ALTA CAPITAL MANAGEMENT LLC/
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,343,667
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 109 | 1,343,667 | 13F-HR | ALTA CAPITAL MANAGEMENT LLC/ |
| Q1 2026 | 5/8/2026 | 100 | 1,291,358 | 13F-HR | ALTA CAPITAL MANAGEMENT LLC/ |
| Q4 2025 | 2/6/2026 | 96 | 1,501,739 | 13F-HR | ALTA CAPITAL MANAGEMENT LLC/ |
| Q3 2025 | 11/4/2025 | 97 | 1,796,540 | 13F-HR | ALTA CAPITAL MANAGEMENT LLC/ |
| Q2 2025 | 7/28/2025 | 94 | 1,757,254 | 13F-HR | ALTA CAPITAL MANAGEMENT LLC/ |
| Q2 2014 | 7/8/2014 | 105 | 1,085,455 | 13F-HR | ALTA CAPITAL MANAGEMENT LLC/ |
| Q1 2014 | 4/16/2014 | 103 | 1,032,817 | 13F-HR/A - RESTATEMENT | ALTA CAPITAL MANAGEMENT LLC/ |
| Q1 2014 | 4/16/2014 | 94 | 974,386 | 13F-HR | ALTA CAPITAL MANAGEMENT LLC/ |
| Q4 2013 | 1/22/2014 | 94 | 974,386 | 13F-HR | ALTA CAPITAL MANAGEMENT LLC/ |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.339 M | 99.6% | 48.53 K | 0 | 48.53 K |
| ETFs | 4.998 K | 0.4% | 3.775 K | 0 | 3.775 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
1,343,667
Holdings
109
QoQ value change ($000)
52,309
(4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.