ALTA CAPITAL MANAGEMENT LLC/ - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, ALTA CAPITAL MANAGEMENT LLC/ held in its portfolio 96 assets valued at $1,501,739,401 (i.e. $1.50B).

The most valuable assets in the portfolio included: Alphabet Inc Cl A ($125.42M), Nvidia Corp ($113.01M), and Amazon.com Inc ($98.53M).

The chart below shows the top 10 valuable assets, and the table below shows the top 96 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in ALTA CAPITAL MANAGEMENT LLC/ Portfolio
Alphabet Inc Cl A
Nvidia Corp
Amazon.com Inc
Microsoft Corp
Broadcom Inc
Apple Inc
Amphenol Corp
TJX Companies
Meta Platforms Inc
Mastercard Inc
ALTA CAPITAL MANAGEMENT LLC/ - Stock Holdings in 13F Filings (SEC)
Items per page:
0 of 0
Name of Issuer No. of Shares Value ($) Class
Alphabet Inc Cl A 400710 125422340 COM
Nvidia Corp 605949 113009599 COM
Amazon.com Inc 426868 98529672 COM
Microsoft Corp 185378 89652771 COM
Broadcom Inc 190523 65940030 COM
Apple Inc 239833 65201078 COM
Amphenol Corp 469034 63385324 COM
TJX Companies 359169 55171974 COM
Meta Platforms Inc 81533 53819770 COM
Mastercard Inc 83432 47630181 COM
ASML Holdings 39555 42318359 COM
Thermo Fisher Sci 70766 41005917 COM
Booking Holdings 7496 40147147 COM
S&P Global Inc 70457 36820620 COM
Autozone Inc 10146 34410159 COM
Berkshire Hthwy Cl B 64984 32664207 COM
Mercadolibre Inc 16162 32554470 COM
Intuit Inc 46681 30922997 COM
Waste Management 122106 26827974 COM
Eaton Corp 81423 25934251 COM
Visa Inc 70990 24897004 COM
Sherwin Williams Co 72743 23571070 COM
Copart Inc 535319 20957738 COM
Autodesk Inc 52924 15666203 COM
Constellation Energy 42971 15180393 COM
Verisign Inc 53828 13077714 COM
CME Group Inc 47666 13016686 COM
Cintas Corp 67455 12686358 COM
Bj's Wholesale Club 139522 12561165 COM
Vistra Corp 71532 11540289 COM
Kinsale Capital Group 29242 11437170 COM
Lowes Companies 46066 11109301 COM
McKesson Corp 12765 10471001 COM
GoDaddy Inc 74325 9222246 COM
Oracle Corporation 44493 8672278 COM
Badger Meter Inc 47749 8328035 COM
Napco Security Tech 199666 8326102 COM
Dominos Pizza Inc 19852 8274759 COM
JP Morgan Chase 25622 8255970 COM
Home Depot Inc 23182 7977246 COM
Federal Signal Corp 69116 7505311 COM
SPDR S&P 500 10167 6933080 COM
Chevron Corp New 45283 6901678 COM
Union Pacific 26843 6209336 COM
United Health Group 18495 6105580 COM
Lockheed Martin Corp 11790 5702492 COM
Altria Group Inc 83545 4817204 COM
Ferrari NV 13019 4811301 COM
Texas Instruments 27084 4698803 COM
Mcdonalds 15076 4607870 COM
Guardian Cap Group 93400 4585006 COM
AT&T 179237 4452270 COM
Black Hills Corp 61889 4296334 COM
WEC Energy Group 40578 4279396 COM
American Tower Corp 23733 4166872 COM
Alphabet Inc Cl C 13000 4079400 COM
Markel Group Inc 1885 4052090 COM
Automatic Data Proc 15207 3911696 COM
Pepsico Inc 25912 3718910 COM
Restaurant Brands Int'l 47423 3235671 COM
Fastenal Company 80297 3222318 COM
Kroger Co 49020 3062773 COM
Salesforce.Com Inc 10743 2846023 COM
Quanta Services Inc 3992 1684887 COM
Zions Bancorp 27838 1629639 COM
Zoetis Inc 10153 1277494 COM
Wal-Mart Stores Inc 10000 1114100 COM
Eli Lily & Co 1007 1082202 COM
Tesla Motors 2174 977691 COM
Phillips 66 7231 933207 COM
Berkshire Hthwy Cl A 1 754800 COM
Boeing Co 2790 605764 COM
Occidental Petroleum 14097 579691 COM
Vertiv Holdings Co 2942 476788 COM
Adobe Inc 1218 426287 COM
AbbVie Inc 1528 349132 COM
Adams Nat Res ETF 16000 347840 COM
Marriott Int'l Inc New 1037 321794 COM
Yum Brands Inc 2123 321297 COM
Taiwan Semi Manuf Co 1034 314222 COM
Fiserv Inc 4481 300988 COM
Take-Two Interactive 1172 300067 COM
Talen Energy 797 298747 COM
Guardian Cap Group (Voting) 6000 293880 COM
Royal Bank of Canada 1686 287446 COM
Steris Plc 1064 269745 COM
Ulta Beauty Inc 431 260759 COM
Broadridge Fin'l Solutns 1161 259100 COM
Jones Lang Lasalle 755 254034 COM
Corpay Inc 744 223891 COM
Exlservice Holdings 5217 221409 COM
DSV A/S 1625 205302 COM
Mitsubishi UFJ Fin'l Grp 12067 191382 COM
Murata Mfg Co Ltd 15403 158650 COM
WEG SA 13862 125312 COM
Itau Unibanco Holding SA 12971 92872 COM