Stack Financial Management, Inc Concentrated Active

CIK: 0001308685 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 11, 2014

Total Value ($000): $820,191 (100.0% shares, 0.0% debt)

Holdings (55)

MSFT Microsoft Corp. 4.4%
Value ($000) $36,343 Shares 871,542 Est. Cost $26.71 Unrealized +27.2%
United Technologies Corp. 4.2%
Value ($000) $34,403 Shares 297,992 Est. Cost $93.34 Unrealized
ORCL Oracle Corp. 4.0%
Value ($000) $32,827 Shares 809,951 Est. Cost $27.40 Unrealized +26.5%
Sigma-Aldrich Corp. 2.9%
Value ($000) $23,539 Shares 231,956 Est. Cost $81.12 Unrealized
Aon plc 2.7%
Value ($000) $22,077 Shares 245,057 Est. Cost $64.70 Unrealized
CVS CVS Caremark Corp. 2.7%
Value ($000) $21,899 Shares 290,547 Est. Cost $41.45 Unrealized +32.4%
Express Scripts Holding Co. 2.5%
Value ($000) $20,880 Shares 301,172 Est. Cost $62.05 Unrealized
MKL Markel Corp. 2.3%
Value ($000) $19,037 Shares 29,036 Est. Cost $524.08 Unrealized +20.2%
SYK Stryker Corp. 2.3%
Value ($000) $18,945 Shares 224,677 Est. Cost $57.38 Unrealized +24.0%
DHR Danaher Corp. 2.3%
Value ($000) $18,876 Shares 239,761 Est. Cost $25.22 Unrealized +23.3%
BB&T Corp. 2.3%
Value ($000) $18,714 Shares 474,606 Est. Cost $34.05 Unrealized
ZTS Zoetis Inc. 2.3%
Value ($000) $18,586 Shares 575,950 Est. Cost $28.03 Unrealized 0.0%
Marathon Oil Corp. 2.2%
Value ($000) $18,443 Shares 461,988 Est. Cost $34.80 Unrealized
PEP PepsiCo, Inc. 2.2%
Value ($000) $18,284 Shares 204,658 Est. Cost $56.13 Unrealized +8.5%
GIS General Mills, Inc. 2.2%
Value ($000) $17,974 Shares 342,104 Est. Cost $32.08 Unrealized +11.5%
COP ConocoPhillips 2.2%
Value ($000) $17,749 Shares 207,039 Est. Cost $40.00 Unrealized +33.4%
DVN Devon Energy Corp. 2.2%
Value ($000) $17,738 Shares 223,400 Est. Cost $37.53 Unrealized +30.7%
CVX Chevron Corp. 2.1%
Value ($000) $17,241 Shares 132,065 Est. Cost $71.51 Unrealized +6.2%
Laboratory Corp. of America Hl 2.1%
Value ($000) $17,235 Shares 168,314 Est. Cost $100.00 Unrealized
EMC Corp. 2.1%
Value ($000) $16,997 Shares 645,281 Est. Cost $27.38 Unrealized
Goldcorp Inc. 2.1%
Value ($000) $16,862 Shares 604,160 Est. Cost $27.91 Unrealized
JNJ Johnson & Johnson 2.0%
Value ($000) $16,450 Shares 157,237 Est. Cost $59.66 Unrealized +22.6%
Spectra Energy Corp. 2.0%
Value ($000) $16,222 Shares 381,873 Est. Cost $34.69 Unrealized
DIS Walt Disney Company 1.8%
Value ($000) $15,137 Shares 176,543 Est. Cost $56.11 Unrealized +30.9%
COR AmerisourceBergen Corp. 1.8%
Value ($000) $14,942 Shares 205,640 Est. Cost $38.95 Unrealized +27.9%
Interpublic Group of Cos, Inc. 1.8%
Value ($000) $14,759 Shares 756,481 Est. Cost $9.19 Unrealized +30.9%
Barrick Gold Corp. 1.7%
Value ($000) $13,660 Shares 746,446 Est. Cost $17.84 Unrealized
