Saratoga Research & Investment Management Long-Term Concentrated

CIK: 0001477872 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 30, 2015

Total Value ($000): $1,079,886 (100.0% shares, 0.0% debt)

Holdings (55)

ORCL Oracle 5.7%
Value ($000) $61,928 Shares 1,377,100 Est. Cost $28.06 Unrealized +23.0%
MSFT Microsoft 5.7%
Value ($000) $61,911 Shares 1,332,855 Est. Cost $27.20 Unrealized +46.6%
MMM 3M Company 4.8%
Value ($000) $51,599 Shares 314,013 Est. Cost $61.71 Unrealized +45.3%
CSCO Cisco Systems 4.6%
Value ($000) $49,573 Shares 1,782,250 Est. Cost $15.27 Unrealized +19.9%
Medtronic 4.6%
Value ($000) $49,361 Shares 683,674 Est. Cost $51.85 Unrealized
WMT Wal-Mart Stores 4.5%
Value ($000) $48,562 Shares 565,468 Est. Cost $20.02 Unrealized +9.0%
BDX Becton, Dickinson & Co 4.5%
Value ($000) $48,239 Shares 346,642 Est. Cost $81.70 Unrealized +32.0%
PG Procter & Gamble 4.4%
Value ($000) $48,002 Shares 526,973 Est. Cost $55.46 Unrealized +16.5%
United Technologies 4.3%
Value ($000) $46,043 Shares 400,370 Est. Cost $95.18 Unrealized
OMC Omnicom Group 3.9%
Value ($000) $42,233 Shares 545,158 Est. Cost $40.83 Unrealized +23.1%
CHRW C.H. Robinson Worldwide 3.7%
Value ($000) $40,189 Shares 536,647 Est. Cost $43.44 Unrealized +26.2%
AAPL Apple Inc 3.7%
Value ($000) $39,789 Shares 360,474 Est. Cost $18.58 Unrealized +29.6%
MCD McDonalds 3.6%
Value ($000) $38,493 Shares 410,807 Est. Cost $71.67 Unrealized -1.6%
KO Coca-Cola 3.6%
Value ($000) $38,416 Shares 909,909 Est. Cost $27.71 Unrealized +8.4%
JNJ Johnson & Johnson 3.2%
Value ($000) $34,254 Shares 327,570 Est. Cost $59.66 Unrealized +29.6%
ACN Accenture Ltd New 3.0%
Value ($000) $32,868 Shares 368,025 Est. Cost $64.03 Unrealized +8.2%
Varian Medical Systems 2.9%
Value ($000) $31,715 Shares 366,609 Est. Cost $72.58 Unrealized
IBM Int'l Business Machines 2.9%
Value ($000) $31,200 Shares 194,465 Est. Cost $116.87 Unrealized -14.0%
NVO Novo Nordisk ADR 2.8%
Value ($000) $30,369 Shares 717,615 Est. Cost $67.78 Unrealized
NKE NIKE 2.7%
Value ($000) $29,610 Shares 307,955 Est. Cost $26.53 Unrealized +53.6%
BRK/B Berkshire Hathaway B 2.6%
Value ($000) $28,407 Shares 189,191 Est. Cost $116.40 Unrealized +24.0%
BAX Baxter Int'l 2.4%
Value ($000) $25,698 Shares 350,628 Est. Cost $32.95 Unrealized -2.0%
PEP Pepsico 2.0%
Value ($000) $21,796 Shares 230,502 Est. Cost $58.55 Unrealized +17.2%
SYY Sysco Corp 2.0%
Value ($000) $21,089 Shares 531,339 Est. Cost $25.59 Unrealized +12.7%
SYK Stryker 1.9%
Value ($000) $20,272 Shares 214,910 Est. Cost $57.85 Unrealized +34.6%
CTSH Cognizant Tech Solutions 1.7%
