Saratoga Research & Investment Management Long-Term Concentrated

CIK: 0001477872 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 6, 2014

Total Value ($000): $1,004,656 (100.0% shares, 0.0% debt)

Holdings (56)

MSFT Microsoft 5.7%
Value ($000) $57,463 Shares 1,378,006 Est. Cost $27.20 Unrealized +24.8%
ORCL Oracle 5.5%
Value ($000) $55,510 Shares 1,369,612 Est. Cost $27.98 Unrealized +23.9%
MMM 3M Company 5.1%
Value ($000) $51,443 Shares 359,137 Est. Cost $61.71 Unrealized +31.3%
Medtronic 4.8%
Value ($000) $48,597 Shares 762,180 Est. Cost $51.85 Unrealized
United Technologies 4.5%
Value ($000) $45,002 Shares 389,795 Est. Cost $94.60 Unrealized
CSCO Cisco Systems 4.5%
Value ($000) $44,822 Shares 1,803,687 Est. Cost $15.27 Unrealized +9.0%
OMC Omnicom Group 4.3%
Value ($000) $42,759 Shares 600,385 Est. Cost $40.83 Unrealized +16.0%
MCD McDonalds 4.2%
Value ($000) $41,765 Shares 414,581 Est. Cost $71.68 Unrealized +4.4%
WMT Wal-Mart Stores 4.1%
Value ($000) $41,633 Shares 554,589 Est. Cost $20.01 Unrealized +2.6%
KO Coca-Cola 4.1%
Value ($000) $41,013 Shares 968,191 Est. Cost $27.71 Unrealized +1.4%
PG Procter & Gamble 4.0%
Value ($000) $40,615 Shares 516,801 Est. Cost $55.30 Unrealized +5.4%
BDX Becton, Dickinson & Co 4.0%
Value ($000) $40,364 Shares 341,201 Est. Cost $81.24 Unrealized +16.6%
IBM Int'l Business Machines 3.8%
Value ($000) $38,276 Shares 211,155 Est. Cost $116.87 Unrealized -3.9%
JNJ Johnson & Johnson 3.6%
Value ($000) $36,402 Shares 347,941 Est. Cost $59.66 Unrealized +22.6%
NVO Novo Nordisk ADR 3.6%
Value ($000) $35,817 Shares 775,425 Est. Cost $67.78 Unrealized
CHRW C.H. Robinson Worldwide 3.2%
Value ($000) $32,039 Shares 502,263 Est. Cost $42.97 Unrealized +4.0%
AAPL Apple Inc 2.9%
Value ($000) $29,417 Shares 316,554 Est. Cost $18.04 Unrealized +3.4%
NKE NIKE 2.9%
Value ($000) $29,221 Shares 376,801 Est. Cost $26.53 Unrealized +21.2%
ACN Accenture Ltd New 2.6%
Value ($000) $26,077 Shares 322,580 Est. Cost $63.61 Unrealized +4.0%
Varian Medical Systems 2.5%
Value ($000) $25,360 Shares 305,029 Est. Cost $70.59 Unrealized
BRK/B Berkshire Hathaway B 2.3%
Value ($000) $23,099 Shares 182,511 Est. Cost $115.61 Unrealized +9.5%
GD General Dynamics 2.0%
Value ($000) $20,362 Shares 174,706 Est. Cost $56.44 Unrealized +56.9%
SYK Stryker 1.7%
Value ($000) $17,538 Shares 207,990 Est. Cost $56.92 Unrealized +25.0%
ADP Automatic Data Processing 1.6%
Value ($000) $16,266 Shares 205,177 Est. Cost $48.32 Unrealized +9.4%
PEP Pepsico 1.6%
Value ($000) $16,110 Shares 180,326 Est. Cost $56.44 Unrealized +7.9%
CTSH Cognizant Tech Solutions 1.5%
Value ($000) $15,550 Shares 317,938 Est. Cost $39.48 Unrealized +9.5%
