Stack Financial Management, Inc Concentrated Active

CIK: 0001308685 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 5, 2017

Total Value ($000): $944,279 (100.0% shares, 0.0% debt)

Holdings (54)

MSFT Microsoft Corp. 5.7%
Value ($000) $53,865 Shares 817,879 Est. Cost $27.18 Unrealized +112.8%
ACN Accenture plc 4.3%
Value ($000) $40,539 Shares 338,159 Est. Cost $86.00 Unrealized +20.9%
ORCL Oracle Corp. 4.2%
Value ($000) $39,370 Shares 882,538 Est. Cost $27.95 Unrealized +30.6%
CSCO Cisco Systems, Inc. 4.2%
Value ($000) $39,222 Shares 1,160,412 Est. Cost $20.16 Unrealized +22.6%
United Technologies Corp. 4.0%
Value ($000) $37,341 Shares 332,780 Est. Cost $94.89 Unrealized
SLB Schlumberger Ltd. 3.2%
Value ($000) $30,500 Shares 390,524 Est. Cost $63.04 Unrealized +0.5%
Laboratory Corp. of America Hl 2.6%
Value ($000) $24,918 Shares 173,683 Est. Cost $100.84 Unrealized
PEP PepsiCo, Inc. 2.6%
Value ($000) $24,699 Shares 220,803 Est. Cost $57.05 Unrealized +43.6%
BRK/B Berkshire Hathaway, Inc. 2.5%
Value ($000) $23,766 Shares 142,583 Est. Cost $143.00 Unrealized +17.0%
ADP Automatic Data Processing, Inc 2.5%
Value ($000) $23,669 Shares 231,166 Est. Cost $76.76 Unrealized +10.0%
TJX TJX Companies, Inc. 2.4%
Value ($000) $22,439 Shares 283,755 Est. Cost $21.56 Unrealized +57.7%
DHR Danaher Corp. 2.3%
Value ($000) $21,797 Shares 254,851 Est. Cost $26.39 Unrealized +170.1%
CVS CVS Health Corp. 2.3%
Value ($000) $21,691 Shares 276,323 Est. Cost $42.00 Unrealized +44.3%
GWW W.W. Grainger, Inc. 2.2%
Value ($000) $20,633 Shares 88,645 Est. Cost $204.03 Unrealized +5.6%
SYK Stryker Corp. 2.2%
Value ($000) $20,465 Shares 155,449 Est. Cost $58.28 Unrealized +96.5%
DIS Walt Disney Company 2.1%
Value ($000) $19,544 Shares 172,359 Est. Cost $56.83 Unrealized +81.3%
SWK Stanley Black & Decker, Inc. 2.0%
Value ($000) $18,879 Shares 142,085 Est. Cost $99.03 Unrealized 0.0%
ZTS Zoetis, Inc. 2.0%
Value ($000) $18,635 Shares 349,163 Est. Cost $28.26 Unrealized +78.5%
Interpublic Group of Cos, Inc. 2.0%
Value ($000) $18,613 Shares 757,568 Est. Cost $9.31 Unrealized +82.2%
WAT Waters Corp. 2.0%
Value ($000) $18,529 Shares 118,539 Est. Cost $97.86 Unrealized +52.6%
MKL Markel Corp. 2.0%
Value ($000) $18,446 Shares 18,902 Est. Cost $544.02 Unrealized +73.7%
ENB Enbridge, Inc. 1.9%
Value ($000) $17,646 Shares 421,747 Est. Cost $24.73 Unrealized 0.0%
FTV Fortive Corp. 1.8%
Value ($000) $16,617 Shares 275,943 Est. Cost $30.87 Unrealized +12.0%
ITW Illinois Tool Works, Inc. 1.8%
Value ($000) $16,607 Shares 125,362 Est. Cost $50.39 Unrealized +107.5%
CVX Chevron Corp. 1.7%
Value ($000) $16,048 Shares 149,467 Est. Cost $71.09 Unrealized +8.0%
MDLZ Mondelez International, Inc. 1.7%
Value ($000) $15,935 Shares 369,899 Est. Cost $24.48 Unrealized +46.6%
