Saratoga Research & Investment Management Long-Term Concentrated

CIK: 0001477872 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 28, 2015

Total Value ($000): $1,072,595 (100.0% shares, 0.0% debt)

Holdings (55)

ORCL Oracle 5.7%
Value ($000) $60,830 Shares 1,409,733 Est. Cost $28.26 Unrealized +30.4%
MSFT Microsoft 5.2%
Value ($000) $56,138 Shares 1,380,845 Est. Cost $27.55 Unrealized +35.2%
MDT Medtronic PLC 4.7%
Value ($000) $50,861 Shares 652,150 Est. Cost $58.10 Unrealized 0.0%
CSCO Cisco Systems 4.6%
Value ($000) $49,626 Shares 1,802,936 Est. Cost $15.32 Unrealized +31.2%
United Technologies 4.4%
Value ($000) $47,672 Shares 406,761 Est. Cost $95.52 Unrealized
"Becton, Dickinson & Co" 4.4%
Value ($000) $47,528 Shares 330,996 Est. Cost $143.59 Unrealized
Apple Inc 4.4%
Value ($000) $47,145 Shares 378,884 Est. Cost $124.43 Unrealized
WMT Wal-Mart Stores 4.4%
Value ($000) $47,102 Shares 572,668 Est. Cost $20.06 Unrealized +14.8%
PG Procter & Gamble 4.0%
Value ($000) $42,962 Shares 524,314 Est. Cost $55.46 Unrealized +14.7%
OMC Omnicom Group 3.8%
Value ($000) $41,294 Shares 529,551 Est. Cost $40.83 Unrealized +29.9%
CHRW C.H. Robinson Worldwide 3.8%
Value ($000) $40,805 Shares 557,299 Est. Cost $43.92 Unrealized +28.5%
MMM 3M Company 3.6%
Value ($000) $38,674 Shares 234,461 Est. Cost $61.71 Unrealized +57.0%
KO Coca-Cola 3.4%
Value ($000) $36,090 Shares 890,006 Est. Cost $27.71 Unrealized +6.9%
ACN Accenture Ltd New 3.3%
Value ($000) $35,862 Shares 382,775 Est. Cost $64.43 Unrealized +15.8%
Varian Medical Systems 3.3%
Value ($000) $35,622 Shares 378,590 Est. Cost $73.26 Unrealized
NVO Novo Nordisk ADR 3.2%
Value ($000) $33,870 Shares 634,382 Est. Cost $67.78 Unrealized
JNJ Johnson & Johnson 3.0%
Value ($000) $32,286 Shares 320,937 Est. Cost $59.66 Unrealized +25.9%
IBM Int'l Business Machines 2.8%
Value ($000) $30,307 Shares 188,826 Est. Cost $116.87 Unrealized -17.5%
NKE NIKE 2.8%
Value ($000) $30,190 Shares 300,910 Est. Cost $26.53 Unrealized +57.1%
Berkshire Hathaway B 2.6%
Value ($000) $27,830 Shares 192,834 Est. Cost $144.32 Unrealized
Baxter Int'l 2.6%
Value ($000) $27,626 Shares 403,296 Est. Cost $68.50 Unrealized
PEP Pepsico 2.6%
Value ($000) $27,442 Shares 286,994 Est. Cost $60.74 Unrealized +14.7%
SYY Sysco Corp 2.3%
Value ($000) $24,281 Shares 643,542 Est. Cost $26.28 Unrealized +12.4%
MCD McDonalds 2.1%
Value ($000) $22,168 Shares 227,507 Est. Cost $71.67 Unrealized +0.7%
CTSH Cognizant Tech Solutions 2.0%
Value ($000) $21,314 Shares 341,622 Est. Cost $39.62 Unrealized +31.9%
SYK Stryker 1.9%
Value ($000) $20,309 Shares 220,153 Est. Cost $58.42 Unrealized +40.3%
Total System Services 1.4%
Value ($000) $14,649 Shares 383,995 Est. Cost $25.73 Unrealized
Automatic Data Processing 1.3%
Value ($000) $14,278 Shares 166,722 Est. Cost $85.64 Unrealized
Coach Inc 1.3%
Value ($000) $13,617 Shares 328,678 Est. Cost $55.52 Unrealized
MKC McCormick & Co 1.1%
Value ($000) $11,866 Shares 153,878 Est. Cost $28.15 Unrealized +7.2%
ABBV AbbVie 1.0%
Value ($000) $11,163 Shares 190,687 Est. Cost $26.55 Unrealized +46.3%
EXPD Expeditors Int'l of WA 0.9%
Value ($000) $9,943 Shares 206,367 Est. Cost $36.64 Unrealized +9.1%
CL Colgate-Palmolive 0.6%
Value ($000) $6,926 Shares 99,882 Est. Cost $44.52 Unrealized +20.6%
Google Inc Cl A 0.4%
Value ($000) $4,687 Shares 8,450 Est. Cost $543.35 Unrealized
Precision Castparts 0.2%
Value ($000) $2,573 Shares 12,254 Est. Cost $219.55 Unrealized
Public Storage 5.90% PFD S 0.1%
Value ($000) $805 Shares 31,310 Est. Cost $25.01 Unrealized
FOSL Fossil Inc 0.1%
Value ($000) $650 Shares 7,885 Est. Cost $102.23 Unrealized -10.0%
PAYX Paychex 0.0%
Value ($000) $496 Shares 10,005 Est. Cost $25.02 Unrealized +39.7%
BMY Bristol-Myers Squibb 0.0%
Value ($000) $467 Shares 7,245 Est. Cost $28.67 Unrealized +51.6%
INTC Intel 0.0%
Value ($000) $404 Shares 12,930 Est. Cost $17.02 Unrealized +52.8%
National Grid PLC 0.0%
Value ($000) $371 Shares 5,740 Est. Cost $56.83 Unrealized
Magellan Midstream Partners LP 0.0%
Value ($000) $345 Shares 4,500 Est. Cost $56.91 Unrealized
Spectra Energy 0.0%
Value ($000) $326 Shares 9,015 Est. Cost $34.48 Unrealized
DEO Diageo PLC 0.0%
Value ($000) $306 Shares 2,770 Est. Cost $115.15 Unrealized
PFE Pfizer 0.0%
Value ($000) $305 Shares 8,770 Est. Cost $16.85 Unrealized +19.3%
Lorillard Inc 0.0%
Value ($000) $301 Shares 4,600 Est. Cost $43.74 Unrealized
Kellogg Company 0.0%
Value ($000) $298 Shares 4,525 Est. Cost $38.95 Unrealized +7.1%
MO Altria Group 0.0%
Value ($000) $295 Shares 5,900 Est. Cost $16.28 Unrealized +60.9%
SCCO Southern Copper Corp 0.0%
Value ($000) $267 Shares 9,136 Est. Cost $20.45 Unrealized -7.8%
EPD Enterprise Products Partners L 0.0%
Value ($000) $254 Shares 7,726 Est. Cost $49.60 Unrealized
NVS Novartis AG ADR 0.0%
Value ($000) $251 Shares 2,545 Est. Cost $70.72 Unrealized
PAA Plains All American Pipeline L 0.0%
Value ($000) $244 Shares 5,000 Est. Cost $55.33 Unrealized
Oneok Partners LP 0.0%
Value ($000) $243 Shares 5,950 Est. Cost $49.52 Unrealized
Berkshire Hathaway A 0.0%
Value ($000) $217 Shares 1 Est. Cost $217000.00 Unrealized
CVX Chevron Corp New 0.0%
Value ($000) $214 Shares 2,040 Est. Cost $73.10 Unrealized -8.5%