Fund HoldingsALTA CAPITAL MANAGEMENT LLC/

Total Portfolio Value
$1.34B
Total Bought
$143.34M
Total Sold
$173.55M
Net Transaction
-$30.22M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Taiwan Semi Manuf Co(TSM)17,39870,276+52,8785,88033,5622.50%+27,682
Palo Alto Networks(PANW)82,344117,695+35,35113,20140,1362.99%+26,935
Texas Instruments(TXN)35,67995,958+60,2796,92728,6022.13%+21,675
Stryker Corp(SYK)061,995+61,995019,5191.45%+19,519
Eaton Corp(ETN)104,891125,494+20,60337,51753,4763.98%+15,959
Lincoln Elec Hldgs Inc(LECO)42,678100,038+57,36010,63026,5611.98%+15,931
Broadcom Inc(AVGO)211,615211,607-865,49779,9355.95%+14,438
Alphabet Inc Cl A(GOOG)0281,206+281,2060100,4957.48%+100,495
Amazon.com Inc(AMZN)0371,480+371,480088,5396.59%+88,539
Blackrock Inc(BLK)05,136+5,13604,9390.37%+4,939
SPDR S&P 500(SPY)05,274+5,27403,9380.29%+3,938
Visa Inc(V)68,19564,812-3,38320,61122,2371.65%+1,625
Lockheed Martin Corp(LMT)4,2358,131+3,8962,5604,1420.31%+1,583
Amphenol Corp0289,045+289,045050,9653.79%+50,965
Federal Signal Corp(FSS)92,09186,264-5,8279,95911,0840.82%+1,125
Alphabet Inc Cl C(GOOG)13,00013,00003,7294,5930.34%+864
JP Morgan Chase(JPM)25,76925,346-4237,5808,2970.62%+716
Union Pacific(UNP)26,54326,270-2736,4407,1450.53%+706
iShares Russell 1000 Val ETF02,738+2,73806640.05%+664
Quanta Services Inc4,1824,107-752,2962,9570.22%+661
Meta Platforms Inc(META)87,17589,680+2,50549,87650,5163.76%+640
Tesla Motors(TSLA)2,1742,951+7778081,2410.09%+433
United Health Group(UNH)16,22211,572-4,6504,3904,8100.36%+420
Home Depot Inc(HD)23,12822,707-4217,6078,0080.60%+402
Tokyo Electron Ltd01,535+1,53503730.03%+373
Siemens AG02,102+2,10203380.03%+338
Zions Bancorp(ZION)28,00928,180+1711,6141,9500.15%+336
Black Hills Corp75,09874,336-7625,2135,5310.41%+318
Eli Lily & Co(LLY)1,0241,026+29421,2310.09%+289
Take-Two Interactive(TTWO)01,096+1,09602740.02%+274
LVMH Moet Hennessy02,450+2,45002710.02%+271
Corpay Inc(CPAY)0787+78702620.02%+262
Jones Lang Lasalle(JLL)0839+83902600.02%+260
Vertiv Holdings Co(VRT)2,9432,94307389860.07%+248
Bio-Techne Corp(TECH)03,504+3,50402480.02%+248
Burlington Stores(BURL)0761+76102410.02%+241
DSV A/S01,902+1,90202260.02%+226
Ferrari NV
COM
12,64311,811-8324,2794,3970.33%+118
Fastenal Company(FAST)80,77380,384-3893,7483,8610.29%+113
Cie. Fin. Richemont SA14,58815,525+9372583590.03%+101
Smc Corp Japan13,02215,349+2,3272543410.03%+87
Mcdonalds(MCD)15,11517,685+2,5704,6984,7810.36%+83
Automatic Data Proc16,28215,127-1,1553,3083,3880.25%+80
Talen Energy(TLN)859861+22743310.02%+57
Murata Mfg Co Ltd28,37110,124-18,2473143660.03%+53
Mitsubishi UFJ Fin'l Grp(MUFG)19,60819,310-2983333840.03%+51
Boeing Co(BA)2,8682,86805716210.05%+50
ING Groep NV(ING)9,8799,702-1772573040.02%+47
Deutsche Borse AG8,36510,689+2,3242442900.02%+47
