Stack Financial Management, Inc Concentrated Active

CIK: 0001308685 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 2, 2013

Total Value ($000): $698,797 (100.0% shares, 0.0% debt)

Holdings (51)

Medtronic, Inc. 4.5%
Value ($000) $31,350 Shares 609,085 Est. Cost $51.47 Unrealized
MSFT Microsoft Corp. 4.2%
Value ($000) $29,359 Shares 849,864 Est. Cost $26.70 Unrealized 0.0%
United Technologies Corp. 4.0%
Value ($000) $28,033 Shares 301,620 Est. Cost $92.94 Unrealized
PEP PepsiCo, Inc. 3.8%
Value ($000) $26,804 Shares 327,712 Est. Cost $56.00 Unrealized 0.0%
Marathon Oil Corp. 3.5%
Value ($000) $24,605 Shares 711,529 Est. Cost $34.58 Unrealized
OXY Occidental Petroleum Corp. 3.4%
Value ($000) $23,767 Shares 266,351 Est. Cost $57.83 Unrealized 0.0%
ORCL Oracle Corp. 3.3%
Value ($000) $22,840 Shares 743,740 Est. Cost $27.58 Unrealized 0.0%
Sigma-Aldrich Corp. 2.6%
Value ($000) $17,981 Shares 223,590 Est. Cost $80.42 Unrealized
Express Scripts Holding Co. 2.5%
Value ($000) $17,687 Shares 286,479 Est. Cost $61.74 Unrealized
CVS CVS Caremark Corp. 2.4%
Value ($000) $16,905 Shares 295,641 Est. Cost $41.44 Unrealized 0.0%
Aon plc 2.4%
Value ($000) $16,734 Shares 260,048 Est. Cost $64.35 Unrealized
GIS General Mills, Inc. 2.3%
Value ($000) $15,995 Shares 329,592 Est. Cost $31.98 Unrealized 0.0%
Laboratory Corp. of America Hl 2.3%
Value ($000) $15,992 Shares 159,758 Est. Cost $100.10 Unrealized
BB&T Corp. 2.2%
Value ($000) $15,557 Shares 459,172 Est. Cost $33.88 Unrealized
MKL Markel Corp. 2.1%
Value ($000) $14,705 Shares 27,906 Est. Cost $523.59 Unrealized 0.0%
DHR Danaher Corp. 2.1%
Value ($000) $14,701 Shares 232,243 Est. Cost $25.01 Unrealized 0.0%
CVX Chevron Corp. 2.1%
Value ($000) $14,503 Shares 122,557 Est. Cost $71.30 Unrealized 0.0%
CNI Canadian National Railway 2.0%
Value ($000) $14,267 Shares 146,675 Est. Cost $39.40 Unrealized 0.0%
SYK Stryker Corp. 2.0%
Value ($000) $14,146 Shares 218,705 Est. Cost $56.92 Unrealized 0.0%
JNJ Johnson & Johnson 2.0%
Value ($000) $13,651 Shares 158,994 Est. Cost $59.66 Unrealized 0.0%
INTC Intel Corp. 1.9%
Value ($000) $13,440 Shares 554,691 Est. Cost $17.18 Unrealized 0.0%
TJX TJX Companies, Inc. 1.9%
Value ($000) $13,028 Shares 260,249 Est. Cost $20.82 Unrealized 0.0%
COP ConocoPhillips 1.8%
Value ($000) $12,606 Shares 208,369 Est. Cost $39.96 Unrealized 0.0%
Spectra Energy Corp. 1.8%
Value ($000) $12,514 Shares 363,141 Est. Cost $34.46 Unrealized
COR AmerisourceBergen Corp. 1.7%
Value ($000) $12,130 Shares 217,270 Est. Cost $38.92 Unrealized 0.0%
PG Procter & Gamble Company 1.7%
Value ($000) $11,873 Shares 154,216 Est. Cost $55.00 Unrealized 0.0%
VYX NCR Corp. 1.7%
Value ($000) $11,761 Shares 356,488 Est. Cost $18.55 Unrealized 0.0%
DIS Walt Disney Company 1.7%
Value ($000) $11,691 Shares 185,135 Est. Cost $56.11 Unrealized 0.0%
KO Coca-Cola Company 1.6%
Value ($000) $11,270 Shares 280,965 Est. Cost $27.85 Unrealized 0.0%
Interpublic Group of Cos, Inc. 1.6%
Value ($000) $11,244 Shares 772,761 Est. Cost $9.16 Unrealized 0.0%
WMT Wal-Mart Stores, Inc. 1.6%
Value ($000) $11,067 Shares 148,565 Est. Cost $19.98 Unrealized 0.0%
Viacom, Inc. Class B 1.5%
Value ($000) $10,769 Shares 158,300 Est. Cost $68.03 Unrealized
WAT Waters Corp. 1.5%
Value ($000) $10,619 Shares 106,135 Est. Cost $95.76 Unrealized 0.0%
Kellogg Company 1.5%
Value ($000) $10,604 Shares 165,100 Est. Cost $38.95 Unrealized 0.0%
WFC Wells Fargo & Company 1.5%
Value ($000) $10,449 Shares 253,195 Est. Cost $27.36 Unrealized 0.0%
DVN Devon Energy Corp. 1.5%
Value ($000) $10,381 Shares 200,100 Est. Cost $37.00 Unrealized 0.0%
ITW Illinois Tool Works, Inc. 1.5%
Value ($000) $10,319 Shares 149,185 Est. Cost $49.85 Unrealized 0.0%
FIS Fidelity Nat'l Info Services, 1.5%
Value ($000) $10,190 Shares 237,860 Est. Cost $34.36 Unrealized 0.0%
APH Amphenol Corp. 1.4%
Value ($000) $10,036 Shares 128,765 Est. Cost $8.50 Unrealized 0.0%
DRI Darden Restaurants, Inc. 1.4%
Value ($000) $9,989 Shares 197,886 Est. Cost $31.32 Unrealized 0.0%
Wellpoint, Inc. 1.4%
Value ($000) $9,960 Shares 121,705 Est. Cost $81.84 Unrealized
LOW Lowe's Companies, Inc. 1.4%
Value ($000) $9,934 Shares 242,893 Est. Cost $32.16 Unrealized 0.0%
ALL Allstate Corp. 1.4%
Value ($000) $9,798 Shares 203,610 Est. Cost $37.12 Unrealized 0.0%
Willis Group Holdings plc 1.4%
Value ($000) $9,652 Shares 236,679 Est. Cost $40.78 Unrealized
NSC Norfolk Southern Corp. 1.3%
Value ($000) $9,416 Shares 129,610 Est. Cost $57.67 Unrealized 0.0%
ACN Accenture plc IRELAND 1.3%
Value ($000) $9,397 Shares 130,585 Est. Cost $63.81 Unrealized 0.0%
Vodafone Group plc 1.3%
Value ($000) $9,184 Shares 319,500 Est. Cost $28.74 Unrealized
Royal Dutch Shell plc 1.2%
Value ($000) $8,239 Shares 129,145 Est. Cost $63.80 Unrealized
OMC Omnicom Group, Inc. 1.0%
Value ($000) $7,098 Shares 112,895 Est. Cost $40.69 Unrealized 0.0%
AMZN Amazon Com Inc. 0.0%
Value ($000) $295 Shares 1,063 Est. Cost $13.32 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $262 Shares 8,580 Est. Cost $30.54 Unrealized