Stack Financial Management, Inc Concentrated Active

CIK: 0001308685 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 25, 2017

Total Value ($000): $961,609 (100.0% shares, 0.0% debt)

Holdings (54)

MSFT Microsoft Corp. 5.7%
Value ($000) $55,193 Shares 800,705 Est. Cost $27.18 Unrealized +129.3%
ORCL Oracle Corp. 4.6%
Value ($000) $44,100 Shares 879,540 Est. Cost $27.95 Unrealized +43.5%
ACN Accenture plc Ireland 4.3%
Value ($000) $41,763 Shares 337,671 Est. Cost $86.00 Unrealized +24.6%
United Technologies Corp. 4.2%
Value ($000) $40,319 Shares 330,183 Est. Cost $94.89 Unrealized
CSCO Cisco Systems, Inc. 3.8%
Value ($000) $36,396 Shares 1,162,801 Est. Cost $20.16 Unrealized +24.3%
Laboratory Corp. of America Hl 2.8%
Value ($000) $26,466 Shares 171,698 Est. Cost $100.84 Unrealized
SLB Schlumberger Ltd. 2.7%
Value ($000) $25,722 Shares 390,674 Est. Cost $63.04 Unrealized -11.4%
PEP PepsiCo, Inc. 2.6%
Value ($000) $25,309 Shares 219,142 Est. Cost $57.05 Unrealized +54.6%
BRK/B Berkshire Hathaway, Inc. 2.5%
Value ($000) $23,752 Shares 140,240 Est. Cost $143.00 Unrealized +16.3%
ADP Automatic Data Processing, Inc 2.4%
Value ($000) $23,538 Shares 229,727 Est. Cost $76.76 Unrealized +9.7%
CVS CVS Health Corp. 2.3%
Value ($000) $22,055 Shares 274,112 Est. Cost $42.00 Unrealized +43.6%
WAT Waters Corp. 2.2%
Value ($000) $21,434 Shares 116,590 Est. Cost $97.86 Unrealized +77.6%
ZTS Zoetis, Inc. 2.2%
Value ($000) $21,411 Shares 343,231 Est. Cost $28.26 Unrealized +95.7%
DHR Danaher Corp. 2.2%
Value ($000) $21,383 Shares 253,379 Est. Cost $26.39 Unrealized +172.0%
SYK Stryker Corp. 2.2%
Value ($000) $21,239 Shares 153,039 Est. Cost $58.28 Unrealized +114.1%
SWK Stanley Black & Decker, Inc. 2.1%
Value ($000) $19,831 Shares 140,915 Est. Cost $99.03 Unrealized +9.8%
SCHW Charles Schwab Corp. 1.9%
Value ($000) $18,665 Shares 434,485 Est. Cost $35.76 Unrealized 0.0%
Interpublic Group of Cos, Inc. 1.9%
Value ($000) $18,586 Shares 755,517 Est. Cost $9.31 Unrealized +86.9%
MKL Markel Corp. 1.9%
Value ($000) $18,333 Shares 18,787 Est. Cost $544.02 Unrealized +78.4%
DIS Walt Disney Company 1.9%
Value ($000) $18,189 Shares 171,191 Est. Cost $56.83 Unrealized +80.3%
WDC Western Digital Corp. 1.8%
Value ($000) $17,626 Shares 198,940 Est. Cost $59.68 Unrealized 0.0%
ITW Illinois Tool Works, Inc. 1.8%
Value ($000) $17,557 Shares 122,562 Est. Cost $50.39 Unrealized +124.9%
FTV Fortive Corp. 1.8%
Value ($000) $17,200 Shares 271,505 Est. Cost $30.87 Unrealized +23.1%
LKQ LKQ Corp. 1.8%
Value ($000) $17,178 Shares 521,323 Est. Cost $31.03 Unrealized -10.5%
ENB Enbridge, Inc. 1.7%
Value ($000) $16,642 Shares 418,048 Est. Cost $24.73 Unrealized -3.7%
CCK Crown Holdings, Inc. 1.7%
Value ($000) $16,476 Shares 276,159 Est. Cost $41.64 Unrealized +28.8%
