Portfolio (Quarterly) Guide ↗

ALTA CAPITAL MANAGEMENT LLC/

· CIK 0001093589

13F Portfolio $1.3B AUM 109 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 12 New 20 Added 65 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LOW	Lowes Companies	Consumer Cyclical	40,922	$9.7M	0.75%	SOLD
2	GDDY	GoDaddy Inc	Technology	65,498	$5.4M	0.42%	SOLD
3	AMT	American Tower Corp	Real Estate	15,468	$2.7M	0.21%	SOLD

Sector Allocation

Technology 38.2%

Consumer Cyclical 17.8%

Communication Services 12.0%

Industrials 11.2%

Financial Services 8.7%

Healthcare 5.2%

Utilities 2.6%

Consumer Defensive 2.1%

Basic Materials 1.7%

Energy 0.5%