/09/30 NVDA Nvidia Corp 7.22% 129.623 M $ 694732 2018/12/31 22.294 M $ 18.10 %
2025/09/30 MSFT Microsoft Corp 6.25% 112.323 M $ 216860 2013/06/30 3.653 M $ 4.13 %
2025/09/30 AMZN Amazon.com Inc 5.78% 103.895 M $ 473174 2015/06/30 85.734 K $ 0.08 %
2025/09/30 AAPL Apple Inc 4.72% 84.737 M $ 332783 2013/06/30 17.346 M $ 24.11 %
2025/09/30 APH Amphenol Corp 4.38% 78.744 M $ 636312 2013/06/30 16.822 M $ 25.32 %
2025/09/30 AVGO Broadcom Inc 4.11% 73.767 M $ 223596 2024/09/30 12.023 M $ 19.68 %
2025/09/30 META Meta Platforms Inc 3.48% 62.579 M $ 85213 2015/06/30 -257.733 K $ -0.50 %
2025/09/30 TJX TJX Companies 3.39% 60.965 M $ 421785 2013/06/30 9.191 M $ 17.05 %
2025/09/30 MA Mastercard Inc 3.07% 55.203 M $ 97050 2013/06/30 689.019 K $ 1.22 %
2025/09/30 AZO Autozone Inc 2.81% 50.539 M $ 11780 2023/09/30 7.074 M $ 15.57 %
2025/09/30 BKNG Booking Holdings 2.72% 48.942 M $ 9064 2018/03/31 -3.681 M $ -6.74 %
2025/09/30 ASML ASML Holdings 2.64% 47.417 M $ 48979 2024/12/31 8.467 M $ 20.80 %
2025/09/30 MELI Mercadolibre Inc 2.45% 43.941 M $ 18803 2020/06/30 -4.211 M $ -10.59 %
2025/09/30 FI Fiserv Inc 2.35% 42.230 M $ 327542 2019/12/31 -14.501 M $ -25.22 %
2025/09/30 TMO Thermo Fisher Sci 2.34% 42.094 M $ 86788 2013/06/30 7.107 M $ 19.62 %
2025/09/30 SPGI S&P Global Inc 2.25% 40.467 M $ 83144 2018/09/30 -3.536 M $ -7.70 %
2025/09/30 BRK-B Berkshire Hthwy Cl B 2.13% 38.279 M $ 76141 2024/12/31 923.711 K $ 3.49 %
2025/09/30 ETN Eaton Corp 2.10% 37.773 M $ 100929 2025/09/30 0.000 $ 0.00 %
2025/09/30 INTU Intuit Inc 2.08% 37.279 M $ 54588 2013/06/30 -7.739 M $ -13.30 %
2025/09/30 SHW Sherwin Williams Co 1.70% 30.612 M $ 88407 2015/12/31 263.969 K $ 0.84 %
2025/09/30 V Visa Inc 1.65% 29.658 M $ 86878 2013/06/30 -1.172 M $ -3.85 %
2025/09/30 WM Waste Management 1.60% 28.724 M $ 130070 2023/12/31 -318.800 K $ -3.49 %
2025/09/30 CPRT Copart Inc 1.58% 28.418 M $ 631923 2020/06/30 -2.633 M $ -8.36 %
2025/09/30 ZTS Zoetis Inc 1.32% 23.797 M $ 162638 2019/03/31 -1.593 M $ -6.18 %
2025/09/30 BAH Booz Allen Hamilton 1.32% 23.683 M $ 236949 2022/03/31 -1.004 M $ -4.01 %
2025/09/30 ADSK Autodesk Inc 1.09% 19.614 M $ 61742 2021/09/30 1.171 M $ 2.62 %
2025/09/30 VRSN Verisign Inc 1.03% 18.423 M $ 65898 2024/03/31 -628.304 K $ -3.20 %
2025/09/30 CEG Constellation Energy 0.98% 17.649 M $ 53632 2025/09/30 0.000 $ 0.00 %
2025/09/30 KNSL Kinsale Capital Group 0.86% 15.538 M $ 36538 2024/09/30 -2.181 M $ -12.12 %
2025/09/30 CTAS Cintas Corp 0.83% 14.901 M $ 72593 2020/06/30 -1.357 M $ -7.90 %
2025/09/30 LOW Lowes Companies 0.71% 12.788 M $ 50885 2016/06/30 2.108 M $ 13.27 %
2025/09/30 ORCL Oracle Corporation 0.69% 12.365 M $ 43965 2024/09/30 3.201 M $ 28.64 %
2025/09/30 GDDY GoDaddy Inc 0.60% 10.860 M $ 79366 2021/03/31 -3.593 M $ -24.01 %
