Alta Advisers Ltd

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Alta Advisers Ltd reported 229 stock positions worth $234.9 million. Its top holding was Apple (AAPL) at 7.3% of the portfolio, followed by Microsoft (MSFT, 6.1%) and Nvidia (NVDA, 5.7%). Compared with Q4 2024, it opened 76 new positions, added to 148 and reduced 4. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +56%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −1%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001536114
Portfolio Value
$234.9M (Q1 2025)
SEC Filing
0000904454-25-000224 ↗ filed Apr 25, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $201.7M Q1 2024 Q2 2024: $207.9M Q2 2024 Q3 2024: $218.9M Q3 2024 Q4 2024: $158.4M Q4 2024 Q1 2025: $234.9M $234.9M Q1 2025 Q2 2025: $281.0M Q2 2025 Q3 2025: $326.9M Q3 2025 Q4 2025: $276.0M Q4 2025 Q1 2026: $276.4M Q1 2026 Q2 2026: $441.2M Q2 2026

Holdings 229 stocks · $234.9M

AAPL Apple Inc. 7.29% 77,080 $17.1M Add +52.8%
MSFT Microsoft Corp. 6.10% 38,194 $14.3M Add +54.5%
NVDA Nvidia Corp. 5.71% 123,762 $13.4M Add +51.6%
VGSH Vanguard Short-Term Treasury 5.32% 212,750 $12.5M Reduce -1.2%
AMZN Amazon.com Inc. 3.91% 48,287 $9.2M Add +55.2%
VOO Vanguard S&P 500 ETF 3.45% 15,782 $8.1M Reduce -1.2%
META Meta Platforms Inc. Class A 2.72% 11,080 $6.4M Add +52.2%
BRK.B Berkshire Hathaway Inc. Class B 2.14% 9,455 $5.0M Add +56.1%
GOOGL Alphabet Inc. Class A 1.94% 29,479 $4.6M Add +52.1%
VEU Vanguard Ftse All-World Ex-U 1.81% 70,172 $4.3M Reduce -1.2%
AVGO Broadcom Inc. 1.73% 24,199 $4.1M Add +55.1%
GOOG Alphabet Inc. Class C 1.58% 23,783 $3.7M Add +48.8%
TSLA Tesla Inc. 1.54% 13,972 $3.6M Add +49.1%
JPM JPMorgan Chase & Co. 1.52% 14,524 $3.6M Add +55.8%
LLY Eli Lilly & Co. 1.45% 4,119 $3.4M Add +57.3%
V Visa Inc. Class A 1.33% 8,912 $3.1M Add +56.0%
XOM Exxon Mobil Corp. 1.14% 22,558 $2.7M Add +52.9%
UNH Unitedhealth Group Inc. 1.02% 4,557 $2.4M Add +49.1%
MA Mastercard Inc. Class A 0.94% 4,042 $2.2M Add +47.4%
COST Costco Wholesale Corp. 0.88% 2,186 $2.1M Add +49.6%
PG The Procter & Gamble Co. 0.84% 11,618 $2.0M Add +47.7%
NFLX Netflix Inc. 0.84% 2,117 $2.0M Add +49.4%
JNJ Johnson & Johnson 0.83% 11,818 $2.0M Add +49.3%
WMT Walmart Inc. 0.80% 21,513 $1.9M Add +48.2%
HD Home Depot Inc. 0.80% 5,121 $1.9M Add +54.2%
ABBV Abbvie Inc. 0.78% 8,765 $1.8M Add +49.5%
CVX Chevron Corp. 0.59% 8,229 $1.4M Add +46.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.58% 32,856 $1.4M Add +49.0%
KO The Coca-Cola Co. 0.58% 18,860 $1.4M Add +49.0%
CRM Salesforce Inc. 0.57% 4,970 $1.3M Add +56.8%
