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Livermore
Livermore
ZHEN

Alta Advisers Ltd

SEC CIK
0001536114
Latest filing
Aug 12, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
153
−260 vs. Q3 2024
Portfolio value
$158.4M
−$60.6M (−27.7%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Alta Advisers Ltd in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock50,450$12.6M8.0%+7,190+16.6%AddedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS215,366$12.5M7.9%−465,910−68.4%Reduced–
NVDANVIDIA CorpStock81,612$11.0M6.9%+11,912+17.1%AddedHistory
MSFTMicrosoft CorpStock24,724$10.4M6.6%+3,724+17.7%AddedHistory
Vanguard S&P 500 ETF922908363ETF15,976$8.61M5.4%−34,573−68.4%Reduced–
AMZNAmazon Com IncStock31,107$6.82M4.3%+4,707+17.8%AddedHistory
METAMeta Platforms, Inc.Stock7,280$4.26M2.7%+1,080+17.4%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF71,034$4.08M2.6%−153,561−68.4%Reduced–
TSLATesla, Inc.Stock9,372$3.78M2.4%+1,472+18.6%AddedHistory
GOOGLAlphabet Inc.Stock19,379$3.67M2.3%+3,279+20.4%AddedHistory
AVGOBroadcom Inc.Stock15,599$3.62M2.3%+2,589+19.9%AddedHistory
GOOGAlphabet Inc.Stock15,983$3.04M1.9%+1,783+12.6%AddedHistory
BRK.BBerkshire Hathaway IncStock6,055$2.74M1.7%+1,069+21.4%AddedHistory
JPMJPMorgan Chase & CoStock9,324$2.24M1.4%+1,424+18.0%AddedHistory
LLYEli Lilly & CoStock2,619$2.02M1.3%+319+13.9%AddedHistory
VVisa Inc.Stock5,712$1.81M1.1%+1,112+24.2%AddedHistory
XOMExxonMobil Holdings CorpCOM14,758$1.59M1.0%+2,264+18.1%AddedHistory
UNHUnitedHealth Group IncStock3,057$1.55M1.0%+457+17.6%AddedHistory
MAMastercard IncStock2,742$1.44M0.9%+442+19.2%AddedHistory
COSTCostco Wholesale CorpStock1,461$1.34M0.8%+261+21.8%AddedHistory
PGProcter & Gamble CoStock7,868$1.32M0.8%+1,246+18.8%AddedHistory
WMTWalmart Inc.Stock14,513$1.31M0.8%+2,713+23.0%AddedHistory
HDHome Depot, Inc.Stock3,321$1.29M0.8%+621+23.0%AddedHistory
NFLXNetflix IncStock1,417$1.26M0.8%+217+18.1%AddedHistory
JNJJohnson & JohnsonStock7,918$1.15M0.7%+818+11.5%AddedHistory
CRMSalesforce, Inc.Stock3,170$1.06M0.7%+470+17.4%AddedHistory
ABBVAbbVie Inc.Stock5,865$1.04M0.7%+1,069+22.3%AddedHistory
BACBank of America CorpStock22,056$969.4K0.6%+3,856+21.2%AddedHistory
ORCLOracle CorpStock5,318$886.2K0.6%+918+20.9%AddedHistory
MRKMerck & Co., Inc.Stock8,384$834.0K0.5%+964+13.0%AddedHistory
CVXChevron CorpStock5,629$815.3K0.5%+929+19.8%AddedHistory
KOCoca Cola CoStock12,660$788.2K0.5%+2,025+19.0%AddedHistory
WFCWells Fargo & CompanyStock11,007$773.1K0.5%+1,107+11.2%AddedHistory
CSCOCisco Systems, Inc.Stock13,059$773.1K0.5%+2,259+20.9%AddedHistory
ACNAccenture plcStock2,068$727.5K0.5%+368+21.6%AddedHistory
NOWServiceNow, Inc.Stock683$724.1K0.5%+83+13.8%AddedHistory
MCDMcDonalds CorpStock2,414$699.8K0.4%+480+24.8%AddedHistory
PEPPepsiCo IncStock4,497$683.8K0.4%+590+15.1%AddedHistory
IBMInternational Business Machines CorpStock3,055$671.6K0.4%+555+22.2%AddedHistory
DISWalt Disney CoStock6,019$670.2K0.4%+1,019+20.4%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,266$658.6K0.4%+266+26.6%AddedHistory
