Saratoga Research & Investment Management Long-Term Concentrated

CIK: 0001477872 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 17, 2015

Total Value ($000): $1,051,535 (100.0% shares, 0.0% debt)

Holdings (54)

MSFT Microsoft 5.8%
Value ($000) $60,568 Shares 1,371,873 Est. Cost $27.55 Unrealized +42.6%
ORCL Oracle 5.4%
Value ($000) $56,584 Shares 1,404,074 Est. Cost $28.26 Unrealized +30.9%
CSCO Cisco Systems 4.6%
Value ($000) $48,864 Shares 1,779,449 Est. Cost $15.32 Unrealized +34.6%
AAPL Apple Inc 4.5%
Value ($000) $47,653 Shares 379,929 Est. Cost $28.55 Unrealized 0.0%
MDT Medtronic PLC 4.4%
Value ($000) $45,837 Shares 618,579 Est. Cost $58.10 Unrealized +1.2%
United Technologies 4.3%
Value ($000) $44,908 Shares 404,829 Est. Cost $95.52 Unrealized
BDX Becton, Dickinson & Co 4.3%
Value ($000) $44,769 Shares 316,057 Est. Cost $117.39 Unrealized 0.0%
WMT Wal-Mart Stores 3.9%
Value ($000) $41,202 Shares 580,878 Est. Cost $20.07 Unrealized +4.0%
PG Procter & Gamble 3.8%
Value ($000) $40,366 Shares 515,927 Est. Cost $55.46 Unrealized +8.1%
ACN Accenture Ltd New 3.5%
Value ($000) $36,953 Shares 381,824 Est. Cost $64.43 Unrealized +25.2%
CHRW C.H. Robinson Worldwide 3.4%
Value ($000) $36,022 Shares 577,371 Est. Cost $44.17 Unrealized +15.8%
OMC Omnicom Group 3.3%
Value ($000) $34,870 Shares 501,793 Est. Cost $40.83 Unrealized +29.2%
MMM 3M Company 3.3%
Value ($000) $34,316 Shares 222,397 Est. Cost $61.71 Unrealized +53.7%
KO Coca-Cola 3.2%
Value ($000) $33,692 Shares 858,844 Est. Cost $27.71 Unrealized +4.8%
NVO Novo Nordisk ADR 3.1%
Value ($000) $32,864 Shares 600,145 Est. Cost $67.78 Unrealized
Varian Medical Systems 3.1%
Value ($000) $32,455 Shares 384,857 Est. Cost $73.44 Unrealized
NKE NIKE 3.0%
Value ($000) $31,146 Shares 288,333 Est. Cost $26.53 Unrealized +68.9%
BAX Baxter Int'l 2.9%
Value ($000) $30,679 Shares 438,703 Est. Cost $31.47 Unrealized 0.0%
JNJ Johnson & Johnson 2.9%
Value ($000) $30,046 Shares 308,294 Est. Cost $59.66 Unrealized +24.9%
IBM Int'l Business Machines 2.8%
Value ($000) $29,060 Shares 178,657 Est. Cost $116.87 Unrealized -11.9%
PEP Pepsico 2.8%
Value ($000) $29,018 Shares 310,889 Est. Cost $61.40 Unrealized +12.9%
BRK/B Berkshire Hathaway B 2.5%
Value ($000) $26,489 Shares 194,611 Est. Cost $142.63 Unrealized 0.0%
SYY Sysco Corp 2.5%
Value ($000) $25,932 Shares 718,350 Est. Cost $26.49 Unrealized +6.7%
Precision Castparts 2.2%
Value ($000) $23,624 Shares 118,198 Est. Cost $201.91 Unrealized
SYK Stryker 2.0%
Value ($000) $21,162 Shares 221,430 Est. Cost $58.42 Unrealized +43.4%
CTSH Cognizant Tech Solutions 1.9%
Value ($000) $20,420 Shares 334,257 Est. Cost $39.62 Unrealized +40.5%
MCD McDonalds 1.9%
Value ($000) $20,141 Shares 211,853 Est. Cost $71.67 Unrealized +3.5%
Total System Services 1.6%
Value ($000) $16,444 Shares 393,686 Est. Cost $26.12 Unrealized
MKC McCormick & Co 1.2%
Value ($000) $12,302 Shares 151,966 Est. Cost $28.15 Unrealized +13.0%
ADP Automatic Data Processing 1.1%
Value ($000) $11,930 Shares 148,693 Est. Cost $67.60 Unrealized 0.0%
ABBV AbbVie 1.1%
Value ($000) $11,538 Shares 171,716 Est. Cost $26.55 Unrealized +59.4%
Coach Inc 1.0%
Value ($000) $10,779 Shares 311,447 Est. Cost $55.52 Unrealized
EXPD Expeditors Int'l of WA 0.9%
Value ($000) $9,957 Shares 215,973 Est. Cost $36.84 Unrealized +11.3%
CL Colgate-Palmolive 0.6%
Value ($000) $6,246 Shares 95,489 Est. Cost $44.52 Unrealized +19.0%
Google Inc Cl A 0.6%
Value ($000) $6,079 Shares 11,257 Est. Cost $542.52 Unrealized
Public Storage 5.90% PFD S 0.1%
Value ($000) $767 Shares 30,920 Est. Cost $25.01 Unrealized
FOSL Fossil Inc 0.1%
Value ($000) $661 Shares 9,535 Est. Cost $97.99 Unrealized -20.7%
BMY Bristol-Myers Squibb 0.0%
Value ($000) $475 Shares 7,145 Est. Cost $28.67 Unrealized +60.5%
PAYX Paychex 0.0%
Value ($000) $464 Shares 9,890 Est. Cost $25.02 Unrealized +41.6%
INTC Intel 0.0%
Value ($000) $393 Shares 12,930 Est. Cost $17.02 Unrealized +47.4%
National Grid PLC 0.0%
Value ($000) $366 Shares 5,670 Est. Cost $56.83 Unrealized
Magellan Midstream Partners LP 0.0%
Value ($000) $330 Shares 4,500 Est. Cost $56.91 Unrealized
Monmouth Real Estate Investmen 0.0%
Value ($000) $328 Shares 33,760 Est. Cost $9.72 Unrealized
DEO Diageo PLC 0.0%
Value ($000) $317 Shares 2,730 Est. Cost $115.15 Unrealized
Spectra Energy 0.0%
Value ($000) $294 Shares 9,015 Est. Cost $34.48 Unrealized
PFE Pfizer 0.0%
Value ($000) $294 Shares 8,770 Est. Cost $16.85 Unrealized +23.3%
MO Altria Group 0.0%
Value ($000) $289 Shares 5,900 Est. Cost $16.28 Unrealized +55.2%
Kellogg Company 0.0%
Value ($000) $284 Shares 4,525 Est. Cost $38.95 Unrealized +5.6%
SCCO Southern Copper Corp 0.0%
Value ($000) $269 Shares 9,136 Est. Cost $20.45 Unrealized -0.9%
NVS Novartis AG ADR 0.0%
Value ($000) $244 Shares 2,480 Est. Cost $70.72 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $220 Shares 7,351 Est. Cost $49.60 Unrealized
PAA Plains All American Pipeline L 0.0%
Value ($000) $218 Shares 5,000 Est. Cost $55.33 Unrealized
BRK/A Berkshire Hathaway A 0.0%
Value ($000) $205 Shares 1 Est. Cost $214536.25 Unrealized 0.0%
Oneok Partners LP 0.0%
Value ($000) $202 Shares 5,950 Est. Cost $49.52 Unrealized