APH Amphenol Corp. 1.7%
Value ($000) $16,320 Shares 221,085 Est. Cost $10.04 Unrealized +67.5%
FIS Fidelity Nat'l Info Services, 1.7%
Value ($000) $16,307 Shares 190,950 Est. Cost $34.85 Unrealized +105.9%
CMCSA Comcast Corp. 1.7%
Value ($000) $16,089 Shares 413,382 Est. Cost $28.25 Unrealized +13.0%
MDLZ Mondelez International, Inc. 1.7%
Value ($000) $15,968 Shares 369,715 Est. Cost $24.48 Unrealized +49.8%
JBHT JB Hunt Transport Svcs, Inc. 1.6%
Value ($000) $15,538 Shares 170,032 Est. Cost $74.85 Unrealized +9.1%
CVX Chevron Corp. 1.6%
Value ($000) $15,521 Shares 148,773 Est. Cost $71.09 Unrealized +3.0%
BDX Becton, Dickinson & Co. 1.6%
Value ($000) $15,052 Shares 77,148 Est. Cost $122.21 Unrealized +31.4%
MDT Medtronic plc 1.6%
Value ($000) $14,976 Shares 168,747 Est. Cost $58.36 Unrealized +15.9%
KO Coca-Cola Company 1.5%
Value ($000) $14,713 Shares 328,050 Est. Cost $28.12 Unrealized +19.8%
NKE Nike, Inc. 1.5%
Value ($000) $13,987 Shares 237,060 Est. Cost $48.25 Unrealized 0.0%
MET MetLife, Inc. 1.4%
Value ($000) $13,554 Shares 246,705 Est. Cost $32.55 Unrealized +6.4%
HSY Hershey Company 1.4%
Value ($000) $13,115 Shares 122,149 Est. Cost $71.03 Unrealized +26.5%
PPG PPG Industries, Inc. 1.3%
Value ($000) $12,931 Shares 117,600 Est. Cost $88.22 Unrealized +4.5%
SJM J.M. Smucker Company 1.3%
Value ($000) $12,156 Shares 102,728 Est. Cost $88.22 Unrealized +9.1%
1741046D Steris plc 1.2%
Value ($000) $11,907 Shares 146,098 Est. Cost $71.08 Unrealized
JNJ Johnson & Johnson 1.2%
Value ($000) $11,313 Shares 85,520 Est. Cost $60.93 Unrealized +64.7%
Rockwell Collins, Inc. 1.1%
Value ($000) $10,604 Shares 100,915 Est. Cost $105.08 Unrealized
ELV Anthem, Inc. 1.1%
Value ($000) $10,205 Shares 54,242 Est. Cost $106.25 Unrealized +50.9%
OXY Occidental Petroleum Corp. 1.1%
Value ($000) $10,112 Shares 168,895 Est. Cost $56.50 Unrealized -14.1%
OMC Omnicom Group, Inc. 1.0%
Value ($000) $9,566 Shares 115,390 Est. Cost $41.68 Unrealized +47.4%
COP ConocoPhillips 1.0%
Value ($000) $9,509 Shares 216,314 Est. Cost $40.24 Unrealized -11.8%
ZBH Zimmer Biomet Holdings, Inc. 0.9%
Value ($000) $8,946 Shares 69,671 Est. Cost $104.70 Unrealized +5.5%
Patterson Companies, Inc. 0.9%
Value ($000) $8,652 Shares 184,285 Est. Cost $45.23 Unrealized
PG Procter & Gamble Company 0.9%
Value ($000) $8,484 Shares 97,354 Est. Cost $55.49 Unrealized +26.4%
DVN Devon Energy Corp. 0.8%
Value ($000) $7,853 Shares 245,652 Est. Cost $37.87 Unrealized -31.7%
AMZN Amazon Com Inc. 0.1%
Value ($000) $1,029 Shares 1,063 Est. Cost $13.32 Unrealized +258.2%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $499 Shares 2,063 Est. Cost $207.33 Unrealized
XLK Select Sector SPDR TR 0.0%
Value ($000) $340 Shares 6,211 Est. Cost $39.29 Unrealized