Stack Financial Management, Inc Concentrated Active

CIK: 0001308685 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 26, 2017

Total Value ($000): $923,632 (100.0% shares, 0.0% debt)

Holdings (52)

ACN Accenture plc Ireland 4.9%
Value ($000) $45,578 Shares 337,443 Est. Cost $86.00 Unrealized +33.3%
ORCL Oracle Corp. 4.6%
Value ($000) $42,469 Shares 878,359 Est. Cost $27.95 Unrealized +57.2%
MSFT Microsoft Corp. 4.6%
Value ($000) $42,078 Shares 564,887 Est. Cost $27.18 Unrealized +145.3%
CSCO Cisco Systems, Inc. 4.3%
Value ($000) $39,442 Shares 1,172,820 Est. Cost $20.16 Unrealized +22.6%
United Technologies Corp. 4.2%
Value ($000) $38,616 Shares 332,664 Est. Cost $94.89 Unrealized
SLB Schlumberger Ltd. 3.0%
Value ($000) $27,437 Shares 393,310 Est. Cost $63.04 Unrealized -17.7%
BRK/B Berkshire Hathaway, Inc. 2.8%
Value ($000) $25,675 Shares 140,056 Est. Cost $143.00 Unrealized +23.6%
ADP Automatic Data Processing, Inc 2.7%
Value ($000) $25,109 Shares 229,688 Est. Cost $76.76 Unrealized +16.7%
PEP PepsiCo, Inc. 2.7%
Value ($000) $24,684 Shares 221,518 Est. Cost $57.39 Unrealized +55.8%
CVS CVS Health Corp. 2.4%
Value ($000) $22,488 Shares 276,543 Est. Cost $42.00 Unrealized +44.8%
DHR Danaher Corp. 2.4%
Value ($000) $22,023 Shares 256,739 Est. Cost $26.97 Unrealized +163.5%
ZTS Zoetis, Inc. 2.4%
Value ($000) $21,999 Shares 345,028 Est. Cost $28.26 Unrealized +107.8%
SYK Stryker Corp. 2.4%
Value ($000) $21,982 Shares 154,783 Est. Cost $59.10 Unrealized +121.3%
SWK Stanley Black & Decker, Inc. 2.3%
Value ($000) $21,366 Shares 141,528 Est. Cost $99.03 Unrealized +15.6%
WAT Waters Corp. 2.3%
Value ($000) $21,210 Shares 118,147 Est. Cost $98.96 Unrealized +83.2%
MKL Markel Corp. 2.2%
Value ($000) $20,106 Shares 18,826 Est. Cost $544.02 Unrealized +90.1%
FTV Fortive Corp. 2.1%
Value ($000) $19,304 Shares 272,694 Est. Cost $30.87 Unrealized +30.3%
SCHW Charles Schwab Corp. 2.1%
Value ($000) $19,276 Shares 440,686 Est. Cost $35.78 Unrealized +3.9%
LKQ LKQ Corp. 2.0%
Value ($000) $18,865 Shares 524,178 Est. Cost $31.03 Unrealized -1.4%
ITW Illinois Tool Works, Inc. 2.0%
Value ($000) $18,097 Shares 122,308 Est. Cost $50.39 Unrealized +130.3%
Laboratory Corp. of America Hl 1.9%
Value ($000) $17,888 Shares 118,490 Est. Cost $100.84 Unrealized
ENB Enbridge, Inc. 1.9%
Value ($000) $17,606 Shares 420,805 Est. Cost $24.73 Unrealized -1.6%
FIS Fidelity Nat'l Info Services, 1.9%
Value ($000) $17,561 Shares 188,035 Est. Cost $34.85 Unrealized +124.4%
CVX Chevron Corp. 1.9%
Value ($000) $17,427 Shares 148,314 Est. Cost $71.09 Unrealized +7.2%
WDC Western Digital Corp. 1.9%
Value ($000) $17,341 Shares 200,706 Est. Cost $59.68 Unrealized +0.4%
