Stock Taper 
ALTA CAPITAL MANAGEMENT LLC/
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 496.57K | $99.36M |
 Amazon.com, Inc. | AMZN | 371.48K | $88.54M |
 Amphenol Corporation | APH | 289.05K | $50.96M |
 Alphabet Inc. | GOOGL | 281.21K | $100.49M |
 Broadcom Inc. | AVGO | 211.61K | $79.93M |
 Microsoft Corporation | MSFT | 196.04K | $73.13M |
 The TJX Companies, Inc. | TJX | 187.41K | $28.39M |
 AT&T Inc. | T | 176.25K | $3.65M |
 Booking Holdings Inc. | BKNG | 164.48K | $29.32M |
 BJ's Wholesale Club Holdings, Inc. | BJ | 161.25K | $14.06M |
 Eaton Corporation plc | ETN | 125.49K | $53.48M |
 Palo Alto Networks, Inc. | PANW | 117.69K | $40.14M |
 Napco Security Technologies, Inc. | NSSC | 109.2K | $4.15M |
 Apple Inc. | AAPL | 101.61K | $29.4M |
 Lincoln Electric Holdings, Inc. | LECO | 100.04K | $26.56M |
 Texas Instruments Incorporated | TXN | 95.96K | $28.6M |
 Meta Platforms, Inc. | META | 89.68K | $50.52M |
 Vistra Corp. | VST | 87.93K | $13.95M |
 Waste Management, Inc. | WM | 87.65K | $19.54M |
 Federal Signal Corporation | FSS | 86.26K | $11.08M |