Altavista Wealth Management, Inc. Investment Portfolio — 13F Data

CIK: 0001434981

Diversified strategyLong-term holderQuality / disciplined sizing

Total reported value

$495.5M

Reporting period: 2021-12-31 · Number of holdings: 189

Altavista Wealth Management, Inc. disclosed 189 holdings in its latest 13F filing for the period ending 2021-12-31, with total reported value of $495.5M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "A"

Personality snowflake

Concentration: 11.17
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 51.38
Diversification: 100
Sizing Uniformity: 79.26

Altavista Wealth Management, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.028 — mathematically equivalent to about 36 equally-sized positions, well below its 189 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 2.07), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 48% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AGG	Ishares Core U.s. Aggregate	ETF-Other	11.51%	—	-0.75%
2	AAPL	Apple INC	Stock-Tech	4.99%	—	+0.52%
3	MSFT	Microsoft CORP	Stock-Tech	3.82%	—	+0.32%
4	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	3.38%	—	+1.58%
5	TSCO	Tractor Supply Company	Stock-Consumer Disc	2.99%	—	—
6	TIPX	Ss Spdr Bb 1-10yr Tips ETF	ETF-Other	2.53%	—	-0.85%
7	MMM	3m Co	Stock-Industrials	2.49%	—	+0.29%
8	PEP	Pepsico INC	Stock-Consumer Staples	2.40%	—	+0.20%
9	LOW	Lowe's Cos INC	Stock-Consumer Disc	2.32%	—	+0.77%
10	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.26%	—	+1.31%
11	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	2.11%	—	-3.00%
12	JNJ	Johnson & Johnson	Stock-Healthcare	2.04%	—	+2.00%
13	CSCO	Cisco Systems INC	Stock-Tech	1.93%	—	+2.20%
14	PFE	Pfizer INC	Stock-Healthcare	1.73%	—	+2.47%
15	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	1.72%	—	+2.13%
16	AMZN	Amazon.com INC	Stock-Consumer Disc	1.66%	—	+2.15%
17	ROP	Roper Technologies INC	Stock-Tech	1.64%	—	+1.59%
18	HD	Home Depot INC	Stock-Consumer Disc	1.60%	—	—
19	MCD	Mcdonald's CORP	Stock-Consumer Disc	1.59%	—	+2.37%
20	WMT	Walmart INC	Stock-Consumer Staples	1.58%	—	+4.87%
21	SYK	Stryker CORP	Stock-Healthcare	1.52%	—	+2.26%
22	JPM	Jpmorgan Chase & Co	Stock-Financials	1.50%	—	+1.80%
23	META	Meta Platforms Inc-class A	Stock-Comm Services	1.48%	—	+3.38%
24	AVGO	Broadcom INC	Stock-Tech	1.31%	—	+5.54%
25	UNP	Union Pacific CORP	Stock-Industrials	1.30%	—	+1.74%
26	DIS	Walt Disney Co/the	Stock-Comm Services	1.13%	—	+4.37%
27	ACN	Accenture plc	Stock-Tech	1.02%	—	+2.06%
28	MA	Mastercard INC - A	Stock-Financials	0.98%	—	+6.60%
29	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.95%	—	-3.70%
30	ECL	Ecolab INC	Stock-Materials	0.92%	—	+1.72%
31	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.90%	—	-0.52%
32	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.87%	—	+0.98%
33	GLD	Spdr Gold Shares	ETF-Commodities	0.87%	—	+0.32%
34	SWK	Stanley Black & Decker INC	Stock-Industrials	0.75%	—	+4.94%
35	INTC	Intel CORP	Stock-Tech	0.70%	—	-4.50%
36	VLO	Valero Energy CORP	Stock-Energy	0.70%	—	+4.63%
37	IBB	Ishares Biotechnology ETF	ETF-Tech	0.69%	—	+5.74%
38	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.68%	—	+1.04%
39	LNC	Lincoln National CORP	Stock-Financials	0.56%	—	—
40	BUD	Anheuser-busch Inbev-spn Adr	Stock-Consumer Staples	0.52%	—	+9.46%
41	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.52%	—	+4.92%
42	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.51%	—	-2.11%
43	GLDM1USD	Spdr Gold Minishares Trust	ETF-Commodities	0.50%	—	+1.98%
44	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.49%	—	+7.29%
45	UNH	Unitedhealth Group INC	Stock-Healthcare	0.45%	—	-0.23%
46	NEE	Nextera Energy INC	Stock-Utilities	0.44%	—	—
47	UL	Unilever PLC	Stock-Consumer Staples	0.44%	—	+13.13%
48	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.42%	—	-2.05%
49	ADP	Automatic Data Processing	Stock-Tech	0.42%	—	-0.75%
50	SMMD	Ishares Russell 2500 ETF	ETF-Other	0.42%	—	+1.74%

