ACM
PEO

Alta Capital Management’s Adams Natural Resources Fund PEO Stock Holding History

Alta Capital Management’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$445K Hold
16,000
– – 0.03% 77
2025
Q4 		$348K Hold
16,000
– – 0.02% 77
2025
Q3 		$344K Hold
16,000
– – 0.02% 81
2025
Q2 		$342K Hold
16,000
– – 0.02% 79
2025
Q1 		$365K Hold
16,000
– – 0.02% 75
2024
Q4 		$348K Sell
16,000
-631
-4% -$14.4K 0.02% 80
2024
Q3 		$372K Sell
16,631
-4,158
-20% -$92.7K 0.02% 75
2024
Q2 		$472K Hold
20,789
– – 0.03% 74
2024
Q1 		$461K Hold
20,789
– – 0.03% 75
2023
Q4 		$413K Buy
+20,789
New +$426K 0.03% 78

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BW
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IFO
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