Stack Financial Management, Inc Concentrated Active

CIK: 0001308685 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 6, 2018

Total Value ($000): $862,980 (100.0% shares, 0.0% debt)

Holdings (49)

MSFT Microsoft Corp. 6.3%
Value ($000) $54,575 Shares 553,444 Est. Cost $27.18 Unrealized +230.2%
CSCO Cisco Systems, Inc. 5.1%
Value ($000) $43,671 Shares 1,014,906 Est. Cost $20.16 Unrealized +72.3%
United Technologies Corp. 4.7%
Value ($000) $40,972 Shares 327,699 Est. Cost $94.89 Unrealized
ORCL Oracle Corp. 4.4%
Value ($000) $37,910 Shares 860,409 Est. Cost $27.95 Unrealized +47.3%
ACN Accenture plc Ireland 3.8%
Value ($000) $32,572 Shares 199,105 Est. Cost $86.00 Unrealized +62.0%
ADP Automatic Data Processing, Inc 3.4%
Value ($000) $29,227 Shares 217,888 Est. Cost $76.76 Unrealized +40.4%
ZTS Zoetis, Inc. 3.3%
Value ($000) $28,326 Shares 332,503 Est. Cost $28.26 Unrealized +181.3%
SLB Schlumberger Ltd. 3.1%
Value ($000) $26,593 Shares 396,738 Est. Cost $62.68 Unrealized -12.1%
BRK/B Berkshire Hathaway, Inc. DEL 3.0%
Value ($000) $25,580 Shares 137,046 Est. Cost $143.00 Unrealized +36.3%
SYK Stryker Corp. 3.0%
Value ($000) $25,557 Shares 151,351 Est. Cost $59.10 Unrealized +161.9%
DHR Danaher Corp. DEL 2.8%
Value ($000) $24,482 Shares 248,098 Est. Cost $26.97 Unrealized +218.8%
PEP PepsiCo, Inc. 2.8%
Value ($000) $24,057 Shares 220,971 Est. Cost $57.39 Unrealized +42.4%
SCHW Charles Schwab Corp. NEW 2.5%
Value ($000) $21,687 Shares 424,401 Est. Cost $35.78 Unrealized +39.3%
Laboratory Corp. of America Hl 2.4%
Value ($000) $20,869 Shares 116,242 Est. Cost $100.84 Unrealized
SBUX Starbucks Corp. 2.4%
Value ($000) $20,861 Shares 427,039 Est. Cost $47.41 Unrealized +1.4%
FTV Fortive Corp. 2.4%
Value ($000) $20,736 Shares 268,916 Est. Cost $30.87 Unrealized +50.0%
SWK Stanley Black & Decker, Inc. 2.1%
Value ($000) $18,554 Shares 139,706 Est. Cost $99.03 Unrealized +17.1%
DIS Walt Disney Company 2.1%
Value ($000) $18,048 Shares 172,198 Est. Cost $56.83 Unrealized +71.0%
CVX Chevron Corp. NEW 2.1%
Value ($000) $18,010 Shares 142,449 Est. Cost $71.09 Unrealized +25.4%
NKE Nike, Inc. 2.0%
Value ($000) $17,569 Shares 220,499 Est. Cost $48.25 Unrealized +32.3%
BDX Becton, Dickinson & Co. 2.0%
Value ($000) $17,502 Shares 73,061 Est. Cost $122.21 Unrealized +62.4%
CVS CVS Health Corp. 2.0%
Value ($000) $17,486 Shares 271,731 Est. Cost $42.00 Unrealized +23.1%
MLM Martin Marietta Materials, Inc 2.0%
Value ($000) $16,978 Shares 76,024 Est. Cost $201.62 Unrealized 0.0%
LKQ LKQ Corp. 1.9%
Value ($000) $16,311 Shares 511,309 Est. Cost $31.03 Unrealized -3.5%
MDLZ Mondelez International, Inc. 1.8%
Value ($000) $15,226 Shares 371,377 Est. Cost $24.66 Unrealized +35.2%
WAT Waters Corp. 1.7%
Value ($000) $15,091 Shares 77,954 Est. Cost $98.96 Unrealized +99.0%
AEM Agnico Eagle Mines Ltd. 1.7%
Value ($000) $14,662 Shares 319,920 Est. Cost $39.58 Unrealized -5.2%
MDT Medtronic plc 1.7%
Value ($000) $14,384 Shares 168,014 Est. Cost $58.53 Unrealized +17.1%
KO Coca-Cola Company 1.7%
Value ($000) $14,375 Shares 327,748 Est. Cost $28.12 Unrealized +21.0%
COP ConocoPhillips 1.6%
Value ($000) $14,084 Shares 202,297 Est. Cost $40.24 Unrealized +28.7%
CMCSA Comcast Corp. NEW 1.5%
Value ($000) $13,187 Shares 401,929 Est. Cost $28.25 Unrealized -4.9%
OXY Occidental Petroleum Corp. DEL 1.5%
Value ($000) $13,069 Shares 156,181 Est. Cost $56.50 Unrealized +17.4%
Rockwell Collins, Inc. 1.5%
Value ($000) $12,659 Shares 93,994 Est. Cost $105.08 Unrealized
MTZ MasTec, Inc. 1.4%
Value ($000) $12,205 Shares 240,499 Est. Cost $48.31 Unrealized 0.0%
PPG PPG Industries, Inc. 1.4%
Value ($000) $11,949 Shares 115,194 Est. Cost $88.22 Unrealized +3.9%
HSY Hershey Company 1.3%
Value ($000) $11,206 Shares 120,417 Est. Cost $71.28 Unrealized +9.2%
MET MetLife, Inc. 1.2%
Value ($000) $10,732 Shares 246,156 Est. Cost $32.62 Unrealized +10.1%
JNJ Johnson & Johnson 1.2%
Value ($000) $10,520 Shares 86,699 Est. Cost $61.88 Unrealized +62.7%
FIS Fidelity Nat'l Info Services, 1.1%
Value ($000) $9,890 Shares 93,278 Est. Cost $34.85 Unrealized +153.7%
Ingersoll-Rand plc 1.1%
Value ($000) $9,125 Shares 101,690 Est. Cost $89.19 Unrealized
Goldcorp, Inc. NEW 1.0%
Value ($000) $8,827 Shares 643,847 Est. Cost $12.99 Unrealized
ABBV AbbVie, Inc. 1.0%
Value ($000) $8,273 Shares 89,290 Est. Cost $70.51 Unrealized 0.0%
ZBH Zimmer Biomet Holdings, Inc. 0.9%
Value ($000) $7,712 Shares 69,207 Est. Cost $104.74 Unrealized -2.4%
PG Procter & Gamble Company 0.9%
Value ($000) $7,587 Shares 97,190 Est. Cost $55.70 Unrealized +10.9%
ITW Illinois Tool Works, Inc. 0.9%
Value ($000) $7,510 Shares 54,210 Est. Cost $50.39 Unrealized +143.4%
AMZN Amazon Com Inc. 0.2%
Value ($000) $1,501 Shares 883 Est. Cost $13.32 Unrealized +495.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $646 Shares 2,381 Est. Cost $219.39 Unrealized
XLF Select Sector SPDR TR 0.0%
Value ($000) $217 Shares 8,155 Est. Cost $25.87 Unrealized
XLK Select Sector SPDR TR 0.0%
Value ($000) $210 Shares 3,022 Est. Cost $69.49 Unrealized