AMDAdvanced Micro Devices IncStock5,392$651.3K0.4%+992+22.5%AddedHistory
ADBEAdobe Inc.Stock1,458$648.3K0.4%+158+12.2%AddedHistory
ABTAbbott LaboratoriesStock5,720$647.0K0.4%+1,020+21.7%AddedHistory
LINLinde PLCStock1,543$646.0K0.4%+243+18.7%AddedHistory
PMPhilip Morris International Inc.Stock5,287$636.3K0.4%+1,187+29.0%AddedHistory
ISRGIntuitive Surgical IncCOM NEW1,181$616.4K0.4%+181+18.1%AddedHistory
CBChubb LtdStock1,816$602.2K0.4%+716+65.1%AddedHistory
GSGoldman Sachs Group IncStock1,038$594.4K0.4%+138+15.3%AddedHistory
INTUIntuit Inc.Stock928$583.2K0.4%+128+16.0%AddedHistory
CATCaterpillar IncStock1,591$577.2K0.4%+191+13.6%AddedHistory
QCOMQualcomm IncStock3,681$565.5K0.4%+681+22.7%AddedHistory
TXNTexas Instruments IncStock3,015$565.3K0.4%+615+25.6%AddedHistory
VZVerizon Communications IncStock13,816$552.5K0.3%+1,316+10.5%AddedHistory
AXPAmerican Express CoStock1,842$546.7K0.3%+242+15.1%AddedHistory
BKNGBooking Holdings Inc.Stock109$541.6K0.3%+9+9.0%AddedHistory
TAT&T Inc.Stock23,597$537.3K0.3%+2,297+10.8%AddedHistory
MSMorgan StanleyStock4,115$517.3K0.3%+515+14.3%AddedHistory
SPGIS&P Global Inc.Stock1,037$516.5K0.3%+137+15.2%AddedHistory
PLTRPalantir Technologies Inc.Stock6,822$515.9K0.3%+1,222+21.8%AddedHistory
PFEPfizer IncStock18,812$499.1K0.3%+3,012+19.1%AddedHistory
BLKBlackRock, Inc.COM484$496.2K0.3%+84+21.0%AddedHistory
NEENextera Energy IncStock6,870$492.5K0.3%+1,370+24.9%AddedHistory
DHRDanaher CorpStock2,133$489.6K0.3%+433+25.5%AddedHistory
HONHoneywell International IncCOM2,157$487.2K0.3%+657+43.8%AddedHistory
CMCSAComcast CorpStock12,657$475.0K0.3%+857+7.3%AddedHistory
LOWLowes Companies IncStock1,913$472.1K0.3%+213+12.5%AddedHistory
AMGNAmgen IncStock1,810$471.8K0.3%+357+24.6%AddedHistory
UNPUnion Pacific CorpStock2,038$464.7K0.3%+338+19.9%AddedHistory
PGRProgressive CorpStock1,936$463.9K0.3%+336+21.0%AddedHistory
AMATApplied Materials IncStock2,736$445.0K0.3%+236+9.4%AddedHistory
TJXTJX Companies IncStock3,676$444.1K0.3%+476+14.9%AddedHistory
CCitigroup IncStock6,264$440.9K0.3%+1,164+22.8%AddedHistory
COPConocoPhillipsStock4,412$437.5K0.3%+1,012+29.8%AddedHistory
BSXBoston Scientific CorpStock4,832$431.6K0.3%+932+23.9%AddedHistory
ETNEaton Corp plcStock1,300$431.4K0.3%+200+18.2%AddedHistory
UBERUber Technologies, IncStock7,010$422.8K0.3%+1,110+18.8%AddedHistory
BXBlackstone Inc.COM2,406$414.8K0.3%+506+26.6%AddedHistory
SYKStryker CorpStock1,131$407.2K0.3%+231+25.7%AddedHistory
ADPAutomatic Data Processing IncStock1,372$401.6K0.3%+272+24.7%AddedHistory
PANWPalo Alto Networks IncStock2,184$397.4K0.3%+384+21.3%AddedConverted for a 2-for-1 splitHistory
GILDGilead Sciences, Inc.Stock4,192$387.2K0.2%+592+16.4%AddedHistory
FISVFiserv IncStock1,873$384.8K0.2%+273+17.1%AddedHistory
BMYBristol Myers Squibb CoStock6,750$381.8K0.2%+1,250+22.7%AddedHistory
ANETArista Networks, Inc.Stock3,439$380.1K0.2%+639+22.8%AddedConverted for a 4-for-1 splitHistory
SCHWSchwab Charles CorpStock4,970$367.8K0.2%+970+24.3%AddedHistory
DEDeere & CoStock842$356.8K0.2%+142+20.3%AddedHistory