1–50 of 189

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2021-12-31	189	$495.5M	0	1AGG 2AAPL 3MSFT Top holdings2021-12-31 1.AGG 2.AAPL 3.MSFT 4.BRK-B 5.TSCO 6.TIPX 7.MMM 8.PEP 9.LOW 10.GOOGL
2021-09-30	182	$449.8M	0	1AGG 2AAPL 3MSFT Top holdings2021-09-30 1.AGG 2.AAPL 3.MSFT 4.BRK-B 5.TIPX 6.TSCO 7.MMM 8.IEFA 9.PEP 10.GOOGL
2021-06-30	182	$458.6M	94	1AGG 2AAPL 3MSFT Top holdings2021-06-30 1.AGG 2.AAPL 3.MSFT 4.BRK-B 5.MMM 6.TIPX 7.TSCO 8.IEFA 9.GOOGL 10.PEP
2021-03-31	174	$409.8M	10	1AGG 2AAPL 3BRK-B Top holdings2021-03-31 1.AGG 2.AAPL 3.BRK-B 4.MSFT 5.TSCO 6.TIPX 7.IEFA 8.PEP 9.JNJ 10.LOW
2020-12-31	173	$394.6M	12	1AGG 2AAPL 3MSFT Top holdings2020-12-31 1.AGG 2.AAPL 3.MSFT 4.BRK-B 5.TIPX 6.PEP 7.IEFA 8.JNJ 9.TSCO 10.VEU
2020-09-30	163	$363.6M	14	1AGG 2AAPL 3MSFT Top holdings2020-09-30 1.AGG 2.AAPL 3.MSFT 4.BRK-B 5.TIPX 6.PEP 7.IEFA 8.TSCO 9.JNJ 10.LOW
2020-06-30	168	$345.2M	20	1AGG 2AAPL 3MSFT Top holdings2020-06-30 1.AGG 2.AAPL 3.MSFT 4.BRK-B 5.PEP 6.TSCO 7.JNJ 8.INTC 9.IEFA 10.TIPX
2020-03-31	154	$293.0M	20	1AGG 2AAPL 3MSFT Top holdings2020-03-31 1.AGG 2.AAPL 3.MSFT 4.BRK-B 5.INTC 6.JNJ 7.PEP 8.TIPX 9.WMT 10.IEFA
2019-12-31	170	$336.2M	12	1AGG 2AAPL 3BRK-B Top holdings2019-12-31 1.AGG 2.AAPL 3.BRK-B 4.MSFT 5.INTC 6.PEP 7.JNJ 8.IEFA 9.WMT 10.CSCO
2019-09-30	163	$321.7M	11	1AGG 2BRK-B 3MSFT Top holdings2019-09-30 1.AGG 2.BRK-B 3.MSFT 4.AAPL 5.PEP 6.INTC 7.JNJ 8.WMT 9.BIL 10.CSCO
2019-06-30	161	$312.2M	19	1AGG 2BRK-B 3MSFT Top holdings2019-06-30 1.AGG 2.BRK-B 3.MSFT 4.BIL 5.JNJ 6.AAPL 7.CSCO 8.INTC 9.TSCO 10.PEP
2019-03-31	153	$282.3M	19	1BIL 2BRK-B 3MSFT Top holdings2019-03-31 1.BIL 2.BRK-B 3.MSFT 4.JNJ 5.CSCO 6.AAPL 7.INTC 8.AGG 9.SYK 10.PEP
2018-12-31	145	$245.0M	17	1BIL 2BRK-B 3MSFT Top holdings2018-12-31 1.BIL 2.BRK-B 3.MSFT 4.JNJ 5.INTC 6.AAPL 7.CSCO 8.WMT 9.PEP 10.MCD
2018-09-30	151	$268.7M	14	1BRK-B 2BIL 3AAPL Top holdings2018-09-30 1.BRK-B 2.BIL 3.AAPL 4.MSFT 5.JNJ 6.CSCO 7.INTC 8.LOW 9.SYK 10.PEP
2018-06-30	145	$249.6M	13	1BRK-B 2MSFT 3AAPL Top holdings2018-06-30 1.BRK-B 2.MSFT 3.AAPL 4.INTC 5.BIL 6.JNJ 7.XOM 8.CSCO 9.META 10.SYK
2018-03-31	139	$236.2M	14	1BRK-B 2INTC 3MSFT Top holdings2018-03-31 1.BRK-B 2.INTC 3.MSFT 4.JNJ 5.AAPL 6.CSCO 7.XOM 8.PEP 9.SYK 10.WMT
2017-12-31	143	$236.7M	20	1BRK-B 2AAPL 3MSFT Top holdings2017-12-31 1.BRK-B 2.AAPL 3.MSFT 4.INTC 5.XOM 6.JNJ 7.PEP 8.WMT 9.CSCO 10.MCD