PM Philip Morris International 0.55% 8,087 $1.3M Add +53.0%
WFC Wells Fargo & Co. 0.53% 17,207 $1.2M Add +56.3%
CSCO Cisco Systems Inc. 0.51% 19,459 $1.2M Add +49.0%
ABT Abbott Laboratories 0.49% 8,720 $1.2M Add +52.5%
T AT&T Inc. 0.48% 40,097 $1.1M Add +69.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.48% 4,555 $1.1M Add +49.1%
MRK Merck & Co. Inc. 0.48% 12,584 $1.1M Add +50.1%
ORCL Oracle Corp. 0.47% 7,918 $1.1M Add +48.9%
MCD McDonald's Corp. 0.47% 3,514 $1.1M Add +45.6%
PEP Pepsico Inc. 0.45% 6,997 $1.0M Add +55.6%
LIN Linde PLC 0.44% 2,243 $1.0M Add +45.4%
ACN Accenture PLC Class A 0.43% 3,268 $1.0M Add +58.0%
VZ Verizon Communications Inc. 0.42% 21,516 $976K Add +55.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.40% 9,419 $930K Add +56.5%
TMO Thermo Fisher Scientific Inc. 0.40% 1,866 $929K Add +47.4%
PLTR Palantir Technologies Inc. Class A 0.39% 10,722 $905K Add +57.2%
QCOM Qualcomm Inc. 0.38% 5,781 $888K Add +57.0%
NOW ServiceNow Inc. 0.37% 1,083 $862K Add +58.6%
PGR Progressive Corp. 0.37% 3,036 $859K Add +56.8%
TXN Texas Instruments Inc. 0.36% 4,715 $847K Add +56.4%
AMGN Amgen Inc. 0.36% 2,710 $844K Add +49.7%
GS Goldman Sachs Group Inc. 0.36% 1,538 $840K Add +48.2%
ISRG Intuitive Surgical Inc. 0.35% 1,681 $833K Add +42.3%
SPGI S&P Global Inc. 0.35% 1,637 $832K Add +57.9%
AMD Advanced Micro Devices 0.35% 8,092 $831K Add +50.1%
ADBE Adobe Inc. 0.35% 2,158 $828K Add +48.0%
BKNG Booking Holdings Inc. 0.35% 179 $825K Add +64.2%
INTU Intuit Inc. 0.35% 1,328 $815K Add +43.1%
PFE Pfizer Inc. 0.34% 31,912 $809K Add +69.6%
CAT Caterpillar Inc. 0.34% 2,391 $789K Add +50.3%
UBER Uber Technologies Inc. 0.33% 10,610 $773K Add +51.4%
NEE Nextera Energy Inc. 0.33% 10,770 $763K Add +56.8%
BLK BlackRock Inc. 0.32% 784 $742K Add +62.0%
UNP Union Pacific Corp. 0.32% 3,138 $741K Add +54.0%
GILD Gilead Sciences Inc. 0.31% 6,592 $739K Add +57.3%
AXP American Express Co. 0.31% 2,742 $738K Add +48.9%
BSX Boston Scientific Corp. 0.31% 7,232 $730K Add +49.7%
MS Morgan Stanley 0.30% 6,115 $713K Add +48.6%
CMCSA Comcast Corp. Class A 0.30% 19,057 $703K Add +50.6%
SCHW Schwab (charles) Corp. 0.29% 8,670 $679K Add +74.5%
HON Honeywell International Inc. 0.28% 3,157 $668K Add +46.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.28% 5,476 $667K Add +49.0%
TMUS T-Mobile US Inc. 0.28% 2,500 $667K Add +56.3%
C Citigroup Inc. 0.28% 9,364 $665K Add +49.5%
COP Conocophillips 0.28% 6,312 $663K Add +43.1%
FISV Fiserv Inc. 0.28% 2,973 $657K Add +58.7%
DHR Danaher Corp. 0.27% 3,133 $642K Add +46.9%
LOW Lowe's Cos Inc. 0.27% 2,713 $633K Add +41.8%