TMUST-Mobile US, Inc.Stock1,600$353.2K0.2%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock871$350.8K0.2%+171+24.4%AddedHistory
ADIAnalog Devices IncStock1,636$347.6K0.2%+236+16.9%AddedHistory
SBUXStarbucks CorpStock3,760$343.1K0.2%+560+17.5%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock1,578$335.2K0.2%+115+7.9%AddedHistory
KKRKKR & Co. Inc.COM2,263$334.7K0.2%+363+19.1%AddedHistory
MDTMedtronic plcStock4,185$334.3K0.2%+685+19.6%AddedHistory
PLDPrologis, Inc.REIT3,059$323.3K0.2%+442+16.9%AddedHistory
MRVLMarvell Technology, Inc.COM2,898$320.1K0.2%+198+7.3%AddedHistory
MUMicron Technology IncStock3,694$310.9K0.2%+694+23.1%AddedHistory
LRCXLam Research CorpStock4,280$309.1K0.2%+280+7.0%AddedConverted for a 10-for-1 splitHistory
GEVGE Vernova Inc.Stock922$303.3K0.2%+172+22.9%AddedHistory
UPSUnited Parcel Service IncStock2,394$301.9K0.2%+494+26.0%AddedHistory

Sold out since Q3 2024 (260)

Positions held at the end of Q3 2024 that are gone from this filing.

The largest 100 of 260 by value last quarter.

Positions of Alta Advisers Ltd sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
RYRoyal Bank of CanadaStock3,813$476.4K0.2%History
SHOPShopify Inc.Stock3,741$300.0K0.1%History
TDToronto Dominion BankStock4,591$290.6K0.1%History
HCAHCA Healthcare, Inc.COM600$243.9K0.1%History
BMOBank of MontrealCOM2,542$229.6K0.1%History
MSIMotorola Solutions, Inc.Stock500$224.8K0.1%History
CPCanadian Pacific Kansas City LtdCOM2,573$220.3K0.1%History
CVSCVS Health CorpStock3,400$213.8K0.1%History
MPCMarathon Petroleum CorpStock1,300$211.8K0.1%History
DHIHorton D R IncCOM1,100$209.8K0.1%History
CARRCarrier Global CorpStock2,600$209.3K0.1%History
GWWW.W. Grainger, Inc.Stock200$207.8K0.1%History
HLTHilton Worldwide Holdings Inc.COM900$207.4K0.1%History
ECLEcolab Inc.Stock800$204.3K0.1%History
CNQCanadian Natural Resources LtdCOM6,016$200.0K0.1%History
ENBEnbridge IncStock4,819$196.0K0.1%History
BNBROOKFIELD CorpCL A LTD VT SH3,663$194.8K0.1%History
NXPINXP Semiconductors N.V.COM800$192.0K0.1%History
AFLAflac IncStock1,700$190.1K0.1%History
MPWRMonolithic Power Systems, Inc.COM200$184.9K0.1%History
PSXPhillips 66Stock1,400$184.0K0.1%History
GMGeneral Motors CoCOM4,100$183.8K0.1%History
CNICanadian National Railway CoStock1,549$181.6K0.1%History
AIGAmerican International Group, Inc.Stock2,400$175.8K0.1%History
SLBSLB LimitedStock4,100$172.0K0.1%History
JCIJohnson Controls International plcStock2,200$170.7K0.1%History
ALLAllstate CorpStock900$170.7K0.1%History
SPGSimon Property Group Inc.REIT1,000$169.0K0.1%History
LENLennar CorpCL A900$168.7K0.1%History
ACGLArch Capital Group Ltd.Stock1,500$167.8K0.1%History
CPRTCopart IncCOM3,200$167.7K0.1%History
ROPRoper Technologies IncStock300$166.9K0.1%History
BNSBank of Nova ScotiaCOM3,053$166.5K0.1%History
ROSTRoss Stores, Inc.COM1,100$165.6K0.1%History
BNYBank of New York Mellon CorpStock2,300$165.3K0.1%History
TTDTrade Desk, Inc.Stock1,500$164.5K0.1%History
TRVTravelers Companies, Inc.Stock700$163.9K0.1%History
AAgilent Technologies, Inc.COM1,100$163.3K0.1%History