2017-09-30	137	$210.4M	12	1BRK-B 2XOM 3AAPL Top holdings2017-09-30 1.BRK-B 2.XOM 3.AAPL 4.MSFT 5.JNJ 6.PEP 7.INTC 8.CSCO 9.SYK 10.MCD
2017-06-30	126	$201.1M	10	1BRK-B 2JNJ 3AAPL Top holdings2017-06-30 1.BRK-B 2.JNJ 3.AAPL 4.XOM 5.MSFT 6.PEP 7.INTC 8.AEP 9.SYK 10.MCD
2017-03-31	127	$199.8M	16	1BRK-B 2AAPL 3XOM Top holdings2017-03-31 1.BRK-B 2.AAPL 3.XOM 4.JNJ 5.MSFT 6.PEP 7.INTC 8.AEP 9.CSCO 10.SYK
2016-12-31	125	$184.6M	10	1BRK-B 2XOM 3AEP Top holdings2016-12-31 1.BRK-B 2.XOM 3.AEP 4.AAPL 5.JNJ 6.INTC 7.MSFT 8.PEP 9.CSCO 10.SYK
2016-09-30	124	$183.4M	15	1BRK-B 2XOM 3JNJ Top holdings2016-09-30 1.BRK-B 2.XOM 3.JNJ 4.INTC 5.AAPL 6.AEP 7.PEP 8.MSFT 9.CSCO 10.SYK
2016-06-30	124	$181.3M	25	1XOM 2BRK-B 3JNJ Top holdings2016-06-30 1.XOM 2.BRK-B 3.JNJ 4.AEP 5.PEP 6.INTC 7.AAPL 8.TSCO 9.SYK 10.CSCO
2016-03-31	122	$177.3M	18	1BRK-B 2XOM 3AEP Top holdings2016-03-31 1.BRK-B 2.XOM 3.AEP 4.JNJ 5.AAPL 6.PEP 7.INTC 8.MSFT 9.TSCO 10.CSCO
2015-12-31	121	$169.6M	22	1BRK-B 2XOM 3AEP Top holdings2015-12-31 1.BRK-B 2.XOM 3.AEP 4.INTC 5.JNJ 6.PEP 7.AAPL 8.MSFT 9.TSCO 10.CSCO
2015-09-30	109	$152.0M	17	1BRK-B 2XOM 3AAPL Top holdings2015-09-30 1.BRK-B 2.XOM 3.AAPL 4.PEP 5.AEP 6.JNJ 7.INTC 8.CSCO 9.MSFT 10.DIS
2015-06-30	106	$162.8M	17	1XOM 2BRK-B 3AEP Top holdings2015-06-30 1.XOM 2.BRK-B 3.AEP 4.AAPL 5.PEP 6.JNJ 7.INTC 8.CSCO 9.LNC 10.DIS
2015-03-31	107	$162.2M	10	1PEP 2BRK-B 3XOM Top holdings2015-03-31 1.PEP 2.BRK-B 3.XOM 4.AAPL 5.AEP 6.INTC 7.JNJ 8.CSCO 9.LNC 10.WMT
2014-12-31	112	$162.2M	13	1XOM 2PEP 3BRK-B Top holdings2014-12-31 1.XOM 2.PEP 3.BRK-B 4.INTC 5.AEP 6.AAPL 7.JNJ 8.CSCO 9.WMT 10.MSFT
2014-09-30	111	$155.3M	11	1XOM 2PEP 3BRK-B Top holdings2014-09-30 1.XOM 2.PEP 3.BRK-B 4.INTC 5.AEP 6.JNJ 7.AAPL 8.MSFT 9.CSCO 10.LNC
2014-06-30	118	$160.5M	11	1XOM 2PEP 3BRK-B Top holdings2014-06-30 1.XOM 2.PEP 3.BRK-B 4.AEP 5.JNJ 6.INTC 7.AAPL 8.CSCO 9.MSFT 10.LNC
2014-03-31	119	$164.3M	9	1XOM 2PEP 3BRK-B Top holdings2014-03-31 1.XOM 2.PEP 3.BRK-B 4.AEP 5.JNJ 6.INTC 7.AAPL 8.MSFT 9.CSCO 10.LNC
2013-12-31	118	$163.9M	17	1XOM 2PEP 3AEP Top holdings2013-12-31 1.XOM 2.PEP 3.AEP 4.BRK-B 5.JNJ 6.INTC 7.WMT 8.CSCO 9.LNC 10.MSFT
2013-09-30	113	$153.5M	14	1XOM 2PEP 3BRK-B Top holdings2013-09-30 1.XOM 2.PEP 3.BRK-B 4.AEP 5.JNJ 6.INTC 7.CSCO 8.WMT 9.MSFT 10.MCD
2013-06-30	112	$148.7M	0	1XOM 2PEP 3BRK-B Top holdings2013-06-30 1.XOM 2.PEP 3.BRK-B 4.AEP 5.JNJ 6.INTC 7.CSCO 8.MSFT 9.WMT 10.PG

