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Home > Institutional Investor > Altavista Wealth Management, Inc. > Profile

Instuitional Investor - Altavista Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Altavista Wealth Management, Inc.
Portfolio Value $495,503,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 500,106 $57,052,000 11.51%
2.
Apple Inc.
 AAPL 139,135 $24,706,000 4.98%
3.
Microsoft Corp
 MSFT 56,300 $18,935,000 3.82%
4.
Berkshire Hathaway Inc
 BRK.A 56,062 $16,763,000 3.38%
5.
Tractor Supply Co
 TSCO 62,101 $14,817,000 2.99%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)