VLOValero Energy CorpStock1,200$162.0K0.1%History
URIUnited Rentals, Inc.COM200$161.9K0.1%History
DALDelta Air Lines, Inc.COM NEW3,100$157.4K0.1%History
FTNTFortinet, Inc.Stock2,000$155.1K0.1%History
TFCTruist Financial CorpCOM3,600$154.0K0.1%History
ABNBAirbnb, Inc.Stock1,200$152.2K0.1%History
ITGartner IncCOM300$152.0K0.1%History
SUSuncor Energy IncStock4,102$151.6K0.1%History
IDXXIDEXX Laboratories IncCOM300$151.6K0.1%History
TELTE Connectivity plcStock1,000$151.0K0.1%History
SRESempraStock1,800$150.5K0.1%History
MTDMettler Toledo International IncCOM100$150.0K0.1%History
METMetlife IncStock1,800$148.5K0.1%History
PCARPaccar IncCOM1,500$148.0K0.1%History
SPOTSpotify Technology S.A.Stock400$147.4K0.1%History
IRIngersoll Rand Inc.COM1,500$147.2K0.1%History
WDAYWorkday, Inc.CL A600$146.6K0.1%History
OKEONEOK IncCOM1,600$145.8K0.1%History
DLRDigital Realty Trust, Inc.COM900$145.6K0.1%History
PSAPublic StorageCOM400$145.5K0.1%History
MCHPMicrochip Technology IncStock1,800$144.5K0.1%History
LNGCheniere Energy, Inc.COM NEW800$143.9K0.1%History
KVUEKenvue Inc.Stock6,200$143.4K0.1%History
WCNWaste Connections, Inc.COM800$143.2K0.1%History
DASHDoorDash, Inc.Stock1,000$142.7K0.1%History
DDDuPont de Nemours, Inc.COM1,600$142.6K0.1%History
FISFidelity National Information Services, Inc.Stock1,700$142.4K0.1%History
CCICrown Castle Inc.REIT1,200$142.4K0.1%History
KMBKimberly Clark CorpStock1,000$142.3K0.1%History
IQVIQVIA Holdings Inc.Stock600$142.2K0.1%History
AMPAmeriprise Financial IncCOM300$140.9K0.1%History
GISGeneral Mills IncStock1,900$140.3K0.1%History
PAYXPaychex IncStock1,000$134.2K0.1%History
VRSKVerisk Analytics, Inc.COM500$134.0K0.1%History
PEGPublic Service Enterprise Group IncCOM1,500$133.8K0.1%History
PRUPrudential Financial IncStock1,100$133.2K0.1%History
ORealty Income CorpREIT2,100$133.2K0.1%History
DDominion Energy, IncStock2,300$132.9K0.1%History
CTSHCognizant Technology Solutions CorpCL A1,700$131.2K0.1%History
EBAYeBay IncCOM2,000$130.2K0.1%History
CMCanadian Imperial Bank of CommerceCOM2,112$129.7K0.1%History
CMICummins IncStock400$129.5K0.1%History
HIGHartford Insurance Group, Inc.Stock1,100$129.4K0.1%History
STZConstellation Brands, Inc.Stock500$128.8K0.1%History
FASTFastenal CoStock1,800$128.6K0.1%History
HUMHumana IncStock400$126.7K0.1%History
AZOAutoZone IncCOM40$126.0K0.1%History
VMCVulcan Materials COCOM500$125.2K0.1%History
OTISOtis Worldwide CorpStock1,200$124.7K0.1%History
CBRECbre Group, Inc.CL A1,000$124.5K0.1%History
CTVACorteva, Inc.Stock2,100$123.5K0.1%History
GRMNGarmin LtdSHS700$123.2K0.1%History
RMDResmed IncCOM500$122.1K0.1%History
KMIKinder Morgan, Inc.Stock5,500$121.5K0.1%History
RSGRepublic Services, Inc.COM600$120.5K0.1%History
CNCCentene CorpStock1,600$120.4K0.1%History
NUENucor CorpCOM800$120.3K0.1%History
AMEAmetek IncCOM700$120.2K0.1%History
PWRQuanta Services, Inc.COM400$119.3K0.1%History
ODFLOld Dominion Freight Line, Inc.COM600$119.2K0.1%History
EWEdwards Lifesciences CorpStock1,800$118.8K0.1%History
SESea LtdSPONSORD ADS1,255$118.3K0.1%History