Holding changes this quarter

Position changes disclosed by Altavista Wealth Management, Inc. for the quarter ending 2021-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-12	13F-HR	View on EDGAR
2021-06-30	2021-08-03	13F-HR	View on EDGAR
2021-03-31	2021-05-06	13F-HR	View on EDGAR
2020-12-31	2021-02-09	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-14	13F-HR	View on EDGAR
2019-09-30	2019-11-05	13F-HR	View on EDGAR
2019-06-30	2019-08-13	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-13	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-05-16	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR
2017-09-30	2017-11-14	13F-HR	View on EDGAR
2017-06-30	2017-08-15	13F-HR	View on EDGAR
2017-03-31	2017-05-16	13F-HR	View on EDGAR
2016-12-31	2017-02-10	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-09-30	2016-11-14	Amendment	View on EDGAR
2016-06-30	2016-08-15	13F-HR	View on EDGAR
2016-03-31	2016-05-16	13F-HR	View on EDGAR
2015-12-31	2016-02-16	13F-HR	View on EDGAR
2015-09-30	2015-11-12	13F-HR	View on EDGAR
2015-06-30	2015-08-14	13F-HR	View on EDGAR
2015-03-31	2015-05-13	13F-HR	View on EDGAR
2014-12-31	2015-02-06	13F-HR	View on EDGAR
2014-09-30	2014-11-13	13F-HR	View on EDGAR
2014-06-30	2014-08-13	13F-HR	View on EDGAR
2014-03-31	2014-05-06	13F-HR	View on EDGAR
2013-12-31	2014-02-14	13F-HR	View on EDGAR
2013-09-30	2013-11-15	13F-HR	View on EDGAR
2013-06-30	2013-08-13	Amendment	View on EDGAR
2013-06-30	2013-08-13	13F-HR	View on EDGAR

FAQ

What is Altavista Wealth Management, Inc. and what type of investor is it?

Altavista Wealth Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2021-12-31), the firm manages a tracked equity portfolio valued at approximately $495.5M, spread across 189 disclosed positions.

What are Altavista Wealth Management, Inc.'s largest equity positions?

Based on the latest 13F filing, Altavista Wealth Management, Inc.'s top holdings by market value are: 1. Ishares Core U.s. Aggregate (AGG) — $57.1M (11.5%) 2. Apple INC (AAPL) — $24.7M (5.0%) 3. Microsoft CORP (MSFT) — $18.9M (3.8%) 4. Berkshire Hathaway Inc-cl B (BRK-B) — $16.8M (3.4%) 5. Tractor Supply Company (TSCO) — $14.8M (3.0%)

What changes did Altavista Wealth Management, Inc. make in its most recent portfolio filing?