2025/09/30 HD Home Depot Inc 0.60% 10.746 M $ 26521 2014/06/30 2.700 M $ 10.51 %
2025/09/30 QSR Restaurant Brands Int'l 0.55% 9.932 M $ 154856 2020/03/31 -317.165 K $ -3.24 %
2025/09/30 VST Vistra Corp 0.55% 9.815 M $ 50095 2025/03/31 112.197 K $ 1.09 %
2025/09/30 NSSC Napco Security Tech 0.54% 9.626 M $ 224118 2021/06/30 3.214 M $ 44.66 %
2025/09/30 FSS Federal Signal Corp 0.49% 8.834 M $ 74241 2024/12/31 1.311 M $ 11.81 %
2025/09/30 UNH United Health Group 0.46% 8.333 M $ 24133 2021/03/31 4.054 M $ 10.68 %
2025/09/30 JPM JP Morgan Chase 0.46% 8.203 M $ 26005 2015/06/30 711.446 K $ 8.80 %
2025/09/30 CVX Chevron Corp New 0.40% 7.222 M $ 46506 2013/06/30 524.123 K $ 8.45 %
2025/09/30 UNP Union Pacific 0.38% 6.787 M $ 28714 2013/06/30 136.952 K $ 2.73 %
2025/09/30 IDXX Idexx Laboratories 0.36% 6.518 M $ 10202 2022/12/31 2.271 M $ 19.12 %
2025/09/30 RACE Ferrari NV 0.36% 6.391 M $ 13172 2025/09/30 0.000 $ 0.00 %
2025/09/30 LMT Lockheed Martin Corp 0.34% 6.054 M $ 12127 2020/06/30 309.011 K $ 7.79 %
2025/09/30 MKL Markel Group Inc 0.30% 5.312 M $ 2779 2017/03/31 -242.778 K $ -4.31 %
2025/09/30 T AT&T 0.28% 5.111 M $ 180989 2020/09/30 -118.303 K $ -2.42 %
2025/09/30 GOOG Alphabet Inc Cl C 0.27% 4.871 M $ 20000 2015/09/30 1.323 M $ 37.30 %
2025/09/30 AMT American Tower Corp 0.27% 4.820 M $ 25061 2020/12/31 -670.403 K $ -12.99 %
2025/09/30 MCD Mcdonalds 0.27% 4.775 M $ 15713 2013/06/30 170.936 K $ 4.01 %
2025/09/30 WEC WEC Energy Group 0.26% 4.653 M $ 40602 2015/06/30 393.261 K $ 9.97 %
2025/09/30 ADP Automatic Data Proc 0.26% 4.612 M $ 15713 2024/12/31 -146.899 K $ -4.83 %
2025/09/30 Guardian Cap Group 0.25% 4.490 M $ 93400 2019/12/31 1.580 M $ 54.32 %
2025/09/30 MO Altria Group Inc 0.25% 4.426 M $ 67006 2024/09/30 471.433 K $ 12.67 %
2025/09/30 CME CME Group Inc 0.23% 4.104 M $ 15188 2025/09/30 0.000 $ 0.00 %
2025/09/30 TXN Texas Instruments 0.23% 4.044 M $ 22011 2024/03/31 -495.693 K $ -11.51 %
2025/09/30 FAST Fastenal Company 0.22% 3.979 M $ 81145 2024/09/30 546.149 K $ 16.76 %
2025/09/30 BKH Black Hills Corp 0.22% 3.896 M $ 63263 2024/12/31 323.673 K $ 9.79 %
2025/09/30 DPZ Dominos Pizza Inc 0.21% 3.794 M $ 8788 2023/03/31 -164.796 K $ -4.19 %
2025/09/30 PEP Pepsico Inc 0.21% 3.786 M $ 26956 2013/06/30 204.237 K $ 6.36 %
2025/09/30 CRM Salesforce.Com Inc 0.18% 3.198 M $ 13493 2025/06/30 -39.972 K $ -13.09 %
2025/09/30 ZION Zions Bancorp 0.09% 1.564 M $ 27635 2020/06/30 127.326 K $ 8.93 %
2025/09/30 PSX Phillips 66 0.08% 1.415 M $ 10401 2013/06/30 176.630 K $ 14.01 %
2025/09/30 NVO Novo-Nordisk 0.07% 1.287 M $ 23198 2024/06/30 -4.163 M $ -19.60 %
2025/09/30 KR Kroger Co 0.06% 1.095 M $ 16250 2019/09/30 -76.446 K $ -6.02 %
2025/09/30 WMT Wal-Mart Stores Inc 0.06% 1.031 M $ 10000 2023/12/31 52.800 K $ 5.40 %