DE Deere & Co. 0.27% 1,342 $630K Add +59.4%
BMY Bristol-Myers Squibb Co. 0.26% 10,150 $619K Add +50.4%
VRTX Vertex Pharmaceuticals Inc. 0.26% 1,271 $616K Add +45.9%
SYK Stryker Corp. 0.26% 1,631 $607K Add +44.2%
ADP Automatic Data Processing 0.26% 1,972 $603K Add +43.7%
AMAT Applied Materials Inc. 0.25% 4,036 $586K Add +47.5%
INTC Intel Corp. 0.25% 25,621 $582K Add +77.7%
MDT Medtronic PLC 0.24% 6,285 $565K Add +50.2%
PANW Palo Alto Networks Inc. 0.24% 3,284 $560K Add +50.4%
MRSH Marsh & McLennan Cos 0.24% 2,278 $556K Add +44.4%
SBUX Starbucks Corp. 0.24% 5,660 $555K Add +50.5%
CB Chubb Ltd. 0.23% 1,776 $536K Reduce -2.2%
ETN Eaton Corp. PLC 0.22% 1,900 $516K Add +46.1%
MU Micron Technology Inc. 0.22% 5,894 $512K Add +59.6%
AMT American Tower Corp. 0.22% 2,348 $511K Add +51.7%
PLD Prologis Inc. 0.22% 4,559 $510K Add +49.0%
BX Blackstone Inc. 0.21% 3,606 $504K Add +49.9%
CME Cme Group Inc. 0.21% 1,876 $498K Add +59.5%
MO Altria Group Inc. 0.21% 8,264 $496K Add +45.9%
ADI Analog Devices Inc. 0.21% 2,436 $491K Add +48.9%
ICE Intercontinental Exchange Inc. 0.20% 2,758 $476K Add +48.4%
DUK Duke Energy Corp. 0.20% 3,900 $476K Add +56.0%
MDLZ Mondelez International Inc. Class A 0.20% 7,003 $475K Add +59.0%
LRCX Lam Research Corp. 0.20% 6,480 $471K Add +51.4%
ELV Elevance Health Inc. 0.20% 1,071 $466K Add +38.9%
CVS CVS Health Corp. 0.19% 6,712 $455K New
CRWD CrowdStrike Holdings Inc. Class A 0.19% 1,278 $451K Add +64.3%
KLAC KLA Corp. 0.19% 645 $438K Add +44.9%
CI The Cigna Group 0.19% 1,324 $436K Add +43.3%
WM Waste Management Inc. 0.19% 1,878 $435K Add +59.4%
WELL Welltower Inc. 0.18% 2,833 $434K Add +46.6%
EQIX Equinix Inc. 0.18% 518 $422K Add +62.9%
ANET Arista Networks Inc. 0.18% 5,439 $421K Add +58.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.18% 1,218 $421K Add +69.6%
MCK McKesson Corp. 0.18% 622 $419K Add +47.4%
TT Trane Technologies PLC 0.18% 1,239 $417K Add +67.7%
UPS United Parcel Service Class B 0.18% 3,794 $417K Add +58.5%
ORLY O'reilly Automotive Inc. 0.18% 288 $413K Add +53.2%
GEV GE Vernova Inc. 0.17% 1,322 $404K Add +43.4%
AON Aon PLC Class A 0.17% 1,010 $403K Add +42.3%
TDG Transdigm Group Inc. 0.17% 291 $403K Add +52.4%
ZTS Zoetis Inc. 0.17% 2,423 $399K Add +59.1%
APH Amphenol Corp. Class A 0.17% 5,960 $391K Add +50.5%
KKR KKR & Co. Inc. 0.17% 3,363 $389K Add +48.6%
PH Parker Hannifin Corp. 0.16% 636 $387K Add +45.9%
MMM 3M Co. 0.16% 2,622 $385K Add +43.9%
REGN Regeneron Pharmaceuticals 0.16% 607 $385K Add +70.0%
CDNS Cadence Design SYS Inc. 0.16% 1,513 $385K Add +65.7%
NKE Nike Inc. Class B 0.16% 5,961 $378K Add +50.5%
