Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Altavista Wealth Management, Inc. (CIK 1434981) reported $495.5M across 188 reported positions in its SEC 13F filing for 2021-12-31. Largest positions: AGG ($57.1M, 11.51%), AAPL ($24.7M, 4.99%), MSFT ($18.9M, 3.82%), BRK/B ($16.8M, 3.38%), TSCO ($14.8M, 2.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | iShares Core US Aggregate Bond ETF | $57.1M | 11.51% | 500,106 | Trimmed |
| 2 | AAPL | Apple Computer Inc | $24.7M | 4.99% | 139,135 | Added |
| 3 | MSFT | Microsoft Corp | $18.9M | 3.82% | 56,300 | Added |
| 4 | BRK/B | Berkshire Hathaway B | $16.8M | 3.38% | 56,062 | Added |
| 5 | TSCO | Tractor Supply Company | $14.8M | 2.99% | 62,101 | Hold |
| 6 | TIPX | SPDRR Blmbg Barclays 1-10 Year TIPS ETF | $12.5M | 2.53% | 592,695 | Trimmed |
| 7 | MMM | 3M Company | $12.4M | 2.49% | 69,540 | Added |
| 8 | PEP | Pepsi Co | $11.9M | 2.40% | 68,503 | Added |
| 9 | LOW | Lowes Companies Inc | $11.5M | 2.32% | 44,424 | Added |
| 10 | GOOGL | Alphabet Inc Class A | $11.2M | 2.26% | 3,871 | Added |
| 11 | IEFA | iShares Core MSCI EAFE | $10.4M | 2.11% | 139,901 | Trimmed |
| 12 | JNJ | Johnson & Johnson | $10.1M | 2.04% | 59,066 | Added |
| 13 | CSCO | Cisco Systems Inc | $9.5M | 1.93% | 150,643 | Added |
| 14 | PFE | Pfizer Inc | $8.6M | 1.73% | 145,581 | Added |
| 15 | VEU | Vanguard FTSE All-Wld ex-US ETF | $8.5M | 1.72% | 139,466 | Added |
| 16 | AMZN | Amazon Com Inc | $8.2M | 1.66% | 2,470 | Added |
| 17 | ROP | Roper Industries Inc | $8.1M | 1.64% | 16,536 | Added |
| 18 | HD | Home Depot Inc | $7.9M | 1.60% | 19,098 | Hold |
| 19 | MCD | McDonalds Corp | $7.9M | 1.59% | 29,370 | Added |
| 20 | WMT | Wal-Mart Stores Inc | $7.8M | 1.58% | 54,027 | Added |
| 21 | SYK | Stryker | $7.5M | 1.52% | 28,108 | Added |
| 22 | JPM | J P Morgan Chase & Co | $7.4M | 1.50% | 46,996 | Added |
| 23 | META | Meta Platforms Inc Class A | $7.3M | 1.48% | 21,789 | Added |
| 24 | AVGO | Broadcom Inc Com | $6.5M | 1.31% | 9,733 | Added |
| 25 | UNP | Union Pacific Corp | $6.4M | 1.30% | 25,502 | Added |
Source: SEC Form 13F filings · as of 2021-12-31