Stack Financial Management, Inc Concentrated Active

CIK: 0001308685 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 26, 2016

Total Value ($000): $857,816 (100.0% shares, 0.0% debt)

Holdings (53)

MSFT Microsoft Corp. 5.7%
Value ($000) $48,616 Shares 844,023 Est. Cost $27.18 Unrealized +85.0%
CSCO Cisco Systems, Inc. 4.4%
Value ($000) $37,619 Shares 1,185,986 Est. Cost $20.16 Unrealized +14.4%
ORCL Oracle Corp. 4.0%
Value ($000) $34,464 Shares 877,394 Est. Cost $27.95 Unrealized +26.8%
United Technologies Corp. 3.9%
Value ($000) $33,861 Shares 333,277 Est. Cost $94.89 Unrealized
ZTS Zoetis, Inc. 3.3%
Value ($000) $28,451 Shares 547,027 Est. Cost $28.26 Unrealized +66.6%
SYK Stryker Corp. 3.1%
Value ($000) $26,708 Shares 229,427 Est. Cost $58.28 Unrealized +80.0%
CVS CVS Health Corp. 2.9%
Value ($000) $24,465 Shares 274,918 Est. Cost $42.00 Unrealized +68.8%
Laboratory Corp. of America Hl 2.8%
Value ($000) $24,403 Shares 177,500 Est. Cost $100.84 Unrealized
PEP PepsiCo, Inc. 2.8%
Value ($000) $23,730 Shares 218,170 Est. Cost $57.05 Unrealized +42.1%
TJX TJX Companies, Inc. 2.5%
Value ($000) $21,444 Shares 286,763 Est. Cost $21.56 Unrealized +59.0%
BRK/B Berkshire Hathaway, Inc. 2.4%
Value ($000) $20,698 Shares 143,271 Est. Cost $143.00 Unrealized +2.3%
GWW W.W. Grainger, Inc. 2.3%
Value ($000) $20,088 Shares 89,343 Est. Cost $204.03 Unrealized -4.6%
DHR Danaher Corp. 2.3%
Value ($000) $19,940 Shares 254,366 Est. Cost $26.39 Unrealized +154.9%
WAT Waters Corp. 2.2%
Value ($000) $18,715 Shares 118,086 Est. Cost $97.86 Unrealized +58.1%
Spectra Energy Corp. 2.2%
Value ($000) $18,586 Shares 434,761 Est. Cost $34.68 Unrealized
ACN Accenture plc 2.1%
Value ($000) $18,427 Shares 150,829 Est. Cost $64.84 Unrealized +51.4%
LKQ LKQ Corp. 2.1%
Value ($000) $18,321 Shares 516,665 Est. Cost $31.13 Unrealized 0.0%
MKL Markel Corp. 2.1%
Value ($000) $17,634 Shares 18,986 Est. Cost $544.02 Unrealized +71.5%
Interpublic Group of Cos, Inc. 2.0%
Value ($000) $17,035 Shares 762,205 Est. Cost $9.31 Unrealized +72.3%
CCK Crown Holdings, Inc. 1.9%
Value ($000) $16,161 Shares 283,077 Est. Cost $41.64 Unrealized +22.3%
MDLZ Mondelez International, Inc. 1.9%
Value ($000) $16,067 Shares 365,992 Est. Cost $24.36 Unrealized +44.6%
DIS Walt Disney Company 1.9%
Value ($000) $16,016 Shares 172,478 Est. Cost $56.83 Unrealized +56.4%
ITW Illinois Tool Works, Inc. 1.8%
Value ($000) $15,782 Shares 131,691 Est. Cost $50.39 Unrealized +84.3%
CVX Chevron Corp. 1.8%
Value ($000) $15,401 Shares 149,639 Est. Cost $71.09 Unrealized -3.7%
FIS Fidelity Nat'l Info Services, 1.8%
Value ($000) $15,319 Shares 198,865 Est. Cost $34.85 Unrealized +90.4%
APH Amphenol Corp. 1.7%
