Investments: ALTA CAPITAL MANAGEMENT LLC/

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.494.806.321 $-300.857.526 $1.796.540.255 $+39.930.375 $1.756.873.202 $+215.808.691 $1.541.064.511 $+1.541.064.511 $
BANK OF AMERICA CORP /DE/BAC575.387.300 $-96.460.085 $671.847.385 $-66.797.062 $738.644.447 $+106.611.843 $632.032.604 $+632.032.604 $
ALPHA PRO TECH LTDAPT129.501.740 $-7.078.633 $136.580.373 $+31.918.230 $104.662.143 $+13.188.539 $91.473.604 $+91.473.604 $
NVIDIA CORPNVDA113.009.599 $-16.613.626 $129.623.225 $+6.426.752 $123.196.473 $+49.585.682 $73.610.791 $+73.610.791 $
MICROSOFT CORPMSFT89.652.771 $-22.670.187 $112.322.958 $+23.848.465 $88.474.493 $+21.724.592 $66.749.901 $+66.749.901 $
AMAZON COM INCAMZN98.529.672 $-5.365.143 $103.894.815 $-601.080 $104.495.895 $+18.345.026 $86.150.869 $+86.150.869 $
APPFOLIO INCAPPF65.201.078 $-19.535.493 $84.736.571 $+12.780.201 $71.956.370 $-7.611.265 $79.567.635 $+79.567.635 $
UNITEDHEALTH GROUP INCUNH6.105.580 $-2.227.641 $8.333.221 $-29.610.038 $37.943.259 $-22.088.161 $60.031.420 $+60.031.420 $
FISERV INCFISV300.988 $-41.929.058 $42.230.046 $-15.268.602 $57.498.648 $+112.329 $57.386.319 $+57.386.319 $
Mastercard IncMA47.630.181 $-7.572.946 $55.203.127 $-1.156.215 $56.359.342 $-3.167 $56.362.509 $+56.362.509 $
Booking Holdings Inc.BKNG40.147.147 $-8.795.046 $48.942.193 $-5.705.812 $54.648.005 $+9.995.576 $44.652.429 $+44.652.429 $
AUTOZONE INCAZO34.410.159 $-16.128.868 $50.539.027 $+5.105.045 $45.433.982 $+4.953.697 $40.480.285 $+40.480.285 $
ASML HOLDING NVASML42.318.359 $-5.098.381 $47.416.740 $+6.712.346 $40.704.394 $+8.130.278 $32.574.116 $+32.574.116 $
MERCADOLIBRE INCMELI32.554.470 $-11.387.012 $43.941.482 $+4.162.034 $39.779.448 $+11.047.035 $28.732.413 $+28.732.413 $
BERKSHIRE HATHAWAY INCBRK-B33.419.007 $-5.614.319 $39.033.326 $+11.863.094 $27.170.232 $-7.515.741 $34.685.973 $+34.685.973 $
Eaton Corp plcETN25.934.251 $-11.838.467 $37.772.718 $+37.772.718 $
COPART INCCPRT20.957.738 $-7.459.839 $28.417.577 $-3.099.347 $31.516.924 $-3.357.399 $34.874.323 $+34.874.323 $
SHERWIN WILLIAMS COSHW23.571.070 $-7.040.996 $30.612.066 $-642.240 $31.254.306 $+385.021 $30.869.285 $+30.869.285 $
Zoetis Inc.ZTS1.277.494 $-22.519.826 $23.797.320 $-1.995.102 $25.792.422 $-962.230 $26.754.652 $+26.754.652 $
Constellation Energy CorpCEG15.180.393 $-2.468.289 $17.648.682 $+17.648.682 $
CINTAS CORPCTAS12.686.358 $-2.214.219 $14.900.577 $-2.267.985 $17.168.562 $+2.227.006 $14.941.556 $+14.941.556 $
JAMES INVESTMENT RESEARCH, INC.8.672.278 $-3.692.680 $12.364.958 $+1.187.636 $11.177.322 $+7.416.684 $3.760.638 $+3.760.638 $