No notable portfolio changes were recorded for Altavista Wealth Management, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Altavista Wealth Management, Inc. focus on?

Altavista Wealth Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 28.4% • Consumer Discretionary: 16.1% • Financials: 13.9% • Health Care: 12.5% • Communication Services: 11.8% • Consumer Staples: 11.8%

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Altavista Wealth Management, Inc. Investment Portfolio — 13F Data

CIK: 0001434981

Diversified strategyLong-term holderQuality / disciplined sizing

Total reported value

$495.5M

Reporting period: 2021-12-31 · Number of holdings: 189

Altavista Wealth Management, Inc. disclosed 189 holdings in its latest 13F filing for the period ending 2021-12-31, with total reported value of $495.5M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "A"

Personality snowflake

Concentration: 11.17
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 51.38
Diversification: 100
Sizing Uniformity: 79.26

Position sizes vary widely across the portfolio (a coefficient of variation of 2.07), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AGG	Ishares Core U.s. Aggregate	ETF-Other	11.51%	—	-0.75%
2	AAPL	Apple INC	Stock-Tech	4.99%	—	+0.52%
3	MSFT	Microsoft CORP	Stock-Tech	3.82%	—	+0.32%
4	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	3.38%	—	+1.58%
5	TSCO	Tractor Supply Company	Stock-Consumer Disc	2.99%	—	—
6	TIPX	Ss Spdr Bb 1-10yr Tips ETF	ETF-Other	2.53%	—	-0.85%
7	MMM	3m Co	Stock-Industrials	2.49%	—	+0.29%
8	PEP	Pepsico INC	Stock-Consumer Staples	2.40%	—	+0.20%
9	LOW	Lowe's Cos INC	Stock-Consumer Disc	2.32%	—	+0.77%
10	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.26%	—	+1.31%
11	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	2.11%	—	-3.00%
12	JNJ	Johnson & Johnson	Stock-Healthcare	2.04%	—	+2.00%
13	CSCO	Cisco Systems INC	Stock-Tech	1.93%	—	+2.20%
14	PFE	Pfizer INC	Stock-Healthcare	1.73%	—	+2.47%
15	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	1.72%	—	+2.13%
16	AMZN	Amazon.com INC	Stock-Consumer Disc	1.66%	—	+2.15%
17	ROP	Roper Technologies INC	Stock-Tech	1.64%	—	+1.59%
18	HD	Home Depot INC	Stock-Consumer Disc	1.60%	—	—
19	MCD	Mcdonald's CORP	Stock-Consumer Disc	1.59%	—	+2.37%
20	WMT	Walmart INC	Stock-Consumer Staples	1.58%	—	+4.87%
21	SYK	Stryker CORP	Stock-Healthcare	1.52%	—	+2.26%
22	JPM	Jpmorgan Chase & Co	Stock-Financials	1.50%	—	+1.80%
23	META	Meta Platforms Inc-class A	Stock-Comm Services	1.48%	—	+3.38%
24	AVGO	Broadcom INC	Stock-Tech	1.31%	—	+5.54%
25	UNP	Union Pacific CORP	Stock-Industrials	1.30%	—	+1.74%
26	DIS	Walt Disney Co/the	Stock-Comm Services	1.13%	—	+4.37%
27	ACN	Accenture plc	Stock-Tech	1.02%	—	+2.06%
28	MA	Mastercard INC - A	Stock-Financials	0.98%	—	+6.60%
29	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.95%	—	-3.70%
30	ECL	Ecolab INC	Stock-Materials	0.92%	—	+1.72%
31	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.90%	—	-0.52%
32	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.87%	—	+0.98%
33	GLD	Spdr Gold Shares	ETF-Commodities	0.87%	—	+0.32%
34	SWK	Stanley Black & Decker INC	Stock-Industrials	0.75%	—	+4.94%
35	INTC	Intel CORP	Stock-Tech	0.70%	—	-4.50%
36	VLO	Valero Energy CORP	Stock-Energy	0.70%	—	+4.63%
37	IBB	Ishares Biotechnology ETF	ETF-Tech	0.69%	—	+5.74%
38	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.68%	—	+1.04%
39	LNC	Lincoln National CORP	Stock-Financials	0.56%	—	—
40	BUD	Anheuser-busch Inbev-spn Adr	Stock-Consumer Staples	0.52%	—	+9.46%
41	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.52%	—	+4.92%
42	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.51%	—	-2.11%
43	GLDM1USD	Spdr Gold Minishares Trust	ETF-Commodities	0.50%	—	+1.98%
44	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.49%	—	+7.29%
45	UNH	Unitedhealth Group INC	Stock-Healthcare	0.45%	—	-0.23%
46	NEE	Nextera Energy INC	Stock-Utilities	0.44%	—	—
47	UL	Unilever PLC	Stock-Consumer Staples	0.44%	—	+13.13%
48	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.42%	—	-2.05%
49	ADP	Automatic Data Processing	Stock-Tech	0.42%	—	-0.75%
50	SMMD	Ishares Russell 2500 ETF	ETF-Other	0.42%	—	+1.74%

