Alta Advisers Ltd

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Alta Advisers Ltd reported 199 stock positions worth $276.0 million. Its top holding was Vanguard Tot World STK ETF (VT) at 15.7% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 8.1%) and Nvidia (NVDA, 6.4%). Compared with Q3 2025, it opened 1 new position, sold out of 50, added to 1 and reduced 193. The biggest buy was Vanguard Tot World STK ETF (VT, shares +176%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −34%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001536114
Portfolio Value
$276.0M (Q4 2025)
SEC Filing
0000904454-26-000078 ↗ filed Feb 9, 2026

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 Q1 2025 Q2 2025: $281.0M Q2 2025 Q3 2025: $326.9M Q3 2025 Q4 2025: $276.0M $276.0M Q4 2025 Q1 2026: $276.4M Q1 2026 Q2 2026: $441.2M Q2 2026

Holdings 199 stocks · $276.0M

VT Vanguard Tot World STK ETF 15.72% 413,611 $43.4M Add +176.4%
VGSH Vanguard Short-Term Treasury 8.10% 435,327 $22.4M Reduce -34.3%
NVDA Nvidia Corp. 6.43% 95,122 $17.7M Reduce -23.4%
AAPL Apple Inc. 5.71% 57,980 $15.8M Reduce -23.3%
MSFT Microsoft Corp. 5.05% 28,814 $13.9M Reduce -24.6%
VOO Vanguard S&P 500 ETF 3.36% 14,790 $9.3M No change
AMZN Amazon.com Inc. 3.18% 38,077 $8.8M Reduce -21.6%
GOOGL Alphabet Inc. Class A 2.56% 22,579 $7.1M Reduce -23.4%
AVGO Broadcom Inc. 2.29% 18,279 $6.3M Reduce -23.8%
GOOG Alphabet Inc. Class C 2.09% 18,403 $5.8M Reduce -23.0%
META Meta Platforms Inc. Class A 2.05% 8,560 $5.7M Reduce -22.7%
TSLA Tesla Inc. 1.78% 10,912 $4.9M Reduce -23.1%
VEU Vanguard Ftse All-World Ex-U 1.75% 65,757 $4.8M No change
BRK.B Berkshire Hathaway Inc. Class B 1.31% 7,175 $3.6M Reduce -24.1%
JPM JPMorgan Chase & Co. 1.25% 10,684 $3.4M Reduce -26.4%
LLY Eli Lilly & Co. 1.20% 3,079 $3.3M Reduce -25.3%
V Visa Inc. Class A 0.84% 6,632 $2.3M Reduce -25.6%
XOM Exxon Mobil Corp. 0.72% 16,458 $2.0M Reduce -27.0%
JNJ Johnson & Johnson 0.70% 9,368 $1.9M Reduce -21.7%
WMT Walmart Inc. 0.69% 17,213 $1.9M Reduce -21.1%
MA Mastercard Inc. Class A 0.67% 3,247 $1.9M Reduce -20.6%
PLTR Palantir Technologies Inc. Class A 0.57% 8,822 $1.6M Reduce -22.8%
ABBV Abbvie Inc. 0.56% 6,765 $1.5M Reduce -22.8%
NFLX Netflix Inc. 0.53% 15,730 $1.5M Reduce -26.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.53% 26,356 $1.4M Reduce -19.8%
COST Costco Wholesale Corp. 0.52% 1,666 $1.4M Reduce -26.5%
AMD Advanced Micro Devices 0.50% 6,392 $1.4M Reduce -21.0%
HD Home Depot Inc. 0.48% 3,881 $1.3M Reduce -24.2%
PG The Procter & Gamble Co. 0.46% 8,818 $1.3M Reduce -23.4%
ORCL Oracle Corp. 0.45% 6,408 $1.2M Reduce -21.6%
MU Micron Technology Inc. 0.44% 4,294 $1.2M Reduce -27.1%
CSCO Cisco Systems Inc. 0.43% 15,559 $1.2M Reduce -20.0%
WFC Wells Fargo & Co. 0.42% 12,407 $1.2M Reduce -27.9%
CVX Chevron Corp. 0.42% 7,564 $1.2M Reduce -22.5%
UNH Unitedhealth Group Inc. 0.42% 3,477 $1.1M Reduce -25.0%
GE General Electric filed as GE AEROSPACE 0.40% 3,600 $1.1M New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.39% 3,595 $1.1M Reduce -21.1%
