Stack Financial Management, Inc Concentrated Active

CIK: 0001308685 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 7, 2015

Total Value ($000): $822,873 (100.0% shares, 0.0% debt)

Holdings (52)

MSFT Microsoft Corp. 4.8%
Value ($000) $39,265 Shares 889,360 Est. Cost $27.18 Unrealized +44.6%
United Technologies Corp. 4.3%
Value ($000) $35,770 Shares 322,453 Est. Cost $94.87 Unrealized
ORCL Oracle Corp. 4.2%
Value ($000) $34,636 Shares 859,453 Est. Cost $27.81 Unrealized +33.0%
CVS CVS Health Corp. 3.6%
Value ($000) $29,346 Shares 279,805 Est. Cost $41.45 Unrealized +81.5%
Express Scripts Holding Co. 3.5%
Value ($000) $28,539 Shares 320,877 Est. Cost $63.27 Unrealized
ZTS Zoetis Inc. 3.4%
Value ($000) $27,658 Shares 573,580 Est. Cost $28.26 Unrealized +55.6%
QCOM Qualcomm Inc. 3.3%
Value ($000) $26,890 Shares 429,342 Est. Cost $53.42 Unrealized -5.8%
MKL Markel Corp. 3.1%
Value ($000) $25,293 Shares 31,589 Est. Cost $538.50 Unrealized +44.4%
SYK Stryker Corp. 2.7%
Value ($000) $22,283 Shares 233,161 Est. Cost $58.28 Unrealized +43.8%
Laboratory Corp. of America Hl 2.7%
Value ($000) $21,949 Shares 181,069 Est. Cost $100.84 Unrealized
DHR Danaher Corp. 2.6%
Value ($000) $21,742 Shares 254,024 Est. Cost $25.67 Unrealized +35.8%
BB&T Corp. 2.5%
Value ($000) $20,975 Shares 520,340 Est. Cost $34.41 Unrealized
GWW W.W. Grainger, Inc. 2.5%
Value ($000) $20,647 Shares 87,245 Est. Cost $204.21 Unrealized 0.0%
PEP PepsiCo, Inc. 2.5%
Value ($000) $20,247 Shares 216,912 Est. Cost $56.63 Unrealized +22.4%
DIS Walt Disney Company 2.4%
Value ($000) $19,906 Shares 174,402 Est. Cost $56.11 Unrealized +78.2%
TJX TJX Companies, Inc. 2.3%
Value ($000) $19,033 Shares 287,639 Est. Cost $21.56 Unrealized +33.0%
EMC Corp. 2.3%
Value ($000) $18,625 Shares 705,761 Est. Cost $27.29 Unrealized
ELV Anthem, Inc. 2.2%
Value ($000) $17,770 Shares 108,261 Est. Cost $106.00 Unrealized +29.7%
COR AmerisourceBergen Corp. 2.1%
Value ($000) $17,029 Shares 160,135 Est. Cost $38.95 Unrealized +113.1%
MDLZ Mondelez International, Inc. 1.8%
Value ($000) $15,219 Shares 369,927 Est. Cost $24.12 Unrealized +27.9%
WAT Waters Corp. 1.8%
Value ($000) $15,156 Shares 118,056 Est. Cost $97.17 Unrealized +33.5%
CCK Crown Holdings, Inc. 1.8%
Value ($000) $15,028 Shares 284,023 Est. Cost $41.64 Unrealized +25.7%
Interpublic Group of Cos, Inc. 1.8%
Value ($000) $14,841 Shares 770,181 Est. Cost $9.19 Unrealized +52.7%
DVN Devon Energy Corp. 1.8%
Value ($000) $14,783 Shares 248,501 Est. Cost $38.13 Unrealized +16.0%
ACN Accenture plc 1.8%
Value ($000) $14,682 Shares 151,710 Est. Cost $64.23 Unrealized +25.6%
