Saratoga Research & Investment Management Long-Term Concentrated

CIK: 0001477872 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 30, 2014

Total Value ($000): $981,398 (100.0% shares, 0.0% debt)

Holdings (54)

MSFT Microsoft 5.6%
Value ($000) $55,167 Shares 1,345,864 Est. Cost $27.04 Unrealized +15.6%
ORCL Oracle 5.6%
Value ($000) $54,493 Shares 1,332,025 Est. Cost $27.79 Unrealized +15.1%
MMM 3M Company 5.2%
Value ($000) $50,972 Shares 375,733 Est. Cost $61.71 Unrealized +23.6%
Medtronic 4.8%
Value ($000) $46,666 Shares 758,308 Est. Cost $51.85 Unrealized
United Technologies 4.6%
Value ($000) $45,532 Shares 389,695 Est. Cost $94.60 Unrealized
OMC Omnicom Group 4.6%
Value ($000) $44,697 Shares 615,655 Est. Cost $40.83 Unrealized +21.8%
WMT Wal-Mart Stores 4.2%
Value ($000) $41,165 Shares 538,598 Est. Cost $20.00 Unrealized -0.5%
BDX Becton, Dickinson & Co 4.2%
Value ($000) $40,793 Shares 348,416 Est. Cost $81.24 Unrealized +12.5%
PG Procter & Gamble 4.1%
Value ($000) $40,449 Shares 501,851 Est. Cost $55.22 Unrealized +2.3%
CSCO Cisco Systems 4.0%
Value ($000) $39,573 Shares 1,765,488 Est. Cost $15.24 Unrealized +0.4%
MCD McDonalds 4.0%
Value ($000) $39,467 Shares 402,602 Est. Cost $71.58 Unrealized -1.8%
IBM Int'l Business Machines 4.0%
Value ($000) $39,083 Shares 203,037 Est. Cost $117.06 Unrealized -6.7%
KO Coca-Cola 3.9%
Value ($000) $38,121 Shares 986,066 Est. Cost $27.71 Unrealized -4.2%
NVO Novo Nordisk ADR 3.9%
Value ($000) $38,062 Shares 833,785 Est. Cost $67.78 Unrealized
JNJ Johnson & Johnson 3.6%
Value ($000) $35,818 Shares 364,635 Est. Cost $59.66 Unrealized +11.7%
NKE NIKE 3.0%
Value ($000) $29,366 Shares 397,586 Est. Cost $26.53 Unrealized +22.7%
AAPL Apple Inc 2.5%
Value ($000) $24,279 Shares 45,234 Est. Cost $14.37 Unrealized +15.4%
CHRW C.H. Robinson Worldwide 2.4%
Value ($000) $23,652 Shares 451,453 Est. Cost $42.78 Unrealized -3.9%
BRK/B Berkshire Hathaway B 2.3%
Value ($000) $22,428 Shares 179,466 Est. Cost $115.42 Unrealized +1.2%
ACN Accenture Ltd New 2.3%
Value ($000) $22,336 Shares 280,180 Est. Cost $63.23 Unrealized +5.8%
Varian Medical Systems 2.2%
Value ($000) $21,845 Shares 260,089 Est. Cost $68.43 Unrealized
GD General Dynamics 2.1%
Value ($000) $20,134 Shares 184,849 Est. Cost $56.44 Unrealized +41.9%
Coach Inc 1.9%
Value ($000) $18,671 Shares 375,970 Est. Cost $56.47 Unrealized
SYK Stryker 1.8%
Value ($000) $17,670 Shares 216,885 Est. Cost $56.92 Unrealized +21.3%
ADP Automatic Data Processing 1.7%
Value ($000) $16,879 Shares 218,476 Est. Cost $48.32 Unrealized +8.5%
ABT Abbott Labs 1.7%
Value ($000) $16,369 Shares 425,052 Est. Cost $27.71 Unrealized +10.9%
CTSH Cognizant Tech Solutions 1.4%
Value ($000) $13,904 Shares 274,788 Est. Cost $38.89 Unrealized +13.9%
PEP Pepsico 1.4%
Value ($000) $13,697 Shares 164,039 Est. Cost $56.00 Unrealized +1.5%
SYY Sysco Corp 1.3%
Value ($000) $13,164 Shares 364,353 Est. Cost $24.59 Unrealized +6.1%
ABBV AbbVie 1.3%
Value ($000) $12,697 Shares 247,026 Est. Cost $26.55 Unrealized +18.6%
Total System Services 1.2%
Value ($000) $11,450 Shares 376,516 Est. Cost $24.48 Unrealized
MKC McCormick & Co 1.1%
Value ($000) $10,435 Shares 145,455 Est. Cost $28.19 Unrealized -5.0%
CL Colgate-Palmolive 0.7%
Value ($000) $7,017 Shares 108,172 Est. Cost $44.38 Unrealized +7.9%
NSRGY Nestle SA Spons ADR 0.4%
Value ($000) $4,159 Shares 55,290 Est. Cost $65.79 Unrealized
BAX Baxter Int'l 0.3%
Value ($000) $2,705 Shares 36,761 Est. Cost $30.34 Unrealized 0.0%
EXPD Expeditors Int'l of WA 0.2%
Value ($000) $2,387 Shares 60,237 Est. Cost $35.12 Unrealized 0.0%
Public Storage 5.90% PFD S 0.1%
Value ($000) $741 Shares 31,310 Est. Cost $25.00 Unrealized
PAYX Paychex 0.0%
Value ($000) $426 Shares 10,005 Est. Cost $25.02 Unrealized +17.9%
National Grid PLC 0.0%
Value ($000) $395 Shares 5,740 Est. Cost $56.83 Unrealized
BMY Bristol-Myers Squibb 0.0%
Value ($000) $386 Shares 7,435 Est. Cost $28.67 Unrealized +25.3%
Spectra Energy 0.0%
Value ($000) $370 Shares 10,015 Est. Cost $34.48 Unrealized
DEO Diageo PLC 0.0%
Value ($000) $354 Shares 2,845 Est. Cost $115.15 Unrealized
INTC Intel 0.0%
Value ($000) $332 Shares 12,865 Est. Cost $17.02 Unrealized +9.7%
Oneok Partners LP 0.0%
Value ($000) $319 Shares 5,950 Est. Cost $49.52 Unrealized
Magellan Midstream Partners LP 0.0%
Value ($000) $314 Shares 4,500 Est. Cost $54.44 Unrealized
SCCO Southern Copper Corp 0.0%
Value ($000) $311 Shares 10,668 Est. Cost $20.45 Unrealized -8.4%
Lorillard Inc 0.0%
Value ($000) $297 Shares 5,500 Est. Cost $43.74 Unrealized
Kellogg Company 0.0%
Value ($000) $284 Shares 4,525 Est. Cost $38.95 Unrealized -3.6%
PFE Pfizer 0.0%
Value ($000) $282 Shares 8,770 Est. Cost $16.46 Unrealized +10.6%
PAA Plains All American Pipeline L 0.0%
Value ($000) $281 Shares 5,100 Est. Cost $55.89 Unrealized
MO Altria Group 0.0%
Value ($000) $277 Shares 7,400 Est. Cost $16.28 Unrealized +5.2%
EPD Enterprise Products Partners L 0.0%
Value ($000) $268 Shares 3,863 Est. Cost $62.13 Unrealized
CVX Chevron Corp New 0.0%
Value ($000) $243 Shares 2,040 Est. Cost $71.30 Unrealized -1.3%
NVS Novartis AG ADR 0.0%
Value ($000) $216 Shares 2,545 Est. Cost $70.72 Unrealized