Stack Financial Management, Inc Concentrated Active

CIK: 0001308685 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 26, 2018

Total Value ($000): $846,608 (100.0% shares, 0.0% debt)

Holdings (48)

MSFT Microsoft Corp. 6.0%
Value ($000) $50,860 Shares 557,249 Est. Cost $27.18 Unrealized +210.2%
CSCO Cisco Systems, Inc. 5.8%
Value ($000) $48,691 Shares 1,135,253 Est. Cost $20.16 Unrealized +65.9%
United Technologies Corp. 4.9%
Value ($000) $41,233 Shares 327,710 Est. Cost $94.89 Unrealized
ORCL Oracle Corp. 4.6%
Value ($000) $39,359 Shares 860,305 Est. Cost $27.95 Unrealized +58.3%
ACN Accenture plc Ireland 3.6%
Value ($000) $30,647 Shares 199,656 Est. Cost $86.00 Unrealized +63.7%
ZTS Zoetis, Inc. 3.3%
Value ($000) $28,044 Shares 335,810 Est. Cost $28.26 Unrealized +162.1%
BRK/B Berkshire Hathaway, Inc. 3.2%
Value ($000) $27,284 Shares 136,774 Est. Cost $143.00 Unrealized +43.6%
SLB Schlumberger Ltd. 3.0%
Value ($000) $25,644 Shares 395,863 Est. Cost $62.68 Unrealized -11.1%
ADP Automatic Data Processing, Inc 3.0%
Value ($000) $25,026 Shares 220,530 Est. Cost $76.76 Unrealized +28.5%
SBUX Starbucks Corp. 2.9%
Value ($000) $24,790 Shares 428,234 Est. Cost $47.41 Unrealized +2.7%
DHR Danaher Corp. 2.9%
Value ($000) $24,425 Shares 249,466 Est. Cost $26.97 Unrealized +212.5%
SYK Stryker Corp. 2.9%
Value ($000) $24,407 Shares 151,671 Est. Cost $59.10 Unrealized +150.2%
PEP PepsiCo, Inc. 2.8%
Value ($000) $23,925 Shares 219,196 Est. Cost $57.39 Unrealized +55.5%
SCHW Charles Schwab Corp. 2.6%
Value ($000) $22,219 Shares 425,489 Est. Cost $35.78 Unrealized +34.5%
SWK Stanley Black & Decker, Inc. 2.5%
Value ($000) $21,294 Shares 138,993 Est. Cost $99.03 Unrealized +31.5%
FTV Fortive Corp. 2.5%
Value ($000) $20,840 Shares 268,836 Est. Cost $30.87 Unrealized +49.3%
LKQ LKQ Corp. 2.3%
Value ($000) $19,286 Shares 508,201 Est. Cost $31.03 Unrealized +17.5%
Laboratory Corp. of America Hl 2.2%
Value ($000) $18,892 Shares 116,796 Est. Cost $100.84 Unrealized
DIS Walt Disney Company 2.0%
Value ($000) $17,171 Shares 170,955 Est. Cost $56.83 Unrealized +77.7%
CVS CVS Health Corp. 2.0%
Value ($000) $16,828 Shares 270,496 Est. Cost $42.00 Unrealized +33.0%
CVX Chevron Corp. 1.9%
Value ($000) $16,278 Shares 142,735 Est. Cost $71.09 Unrealized +19.6%
BDX Becton, Dickinson & Co. 1.9%
Value ($000) $16,043 Shares 74,031 Est. Cost $122.21 Unrealized +59.2%
WAT Waters Corp. 1.8%
Value ($000) $15,501 Shares 78,033 Est. Cost $98.96 Unrealized +109.0%
MDLZ Mondelez International, Inc. 1.8%
Value ($000) $15,418 Shares 369,467 Est. Cost $24.66 Unrealized +45.4%
NKE Nike, Inc. 1.8%
Value ($000) $15,037 Shares 226,324 Est. Cost $48.25 Unrealized +23.6%
KO Coca-Cola Company 1.7%
Value ($000) $14,172 Shares 326,328 Est. Cost $28.12 Unrealized +24.7%
CMCSA Comcast Corp. 1.6%
Value ($000) $13,771 Shares 403,004 Est. Cost $28.25 Unrealized +12.5%
MDT Medtronic plc 1.6%
Value ($000) $13,694 Shares 170,704 Est. Cost $58.53 Unrealized +15.0%
CCK Crown Holdings, Inc. 1.6%
Value ($000) $13,685 Shares 269,654 Est. Cost $41.64 Unrealized +21.8%
AEM Agnico Eagle Mines Ltd. 1.6%
Value ($000) $13,581 Shares 322,825 Est. Cost $39.58 Unrealized -6.9%
ENB Enbridge, Inc. 1.5%
Value ($000) $13,050 Shares 414,671 Est. Cost $24.73 Unrealized -13.1%
PPG PPG Industries, Inc. 1.5%
Value ($000) $12,874 Shares 115,359 Est. Cost $88.22 Unrealized +12.8%
Rockwell Collins, Inc. 1.5%
Value ($000) $12,834 Shares 95,169 Est. Cost $105.08 Unrealized
COP ConocoPhillips 1.5%
Value ($000) $12,328 Shares 207,933 Est. Cost $40.24 Unrealized +8.7%
HSY Hershey Company 1.4%
Value ($000) $11,953 Shares 120,787 Est. Cost $71.28 Unrealized +20.1%
MET MetLife, Inc. 1.3%
Value ($000) $11,312 Shares 246,501 Est. Cost $32.62 Unrealized +13.5%
JNJ Johnson & Johnson 1.3%
Value ($000) $11,055 Shares 86,264 Est. Cost $61.88 Unrealized +75.1%
OXY Occidental Petroleum Corp. 1.2%
Value ($000) $10,477 Shares 161,286 Est. Cost $56.50 Unrealized +1.7%
FIS Fidelity Nat'l Info Services, 1.1%
Value ($000) $9,124 Shares 94,743 Est. Cost $34.85 Unrealized +143.8%
Goldcorp, Inc. 1.1%
Value ($000) $9,075 Shares 656,652 Est. Cost $12.99 Unrealized
Ingersoll-Rand plc 1.0%
Value ($000) $8,719 Shares 101,960 Est. Cost $89.19 Unrealized
ITW Illinois Tool Works, Inc. 1.0%
Value ($000) $8,489 Shares 54,190 Est. Cost $50.39 Unrealized +171.6%
PG Procter & Gamble Company 0.9%
Value ($000) $7,665 Shares 96,685 Est. Cost $55.70 Unrealized +21.8%
ZBH Zimmer Biomet Holdings, Inc. 0.9%
Value ($000) $7,569 Shares 69,412 Est. Cost $104.74 Unrealized +3.9%
AMZN Amazon Com Inc. 0.2%
Value ($000) $1,278 Shares 883 Est. Cost $13.32 Unrealized +436.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $536 Shares 2,036 Est. Cost $210.59 Unrealized
XLF Select Sector SPDR TR 0.0%
Value ($000) $225 Shares 8,155 Est. Cost $25.87 Unrealized
SGLRF Spyglass Resources Corp. 0.0%
Value ($000) $0 Shares 27,500 Est. Cost $0.00 Unrealized 0.0%