2025/09/30 BA Boeing Co 0.05% 893.536 K $ 4140 2013/12/31 24.822 K $ 3.01 %
2025/09/30 TSLA Tesla Motors 0.05% 888.105 K $ 1997 2024/12/31 177.502 K $ 40.00 %
2025/09/30 LLY Eli Lily & Co 0.04% 777.497 K $ 1019 2023/12/31 -17.108 K $ -2.12 %
2025/09/30 BRK-A Berkshire Hthwy Cl A 0.04% 754.200 K $ 1 2013/06/30 25.400 K $ 3.49 %
2025/09/30 ABBV AbbVie Inc 0.04% 752.736 K $ 3251 2013/06/30 148.551 K $ 24.74 %
2025/09/30 OXY Occidental Petroleum 0.04% 662.679 K $ 14024 2024/12/31 73.129 K $ 12.47 %
2025/09/30 BR Broadridge Fin'l Solutns 0.04% 638.533 K $ 2681 2017/06/30 -13.262 K $ -2.00 %
2025/09/30 ADBE Adobe Inc 0.03% 598.969 K $ 1698 2020/03/31 -3.648 M $ -8.82 %
2025/09/30 TTWO Take-Two Interactive 0.03% 518.528 K $ 2007 2019/12/31 36.370 K $ 6.39 %
2025/09/30 VRT Vertiv Holdings Co 0.02% 443.843 K $ 2942 2025/06/30 57.045 K $ 17.48 %
2025/09/30 ECL Ecolab Inc 0.02% 410.790 K $ 1500 2013/06/30 6.630 K $ 1.64 %
2025/09/30 TSM Taiwan Semi Manuf Co 0.02% 403.015 K $ 1443 2020/09/30 83.424 K $ 23.31 %
2025/09/30 DLTR Dollar Tree Stores 0.02% 375.592 K $ 3980 2013/06/30 -20.221 K $ -4.72 %
2025/09/30 PEO Adams Nat Res ETF 0.02% 344.320 K $ 16000 2023/12/31 2.399 K $ 0.70 %
2025/09/30 YUM Yum Brands Inc 0.02% 321.309 K $ 2113 2024/03/31 8.033 K $ 2.58 %
2025/09/30 SBUX Starbucks 0.02% 304.560 K $ 3600 2014/06/30 -25.308 K $ -7.67 %
2025/09/30 DE Deere & Co 0.02% 299.435 K $ 654 2022/12/31 -33.504 K $ -10.07 %
2025/09/30 TLN Talen Energy 0.02% 298.616 K $ 702 2025/09/30 0.000 $ 0.00 %
2025/09/30 Guardian Cap Group (Voting) 0.02% 281.220 K $ 6000 2025/09/30 0.000 $ 0.00 %
2025/09/30 RTX RTX Corp 0.02% 272.413 K $ 1628 2020/06/30 41.938 K $ 14.59 %
2025/09/30 MAR Marriott Int'l Inc New 0.02% 269.560 K $ 1035 2023/12/31 -13.178 K $ -4.67 %
2025/09/30 BABA Alibaba Group 0.01% 250.579 K $ 1402 2025/09/30 0.000 $ 0.00 %
2025/09/30 STE Steris Plc 0.01% 245.213 K $ 991 2020/03/31 7.523 K $ 3.01 %
2025/09/30 RY Royal Bank of Canada 0.01% 238.805 K $ 1621 2025/06/30 24.758 K $ 11.99 %
2025/09/30 EXLS Exlservice Holdings 0.01% 235.604 K $ 5351 2024/12/31 1.422 K $ 0.55 %
2025/09/30 ULTA Ulta Beauty Inc 0.01% 218.700 K $ 400 2019/09/30 60.618 K $ 16.87 %
2025/09/30 Murata Mfg Co Ltd 0.01% 195.238 K $ 20770 2025/06/30 31.024 K $ 27.03 %
2025/09/30 MUFG Mitsubishi UFJ Fin'l Grp 0.01% 182.034 K $ 11420 2025/09/30 0.000 $ 0.00 %
2025/09/30 ITUB Itau Unibanco Holding SA 0.01% 102.943 K $ 14025 2024/09/30 7.713 K $ 8.10 %
2025/09/30 WEG SA 0.01% 102.378 K $ 15100 2023/03/31 -16.609 K $ -13.96 %
2025/09/30 EXR Extra Space Storage 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %
2025/09/30 CSCO Cisco Systems Inc 0.00% 0.000 $ 0 2017/03/31 0.000 $ 0.00 %
2025/09/30 CPAY Corpay Inc 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %