Saratoga Research & Investment Management Long-Term Concentrated

CIK: 0001477872 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 22, 2013

Total Value ($000): $850,903 (100.0% shares, 0.0% debt)

Holdings (55)

MMM 3M Company 5.2%
Value ($000) $44,149 Shares 369,724 Est. Cost $61.26 Unrealized +7.7%
MSFT Microsoft 4.8%
Value ($000) $40,879 Shares 1,228,343 Est. Cost $26.71 Unrealized +1.1%
ORCL Oracle 4.7%
Value ($000) $39,974 Shares 1,205,111 Est. Cost $27.57 Unrealized -1.8%
United Technologies 4.6%
Value ($000) $38,764 Shares 359,522 Est. Cost $92.94 Unrealized
Medtronic 4.5%
Value ($000) $38,427 Shares 721,628 Est. Cost $51.47 Unrealized
OMC Omnicom Group 4.5%
Value ($000) $38,076 Shares 600,196 Est. Cost $40.69 Unrealized +4.5%
CSCO Cisco Systems 4.3%
Value ($000) $36,783 Shares 1,569,852 Est. Cost $15.24 Unrealized +11.1%
WMT Wal-Mart Stores 4.2%
Value ($000) $36,148 Shares 488,754 Est. Cost $19.98 Unrealized -1.0%
PG Procter & Gamble 4.0%
Value ($000) $34,352 Shares 454,452 Est. Cost $55.00 Unrealized +2.2%
MCD McDonalds 4.0%
Value ($000) $34,090 Shares 354,332 Est. Cost $71.78 Unrealized -1.7%
ADP Automatic Data Processing 4.0%
Value ($000) $33,978 Shares 469,444 Est. Cost $48.32 Unrealized 0.0%
KO Coca-Cola 3.9%
Value ($000) $33,073 Shares 873,108 Est. Cost $27.84 Unrealized -3.8%
JNJ Johnson & Johnson 3.9%
Value ($000) $32,912 Shares 379,646 Est. Cost $59.66 Unrealized +6.5%
IBM Int'l Business Machines 3.8%
Value ($000) $32,129 Shares 173,502 Est. Cost $118.66 Unrealized -6.0%
BDX Becton, Dickinson & Co 3.7%
Value ($000) $31,696 Shares 316,892 Est. Cost $80.59 Unrealized 0.0%
NKE NIKE 3.5%
Value ($000) $30,165 Shares 415,271 Est. Cost $26.53 Unrealized +5.3%
NVO Novo Nordisk ADR 2.9%
Value ($000) $24,654 Shares 145,692 Est. Cost $154.97 Unrealized
ABT Abbott Labs 2.7%
Value ($000) $22,893 Shares 689,766 Est. Cost $27.71 Unrealized 0.0%
AAPL Apple Inc 2.4%
Value ($000) $20,710 Shares 43,439 Est. Cost $14.28 Unrealized 0.0%
CHRW C.H. Robinson Worldwide 2.4%
Value ($000) $20,630 Shares 346,206 Est. Cost $42.83 Unrealized +2.2%
BRK/B Berkshire Hathaway B 2.2%
Value ($000) $18,966 Shares 167,083 Est. Cost $115.36 Unrealized 0.0%
Varian Medical Systems 2.1%
Value ($000) $18,163 Shares 243,050 Est. Cost $67.45 Unrealized
Coach Inc 2.1%
Value ($000) $18,121 Shares 332,308 Est. Cost $57.00 Unrealized
GD General Dynamics 2.1%
Value ($000) $17,626 Shares 201,399 Est. Cost $56.44 Unrealized +15.0%
SYK Stryker 1.9%
Value ($000) $16,135 Shares 238,724 Est. Cost $56.92 Unrealized +4.4%
ACN Accenture Ltd New 1.7%
Value ($000) $14,389 Shares 195,390 Est. Cost $63.04 Unrealized -5.6%