KO The Coca-Cola Co. 0.37% 14,710 $1.0M Reduce -23.8%
CAT Caterpillar Inc. 0.37% 1,791 $1.0M Reduce -25.1%
MRK Merck & Co. Inc. 0.37% 9,584 $1.0M Reduce -23.8%
GS Goldman Sachs Group Inc. 0.36% 1,138 $1.0M Reduce -26.0%
PM Philip Morris International 0.36% 6,187 $992K Reduce -23.5%
CRM Salesforce Inc. 0.35% 3,670 $972K Reduce -26.2%
TMO Thermo Fisher Scientific Inc. 0.32% 1,506 $873K Reduce -19.3%
ABT Abbott Laboratories 0.31% 6,820 $854K Reduce -21.8%
LRCX Lam Research Corp. 0.31% 4,980 $852K Reduce -23.1%
C Citigroup Inc. 0.30% 7,164 $836K Reduce -23.5%
AMAT Applied Materials Inc. 0.30% 3,236 $832K Reduce -19.8%
MCD McDonald's Corp. 0.30% 2,714 $829K Reduce -22.8%
MS Morgan Stanley 0.30% 4,615 $819K Reduce -24.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.29% 7,119 $810K Reduce -24.4%
ISRG Intuitive Surgical Inc. 0.29% 1,421 $805K Reduce -20.2%
AXP American Express Co. 0.28% 2,102 $778K Reduce -23.3%
LIN Linde PLC 0.28% 1,793 $765K Reduce -22.5%
QCOM Qualcomm Inc. 0.27% 4,281 $732K Reduce -25.9%
APP AppLovin Corp. Class A 0.26% 1,080 $728K Reduce -18.2%
INTU Intuit Inc. 0.26% 1,088 $721K Reduce -20.5%
PEP Pepsico Inc. 0.26% 4,997 $717K Reduce -23.1%
BKNG Booking Holdings Inc. 0.25% 129 $691K Reduce -27.9%
AMGN Amgen Inc. 0.25% 2,110 $691K Reduce -22.1%
GEV GE Vernova Inc. 0.25% 1,042 $681K Reduce -21.2%
SCHW Schwab (charles) Corp. 0.25% 6,770 $676K Reduce -21.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.24% 4,376 $672K Reduce -20.1%
UBER Uber Technologies Inc. 0.24% 8,110 $663K Reduce -23.6%
VZ Verizon Communications Inc. 0.24% 16,216 $660K Reduce -24.6%
NEE Nextera Energy Inc. 0.24% 8,170 $656K Reduce -24.1%
SPGI S&P Global Inc. 0.23% 1,237 $646K Reduce -24.4%
APH Amphenol Corp. Class A 0.23% 4,760 $643K Reduce -20.1%
INTC Intel Corp. 0.23% 17,321 $639K Reduce -27.0%
KLAC KLA Corp. 0.23% 525 $638K Reduce -18.6%
ACN Accenture PLC Class A 0.23% 2,368 $635K Reduce -27.5%
TXN Texas Instruments Inc. 0.23% 3,615 $627K Reduce -23.3%
T AT&T Inc. 0.23% 25,197 $626K Reduce -35.2%
NOW ServiceNow Inc. 0.22% 4,015 $615K Reduce -25.9%
GILD Gilead Sciences Inc. 0.22% 4,992 $613K Reduce -24.3%
BLK BlackRock Inc. 0.22% 564 $604K Reduce -28.1%
COF Capital One Financial Corp. 0.22% 2,456 $595K Reduce -30.9%
ADBE Adobe Inc. 0.20% 1,598 $559K Reduce -25.9%
DHR Danaher Corp. 0.20% 2,433 $557K Reduce -22.3%
ADI Analog Devices Inc. 0.20% 2,036 $552K Reduce -16.4%
BSX Boston Scientific Corp. 0.20% 5,782 $551K Reduce -22.7%
PFE Pfizer Inc. 0.20% 21,612 $538K Reduce -30.3%
PGR Progressive Corp. 0.19% 2,336 $532K Reduce -23.1%
ANET Arista Networks Inc. 0.19% 4,039 $529K Reduce -25.7%
LOW Lowe's Cos Inc. 0.19% 2,193 $529K Reduce -19.2%
UNP Union Pacific Corp. 0.19% 2,238 $518K Reduce -21.1%
WELL Welltower Inc. 0.18% 2,733 $507K Reduce -3.5%
PLD Prologis Inc. 0.17% 3,759 $480K Reduce -17.6%
HON Honeywell International Inc. 0.17% 2,457 $479K Reduce -22.2%
MDT Medtronic PLC 0.17% 4,985 $479K Reduce -20.7%
ETN Eaton Corp. PLC 0.17% 1,500 $478K Reduce -21.1%
PANW Palo Alto Networks Inc. 0.17% 2,584 $476K Reduce -21.3%