1–50 of 189

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2021-12-31	189	$495.5M	0	1AGG 2AAPL 3MSFT Top holdings2021-12-31 1.AGG 2.AAPL 3.MSFT 4.BRK-B 5.TSCO 6.TIPX 7.MMM 8.PEP 9.LOW 10.GOOGL
2021-09-30	182	$449.8M	0	1AGG 2AAPL 3MSFT Top holdings2021-09-30 1.AGG 2.AAPL 3.MSFT 4.BRK-B 5.TIPX 6.TSCO 7.MMM 8.IEFA 9.PEP 10.GOOGL
2021-06-30	182	$458.6M	94	1AGG 2AAPL 3MSFT Top holdings2021-06-30 1.AGG 2.AAPL 3.MSFT 4.BRK-B 5.MMM 6.TIPX 7.TSCO 8.IEFA 9.GOOGL 10.PEP
2021-03-31	174	$409.8M	10	1AGG 2AAPL 3BRK-B Top holdings2021-03-31 1.AGG 2.AAPL 3.BRK-B 4.MSFT 5.TSCO 6.TIPX 7.IEFA 8.PEP 9.JNJ 10.LOW
2020-12-31	173	$394.6M	12	1AGG 2AAPL 3MSFT Top holdings2020-12-31 1.AGG 2.AAPL 3.MSFT 4.BRK-B 5.TIPX 6.PEP 7.IEFA 8.JNJ 9.TSCO 10.VEU
2020-09-30	163	$363.6M	14	1AGG 2AAPL 3MSFT Top holdings2020-09-30 1.AGG 2.AAPL 3.MSFT 4.BRK-B 5.TIPX 6.PEP 7.IEFA 8.TSCO 9.JNJ 10.LOW
2020-06-30	168	$345.2M	20	1AGG 2AAPL 3MSFT Top holdings2020-06-30 1.AGG 2.AAPL 3.MSFT 4.BRK-B 5.PEP 6.TSCO 7.JNJ 8.INTC 9.IEFA 10.TIPX
2020-03-31	154	$293.0M	20	1AGG 2AAPL 3MSFT Top holdings2020-03-31 1.AGG 2.AAPL 3.MSFT 4.BRK-B 5.INTC 6.JNJ 7.PEP 8.TIPX 9.WMT 10.IEFA
2019-12-31	170	$336.2M	12	1AGG 2AAPL 3BRK-B Top holdings2019-12-31 1.AGG 2.AAPL 3.BRK-B 4.MSFT 5.INTC 6.PEP 7.JNJ 8.IEFA 9.WMT 10.CSCO
2019-09-30	163	$321.7M	11	1AGG 2BRK-B 3MSFT Top holdings2019-09-30 1.AGG 2.BRK-B 3.MSFT 4.AAPL 5.PEP 6.INTC 7.JNJ 8.WMT 9.BIL 10.CSCO
2019-06-30	161	$312.2M	19	1AGG 2BRK-B 3MSFT Top holdings2019-06-30 1.AGG 2.BRK-B 3.MSFT 4.BIL 5.JNJ 6.AAPL 7.CSCO 8.INTC 9.TSCO 10.PEP
2019-03-31	153	$282.3M	19	1BIL 2BRK-B 3MSFT Top holdings2019-03-31 1.BIL 2.BRK-B 3.MSFT 4.JNJ 5.CSCO 6.AAPL 7.INTC 8.AGG 9.SYK 10.PEP
2018-12-31	145	$245.0M	17	1BIL 2BRK-B 3MSFT Top holdings2018-12-31 1.BIL 2.BRK-B 3.MSFT 4.JNJ 5.INTC 6.AAPL 7.CSCO 8.WMT 9.PEP 10.MCD
2018-09-30	151	$268.7M	14	1BRK-B 2BIL 3AAPL Top holdings2018-09-30 1.BRK-B 2.BIL 3.AAPL 4.MSFT 5.JNJ 6.CSCO 7.INTC 8.LOW 9.SYK 10.PEP
2018-06-30	145	$249.6M	13	1BRK-B 2MSFT 3AAPL Top holdings2018-06-30 1.BRK-B 2.MSFT 3.AAPL 4.INTC 5.BIL 6.JNJ 7.XOM 8.CSCO 9.META 10.SYK
2018-03-31	139	$236.2M	14	1BRK-B 2INTC 3MSFT Top holdings2018-03-31 1.BRK-B 2.INTC 3.MSFT 4.JNJ 5.AAPL 6.CSCO 7.XOM 8.PEP 9.SYK 10.WMT
2017-12-31	143	$236.7M	20	1BRK-B 2AAPL 3MSFT Top holdings2017-12-31 1.BRK-B 2.AAPL 3.MSFT 4.INTC 5.XOM 6.JNJ 7.PEP 8.WMT 9.CSCO 10.MCD