Value ($000) $14,860 Shares 228,895 Est. Cost $10.04 Unrealized +38.5%
Nielsen Holdings plc 1.7%
Value ($000) $14,757 Shares 275,464 Est. Cost $44.47 Unrealized
FTV Fortive Corp. 1.7%
Value ($000) $14,173 Shares 278,445 Est. Cost $30.87 Unrealized 0.0%
JBHT JB Hunt Transport Svcs, Inc. 1.6%
Value ($000) $14,119 Shares 174,010 Est. Cost $74.85 Unrealized 0.0%
Express Scripts Holding Co. 1.6%
Value ($000) $14,072 Shares 199,518 Est. Cost $63.35 Unrealized
MDT Medtronic plc 1.6%
Value ($000) $14,069 Shares 162,837 Est. Cost $58.11 Unrealized +18.4%
CMCSA Comcast Corp. 1.6%
Value ($000) $13,781 Shares 207,736 Est. Cost $26.61 Unrealized 0.0%
KO Coca-Cola Company 1.6%
Value ($000) $13,778 Shares 325,560 Est. Cost $28.08 Unrealized +15.9%
BDX Becton, Dickinson & Co. 1.6%
Value ($000) $13,678 Shares 76,103 Est. Cost $122.21 Unrealized +21.5%
SJM J.M. Smucker Company 1.6%
Value ($000) $13,548 Shares 99,958 Est. Cost $88.00 Unrealized +24.9%
HSY Hershey Company 1.4%
Value ($000) $12,181 Shares 127,414 Est. Cost $71.03 Unrealized +19.1%
COR AmerisourceBergen Corp. 1.4%
Value ($000) $12,135 Shares 150,227 Est. Cost $39.82 Unrealized +61.4%
PPG PPG Industries, Inc. 1.4%
Value ($000) $11,880 Shares 114,940 Est. Cost $88.30 Unrealized 0.0%
OXY Occidental Petroleum Corp. 1.4%
Value ($000) $11,840 Shares 162,370 Est. Cost $56.86 Unrealized +0.9%
DVN Devon Energy Corp. 1.3%
Value ($000) $11,250 Shares 255,040 Est. Cost $37.87 Unrealized -24.5%
MET MetLife, Inc. 1.3%
Value ($000) $10,830 Shares 243,750 Est. Cost $32.50 Unrealized -15.7%
1741046D Steris plc 1.3%
Value ($000) $10,763 Shares 147,230 Est. Cost $71.08 Unrealized
JNJ Johnson & Johnson 1.2%
Value ($000) $9,963 Shares 84,341 Est. Cost $60.56 Unrealized +54.5%
OMC Omnicom Group, Inc. 1.1%
Value ($000) $9,665 Shares 113,710 Est. Cost $41.68 Unrealized +45.2%
COP ConocoPhillips 1.1%
Value ($000) $9,613 Shares 221,134 Est. Cost $40.31 Unrealized -22.8%
ZBH Zimmer Biomet Holdings, Inc. 1.0%
Value ($000) $8,766 Shares 67,419 Est. Cost $104.60 Unrealized +9.4%
PG Procter & Gamble Company 1.0%
Value ($000) $8,723 Shares 97,197 Est. Cost $55.49 Unrealized +21.7%
Royal Dutch Shell plc 0.9%
Value ($000) $7,489 Shares 149,575 Est. Cost $63.86 Unrealized
ELV Anthem, Inc. 0.8%
Value ($000) $6,884 Shares 54,934 Est. Cost $106.10 Unrealized +7.2%
GILD Gilead Sciences, Inc. 0.7%
Value ($000) $5,602 Shares 70,806 Est. Cost $75.72 Unrealized -23.7%
AMZN Amazon Com Inc. 0.1%
Value ($000) $890 Shares 1,063 Est. Cost $13.32 Unrealized +187.3%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $315 Shares 1,455 Est. Cost $195.23 Unrealized
XLK Select Sector SPDR TR 0.0%
Value ($000) $241 Shares 5,048 Est. Cost $35.03 Unrealized