Stack Financial Management, Inc Concentrated Active

CIK: 0001308685 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 5, 2018

Total Value ($000): $919,775 (100.0% shares, 0.0% debt)

Holdings (51)

MSFT Microsoft Corp. 6.7%
Value ($000) $61,309 Shares 536,057 Est. Cost $27.18 Unrealized +270.8%
CSCO Cisco Systems, Inc. 5.2%
Value ($000) $48,083 Shares 988,340 Est. Cost $20.16 Unrealized +78.8%
United Technologies Corp. 4.9%
Value ($000) $44,945 Shares 321,475 Est. Cost $94.89 Unrealized
ORCL Oracle Corp. 4.7%
Value ($000) $43,570 Shares 845,029 Est. Cost $27.95 Unrealized +55.9%
ACN Accenture plc Ireland 3.6%
Value ($000) $33,244 Shares 195,324 Est. Cost $86.00 Unrealized +73.5%
ADP Automatic Data Processing, Inc 3.4%
Value ($000) $31,461 Shares 208,820 Est. Cost $76.76 Unrealized +57.4%
ZTS Zoetis, Inc. 3.2%
Value ($000) $29,286 Shares 319,851 Est. Cost $28.26 Unrealized +196.0%
BRK/B Berkshire Hathaway, Inc. 3.1%
Value ($000) $28,495 Shares 133,087 Est. Cost $143.00 Unrealized +43.5%
DHR Danaher Corp. 2.8%
Value ($000) $26,123 Shares 240,411 Est. Cost $26.97 Unrealized +226.4%
SYK Stryker Corp. 2.8%
Value ($000) $25,987 Shares 146,256 Est. Cost $59.10 Unrealized +166.6%
PEP PepsiCo, Inc. 2.6%
Value ($000) $24,077 Shares 215,360 Est. Cost $57.39 Unrealized +57.4%
SBUX Starbucks Corp. 2.6%
Value ($000) $23,948 Shares 421,325 Est. Cost $47.41 Unrealized -4.9%
SLB Schlumberger Ltd. 2.6%
Value ($000) $23,899 Shares 392,295 Est. Cost $62.68 Unrealized -17.0%
FTV Fortive Corp. 2.4%
Value ($000) $21,878 Shares 259,833 Est. Cost $30.87 Unrealized +61.1%
CVS CVS Health Corp. 2.3%
Value ($000) $20,841 Shares 264,753 Est. Cost $42.00 Unrealized +34.5%
SCHW Charles Schwab Corp. 2.2%
Value ($000) $20,321 Shares 413,453 Est. Cost $35.78 Unrealized +28.7%
SWK Stanley Black & Decker, Inc. 2.2%
Value ($000) $20,001 Shares 136,581 Est. Cost $99.03 Unrealized +16.3%
DIS Walt Disney Company 2.1%
Value ($000) $19,622 Shares 167,795 Est. Cost $56.83 Unrealized +87.5%
Laboratory Corp. of America Hl 2.1%
Value ($000) $19,614 Shares 112,929 Est. Cost $100.84 Unrealized
BDX Becton, Dickinson & Co. 2.0%
Value ($000) $18,802 Shares 72,039 Est. Cost $122.21 Unrealized +80.3%
NKE Nike, Inc. 2.0%
Value ($000) $18,110 Shares 213,763 Est. Cost $48.25 Unrealized +51.2%
CVX Chevron Corp. 1.8%
Value ($000) $16,984 Shares 138,896 Est. Cost $71.09 Unrealized +23.7%
MDT Medtronic plc 1.8%
Value ($000) $16,235 Shares 165,036 Est. Cost $58.53 Unrealized +30.3%
LKQ LKQ Corp. 1.7%
Value ($000) $15,812 Shares 499,280 Est. Cost $31.03 Unrealized -3.8%
COP ConocoPhillips 1.7%
Value ($000) $15,542 Shares 200,799 Est. Cost $40.24 Unrealized +40.0%
MDLZ Mondelez International, Inc. 1.7%
Value ($000) $15,466 Shares 360,010 Est. Cost $24.66 Unrealized +44.3%
KO Coca-Cola Company 1.6%
Value ($000) $15,171 Shares 328,452 Est. Cost $28.12 Unrealized +29.1%
WAT Waters Corp. 1.6%
Value ($000) $14,786 Shares 75,950 Est. Cost $98.96 Unrealized +95.7%
CTSH Cognizant Tech Solutions Corp. 1.6%
Value ($000) $14,654 Shares 189,941 Est. Cost $70.24 Unrealized 0.0%
CMCSA Comcast Corp. 1.5%
Value ($000) $14,206 Shares 401,178 Est. Cost $28.25 Unrealized +3.9%
MLM Martin Marietta Materials, Inc 1.5%
Value ($000) $13,403 Shares 73,663 Est. Cost $201.62 Unrealized -3.0%
OXY Occidental Petroleum Corp. 1.4%
Value ($000) $12,718 Shares 154,779 Est. Cost $56.50 Unrealized +19.9%
PPG PPG Industries, Inc. 1.4%
Value ($000) $12,625 Shares 115,684 Est. Cost $88.22 Unrealized +7.4%
HSY Hershey Company 1.3%
Value ($000) $12,248 Shares 120,083 Est. Cost $71.28 Unrealized +16.6%
JNJ Johnson & Johnson 1.3%
Value ($000) $12,081 Shares 87,439 Est. Cost $61.88 Unrealized +74.6%
MET MetLife, Inc. 1.3%
Value ($000) $11,600 Shares 248,289 Est. Cost $32.62 Unrealized +8.9%
AEM Agnico Eagle Mines Ltd. 1.1%
Value ($000) $10,571 Shares 309,097 Est. Cost $39.58 Unrealized -15.9%
MTZ MasTec, Inc. 1.1%
Value ($000) $10,431 Shares 233,624 Est. Cost $48.31 Unrealized -4.2%
Ingersoll-Rand plc 1.1%
Value ($000) $10,371 Shares 101,374 Est. Cost $89.19 Unrealized
FIS Fidelity Nat'l Info Services, 1.1%
Value ($000) $10,156 Shares 93,116 Est. Cost $34.85 Unrealized +169.5%
ZBH Zimmer Biomet Holdings, Inc. 1.0%
Value ($000) $9,146 Shares 69,566 Est. Cost $104.74 Unrealized +6.9%
INFY Infosys Limited, Inc. 1.0%
Value ($000) $9,135 Shares 898,260 Est. Cost $10.17 Unrealized
XEL Xcel Energy, Inc. 1.0%
Value ($000) $8,945 Shares 189,475 Est. Cost $37.68 Unrealized 0.0%
ABBV AbbVie, Inc. 0.9%
Value ($000) $8,494 Shares 89,810 Est. Cost $70.51 Unrealized -1.9%
PG Procter & Gamble Company 0.9%
Value ($000) $8,173 Shares 98,195 Est. Cost $55.82 Unrealized +21.4%
ITW Illinois Tool Works, Inc. 0.8%
Value ($000) $7,695 Shares 54,530 Est. Cost $50.39 Unrealized +133.0%
Goldcorp, Inc. 0.7%
Value ($000) $6,589 Shares 645,982 Est. Cost $12.99 Unrealized
AMZN Amazon Com Inc. 0.2%
Value ($000) $1,769 Shares 883 Est. Cost $13.32 Unrealized +606.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $742 Shares 2,551 Est. Cost $224.15 Unrealized
LOW Lowe's Companies, Inc. 0.0%
Value ($000) $210 Shares 1,825 Est. Cost $91.02 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $201 Shares 2,669 Est. Cost $69.49 Unrealized