SYK Stryker Corp. 0.17% 1,331 $468K Reduce -23.1%
BX Blackstone Inc. 0.17% 3,006 $463K Reduce -16.6%
DE Deere & Co. 0.17% 982 $457K Reduce -26.8%
PH Parker Hannifin Corp. 0.16% 516 $454K Reduce -18.9%
COP Conocophillips 0.16% 4,812 $450K Reduce -23.8%
VRTX Vertex Pharmaceuticals Inc. 0.16% 991 $449K Reduce -22.0%
CRWD CrowdStrike Holdings Inc. Class A 0.16% 958 $449K Reduce -25.0%
CB Chubb Ltd. 0.16% 1,416 $442K Reduce -20.3%
CEG Constellation Energy 0.16% 1,249 $441K Reduce -24.3%
BMY Bristol-Myers Squibb Co. 0.15% 7,750 $418K Reduce -23.6%
MCK McKesson Corp. 0.15% 502 $412K Reduce -19.3%
CMCSA Comcast Corp. Class A 0.15% 13,657 $408K Reduce -28.3%
CVS CVS Health Corp. 0.14% 5,012 $398K Reduce -25.3%
ADP Automatic Data Processing 0.14% 1,532 $394K Reduce -22.3%
TMUS T-Mobile US Inc. 0.14% 1,900 $386K Reduce -24.0%
CME Cme Group Inc. 0.14% 1,396 $381K Reduce -25.6%
SBUX Starbucks Corp. 0.14% 4,460 $376K Reduce -21.2%
MO Altria Group Inc. 0.14% 6,464 $373K Reduce -21.8%
ICE Intercontinental Exchange Inc. 0.13% 2,258 $366K Reduce -18.1%
KKR KKR & Co. Inc. 0.13% 2,763 $352K Reduce -17.8%
DUK Duke Energy Corp. 0.13% 3,000 $352K Reduce -23.1%
MRSH Marsh & McLennan Cos 0.13% 1,878 $348K Reduce -17.6%
HOOD Robinhood Markets Inc. Class A 0.12% 3,037 $343K Reduce -22.9%
TT Trane Technologies PLC 0.12% 879 $342K Reduce -29.1%
MMM 3M Co. 0.12% 2,122 $340K Reduce -19.1%
SNPS Synopsys Inc. 0.12% 717 $337K Reduce -18.2%
CDNS Cadence Design SYS Inc. 0.12% 1,073 $335K Reduce -29.1%
DASH DoorDash Inc. Class A 0.12% 1,457 $330K Reduce -19.8%
HWM Howmet Aerospace Inc. 0.12% 1,604 $329K Reduce -20.0%
WM Waste Management Inc. 0.12% 1,478 $325K Reduce -21.3%
CRH CRH PLC 0.12% 2,558 $319K Reduce -28.1%
REGN Regeneron Pharmaceuticals 0.11% 407 $314K Reduce -33.0%
SNOW Snowflake Inc. 0.11% 1,428 $313K Reduce -17.4%
MCO Moody's Corp. 0.11% 611 $312K Reduce -24.7%
HCA HCA Healthcare Inc. 0.11% 665 $310K Reduce -26.5%
JCI Johnson Controls Internation 0.11% 2,568 $308K Reduce -25.9%
USB US Bancorp 0.11% 5,740 $306K Reduce -24.9%
EQIX Equinix Inc. 0.11% 398 $305K Reduce -23.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.11% 2,624 $305K Reduce -23.4%
ORLY O'reilly Automotive Inc. 0.11% 3,320 $303K Reduce -23.1%
AON Aon PLC Class A 0.11% 850 $300K Reduce -15.8%
MRVL Marvell Technology Inc. 0.11% 3,498 $297K Reduce -18.6%
NKE Nike Inc. Class B 0.11% 4,661 $297K Reduce -21.8%
EMR Emerson Electric Co. 0.11% 2,234 $296K Reduce -21.2%
TDG Transdigm Group Inc. 0.11% 221 $294K Reduce -24.1%
SHW The Sherwin-Williams Co. 0.11% 906 $294K Reduce -15.0%
WMB Williams Cos Inc. 0.11% 4,849 $291K Reduce -21.1%
ELV Elevance Health Inc. 0.11% 831 $291K Reduce -22.4%
GM General Motors Co. 0.11% 3,572 $290K Reduce -35.9%
AMT American Tower Corp. 0.10% 1,648 $289K Reduce -29.8%
CI The Cigna Group 0.10% 1,044 $287K Reduce -21.1%
WBD Warner Bros Discovery Inc. 0.10% 9,943 $287K Reduce -7.5%
PNC PNC Financial Services Group 0.10% 1,370 $286K Reduce -26.7%
UPS United Parcel Service Class B 0.10% 2,794 $277K Reduce -12.5%