APH Amphenol Corp. 1.7%
Value ($000) $15,888 Shares 223,235 Est. Cost $10.04 Unrealized +58.5%
JBHT JB Hunt Transport Svcs, Inc. 1.7%
Value ($000) $15,746 Shares 171,640 Est. Cost $74.85 Unrealized +19.3%
CMCSA Comcast Corp. 1.6%
Value ($000) $15,576 Shares 414,372 Est. Cost $28.25 Unrealized +5.9%
LKQ LKQ Corp. 1.6%
Value ($000) $15,297 Shares 522,615 Est. Cost $31.03 Unrealized -10.0%
FIS Fidelity Nat'l Info Services, 1.6%
Value ($000) $15,230 Shares 191,280 Est. Cost $34.85 Unrealized +97.3%
CCK Crown Holdings, Inc. 1.6%
Value ($000) $14,786 Shares 279,242 Est. Cost $41.64 Unrealized +22.0%
BDX Becton, Dickinson & Co. 1.5%
Value ($000) $14,144 Shares 77,106 Est. Cost $122.21 Unrealized +24.9%
KO Coca-Cola Company 1.5%
Value ($000) $13,933 Shares 328,295 Est. Cost $28.12 Unrealized +12.1%
HSY Hershey Company 1.4%
Value ($000) $13,449 Shares 123,104 Est. Cost $71.03 Unrealized +22.2%
MDT Medtronic plc 1.4%
Value ($000) $13,435 Shares 166,772 Est. Cost $58.25 Unrealized +7.1%
SJM J.M. Smucker Company 1.4%
Value ($000) $13,288 Shares 101,373 Est. Cost $88.11 Unrealized +16.8%
MET MetLife, Inc. 1.4%
Value ($000) $12,902 Shares 244,260 Est. Cost $32.53 Unrealized +8.6%
PPG PPG Industries, Inc. 1.3%
Value ($000) $12,286 Shares 116,920 Est. Cost $88.22 Unrealized -2.6%
Nielsen Holdings plc 1.2%
Value ($000) $11,717 Shares 283,629 Est. Cost $44.39 Unrealized
COP ConocoPhillips 1.1%
Value ($000) $10,636 Shares 213,270 Est. Cost $40.31 Unrealized -9.3%
JNJ Johnson & Johnson 1.1%
Value ($000) $10,565 Shares 84,826 Est. Cost $60.93 Unrealized +53.3%
OXY Occidental Petroleum Corp. 1.1%
Value ($000) $10,453 Shares 164,980 Est. Cost $56.69 Unrealized -8.1%
DVN Devon Energy Corp. 1.1%
Value ($000) $10,388 Shares 248,996 Est. Cost $37.87 Unrealized -18.0%
1741046D Steris plc 1.1%
Value ($000) $10,261 Shares 147,730 Est. Cost $71.08 Unrealized
OMC Omnicom Group, Inc. 1.0%
Value ($000) $9,859 Shares 114,360 Est. Cost $41.68 Unrealized +49.9%
ELV Anthem, Inc. 1.0%
Value ($000) $9,082 Shares 54,913 Est. Cost $106.25 Unrealized +33.1%
PG Procter & Gamble Company 0.9%
Value ($000) $8,703 Shares 96,864 Est. Cost $55.49 Unrealized +26.2%
ZBH Zimmer Biomet Holdings, Inc. 0.9%
Value ($000) $8,395 Shares 68,749 Est. Cost $104.62 Unrealized +0.7%
Patterson Companies, Inc. 0.9%
Value ($000) $8,275 Shares 182,960 Est. Cost $45.23 Unrealized
Royal Dutch Shell plc 0.8%
Value ($000) $7,887 Shares 149,570 Est. Cost $63.86 Unrealized
AMZN Amazon Com Inc. 0.1%
Value ($000) $942 Shares 1,063 Est. Cost $13.32 Unrealized +212.9%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $412 Shares 1,748 Est. Cost $201.10 Unrealized
XLK Select Sector SPDR TR 0.0%
Value ($000) $331 Shares 6,211 Est. Cost $39.29 Unrealized