Saratoga Research & Investment Management Long-Term Concentrated

CIK: 0001477872 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Jul 17, 2013

Total Value ($000): $849,774 (100.0% shares, 0.0% debt)

Holdings (57)

MSFT Microsoft 4.9%
Value ($000) $41,852 Shares 1,211,516 Est. Cost $26.70 Unrealized 0.0%
MMM 3M Company 4.8%
Value ($000) $40,461 Shares 370,018 Est. Cost $61.26 Unrealized 0.0%
CSCO Cisco Systems 4.6%
Value ($000) $39,339 Shares 1,616,551 Est. Cost $15.24 Unrealized 0.0%
OMC Omnicom Group 4.5%
Value ($000) $38,590 Shares 613,800 Est. Cost $40.69 Unrealized 0.0%
Medtronic 4.5%
Value ($000) $38,222 Shares 742,607 Est. Cost $51.47 Unrealized
WMT Wal-Mart Stores 4.3%
Value ($000) $36,213 Shares 486,147 Est. Cost $19.98 Unrealized 0.0%
ORCL Oracle 4.2%
Value ($000) $36,052 Shares 1,173,950 Est. Cost $27.58 Unrealized 0.0%
PG Procter & Gamble 4.1%
Value ($000) $35,088 Shares 455,750 Est. Cost $55.00 Unrealized 0.0%
JNJ Johnson & Johnson 4.1%
Value ($000) $35,033 Shares 408,022 Est. Cost $59.66 Unrealized 0.0%
Automatic Data Processing 4.1%
Value ($000) $34,736 Shares 504,439 Est. Cost $68.86 Unrealized
MCD McDonalds 4.1%
Value ($000) $34,699 Shares 350,493 Est. Cost $71.80 Unrealized 0.0%
KO Coca-Cola 4.0%
Value ($000) $34,395 Shares 857,520 Est. Cost $27.85 Unrealized 0.0%
United Technologies 3.9%
Value ($000) $33,206 Shares 357,282 Est. Cost $92.94 Unrealized
NKE NIKE 3.9%
Value ($000) $32,962 Shares 517,618 Est. Cost $26.53 Unrealized 0.0%
IBM Int'l Business Machines 3.8%
Value ($000) $31,925 Shares 167,051 Est. Cost $118.94 Unrealized 0.0%
Becton, Dickinson & Co 3.7%
Value ($000) $31,332 Shares 317,033 Est. Cost $98.83 Unrealized
NVO Novo Nordisk ADR 2.7%
Value ($000) $23,121 Shares 149,194 Est. Cost $154.97 Unrealized
Abbott Labs 2.5%
Value ($000) $21,317 Shares 611,161 Est. Cost $34.88 Unrealized
Berkshire Hathaway B 2.2%
Value ($000) $18,976 Shares 169,552 Est. Cost $111.92 Unrealized
Coach Inc 2.2%
Value ($000) $18,316 Shares 320,820 Est. Cost $57.09 Unrealized
Apple Inc 2.1%
Value ($000) $17,568 Shares 44,305 Est. Cost $396.52 Unrealized
CHRW C.H. Robinson Worldwide 2.1%
Value ($000) $17,504 Shares 310,850 Est. Cost $42.72 Unrealized 0.0%
GD General Dynamics 2.0%
Value ($000) $17,192 Shares 219,485 Est. Cost $56.44 Unrealized 0.0%
SYK Stryker 2.0%
Value ($000) $16,636 Shares 257,212 Est. Cost $56.92 Unrealized 0.0%
Varian Medical Systems 1.9%
Value ($000) $16,319 Shares 241,946 Est. Cost $67.45 Unrealized
PEP Pepsico 1.7%
Value ($000) $14,409 Shares 176,174 Est. Cost $56.00 Unrealized 0.0%
SYY Sysco Corp 1.4%
Value ($000) $12,231 Shares 358,041 Est. Cost $24.40 Unrealized 0.0%
ABBV AbbVie 1.4%