GLW Corning Inc. 0.10% 3,144 $275K Reduce -24.1%
TEL Te Connectivity PLC 0.10% 1,188 $270K Reduce -20.2%
ECL Ecolab Inc. 0.10% 1,029 $270K Reduce -21.4%
MDLZ Mondelez International Inc. Class A 0.10% 5,003 $269K Reduce -24.2%
RCL Royal Caribbean Cruises Ltd. 0.10% 949 $265K Reduce -22.8%
MAR Marriott International Class A 0.10% 852 $264K Reduce -19.0%
MSI Motorola Solutions Inc. 0.09% 680 $261K Reduce -19.1%
APO Apollo Global Management Inc. 0.09% 1,796 $260K Reduce -25.0%
CMI Cummins Inc. 0.09% 509 $260K Reduce -32.0%
COR Cencora Inc. 0.09% 763 $258K Reduce -9.5%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.09% 978 $253K Reduce -19.7%
ITW Illinois Tool Works 0.09% 1,020 $251K Reduce -26.1%
CSX CSX Corp. 0.09% 6,892 $250K Reduce -30.3%
HLT Hilton Worldwide Holdings Inc. 0.09% 865 $248K Reduce -27.0%
AEP American Electric Power 0.09% 2,139 $247K Reduce -21.9%
CTAS Cintas Corp. 0.09% 1,308 $246K Reduce -27.6%
NET Cloudflare Inc. Class A 0.09% 1,235 $243K Reduce -28.8%
PWR Quanta Services Inc. 0.09% 575 $243K Reduce -17.3%
FDX FedEx Corp. 0.09% 832 $240K Reduce -19.4%
TRV The Travelers Cos Inc. 0.09% 825 $239K Reduce -27.9%
ADSK Autodesk Inc. 0.09% 807 $239K Reduce -19.9%
SPG Simon Property Group Inc. 0.09% 1,285 $238K Reduce -7.2%
VRT Vertiv Holdings Co. Class A 0.09% 1,463 $237K Reduce -21.5%
ABNB Airbnb Inc. Class A 0.09% 1,744 $237K Reduce -25.6%
WDC Western Digital Corp. 0.09% 1,365 $235K Reduce -30.5%
ZTS Zoetis Inc. 0.08% 1,823 $229K Reduce -24.8%
TFC Truist Financial Corp. 0.08% 4,650 $229K Reduce -26.8%
SRE Sempra 0.08% 2,565 $226K Reduce -23.8%
NXPI NXP Semiconductors NV 0.08% 1,043 $226K Reduce -22.3%
STX Seagate Technology Holdings 0.08% 811 $223K Reduce -33.0%
ALNY Alnylam Pharmaceuticals Inc. 0.08% 557 $221K Reduce -26.4%
CVNA Carvana Co. 0.08% 521 $220K Reduce -13.3%
APD Air Products & Chemicals Inc. 0.08% 874 $216K Reduce -15.5%
SLB SLB Ltd. filed as SLB LIMITED 0.08% 5,623 $216K Reduce -35.5%
ROST Ross Stores Inc. 0.08% 1,193 $215K Reduce -33.5%
RBLX Roblox Corp. Class A 0.08% 2,642 $214K Reduce -10.2%
EOG EOG Resources Inc. 0.08% 2,031 $213K Reduce -25.6%
PYPL PayPal Holdings Inc. 0.08% 3,653 $213K Reduce -31.8%
F Ford Motor Co. filed as FORD MTR CO 0.08% 16,132 $212K No change
CL Colgate-Palmolive Co. 0.08% 2,670 $211K Reduce -31.0%
PCAR Paccar Inc. 0.08% 1,922 $210K Reduce -29.4%
MNST Monster Beverage Corp. 0.08% 2,739 $210K Reduce -22.6%
CBRE CBRE Group Inc. Class A 0.08% 1,298 $209K Reduce -18.8%
AZO AutoZone Inc. 0.07% 61 $207K Reduce -24.7%
GWW WW Grainger Inc. 0.07% 203 $205K Reduce -16.5%
MPWR Monolithic Power Systems Inc. 0.07% 225 $204K Reduce -15.1%
KMI Kinder Morgan Inc. 0.07% 7,388 $203K Reduce -19.6%
D Dominion Energy Inc. 0.07% 3,461 $203K Reduce -22.4%
ALL Allstate Corp. 0.07% 969 $202K Reduce -34.0%
URI United Rentals Inc. 0.07% 248 $201K Reduce -26.6%
COIN Coinbase Global Inc. Class A 0.07% 886 $200K Reduce -18.4%
IDXX Idexx Laboratories Inc. 0.07% 296 $200K Reduce -21.3%
AMCR Amcor PLC 0.04% 11,649 $97K No change