DIS Walt Disney Company 1.8%
Value ($000) $16,998 Shares 172,448 Est. Cost $56.83 Unrealized +70.6%
CCK Crown Holdings, Inc. 1.8%
Value ($000) $16,480 Shares 275,954 Est. Cost $41.64 Unrealized +35.3%
CMCSA Comcast Corp. 1.7%
Value ($000) $15,907 Shares 413,392 Est. Cost $28.25 Unrealized +13.4%
MDLZ Mondelez International, Inc. 1.7%
Value ($000) $15,302 Shares 376,346 Est. Cost $24.66 Unrealized +40.6%
BDX Becton, Dickinson & Co. 1.6%
Value ($000) $15,040 Shares 76,756 Est. Cost $122.21 Unrealized +40.0%
AEM Agnico Eagle Mines Ltd. 1.6%
Value ($000) $14,736 Shares 325,940 Est. Cost $39.61 Unrealized 0.0%
KO Coca-Cola Company 1.6%
Value ($000) $14,692 Shares 326,410 Est. Cost $28.12 Unrealized +24.3%
HSY Hershey Company 1.4%
Value ($000) $13,255 Shares 121,419 Est. Cost $71.03 Unrealized +22.8%
MDT Medtronic plc 1.4%
Value ($000) $13,075 Shares 168,118 Est. Cost $58.36 Unrealized +14.7%
Rockwell Collins, Inc. 1.4%
Value ($000) $13,046 Shares 99,805 Est. Cost $105.08 Unrealized
1741046D Steris plc 1.4%
Value ($000) $12,891 Shares 145,824 Est. Cost $71.08 Unrealized
MET MetLife, Inc. 1.4%
Value ($000) $12,828 Shares 246,930 Est. Cost $32.55 Unrealized +12.5%
PPG PPG Industries, Inc. 1.4%
Value ($000) $12,730 Shares 117,155 Est. Cost $88.22 Unrealized +3.2%
NKE Nike, Inc. 1.3%
Value ($000) $12,242 Shares 236,095 Est. Cost $48.25 Unrealized +4.4%
APH Amphenol Corp. 1.2%
Value ($000) $11,468 Shares 135,490 Est. Cost $10.04 Unrealized +80.7%
JNJ Johnson & Johnson 1.2%
Value ($000) $11,039 Shares 84,905 Est. Cost $60.93 Unrealized +72.3%
COP ConocoPhillips 1.2%
Value ($000) $10,755 Shares 214,879 Est. Cost $40.24 Unrealized -14.4%
OXY Occidental Petroleum Corp. 1.2%
Value ($000) $10,731 Shares 167,125 Est. Cost $56.50 Unrealized -13.5%
DVN Devon Energy Corp. 1.1%
Value ($000) $10,275 Shares 279,907 Est. Cost $36.05 Unrealized -36.3%
ELV Anthem, Inc. 1.1%
Value ($000) $10,274 Shares 54,107 Est. Cost $106.25 Unrealized +60.4%
PG Procter & Gamble Company 0.9%
Value ($000) $8,759 Shares 96,279 Est. Cost $55.49 Unrealized +31.6%
Goldcorp, Inc. 0.9%
Value ($000) $8,467 Shares 653,290 Est. Cost $12.96 Unrealized
ZBH Zimmer Biomet Holdings, Inc. 0.9%
Value ($000) $8,082 Shares 69,026 Est. Cost $104.70 Unrealized +2.9%
Patterson Companies, Inc. 0.8%
Value ($000) $7,140 Shares 184,735 Est. Cost $45.23 Unrealized
AMZN Amazon Com Inc. 0.1%
Value ($000) $1,022 Shares 1,063 Est. Cost $13.32 Unrealized +268.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $560 Shares 2,228 Est. Cost $210.59 Unrealized
XLF Select Sector SPDR TR 0.0%
Value ($000) $211 Shares 8,155 Est. Cost $25.87 Unrealized