Marriott Int'l Inc New(MAR)1,0391,041+23403860.03%+46
Sherwin Williams Co(SHW)66,71662,237-4,47921,38621,4301.59%+44
L'Oreal Company3,1723,373+2012602960.02%+36
DBS Group Holdings Ltd1,5541,525-292793090.02%+31
Berkshire Hthwy Cl A1107187490.06%+31
Royal Bank of Canada(RY)1,9191,559-3603103230.02%+12
Yum Brands Inc(YUM)2,1332,144+113323430.03%+11
Novonesis (Novozymes)3,8593,793-662312400.02%+9
Air Liquide SA6,9537,501+5482892960.02%+8
Nestle SA3,1143,064-503093150.02%+6
Alcon AG(ALC)3,0493,366+3172302260.02%-4
WEC Energy Group(WEC)41,07740,664-4134,7564,7480.35%-7
Sampo Oyj11,09310,896-1972372280.02%-9
National Grid plc(NGG)3,9303,857-733323200.02%-13
AstraZeneca PLC(AZN)2,1102,106-44163990.03%-17
Markel Group Inc(MKL)1,8391,790-493,5203,4960.26%-24
Sanofi SA(SNY)6,0585,966-922922550.02%-37
AbbVie Inc(ABBV)1,6591,261-3983613170.02%-43
Adams Nat Res ETF16,00016,00004453960.03%-49
Sun Hung Kai Pptys ADR18,65218,320-3323152640.02%-51
BAE Systems Plc(BAESF)2,6242,576-483062520.02%-53
Wal-Mart Stores Inc(WMT)10,00010,00001,2431,1330.08%-110
TotalEnergies SE(TTE)5,4854,605-8804993580.03%-141
Phillips 66(PSX)6,5046,020-4841,1851,0180.08%-167
Oracle Corporation(ORCL)58,32357,341-9828,5808,4030.63%-177
Restaurant Brands Int'l(QSR)43,97942,147-1,8323,2503,0560.23%-194
Salesforce.Com Inc(CRM)11,01111,436+4252,0551,7920.13%-264
Occidental Petroleum(OXY)14,16813,120-1,0489216370.05%-284
Booking Holdings(BKNG)0164,481+164,481029,3172.18%+29,317
Vistra Corp(VST)96,30287,928-8,37414,47713,9481.04%-529
Pepsico Inc(PEP)25,42225,221-2013,9483,4150.25%-533
Microsoft Corp(MSFT)0196,038+196,038073,1265.44%+73,126
Napco Security Tech(NSSC)120,530109,200-11,3304,7484,1470.31%-600
Berkshire Hthwy Cl B59,88955,746-4,14328,69927,8952.08%-804
Badger Meter Inc44,41840,185-4,2336,7675,9630.44%-804
Altria Group Inc(MO)83,53163,608-19,9235,5124,5770.34%-936
Zoetis Inc(ZTS)19,15315,510-3,6432,2641,1150.08%-1,150
Thermo Fisher Sci(TMO)062,312+62,312031,2412.33%+31,241
Kroger Co(KR)67,61365,190-2,4234,8933,6200.27%-1,273
Autodesk Inc021,169+21,16904,1160.31%+4,116
Chevron Corp New(CVX)29,72029,290-4306,1494,8550.36%-1,294
AT&T(T)179,750176,253-3,4975,2113,6480.27%-1,563
McKesson Corp(MCK)12,02411,394-63010,4058,6090.64%-1,796
Mastercard Inc(MA)071,468+71,468036,7062.73%+36,706
Constellation Energy(CEG)40,39638,005-2,39111,2819,4390.70%-1,841
Mercadolibre Inc(MELI)18,59217,747-84532,14630,1242.24%-2,022
ASML Holdings
N Y REGISTRY SHS
013,964+13,964027,7812.07%+27,781
American Tower Corp(AMT)15,4680-15,4682,6700-2,670
Cintas Corp(CTAS)60,49542,116-18,37910,2327,1630.53%-3,069
Bj's Wholesale Club(BJ)175,059161,253-13,80617,22914,0641.05%-3,165
Nvidia Corp(NVDA)0496,572+496,572099,3597.39%+99,359
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