Value ($000) $17,990 Shares 341,628 Est. Cost $39.62 Unrealized +11.8%
ADP Automatic Data Processing 1.4%
Value ($000) $14,949 Shares 179,313 Est. Cost $48.32 Unrealized +31.5%
ABBV AbbVie 1.2%
Value ($000) $13,150 Shares 200,943 Est. Cost $26.55 Unrealized +51.6%
Coach Inc 1.2%
Value ($000) $12,930 Shares 344,262 Est. Cost $55.52 Unrealized
Total System Services 1.1%
Value ($000) $12,140 Shares 357,470 Est. Cost $24.81 Unrealized
MKC McCormick & Co 1.1%
Value ($000) $11,363 Shares 152,938 Est. Cost $28.15 Unrealized +2.8%
EXPD Expeditors Int'l of WA 0.8%
Value ($000) $8,412 Shares 188,563 Est. Cost $36.33 Unrealized +2.3%
CL Colgate-Palmolive 0.7%
Value ($000) $7,070 Shares 102,182 Est. Cost $44.52 Unrealized +17.2%
Google Inc Cl A 0.2%
Value ($000) $2,118 Shares 3,991 Est. Cost $530.69 Unrealized
Precision Castparts 0.1%
Value ($000) $915 Shares 3,799 Est. Cost $240.85 Unrealized
Public Storage 5.90% PFD S 0.1%
Value ($000) $780 Shares 30,835 Est. Cost $25.00 Unrealized
FOSL Fossil Inc 0.1%
Value ($000) $718 Shares 6,485 Est. Cost $104.44 Unrealized 0.0%
INTC Intel 0.0%
Value ($000) $469 Shares 12,930 Est. Cost $17.02 Unrealized +56.4%
PAYX Paychex 0.0%
Value ($000) $462 Shares 10,005 Est. Cost $25.02 Unrealized +31.7%
BMY Bristol-Myers Squibb 0.0%
Value ($000) $439 Shares 7,435 Est. Cost $28.67 Unrealized +35.7%
National Grid PLC 0.0%
Value ($000) $406 Shares 5,740 Est. Cost $56.83 Unrealized
MO Altria Group 0.0%
Value ($000) $365 Shares 7,400 Est. Cost $16.28 Unrealized +46.0%
Lorillard Inc 0.0%
Value ($000) $346 Shares 5,500 Est. Cost $43.74 Unrealized
Magellan Midstream Partners LP 0.0%
Value ($000) $331 Shares 4,000 Est. Cost $54.44 Unrealized
Spectra Energy 0.0%
Value ($000) $327 Shares 9,015 Est. Cost $34.48 Unrealized
DEO Diageo PLC 0.0%
Value ($000) $316 Shares 2,770 Est. Cost $115.15 Unrealized
Kellogg Company 0.0%
Value ($000) $296 Shares 4,525 Est. Cost $38.95 Unrealized +4.4%
SCCO Southern Copper Corp 0.0%
Value ($000) $287 Shares 10,168 Est. Cost $20.45 Unrealized -7.1%
PFE Pfizer 0.0%
Value ($000) $273 Shares 8,770 Est. Cost $16.85 Unrealized +6.6%
EPD Enterprise Products Partners L 0.0%
Value ($000) $255 Shares 7,056 Est. Cost $51.19 Unrealized
Oneok Partners LP 0.0%
Value ($000) $236 Shares 5,950 Est. Cost $49.52 Unrealized
PAA Plains All American Pipeline L 0.0%
Value ($000) $236 Shares 4,600 Est. Cost $55.89 Unrealized
NVS Novartis AG ADR 0.0%
Value ($000) $236 Shares 2,545 Est. Cost $70.72 Unrealized
CVX Chevron Corp New 0.0%
Value ($000) $229 Shares 2,040 Est. Cost $73.10 Unrealized -3.5%
BRK/A Berkshire Hathaway A 0.0%
Value ($000) $226 Shares 1 Est. Cost $199815.62 Unrealized +8.3%