APH Amphenol Corp. 1.8%
Value ($000) $14,425 Shares 248,840 Est. Cost $10.04 Unrealized +29.4%
CVX Chevron Corp. 1.7%
Value ($000) $14,304 Shares 148,276 Est. Cost $71.34 Unrealized -6.9%
Marathon Oil Corp. 1.7%
Value ($000) $14,040 Shares 529,029 Est. Cost $33.82 Unrealized
Spectra Energy Corp. 1.7%
Value ($000) $14,033 Shares 430,457 Est. Cost $34.83 Unrealized
COP ConocoPhillips 1.6%
Value ($000) $13,574 Shares 221,032 Est. Cost $40.50 Unrealized +14.5%
MET MetLife Inc. 1.6%
Value ($000) $13,530 Shares 241,650 Est. Cost $32.74 Unrealized +1.2%
Nielsen N.V. 1.6%
Value ($000) $13,418 Shares 299,709 Est. Cost $44.73 Unrealized
FIS Fidelity Nat'l Info Services, 1.6%
Value ($000) $13,187 Shares 213,377 Est. Cost $34.85 Unrealized +53.0%
RMD ResMed Inc. 1.6%
Value ($000) $13,108 Shares 232,528 Est. Cost $38.42 Unrealized +44.1%
KMI Kinder Morgan, Inc. 1.6%
Value ($000) $13,050 Shares 339,931 Est. Cost $18.98 Unrealized +28.2%
ITW Illinois Tool Works Inc. 1.6%
Value ($000) $13,042 Shares 142,081 Est. Cost $50.39 Unrealized +46.8%
KO Coca-Cola Company 1.6%
Value ($000) $12,906 Shares 328,993 Est. Cost $27.95 Unrealized +3.9%
OXY Occidental Petroleum Corp. 1.6%
Value ($000) $12,830 Shares 164,968 Est. Cost $56.86 Unrealized 0.0%
ALL Allstate Corp. 1.5%
Value ($000) $12,596 Shares 194,172 Est. Cost $37.54 Unrealized +44.7%
MDT Medtronic plc 1.5%
Value ($000) $12,565 Shares 169,567 Est. Cost $58.11 Unrealized +1.2%
WMT Wal-Mart Stores, Inc. 1.5%
Value ($000) $12,165 Shares 171,506 Est. Cost $20.10 Unrealized +3.9%
Viacom Inc. Class B 1.2%
Value ($000) $9,785 Shares 151,382 Est. Cost $68.31 Unrealized
Royal Dutch Shell plc 1.1%
Value ($000) $8,692 Shares 152,470 Est. Cost $64.04 Unrealized
JNJ Johnson & Johnson 1.0%
Value ($000) $8,363 Shares 85,813 Est. Cost $60.24 Unrealized +23.6%
OMC Omnicom Group Inc. 1.0%
Value ($000) $8,248 Shares 118,690 Est. Cost $41.42 Unrealized +27.4%
GILD Gilead Sciences, Inc. 1.0%
Value ($000) $8,158 Shares 69,678 Est. Cost $75.98 Unrealized 0.0%
PG Procter & Gamble Company 0.9%
Value ($000) $7,718 Shares 98,645 Est. Cost $55.49 Unrealized +8.1%
AMZN Amazon Com Inc. 0.1%
Value ($000) $461 Shares 1,063 Est. Cost $13.32 Unrealized +56.9%
Sigma-Aldrich Corp. 0.0%
Value ($000) $410 Shares 2,940 Est. Cost $81.12 Unrealized
GIS General Mills, Inc. 0.0%
Value ($000) $345 Shares 6,185 Est. Cost $32.41 Unrealized +19.7%
XLK Technology SPDR 0.0%
Value ($000) $305 Shares 7,365 Est. Cost $34.13 Unrealized
SPY SPDR Trust Unit SR 1 0.0%
Value ($000) $303 Shares 1,473 Est. Cost $190.93 Unrealized