MCO Moody's Corp. 0.16% 811 $378K Add +58.7%
COF Capital One Financial Corp. 0.16% 2,079 $373K Add +62.5%
SHW The Sherwin-Williams Co. 0.16% 1,066 $372K Add +39.2%
CTAS Cintas Corp. 0.16% 1,808 $372K Add +63.2%
MSI Motorola Solutions Inc. 0.16% 840 $368K New
WMB Williams Cos Inc. 0.16% 6,149 $367K Add +55.7%
CL Colgate-Palmolive Co. 0.15% 3,870 $363K Add +39.7%
EOG EOG Resources Inc. 0.15% 2,731 $350K Add +49.1%
PYPL PayPal Holdings Inc. 0.15% 5,353 $349K Add +59.6%
CMG Chipotle Mexican Grill Inc. 0.15% 6,841 $343K Add +50.6%
ITW Illinois Tool Works 0.15% 1,380 $342K Add +56.8%
CEG Constellation Energy 0.14% 1,649 $332K Add +57.2%
DASH DoorDash Inc. Class A 0.14% 1,817 $332K New
ECL Ecolab Inc. 0.14% 1,309 $332K New
PNC PNC Financial Services Group 0.14% 1,870 $329K Add +47.2%
FTNT Fortinet Inc. 0.14% 3,412 $328K New
APO Apollo Global Management Inc. 0.14% 2,396 $328K Add +60.2%
APP AppLovin Corp. Class A 0.14% 1,220 $323K Add +69.4%
USB US Bancorp 0.14% 7,640 $323K Add +51.6%
ROP Roper Technologies Inc. 0.14% 539 $318K New
CRH CRH PLC 0.13% 3,558 $313K Add +57.6%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.13% 7,482 $313K New
HCA HCA Healthcare Inc. 0.13% 905 $313K New
EMR Emerson Electric Co. 0.13% 2,834 $311K Add +46.5%
BDX Becton Dickinson and Co. 0.13% 1,335 $306K Add +42.8%
SNPS Synopsys Inc. 0.13% 713 $306K Add +39.0%
APD Air Products & Chemicals Inc. 0.13% 1,034 $305K Add +40.9%
ALL Allstate Corp. 0.13% 1,469 $304K New
TRV The Travelers Cos Inc. 0.13% 1,145 $303K New
FDX FedEx Corp. 0.13% 1,232 $300K Add +68.3%
AEP American Electric Power 0.13% 2,739 $299K New
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.12% 1,010 $291K New
CSX CSX Corp. 0.12% 9,892 $291K Add +57.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.12% 3,424 $287K New
LNG Cheniere Energy Inc. 0.12% 1,237 $286K New
CARR Carrier Global Corp. 0.12% 4,463 $283K New
ABNB Airbnb Inc. Class A 0.12% 2,344 $280K New
OKE Oneok Inc. 0.12% 2,814 $279K New
JCI Johnson Controls Internation 0.12% 3,468 $278K New
HLT Hilton Worldwide Holdings Inc. 0.11% 1,185 $270K New
AFL Aflac Inc. 0.11% 2,419 $269K New
PAYX Paychex Inc. 0.11% 1,730 $267K New
PCAR Paccar Inc. 0.11% 2,722 $265K New
MRVL Marvell Technology Inc. 0.11% 4,298 $265K Add +48.3%
ADSK Autodesk Inc. 0.11% 1,007 $264K Add +42.4%
KMI Kinder Morgan Inc. 0.11% 9,188 $262K New
GM General Motors Co. 0.11% 5,572 $262K New
TFC Truist Financial Corp. 0.11% 6,350 $261K New
AIG American International Group 0.11% 3,003 $261K New
HWM Howmet Aerospace Inc. 0.11% 2,004 $260K New
NXPI NXP Semiconductors NV 0.11% 1,343 $255K New