2017-09-30	137	$210.4M	12	1BRK-B 2XOM 3AAPL Top holdings2017-09-30 1.BRK-B 2.XOM 3.AAPL 4.MSFT 5.JNJ 6.PEP 7.INTC 8.CSCO 9.SYK 10.MCD
2017-06-30	126	$201.1M	10	1BRK-B 2JNJ 3AAPL Top holdings2017-06-30 1.BRK-B 2.JNJ 3.AAPL 4.XOM 5.MSFT 6.PEP 7.INTC 8.AEP 9.SYK 10.MCD
2017-03-31	127	$199.8M	16	1BRK-B 2AAPL 3XOM Top holdings2017-03-31 1.BRK-B 2.AAPL 3.XOM 4.JNJ 5.MSFT 6.PEP 7.INTC 8.AEP 9.CSCO 10.SYK
2016-12-31	125	$184.6M	10	1BRK-B 2XOM 3AEP Top holdings2016-12-31 1.BRK-B 2.XOM 3.AEP 4.AAPL 5.JNJ 6.INTC 7.MSFT 8.PEP 9.CSCO 10.SYK
2016-09-30	124	$183.4M	15	1BRK-B 2XOM 3JNJ Top holdings2016-09-30 1.BRK-B 2.XOM 3.JNJ 4.INTC 5.AAPL 6.AEP 7.PEP 8.MSFT 9.CSCO 10.SYK
2016-06-30	124	$181.3M	25	1XOM 2BRK-B 3JNJ Top holdings2016-06-30 1.XOM 2.BRK-B 3.JNJ 4.AEP 5.PEP 6.INTC 7.AAPL 8.TSCO 9.SYK 10.CSCO
2016-03-31	122	$177.3M	18	1BRK-B 2XOM 3AEP Top holdings2016-03-31 1.BRK-B 2.XOM 3.AEP 4.JNJ 5.AAPL 6.PEP 7.INTC 8.MSFT 9.TSCO 10.CSCO
2015-12-31	121	$169.6M	22	1BRK-B 2XOM 3AEP Top holdings2015-12-31 1.BRK-B 2.XOM 3.AEP 4.INTC 5.JNJ 6.PEP 7.AAPL 8.MSFT 9.TSCO 10.CSCO
2015-09-30	109	$152.0M	17	1BRK-B 2XOM 3AAPL Top holdings2015-09-30 1.BRK-B 2.XOM 3.AAPL 4.PEP 5.AEP 6.JNJ 7.INTC 8.CSCO 9.MSFT 10.DIS
2015-06-30	106	$162.8M	17	1XOM 2BRK-B 3AEP Top holdings2015-06-30 1.XOM 2.BRK-B 3.AEP 4.AAPL 5.PEP 6.JNJ 7.INTC 8.CSCO 9.LNC 10.DIS
2015-03-31	107	$162.2M	10	1PEP 2BRK-B 3XOM Top holdings2015-03-31 1.PEP 2.BRK-B 3.XOM 4.AAPL 5.AEP 6.INTC 7.JNJ 8.CSCO 9.LNC 10.WMT
2014-12-31	112	$162.2M	13	1XOM 2PEP 3BRK-B Top holdings2014-12-31 1.XOM 2.PEP 3.BRK-B 4.INTC 5.AEP 6.AAPL 7.JNJ 8.CSCO 9.WMT 10.MSFT
2014-09-30	111	$155.3M	11	1XOM 2PEP 3BRK-B Top holdings2014-09-30 1.XOM 2.PEP 3.BRK-B 4.INTC 5.AEP 6.JNJ 7.AAPL 8.MSFT 9.CSCO 10.LNC
2014-06-30	118	$160.5M	11	1XOM 2PEP 3BRK-B Top holdings2014-06-30 1.XOM 2.PEP 3.BRK-B 4.AEP 5.JNJ 6.INTC 7.AAPL 8.CSCO 9.MSFT 10.LNC
2014-03-31	119	$164.3M	9	1XOM 2PEP 3BRK-B Top holdings2014-03-31 1.XOM 2.PEP 3.BRK-B 4.AEP 5.JNJ 6.INTC 7.AAPL 8.MSFT 9.CSCO 10.LNC
2013-12-31	118	$163.9M	17	1XOM 2PEP 3AEP Top holdings2013-12-31 1.XOM 2.PEP 3.AEP 4.BRK-B 5.JNJ 6.INTC 7.WMT 8.CSCO 9.LNC 10.MSFT
2013-09-30	113	$153.5M	14	1XOM 2PEP 3BRK-B Top holdings2013-09-30 1.XOM 2.PEP 3.BRK-B 4.AEP 5.JNJ 6.INTC 7.CSCO 8.WMT 9.MSFT 10.MCD
2013-06-30	112	$148.7M	0	1XOM 2PEP 3BRK-B Top holdings2013-06-30 1.XOM 2.PEP 3.BRK-B 4.AEP 5.JNJ 6.INTC 7.CSCO 8.MSFT 9.WMT 10.PG