TJX TJX Companies, Inc. 1.7%
Value ($000) $13,607 Shares 256,013 Est. Cost $20.90 Unrealized +16.4%
WellPoint, Inc. 1.6%
Value ($000) $13,341 Shares 123,971 Est. Cost $82.04 Unrealized
CCK Crown Holdings, Inc. 1.6%
Value ($000) $13,319 Shares 267,658 Est. Cost $41.33 Unrealized +10.3%
MDLZ Mondelez International, Inc. 1.6%
Value ($000) $13,153 Shares 349,708 Est. Cost $23.86 Unrealized +18.6%
WFC Wells Fargo & Company 1.6%
Value ($000) $12,960 Shares 246,581 Est. Cost $27.41 Unrealized +32.5%
KO Coca-Cola Company 1.6%
Value ($000) $12,781 Shares 301,718 Est. Cost $27.82 Unrealized +1.0%
RMD ResMed Inc. 1.5%
Value ($000) $12,581 Shares 248,495 Est. Cost $38.42 Unrealized +10.9%
FIS Fidelity Nat'l Info Services, 1.5%
Value ($000) $12,469 Shares 227,790 Est. Cost $34.40 Unrealized +27.8%
ITW Illinois Tool Works Inc. 1.5%
Value ($000) $12,435 Shares 142,016 Est. Cost $49.85 Unrealized +31.3%
APH Amphenol Corp. 1.5%
Value ($000) $12,416 Shares 128,880 Est. Cost $8.50 Unrealized +25.5%
OXY Occidental Petroleum Corp. 1.5%
Value ($000) $12,403 Shares 120,851 Est. Cost $58.18 Unrealized +13.8%
ALL Allstate Corp. 1.5%
Value ($000) $12,314 Shares 209,700 Est. Cost $37.19 Unrealized +20.7%
WMT Wal-Mart Stores, Inc. 1.5%
Value ($000) $12,038 Shares 160,356 Est. Cost $19.99 Unrealized +2.7%
KMI Kinder Morgan, Inc. 1.4%
Value ($000) $11,857 Shares 327,000 Est. Cost $18.81 Unrealized 0.0%
Viacom Inc. Class B 1.4%
Value ($000) $11,719 Shares 135,115 Est. Cost $68.32 Unrealized
WAT Waters Corp. 1.4%
Value ($000) $11,575 Shares 110,825 Est. Cost $96.20 Unrealized +9.3%
Royal Dutch Shell plc 1.4%
Value ($000) $11,440 Shares 138,885 Est. Cost $64.40 Unrealized
QCOM Qualcomm Inc. 1.4%
Value ($000) $11,437 Shares 144,401 Est. Cost $54.02 Unrealized +6.1%
Kellogg Company 1.4%
Value ($000) $11,348 Shares 172,726 Est. Cost $38.93 Unrealized +7.2%
ACN Accenture plc Ireland 1.4%
Value ($000) $11,233 Shares 138,949 Est. Cost $63.65 Unrealized +3.9%
Medtronic, Inc. 1.3%
Value ($000) $10,530 Shares 165,158 Est. Cost $51.47 Unrealized
OMC Omnicom Group Inc. 1.0%
Value ($000) $8,079 Shares 113,435 Est. Cost $40.85 Unrealized +15.9%
PG Procter & Gamble Company 0.9%
Value ($000) $7,319 Shares 93,125 Est. Cost $55.09 Unrealized +5.8%
HWC Hancock Holding Company 0.9%
Value ($000) $7,151 Shares 202,450 Est. Cost $35.50 Unrealized -2.8%
VZ Verizon Communications Inc. 0.5%
Value ($000) $3,886 Shares 79,415 Est. Cost $25.87 Unrealized +3.6%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $365 Shares 1,863 Est. Cost $188.27 Unrealized
AMZN Amazon Com Inc. 0.0%
Value ($000) $345 Shares 1,063 Est. Cost $13.32 Unrealized +18.8%
XLK Select Sector SPDR TR 0.0%
Value ($000) $271 Shares 7,065 Est. Cost $30.58 Unrealized