CPRT Copart Inc. 0.11% 4,502 $255K New
TGT Target Corp. 0.11% 2,431 $254K Add +58.8%
SNOW Snowflake Inc. 0.11% 1,728 $253K New
PSX Phillips 66 0.11% 2,045 $253K New
RCL Royal Caribbean Cruises Ltd. 0.11% 1,229 $252K New
AZO AutoZone Inc. 0.11% 66 $252K New
MAR Marriott International Class A 0.11% 1,052 $251K Add +39.9%
D Dominion Energy Inc. 0.11% 4,461 $250K New
AMP Ameriprise Financial Inc. 0.11% 516 $250K New
DFS Discover Financial Services 0.11% 1,450 $248K New
TRGP Targa Resources Corp. 0.10% 1,222 $245K New
PSA Public Storage 0.10% 815 $244K New
SRE Sempra 0.10% 3,365 $240K New
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.10% 243 $240K New
HES Hess Corp. 0.10% 1,498 $239K New
O Realty Income Corp. 0.10% 4,124 $239K New
BKR Baker Hughes Co. 0.10% 5,362 $236K New
WDAY Workday Inc. Class A 0.10% 1,008 $235K New
CMI Cummins Inc. 0.10% 749 $235K New
KR Kroger Co. 0.10% 3,442 $233K New
CTVA Corteva Inc. 0.10% 3,685 $232K New
MET Metlife Inc. 0.10% 2,886 $232K New
EW Edwards Lifesciences Corp. 0.10% 3,185 $231K New
EXC Exelon Corp. 0.10% 5,008 $231K New
VLO Valero Energy Corp. 0.10% 1,742 $230K New
SPG Simon Property Group Inc. 0.10% 1,385 $230K New
ROST Ross Stores Inc. 0.10% 1,793 $229K New
MPC Marathon Petroleum Corp. 0.10% 1,557 $227K New
VRSK Verisk Analytics Inc. 0.10% 757 $225K New
KVUE Kenvue Inc. 0.10% 9,384 $225K New
CCI Crown Castle Inc. 0.09% 2,125 $221K New
FAST Fastenal Co. 0.09% 2,840 $220K New
DLR Digital Realty Trust Inc. 0.09% 1,533 $220K New
PEG Public Service Enterprise GP 0.09% 2,664 $219K New
XEL Xcel Energy Inc. 0.09% 3,083 $218K New
COR Cencora Inc. 0.09% 773 $215K New
RSG Republic Services Inc. 0.09% 880 $213K New
FLUT Flutter Entertainment PLC-Di 0.09% 961 $213K New
URI United Rentals Inc. 0.09% 338 $212K New
TEL Te Connectivity PLC 0.09% 1,488 $210K New
CBRE CBRE Group Inc. Class A 0.09% 1,598 $209K New
MNST Monster Beverage Corp. 0.09% 3,539 $207K New
KMB Kimberly-Clark Corp. 0.09% 1,454 $207K New
PRU Prudential Financial Inc. 0.09% 1,836 $205K New
FICO Fair Isaac Corp. 0.09% 111 $205K New
ALNY Alnylam Pharmaceuticals Inc. 0.09% 757 $204K New
OTIS Otis Worldwide Corp. 0.09% 1,968 $203K New
MSCI MSCI Inc. 0.09% 359 $203K New
YUM Yum! Brands Inc. 0.09% 1,280 $201K New
TEAM Atlassian Corp. Class A 0.09% 948 $201K New
F Ford Motor Co. filed as FORD MTR CO 0.06% 14,132 $142K No change

Portfolio Sells Q4 2024 → Q1 2025

VGSH Vanguard Short-Term Treasury Reduce -1.2% 5.32% −2.60
VOO Vanguard S&P 500 ETF Reduce -1.2% 3.45% −1.98
VEU Vanguard Ftse All-World Ex-U Reduce -1.2% 1.81% −0.76