SYY Sysco Corp 1.5%
Value ($000) $15,082 Shares 402,735 Est. Cost $24.82 Unrealized +8.4%
Coach Inc 1.3%
Value ($000) $13,428 Shares 392,745 Est. Cost $55.52 Unrealized
ABBV AbbVie 1.3%
Value ($000) $13,240 Shares 234,587 Est. Cost $26.55 Unrealized +24.2%
Total System Services 1.1%
Value ($000) $11,262 Shares 358,558 Est. Cost $24.48 Unrealized
MKC McCormick & Co 1.0%
Value ($000) $10,049 Shares 140,370 Est. Cost $28.19 Unrealized +1.3%
CL Colgate-Palmolive 0.7%
Value ($000) $7,031 Shares 103,121 Est. Cost $44.38 Unrealized +15.4%
BAX Baxter Int'l 0.5%
Value ($000) $5,257 Shares 72,711 Est. Cost $31.51 Unrealized +3.8%
EXPD Expeditors Int'l of WA 0.5%
Value ($000) $5,209 Shares 117,959 Est. Cost $36.01 Unrealized +2.6%
NSRGY Nestle SA Spons ADR 0.4%
Value ($000) $4,090 Shares 52,665 Est. Cost $65.79 Unrealized
Public Storage 5.90% PFD S 0.1%
Value ($000) $763 Shares 31,310 Est. Cost $25.00 Unrealized
CVX Chevron Corp New 0.0%
Value ($000) $436 Shares 3,340 Est. Cost $73.10 Unrealized +3.9%
National Grid PLC 0.0%
Value ($000) $427 Shares 5,740 Est. Cost $56.83 Unrealized
PAYX Paychex 0.0%
Value ($000) $416 Shares 10,005 Est. Cost $25.02 Unrealized +15.1%
PFE Pfizer 0.0%
Value ($000) $409 Shares 13,770 Est. Cost $16.85 Unrealized +4.1%
INTC Intel 0.0%
Value ($000) $400 Shares 12,930 Est. Cost $17.02 Unrealized +21.5%
Spectra Energy 0.0%
Value ($000) $383 Shares 9,015 Est. Cost $34.48 Unrealized
Magellan Midstream Partners LP 0.0%
Value ($000) $378 Shares 4,500 Est. Cost $54.44 Unrealized
DEO Diageo PLC 0.0%
Value ($000) $362 Shares 2,845 Est. Cost $115.15 Unrealized
BMY Bristol-Myers Squibb 0.0%
Value ($000) $361 Shares 7,435 Est. Cost $28.67 Unrealized +16.9%
Oneok Partners LP 0.0%
Value ($000) $349 Shares 5,950 Est. Cost $49.52 Unrealized
Lorillard Inc 0.0%
Value ($000) $335 Shares 5,500 Est. Cost $43.74 Unrealized
SCCO Southern Copper Corp 0.0%
Value ($000) $324 Shares 10,668 Est. Cost $20.45 Unrealized -5.9%
MO Altria Group 0.0%
Value ($000) $310 Shares 7,400 Est. Cost $16.28 Unrealized +17.9%
PAA Plains All American Pipeline L 0.0%
Value ($000) $306 Shares 5,100 Est. Cost $55.89 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $302 Shares 3,863 Est. Cost $62.13 Unrealized
Kellogg Company 0.0%
Value ($000) $297 Shares 4,525 Est. Cost $38.95 Unrealized +7.2%
General Electric 0.0%
Value ($000) $260 Shares 9,900 Est. Cost $26.26 Unrealized
XOM Exxon Mobil 0.0%
Value ($000) $239 Shares 2,377 Est. Cost $61.87 Unrealized 0.0%
NVS Novartis AG ADR 0.0%
Value ($000) $230 Shares 2,545 Est. Cost $70.72 Unrealized
Dow Chemical 0.0%
Value ($000) $201 Shares 3,900 Est. Cost $51.54 Unrealized