PEP Pepsico 1.5%
Value ($000) $13,125 Shares 165,093 Est. Cost $56.00 Unrealized +1.4%
ABBV AbbVie 1.4%
Value ($000) $11,589 Shares 259,078 Est. Cost $26.55 Unrealized +2.3%
Total System Services 1.4%
Value ($000) $11,539 Shares 392,210 Est. Cost $24.48 Unrealized
SYY Sysco Corp 1.2%
Value ($000) $10,435 Shares 327,840 Est. Cost $24.40 Unrealized -1.7%
MKC McCormick & Co 1.1%
Value ($000) $9,601 Shares 148,386 Est. Cost $28.19 Unrealized -2.1%
CTSH Cognizant Tech Solutions 1.0%
Value ($000) $8,483 Shares 103,306 Est. Cost $30.86 Unrealized +6.6%
CL Colgate-Palmolive 0.8%
Value ($000) $6,626 Shares 111,743 Est. Cost $44.38 Unrealized +0.4%
NSRGY Nestle SA Spons ADR 0.5%
Value ($000) $4,506 Shares 64,748 Est. Cost $65.79 Unrealized
Public Storage 5.90% PFD S 0.1%
Value ($000) $758 Shares 33,260 Est. Cost $25.00 Unrealized
ECL Ecolab Inc 0.1%
Value ($000) $750 Shares 7,592 Est. Cost $73.48 Unrealized +10.5%
PAYX Paychex 0.0%
Value ($000) $407 Shares 10,005 Est. Cost $25.02 Unrealized +8.0%
BMY Bristol-Myers Squibb 0.0%
Value ($000) $374 Shares 8,085 Est. Cost $28.67 Unrealized +1.9%
Spectra Energy 0.0%
Value ($000) $363 Shares 10,615 Est. Cost $34.48 Unrealized
DEO Diageo PLC 0.0%
Value ($000) $352 Shares 2,770 Est. Cost $114.80 Unrealized
National Grid PLC 0.0%
Value ($000) $337 Shares 5,715 Est. Cost $56.61 Unrealized
Oneok Partners LP 0.0%
Value ($000) $334 Shares 6,300 Est. Cost $49.52 Unrealized
Boardwalk Pipeline Partners LP 0.0%
Value ($000) $302 Shares 9,960 Est. Cost $30.32 Unrealized
PAA Plains All American Pipeline L 0.0%
Value ($000) $295 Shares 5,600 Est. Cost $55.89 Unrealized
SCCO Southern Copper Corp 0.0%
Value ($000) $291 Shares 10,668 Est. Cost $20.45 Unrealized -12.6%
Lorillard Inc 0.0%
Value ($000) $275 Shares 6,150 Est. Cost $43.74 Unrealized
INTC Intel 0.0%
Value ($000) $273 Shares 11,895 Est. Cost $16.91 Unrealized 0.0%
PFE Pfizer 0.0%
Value ($000) $272 Shares 9,470 Est. Cost $16.46 Unrealized -0.6%
MO Altria Group 0.0%
Value ($000) $268 Shares 7,800 Est. Cost $16.28 Unrealized -0.7%
Kellogg Company 0.0%
Value ($000) $265 Shares 4,505 Est. Cost $38.95 Unrealized -0.3%
Magellan Midstream Partners LP 0.0%
Value ($000) $254 Shares 4,500 Est. Cost $54.44 Unrealized
CVX Chevron Corp New 0.0%
Value ($000) $248 Shares 2,040 Est. Cost $71.30 Unrealized +2.5%
NVS Novartis AG ADR 0.0%
Value ($000) $238 Shares 3,105 Est. Cost $70.72 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $236 Shares 3,863 Est. Cost $62.13 Unrealized
Kinder Morgan Energy Prtns LP 0.0%
Value ($000) $225 Shares 2,820 Est. Cost $85.46 Unrealized