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CIK: 0001536114
Total reported value
$441.2M
$441.2M
206 檔
26.7%
In Q1 2026, Alta Advisers Ltd's U.S. equity holdings reached a combined market value of $441.2M, distributed across 206 disclosed stock positions.
In Q1 2026, Alta Advisers Ltd displayed an active expansion posture, initiating 18 new positions and adding to 8 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VT, VGSH, NVDA) accounted for 26.7% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 18.60% | +1.39% | +18.52% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 8.80% | -1.29% | +8.85% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.00% | +6.36% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.30% | -1.51% | -0.37% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.86% | -1.41% | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.07% | -0.97% | -4.14% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.87% | +2.21% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.35% | -0.52% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | -0.49% | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.91% | +2.93% | — | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.77% | -0.68% | — | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.71% | -0.57% | -4.14% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.47% | -0.43% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.43% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | -0.35% | — | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | -0.18% | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -1.01% | EXIT | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.29% | — | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.33% | — | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | -0.21% | — | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.25% | — | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.21% | — | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.29% | — | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.30% | — | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 0.53% | +0.61% | +1.89% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | -0.14% | — | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.47% | -0.24% | +1.72% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.47% | +0.37% | — | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | -0.12% | — | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.15% | — | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.17% | — | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.46% | — | — | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | -0.03% | — | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | -0.14% | — | |
| 35 | GE | General Electric | Stock-Industrials | 0.41% | -0.07% | +10.53% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | -0.13% | — | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.40% | +0.13% | — | |
| 38 | LRCX | Lam Research CORP | Stock-Tech | 0.38% | +0.11% | — | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.37% | -0.12% | — | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.36% | -0.13% | — | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.12% | +2.40% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.35% | -0.09% | — | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | — | — | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.33% | -0.05% | — | |
| 45 | LIN | Linde plc | Stock-Materials | 0.32% | -0.11% | — | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.32% | -0.09% | — | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.14% | — | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.30% | -0.14% | +6.12% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.29% | -0.13% | — | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.29% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +2.9% | +18.52% | Add |
| 2 | VGSH | Vanguard Short-term Treasury | +0.7% | +8.85% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.3% | — | Unchanged |
| 4 | CVX | Chevron CORP | +0.2% | — | Unchanged |
| 5 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 6 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 7 | MU | Micron Technology Inc | +0.1% | +1.89% | Add |
| 8 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 9 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 10 | COST | Costco Wholesale CORP | +0.1% | — | Unchanged |
| 11 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 12 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 13 | COP | Conocophillips | +0.1% | — | Unchanged |
| 14 | VZ | Verizon Communications Inc | +0.1% | — | Unchanged |
| 15 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 16 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 17 | KLAC | Kla CORP | +0.1% | — | Unchanged |
| 18 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 19 | WDC | Western Digital CORP | 0% | — | Unchanged |
| 20 | VRT | Vertiv Holdings Co-a | 0% | — | Unchanged |
| 21 | LIN | Linde plc | 0% | — | Unchanged |
| 22 | PEP | Pepsico Inc | 0% | +6.12% | Add |
| 23 | STX | Seagate Technology Holdings plc | 0% | — | Unchanged |
| 24 | T | At&t Inc | 0% | — | Unchanged |
| 25 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 26 | DE | Deere & Co | 0% | — | Unchanged |
| 27 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 28 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 29 | EQIX | Equinix Inc | 0% | — | Unchanged |
| 30 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 31 | EOG | Eog Resources Inc | 0% | — | Unchanged |
| 32 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 33 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 34 | SLB | Slb LTD | 0% | — | Unchanged |
| 35 | PWR | Quanta Services Inc | 0% | — | Unchanged |
| 36 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 37 | WMB | Williams Cos Inc | 0% | — | Unchanged |
| 38 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 39 | FDX | Fedex CORP | 0% | — | Unchanged |
| 40 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 41 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 42 | MRVL | Marvell Technology Inc | 0% | — | Unchanged |
| 43 | KMI | Kinder Morgan, Inc. | 0% | — | Unchanged |
| 44 | MPWR | Monolithic Power Systems Inc | 0% | — | Unchanged |
| 45 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 46 | MSI | Motorola Solutions Inc | 0% | — | Unchanged |
| 47 | WELL | Welltower Inc | 0% | — | Unchanged |
| 48 | MO | Altria Group Inc | 0% | — | Unchanged |
| 49 | ROST | Ross Stores Inc | 0% | — | Unchanged |
| 50 | DUK | Duke Energy CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Alta Advisers Ltd reported a total U.S. public equity portfolio value of $441.2M across 206 disclosed positions in Q1 2026.
During Q1 2026, Alta Advisers Ltd's top holdings by market value included VT (18.6%)、VGSH (8.8%)、NVDA (6.0%). The largest single position, VT, represented 18.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
SNDK
市值: $352.6K
Top Position Liquidated / Trimmed
ADSK
前期市值: $238.9K
In Q1 2026, Alta Advisers Ltd made 40 total portfolio adjustments, initiating 18 new buys, adding to 8 positions, trimming 3 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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