MCKESSON CORPMCK10.471.001 $+10.471.001 $
BADGER METER INCBMI8.328.035 $+8.328.035 $
DOMINOS PIZZA INCDPZ8.274.759 $+4.480.489 $3.794.270 $-136.794 $3.931.064 $+286.633 $3.644.431 $+3.644.431 $
JPMORGAN CHASE & COJPM8.255.970 $+53.165 $8.202.805 $+120.650 $8.082.155 $+1.537.920 $6.544.235 $+6.544.235 $
CHEVRON CORPCVX6.901.678 $-320.286 $7.221.964 $+1.019.490 $6.202.474 $-491.449 $6.693.923 $+6.693.923 $
LOCKHEED MARTIN CORPLMT5.702.492 $-351.451 $6.053.943 $+2.086.201 $3.967.742 $+373.335 $3.594.407 $+3.594.407 $
AT&T INC.T4.452.270 $-658.885 $5.111.155 $+220.124 $4.891.031 $-676.081 $5.567.112 $+5.567.112 $
ALTA CAPITAL MANAGEMENT LLC/5.004.198 $+130.862 $4.873.336 $+1.844.938 $3.028.398 $+1.025.948 $2.002.450 $+2.002.450 $
MCDONALDS CORPMCD4.607.870 $-167.344 $4.775.214 $+513.731 $4.261.483 $-73.590 $4.335.073 $+4.335.073 $
FASTENAL COFAST3.222.318 $-757.032 $3.979.350 $+721.074 $3.258.276 $+389.334 $2.868.942 $+2.868.942 $
PEPSICO INCPEP3.718.910 $-66.810 $3.785.720 $+575.282 $3.210.438 $-102.103 $3.312.541 $+3.312.541 $
KROGER COKR3.062.773 $+1.967.297 $1.095.476 $-173.918 $1.269.394 $+386.285 $883.109 $+883.109 $
Phillips 66PSX933.207 $-481.627 $1.414.834 $+154.435 $1.260.399 $+61.136 $1.199.263 $+1.199.263 $
Walmart Inc.WMT1.114.100 $+83.500 $1.030.600 $+52.800 $977.800 $+99.900 $877.900 $+877.900 $
ELI LILLY & CoLLY1.082.202 $+304.705 $777.497 $-29.316 $806.813 $-48.003 $854.816 $+854.816 $
BOEING COBA605.764 $-287.772 $893.536 $+67.988 $825.548 $+238.856 $586.692 $+586.692 $
AbbVie Inc.ABBV349.132 $-403.604 $752.736 $+152.256 $600.480 $-77.317 $677.797 $+677.797 $
Vertiv Holdings CoVRT476.788 $+32.945 $443.843 $+117.489 $326.354 $+326.354 $
STARBUCKS CORPSBUX304.560 $-25.308 $329.868 $-62.492 $392.360 $+392.360 $
DEERE & CODE299.435 $-33.301 $332.736 $+25.855 $306.881 $+306.881 $
YUM BRANDS INCYUM321.297 $-12 $321.309 $+9.546 $311.763 $+73.115 $238.648 $+238.648 $
Talen Energy CorpTLN298.747 $+131 $298.616 $+298.616 $
ROYAL BANK OF CANADARY287.446 $+48.641 $238.805 $+32.272 $206.533 $+206.533 $
RTX CorpRTX272.413 $-14.954 $287.367 $+26.686 $260.681 $+260.681 $
Accenture plcACN263.322 $-11.585 $274.907 $+274.907 $
STERIS plcSTE269.745 $+24.532 $245.213 $-5.096 $250.309 $-6.712 $257.021 $+257.021 $
JONES LANG LASALLE INCJLL254.034 $+254.034 $
EQUITABLE TRUST CO205.302 $+205.302 $
Fisher Asset Management, LLC158.650 $-36.588 $195.238 $+80.450 $114.788 $+114.788 $
1.494.806.321 $-300.857.526 $1.796.540.255 $+39.930.375 $1.756.873.202 $+215.808.691 $1.541.064.511 $+1.541.064.511 $
Erweiterte Einstellungen ×