Value ($000) $11,843 Shares 286,482 Est. Cost $26.55 Unrealized 0.0%
ACN Accenture Ltd New 1.4%
Value ($000) $11,529 Shares 160,210 Est. Cost $63.81 Unrealized 0.0%
MKC McCormick & Co 1.3%
Value ($000) $11,319 Shares 160,877 Est. Cost $28.19 Unrealized 0.0%
Total System Services 1.3%
Value ($000) $10,753 Shares 439,245 Est. Cost $24.48 Unrealized
C.R. Bard 1.0%
Value ($000) $8,837 Shares 81,315 Est. Cost $108.68 Unrealized
CL Colgate-Palmolive 0.8%
Value ($000) $6,583 Shares 114,913 Est. Cost $44.38 Unrealized 0.0%
FDS FactSet Research Sys 0.7%
Value ($000) $5,720 Shares 56,113 Est. Cost $83.78 Unrealized 0.0%
NSRGY Nestle SA Spons ADR 0.5%
Value ($000) $4,490 Shares 68,252 Est. Cost $65.79 Unrealized
CTSH Cognizant Tech Solutions 0.5%
Value ($000) $3,841 Shares 61,325 Est. Cost $29.46 Unrealized 0.0%
Public Storage 5.90% PFD S 0.1%
Value ($000) $844 Shares 33,765 Est. Cost $25.00 Unrealized
ECL Ecolab Inc 0.1%
Value ($000) $665 Shares 7,802 Est. Cost $73.48 Unrealized 0.0%
PAYX Paychex 0.1%
Value ($000) $467 Shares 12,790 Est. Cost $25.02 Unrealized 0.0%
Spectra Energy 0.0%
Value ($000) $366 Shares 10,615 Est. Cost $34.48 Unrealized
BMY Bristol-Myers Squibb 0.0%
Value ($000) $366 Shares 8,185 Est. Cost $28.67 Unrealized 0.0%
National Grid PLC 0.0%
Value ($000) $332 Shares 5,865 Est. Cost $56.61 Unrealized
DEO Diageo PLC 0.0%
Value ($000) $318 Shares 2,770 Est. Cost $114.80 Unrealized
PAA Plains All American Pipeline L 0.0%
Value ($000) $313 Shares 5,600 Est. Cost $55.89 Unrealized
Oneok Partners LP 0.0%
Value ($000) $312 Shares 6,300 Est. Cost $49.52 Unrealized
Boardwalk Pipeline Partners LP 0.0%
Value ($000) $309 Shares 10,240 Est. Cost $30.18 Unrealized
Kellogg Company 0.0%
Value ($000) $300 Shares 4,675 Est. Cost $38.95 Unrealized 0.0%
SCCO Southern Copper Corp 0.0%
Value ($000) $295 Shares 10,668 Est. Cost $20.45 Unrealized 0.0%
Chesapeake Energy Corp CV PFD 0.0%
Value ($000) $281 Shares 3,150 Est. Cost $89.21 Unrealized
MO Altria Group 0.0%
Value ($000) $273 Shares 7,800 Est. Cost $16.28 Unrealized 0.0%
Lorillard Inc 0.0%
Value ($000) $269 Shares 6,150 Est. Cost $43.74 Unrealized
PFE Pfizer 0.0%
Value ($000) $265 Shares 9,470 Est. Cost $16.46 Unrealized 0.0%
Magellan Midstream Partners LP 0.0%
Value ($000) $245 Shares 4,500 Est. Cost $54.44 Unrealized
CVX Chevron Corp New 0.0%
Value ($000) $243 Shares 2,055 Est. Cost $71.30 Unrealized 0.0%
Kinder Morgan Energy Prtns LP 0.0%
Value ($000) $241 Shares 2,820 Est. Cost $85.46 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $240 Shares 3,863 Est. Cost $62.13 Unrealized
NVS Novartis AG ADR 0.0%
Value ($000) $221 Shares 3,125 Est. Cost $70.72 Unrealized