Portfolio Sells Q3 2025 → Q4 2025

VGSH Vanguard Short-Term Treasury Reduce -34.3% 8.10% −3.49
MSFT Microsoft Corp. Reduce -24.6% 5.05% −1.00
NVDA Nvidia Corp. Reduce -23.4% 6.43% −0.66
META Meta Platforms Inc. Class A Reduce -22.7% 2.05% −0.44
NFLX Netflix Inc. Reduce -26.6% 0.53% −0.25
ORCL Oracle Corp. Reduce -21.6% 0.45% −0.25
AAPL Apple Inc. Reduce -23.3% 5.71% −0.17
JPM JPMorgan Chase & Co. Reduce -26.4% 1.25% −0.15
TSLA Tesla Inc. Reduce -23.1% 1.78% −0.15
HD Home Depot Inc. Reduce -24.2% 0.48% −0.15
BRK.B Berkshire Hathaway Inc. Class B Reduce -24.1% 1.31% −0.15
MSTR Strategy Inc. Sold out 0.00% −0.14
AVGO Broadcom Inc. Reduce -23.8% 2.29% −0.13
COST Costco Wholesale Corp. Reduce -26.5% 0.52% −0.12
FISV Fiserv Inc. Sold out 0.00% −0.12
T AT&T Inc. Reduce -35.2% 0.23% −0.11
MPC Marathon Petroleum Corp. Sold out 0.00% −0.09
VLO Valero Energy Corp. Sold out 0.00% −0.09
LNG Cheniere Energy Inc. Sold out 0.00% −0.09
V Visa Inc. Class A Reduce -25.6% 0.84% −0.09
FTNT Fortinet Inc. Sold out 0.00% −0.09
FAST Fastenal Co. Sold out 0.00% −0.09
PSX Phillips 66 Sold out 0.00% −0.09
PG The Procter & Gamble Co. Reduce -23.4% 0.46% −0.08
AFL Aflac Inc. Sold out 0.00% −0.08
ROP Roper Technologies Inc. Sold out 0.00% −0.08
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.08
NOW ServiceNow Inc. Reduce -25.9% 0.22% −0.08
CARR Carrier Global Corp. Sold out 0.00% −0.08
DHI D.R. Horton Inc. Sold out 0.00% −0.08
DLR Digital Realty Trust Inc. Sold out 0.00% −0.08
BKR Baker Hughes Co. Sold out 0.00% −0.08
EA Electronic Arts Inc. Sold out 0.00% −0.08
MLM Martin Marietta Materials Sold out 0.00% −0.08
UBER Uber Technologies Inc. Reduce -23.6% 0.24% −0.08
AMZN Amazon.com Inc. Reduce -21.6% 3.18% −0.08
AMP Ameriprise Financial Inc. Sold out 0.00% −0.08
O Realty Income Corp. Sold out 0.00% −0.08
AXON Axon Enterprise Inc. Sold out 0.00% −0.08
BDX Becton Dickinson and Co. Sold out 0.00% −0.08
DDOG Datadog Inc. Class A Sold out 0.00% −0.08
CTVA Corteva Inc. Sold out 0.00% −0.08
XEL Xcel Energy Inc. Sold out 0.00% −0.08
EW Edwards Lifesciences Corp. Sold out 0.00% −0.08
DELL Dell Technologies -C Sold out 0.00% −0.07
FLUT Flutter Entertainment PLC-Di Sold out 0.00% −0.07
WDAY Workday Inc. Class A Sold out 0.00% −0.07
UNH Unitedhealth Group Inc. Reduce -25.0% 0.42% −0.07
FERG Ferguson Enterprises Inc. Sold out 0.00% −0.07
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.07

Portfolio Buys Q3 2025 → Q4 2025

VT Vanguard Tot World STK ETF Add +176.4% 15.72% +11.03
GE General Electric New 0.40% +0.40

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