Alta Quality Growth Fund (AQLGX) - Large Growth fund with $53.82 Million in assets. The fund allocates 40.46% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Alphabet, Inc. at 7.65% of total assets. This is followed by Microsoft Corp. (7.56%) and Apple, Inc. (4.72%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Alphabet, Inc. | 7.65% | - | - |
| Microsoft Corp. | 7.56% | - | - |
| Apple, Inc. | 4.72% | - | - |
| Adobe Systems, Inc. | 3.91% | - | - |
| Amazon.com, Inc. | 5.65% | - | - |
| UnitedHealth Group, Inc. | 3.59% | - | - |
| Markel Corp. | None | - | - |
| Autodesk, Inc. | 3.88% | - | - |
| Home Depot, Inc./The | 3.50% | - | - |
| Accenture PLC | None | - | - |
| Fiserv, Inc. | 4.26% | - | - |
| MasterCard, Inc. | 3.41% | - | - |
| NVIDIA Corp. | 6.64% | - | - |
| Amphenol Corp. | 5.10% | - | - |
| Broadcom, Inc. | 4.46% | - | - |
| Meta Platforms, Inc. | 4.01% | - | - |
| TJX Cos., Inc./The | 3.43% | - | - |