CB Chubb Ltd. Reduce -2.2% 0.23% −0.15

Portfolio Buys Q4 2024 → Q1 2025

BRK.B Berkshire Hathaway Inc. Class B Add +56.1% 2.14% +0.41
CVS CVS Health Corp. New 0.19% +0.19
V Visa Inc. Class A Add +56.0% 1.33% +0.19
LLY Eli Lilly & Co. Add +57.3% 1.45% +0.17
MSI Motorola Solutions Inc. New 0.16% +0.16
PM Philip Morris International Add +53.0% 0.55% +0.14
T AT&T Inc. Add +69.9% 0.48% +0.14
DASH DoorDash Inc. Class A New 0.14% +0.14
ECL Ecolab Inc. New 0.14% +0.14
XOM Exxon Mobil Corp. Add +52.9% 1.14% +0.14
FTNT Fortinet Inc. New 0.14% +0.14
ROP Roper Technologies Inc. New 0.14% +0.14
HCA HCA Healthcare Inc. New 0.13% +0.13
SLB SLB Ltd. New 0.13% +0.13
ALL Allstate Corp. New 0.13% +0.13
TRV The Travelers Cos Inc. New 0.13% +0.13
AEP American Electric Power New 0.13% +0.13
MSTR Strategy Inc. New 0.12% +0.12
ABBV Abbvie Inc. Add +49.5% 0.78% +0.12
BNY Bank of New York Mellon Corp. New 0.12% +0.12
LNG Cheniere Energy Inc. New 0.12% +0.12
CARR Carrier Global Corp. New 0.12% +0.12
ABNB Airbnb Inc. Class A New 0.12% +0.12
OKE Oneok Inc. New 0.12% +0.12
JCI Johnson Controls Internation New 0.12% +0.12
HLT Hilton Worldwide Holdings Inc. New 0.11% +0.11
AFL Aflac Inc. New 0.11% +0.11
PAYX Paychex Inc. New 0.11% +0.11
PCAR Paccar Inc. New 0.11% +0.11
GM General Motors Co. New 0.11% +0.11
KMI Kinder Morgan Inc. New 0.11% +0.11
JNJ Johnson & Johnson Add +49.3% 0.83% +0.11
TFC Truist Financial Corp. New 0.11% +0.11
AIG American International Group New 0.11% +0.11
HWM Howmet Aerospace Inc. New 0.11% +0.11
NXPI NXP Semiconductors NV New 0.11% +0.11
CPRT Copart Inc. New 0.11% +0.11
PSX Phillips 66 New 0.11% +0.11
SNOW Snowflake Inc. New 0.11% +0.11
RCL Royal Caribbean Cruises Ltd. New 0.11% +0.11
AZO AutoZone Inc. New 0.11% +0.11
D Dominion Energy Inc. New 0.11% +0.11
AMP Ameriprise Financial Inc. New 0.11% +0.11
JPM JPMorgan Chase & Co. Add +55.8% 1.52% +0.11
DFS Discover Financial Services New 0.11% +0.11
TRGP Targa Resources Corp. New 0.10% +0.10
PSA Public Storage New 0.10% +0.10
GWW WW Grainger Inc. New 0.10% +0.10
SRE Sempra New 0.10% +0.10
HES Hess Corp. New 0.10% +0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 219$441.2MVT, NVDA, VGSH, AMZN, GOOG
Q1 2026 206$276.4MVT, VGSH, NVDA, AAPL, MSFT
Q4 2025 199$276.0MVT, VGSH, NVDA, AAPL, MSFT
Q3 2025 248$326.9MVGSH, NVDA, MSFT, AAPL, VT
Q2 2025 246$281.0MVGSH, NVDA, MSFT, AAPL, AMZN
Q1 2025 229$234.9MAAPL, MSFT, NVDA, VGSH, AMZN
Q4 2024 153$158.4MAAPL, VGSH, NVDA, MSFT, VOO
Q3 2024 413$218.9MVGSH, VOO, VEU, AAPL, MSFT
Q2 2024 399$207.9MVGSH, VOO, VEU, MSFT, NVDA
Q1 2024 392$201.7MVGSH, VOO, VEU, MSFT, AAPL