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Alta Advisers Ltd 13F Holdings
Holdings from the most recent 13F from Alta Advisers Ltd
Filed: 2025-07-25 (Q2 2025) | Holdings: 248 | Value: $281.0M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VGSH - VANGUARD SCOTTSDALE FDS | Add 87% ($10.7M) | 8.18% | $23.0M | +2.77% | +1.66% | ||
| NVDA - NVIDIA CORPORATION | 6.96% | $19.6M | +26.12% | +10.05% | |||
| MSFT - MICROSOFT CORP | 6.76% | $19.0M | -19.26% | +3.56% | |||
| AAPL - APPLE INC | 5.63% | $15.8M | +37.29% | +25.74% | |||
| AMZN - AMAZON COM INC | 3.77% | $10.6M | +15.27% | -2.73% | |||
| VOO - VANGUARD INDEX FDS | Reduce 3% $(235.2K) | 3.11% | $8.7M | +16.98% | +7.81% | ||
| META - META PLATFORMS INC | 2.91% | $8.2M | -16.07% | +5.05% | |||
| AVGO - BROADCOM INC | 2.37% | $6.7M | |||||
| VT - VANGUARD INTL EQUITY INDEX F | New Purchase | 2.10% | $5.9M | +19.60% | +7.98% | ||
| GOOGL - ALPHABET INC | 1.85% | $5.2M | |||||
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 3% $(124.0K) | 1.63% | $4.6M | +25.34% | +8.70% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.63% | $4.6M | -0.99% | +0.77% | |||
| TSLA - TESLA INC | 1.58% | $4.4M | +39.74% | +42.07% | |||
| GOOG - ALPHABET INC | 1.50% | $4.2M | |||||
| JPM - JPMORGAN CHASE & CO. | 1.50% | $4.2M | |||||
| LLY - ELI LILLY & CO | 1.14% | $3.2M | +19.63% | +1.92% | |||
| V - VISA INC | 1.13% | $3.2M | |||||
| NFLX - NETFLIX INC | 1.01% | $2.8M | -27.66% | -7.33% | |||
| XOM - EXXON MOBIL CORP | 0.87% | $2.4M | +38.21% | +5.42% | |||
| MA - MASTERCARD INCORPORATED | 0.81% | $2.3M | -11.86% | +1.01% | |||
| COST - COSTCO WHSL CORP NEW | Add 4% ($79.2K) | 0.80% | $2.2M | +7.44% | -0.47% | ||
| WMT - WALMART INC | Add 1% ($29.3K) | 0.76% | $2.1M | +32.25% | +7.64% | ||
| PG - PROCTER & GAMBLE CO | Add 2% ($31.9K) | 0.67% | $1.9M | -7.07% | -3.06% | ||
| HD - HOME DEPOT INC | 0.67% | $1.9M | -15.10% | +3.67% | |||
| JNJ - JOHNSON & JOHNSON | 0.64% | $1.8M | +34.44% | +14.20% | |||
| ORCL - ORACLE CORP | 0.62% | $1.7M | -20.58% | +14.59% | |||
| ABBV - ABBVIE INC | 0.58% | $1.6M | +8.57% | +20.12% | |||
| BAC - BANK AMERICA CORP | 0.55% | $1.6M | |||||
| PM - PHILIP MORRIS INTL INC | 0.52% | $1.5M | +17.26% | -3.10% | |||
| PLTR - PALANTIR TECHNOLOGIES INC | 0.52% | $1.5M | -14.38% | +18.33% | |||
| UNH - UNITEDHEALTH GROUP INC | Add 2% ($25.0K) | 0.51% | $1.4M | +38.45% | +29.91% | ||
| WFC - WELLS FARGO CO NEW | 0.49% | $1.4M | |||||
| CRM - SALESFORCE INC | 0.48% | $1.4M | |||||
| CSCO - CISCO SYS INC | 0.48% | $1.4M | +48.18% | +6.01% | |||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.48% | $1.3M | -11.92% | +21.09% | |||
| KO - COCA COLA CO | 0.47% | $1.3M | +16.92% | +2.70% | |||
| ABT - ABBOTT LABS | 0.42% | $1.2M | -33.52% | +1.26% | |||
| CVX - CHEVRON CORP NEW | 0.42% | $1.2M | |||||
| DIS - DISNEY WALT CO | 0.42% | $1.2M | -12.89% | -7.18% | |||
| T - AT&T INC | 0.41% | $1.2M | |||||
| AMD - ADVANCED MICRO DEVICES INC | New Purchase | 0.41% | $1.1M | +171.34% | +53.58% | ||
| NOW - SERVICENOW INC | 0.40% | $1.1M | |||||
| GS - GOLDMAN SACHS GROUP INC | New Purchase | 0.39% | $1.1M | +31.82% | +9.10% | ||
| LIN - LINDE PLC | 0.37% | $1.1M | |||||
| INTU - INTUIT | New Purchase | 0.37% | $1.0M | -49.56% | -12.79% | ||
| BKNG - BOOKING HOLDINGS INC | New Purchase | 0.37% | $1.0M | ||||
| MCD - MCDONALDS CORP | 0.37% | $1.0M | -5.96% | +4.95% | |||
| MRK - MERCK & CO INC | 0.35% | $996.1K | +35.17% | +5.21% | |||
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | ||||
| QCOM - QUALCOMM INC | Reduce 100% | 0.00% | $0.00 | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | ||||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TXN - TEXAS INSTRS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PGR - PROGRESSIVE CORP | Reduce 100% | 0.00% | $0.00 | ||||