Holding changes this quarter

Position changes disclosed by Altavista Wealth Management, Inc. for the quarter ending 2021-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-12	13F-HR	View on EDGAR
2021-06-30	2021-08-03	13F-HR	View on EDGAR
2021-03-31	2021-05-06	13F-HR	View on EDGAR
2020-12-31	2021-02-09	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-14	13F-HR	View on EDGAR
2019-09-30	2019-11-05	13F-HR	View on EDGAR
2019-06-30	2019-08-13	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-13	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-05-16	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR
2017-09-30	2017-11-14	13F-HR	View on EDGAR
2017-06-30	2017-08-15	13F-HR	View on EDGAR
2017-03-31	2017-05-16	13F-HR	View on EDGAR
2016-12-31	2017-02-10	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-09-30	2016-11-14	Amendment	View on EDGAR
2016-06-30	2016-08-15	13F-HR	View on EDGAR
2016-03-31	2016-05-16	13F-HR	View on EDGAR
2015-12-31	2016-02-16	13F-HR	View on EDGAR
2015-09-30	2015-11-12	13F-HR	View on EDGAR
2015-06-30	2015-08-14	13F-HR	View on EDGAR
2015-03-31	2015-05-13	13F-HR	View on EDGAR
2014-12-31	2015-02-06	13F-HR	View on EDGAR
2014-09-30	2014-11-13	13F-HR	View on EDGAR
2014-06-30	2014-08-13	13F-HR	View on EDGAR
2014-03-31	2014-05-06	13F-HR	View on EDGAR
2013-12-31	2014-02-14	13F-HR	View on EDGAR
2013-09-30	2013-11-15	13F-HR	View on EDGAR
2013-06-30	2013-08-13	Amendment	View on EDGAR
2013-06-30	2013-08-13	13F-HR	View on EDGAR

FAQ

What is Altavista Wealth Management, Inc. and what type of investor is it?

What are Altavista Wealth Management, Inc.'s largest equity positions?

What changes did Altavista Wealth Management, Inc. make in its most recent portfolio filing?

No notable portfolio changes were recorded for Altavista Wealth Management, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Altavista Wealth Management, Inc. focus on?