Saratoga Research & Investment Management Long-Term Concentrated

CIK: 0001477872 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 28, 2014

Total Value ($000): $1,011,824 (100.0% shares, 0.0% debt)

Holdings (52)

MSFT Microsoft 6.2%
Value ($000) $62,701 Shares 1,352,480 Est. Cost $27.20 Unrealized +38.4%
ORCL Oracle 5.1%
Value ($000) $52,082 Shares 1,360,564 Est. Cost $27.98 Unrealized +22.3%
MMM 3M Company 4.6%
Value ($000) $47,000 Shares 331,734 Est. Cost $61.71 Unrealized +35.3%
CSCO Cisco Systems 4.5%
Value ($000) $45,087 Shares 1,791,310 Est. Cost $15.27 Unrealized +15.9%
PG Procter & Gamble 4.4%
Value ($000) $44,883 Shares 535,985 Est. Cost $55.46 Unrealized +7.7%
Medtronic 4.4%
Value ($000) $44,638 Shares 720,549 Est. Cost $51.85 Unrealized
WMT Wal-Mart Stores 4.3%
Value ($000) $43,461 Shares 568,334 Est. Cost $20.02 Unrealized +1.4%
United Technologies 4.1%
Value ($000) $41,086 Shares 389,070 Est. Cost $94.60 Unrealized
MCD McDonalds 4.0%
Value ($000) $40,364 Shares 425,738 Est. Cost $71.67 Unrealized -0.6%
KO Coca-Cola 4.0%
Value ($000) $40,332 Shares 945,439 Est. Cost $27.71 Unrealized +4.1%
BDX Becton, Dickinson & Co 4.0%
Value ($000) $40,105 Shares 352,382 Est. Cost $81.70 Unrealized +17.1%
IBM Int'l Business Machines 3.9%
Value ($000) $39,857 Shares 209,962 Est. Cost $116.87 Unrealized -2.2%
OMC Omnicom Group 3.8%
Value ($000) $38,691 Shares 561,883 Est. Cost $40.83 Unrealized +19.6%
JNJ Johnson & Johnson 3.5%
Value ($000) $35,420 Shares 332,299 Est. Cost $59.66 Unrealized +26.7%
CHRW C.H. Robinson Worldwide 3.5%
Value ($000) $35,374 Shares 533,377 Est. Cost $43.44 Unrealized +17.2%
NVO Novo Nordisk ADR 3.5%
Value ($000) $34,917 Shares 733,240 Est. Cost $67.78 Unrealized
AAPL Apple Inc 3.4%
Value ($000) $34,864 Shares 346,046 Est. Cost $18.35 Unrealized +17.9%
NKE NIKE 3.3%
Value ($000) $33,128 Shares 371,389 Est. Cost $26.53 Unrealized +29.6%
ACN Accenture Ltd New 2.9%
Value ($000) $28,914 Shares 355,561 Est. Cost $63.84 Unrealized +3.6%
Varian Medical Systems 2.7%
Value ($000) $27,613 Shares 344,649 Est. Cost $71.69 Unrealized
BRK/B Berkshire Hathaway B 2.6%
Value ($000) $26,397 Shares 191,088 Est. Cost $116.40 Unrealized +14.4%
BAX Baxter Int'l 2.3%
Value ($000) $23,322 Shares 324,949 Est. Cost $33.00 Unrealized +1.3%
PEP Pepsico 2.0%
Value ($000) $19,916 Shares 213,948 Est. Cost $57.77 Unrealized +12.3%
SYY Sysco Corp 1.8%
Value ($000) $18,387 Shares 484,495 Est. Cost $25.28 Unrealized +9.0%
SYK Stryker 1.6%
Value ($000) $16,584 Shares 205,370 Est. Cost $56.92 Unrealized +26.4%
ADP Automatic Data Processing 1.5%
Value ($000) $15,405 Shares 185,428 Est. Cost $48.32 Unrealized +16.5%
CTSH Cognizant Tech Solutions 1.5%
Value ($000) $15,218 Shares 339,920 Est. Cost $39.62 Unrealized +5.3%
Coach Inc 1.3%
Value ($000) $13,016 Shares 365,518 Est. Cost $55.52 Unrealized
ABBV AbbVie 1.2%
Value ($000) $12,063 Shares 208,855 Est. Cost $26.55 Unrealized +32.5%
Total System Services 1.1%
Value ($000) $10,687 Shares 345,180 Est. Cost $24.48 Unrealized
MKC McCormick & Co 1.0%
Value ($000) $10,275 Shares 153,587 Est. Cost $28.15 Unrealized -1.7%
EXPD Expeditors Int'l of WA 0.7%
Value ($000) $6,837 Shares 168,484 Est. Cost $36.23 Unrealized +1.4%
CL Colgate-Palmolive 0.6%
Value ($000) $6,547 Shares 100,382 Est. Cost $44.38 Unrealized +14.2%
Public Storage 5.90% PFD S 0.1%
Value ($000) $777 Shares 31,310 Est. Cost $25.00 Unrealized
INTC Intel 0.0%
Value ($000) $450 Shares 12,930 Est. Cost $17.02 Unrealized +51.2%
PAYX Paychex 0.0%
Value ($000) $442 Shares 10,005 Est. Cost $25.02 Unrealized +18.9%
National Grid PLC 0.0%
Value ($000) $413 Shares 5,740 Est. Cost $56.83 Unrealized
BMY Bristol-Myers Squibb 0.0%
Value ($000) $381 Shares 7,435 Est. Cost $28.67 Unrealized +19.4%
Magellan Midstream Partners LP 0.0%
Value ($000) $379 Shares 4,500 Est. Cost $54.44 Unrealized
Spectra Energy 0.0%
Value ($000) $354 Shares 9,015 Est. Cost $34.48 Unrealized
MO Altria Group 0.0%
Value ($000) $340 Shares 7,400 Est. Cost $16.28 Unrealized +27.0%
Oneok Partners LP 0.0%
Value ($000) $333 Shares 5,950 Est. Cost $49.52 Unrealized
Lorillard Inc 0.0%
Value ($000) $330 Shares 5,500 Est. Cost $43.74 Unrealized
DEO Diageo PLC 0.0%
Value ($000) $320 Shares 2,770 Est. Cost $115.15 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $311 Shares 7,726 Est. Cost $51.19 Unrealized
SCCO Southern Copper Corp 0.0%
Value ($000) $301 Shares 10,168 Est. Cost $20.45 Unrealized +2.2%
PAA Plains All American Pipeline L 0.0%
Value ($000) $294 Shares 5,000 Est. Cost $55.89 Unrealized
Kellogg Company 0.0%
Value ($000) $279 Shares 4,525 Est. Cost $38.95 Unrealized +4.0%
PFE Pfizer 0.0%
Value ($000) $259 Shares 8,770 Est. Cost $16.85 Unrealized +3.5%
CVX Chevron Corp New 0.0%
Value ($000) $243 Shares 2,040 Est. Cost $73.10 Unrealized +7.4%
NVS Novartis AG ADR 0.0%
Value ($000) $240 Shares 2,545 Est. Cost $70.72 Unrealized
BRK/A Berkshire Hathaway A 0.0%
Value ($000) $207 Shares 1 Est. Cost $199815.62 Unrealized 0.0%