Mar Vista Investment Partners as of June 30, 2009
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 82 positions in its portfolio as reported in the June 2009 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.2 | $11M | 476k | 23.77 | |
| Target Corporation (TGT) | 4.0 | $11M | 269k | 39.47 | |
| American Tower Corporation | 3.8 | $10M | 320k | 31.53 | |
| First Amern Corp Calif | 3.7 | $9.9M | 382k | 25.91 | |
| Lowe's Companies (LOW) | 3.5 | $9.3M | 481k | 19.41 | |
| Rockwell Collins | 3.4 | $9.0M | 217k | 41.73 | |
| Cisco Systems (CSCO) | 3.2 | $8.6M | 459k | 18.65 | |
| 3.0 | $8.2M | 19k | 421.62 | ||
| United Technologies Corporation | 3.0 | $8.1M | 157k | 51.96 | |
| Chevron Corporation (CVX) | 3.0 | $8.1M | 122k | 66.25 | |
| Alliance Data Systems Corporation (BFH) | 3.0 | $8.1M | 196k | 41.19 | |
| SYSCO Corporation (SYY) | 2.9 | $7.8M | 346k | 22.48 | |
| Legg Mason | 2.9 | $7.7M | 318k | 24.38 | |
| NetApp (NTAP) | 2.9 | $7.7M | 388k | 19.72 | |
| Novartis (NVS) | 2.8 | $7.6M | 186k | 40.79 | |
| Starbucks Corporation (SBUX) | 2.8 | $7.5M | 537k | 13.89 | |
| Boston Scientific Corporation (BSX) | 2.8 | $7.4M | 732k | 10.14 | |
| Thermo Fisher Scientific (TMO) | 2.8 | $7.4M | 182k | 40.77 | |
| Medtronic | 2.7 | $7.1M | 205k | 34.89 | |
| Adobe Systems Incorporated (ADBE) | 2.6 | $6.9M | 245k | 28.30 | |
| Colgate-Palmolive Company (CL) | 2.5 | $6.7M | 94k | 70.74 | |
| Dun & Bradstreet Corporation | 2.5 | $6.6M | 82k | 81.21 | |
| Intel Corporation (INTC) | 2.4 | $6.5M | 393k | 16.55 | |
| Jacobs Engineering | 2.3 | $6.1M | 146k | 42.09 | |
| Praxair | 2.2 | $6.0M | 85k | 71.07 | |
| Procter & Gamble Company (PG) | 2.1 | $5.7M | 111k | 51.10 | |
| Beckman Coulter | 2.1 | $5.6M | 98k | 57.14 | |
| Maxim Integrated Products | 2.0 | $5.3M | 341k | 15.69 | |
| Omni (OMC) | 1.9 | $5.2M | 166k | 31.58 | |
| Johnson & Johnson (JNJ) | 1.9 | $5.2M | 92k | 56.80 | |
| TransDigm Group Incorporated (TDG) | 1.7 | $4.6M | 128k | 36.20 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $4.3M | 61k | 69.92 | |
| Stericycle (SRCL) | 1.5 | $4.1M | 79k | 51.54 | |
| AFLAC Incorporated (AFL) | 1.5 | $4.1M | 131k | 31.09 | |
| Paychex (PAYX) | 1.5 | $4.0M | 159k | 25.20 | |
| Vulcan Materials Company (VMC) | 1.3 | $3.5M | 81k | 43.10 | |
| FedEx Corporation (FDX) | 1.2 | $3.2M | 58k | 55.63 | |
| Moody's Corporation (MCO) | 1.2 | $3.2M | 120k | 26.35 | |
| Yahoo! | 1.2 | $3.1M | 201k | 15.66 | |
| Wells Fargo & Company (WFC) | 1.0 | $2.8M | 114k | 24.26 | |
| People's United Financial | 0.1 | $373k | 25k | 15.08 | |
| Philip Morris International (PM) | 0.1 | $264k | 6.1k | 43.59 | |
| St. Joe Company (JOE) | 0.1 | $260k | 9.8k | 26.49 | |
| Covidien | 0.1 | $207k | 5.5k | 37.53 | |
| SBA Communications Corporation | 0.1 | $202k | 8.2k | 24.58 | |
| St. Jude Medical | 0.1 | $218k | 5.3k | 41.09 | |
| Western Union Company (WU) | 0.1 | $201k | 12k | 16.44 | |
| Autodesk (ADSK) | 0.1 | $180k | 9.5k | 19.02 | |
| Weatherford International Lt reg | 0.1 | $182k | 9.3k | 19.55 | |
| Microchip Technology (MCHP) | 0.1 | $151k | 6.7k | 22.57 | |
| Noble Corporation Com Stk | 0.1 | $161k | 5.3k | 30.16 | |
| Ecolab (ECL) | 0.1 | $129k | 3.3k | 39.10 | |
| Home Depot (HD) | 0.1 | $143k | 6.1k | 23.57 | |
| Tractor Supply Company (TSCO) | 0.1 | $136k | 3.3k | 41.22 | |
| PetSmart | 0.1 | $142k | 6.6k | 21.51 | |
| McGraw-Hill Companies | 0.1 | $138k | 4.6k | 30.20 | |
| Royal Dutch Shell | 0.1 | $123k | 2.5k | 50.00 | |
| MSC Industrial Direct (MSM) | 0.0 | $117k | 3.3k | 35.41 | |
| Altria (MO) | 0.0 | $99k | 6.1k | 16.36 | |
| Honeywell International (HON) | 0.0 | $109k | 3.5k | 31.50 | |
| Toll Brothers (TOL) | 0.0 | $119k | 7.0k | 16.93 | |
| Contango Oil & Gas Company | 0.0 | $119k | 2.8k | 42.61 | |
| Consolidated-Tomoka Land | 0.0 | $119k | 3.4k | 35.21 | |
| BP (BP) | 0.0 | $81k | 1.7k | 47.70 | |
| Visa (V) | 0.0 | $89k | 1.4k | 62.19 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $85k | 3.4k | 25.11 | |
| Omnicare | 0.0 | $49k | 1.9k | 25.80 | |
| Amgen (AMGN) | 0.0 | $44k | 835.00 | 52.69 | |
| Abbott Laboratories (ABT) | 0.0 | $35k | 747.00 | 46.85 | |
| Baxter International (BAX) | 0.0 | $40k | 758.00 | 52.77 | |
| Eli Lilly & Co. (LLY) | 0.0 | $25k | 715.00 | 34.97 | |
| Pfizer (PFE) | 0.0 | $14k | 953.00 | 14.69 | |
| Gen-Probe Incorporated | 0.0 | $18k | 422.00 | 42.65 | |
| Hologic (HOLX) | 0.0 | $39k | 2.7k | 14.31 | |
| Charles River Laboratories (CRL) | 0.0 | $21k | 618.00 | 33.98 | |
| Stryker Corporation (SYK) | 0.0 | $20k | 497.00 | 40.24 | |
| Patterson Companies (PDCO) | 0.0 | $15k | 678.00 | 22.12 | |
| Shire | 0.0 | $25k | 592.00 | 42.23 | |
| Varian Medical Systems | 0.0 | $20k | 562.00 | 35.59 | |
| Genzyme Corporation | 0.0 | $33k | 586.00 | 56.31 | |
| Alcon | 0.0 | $40k | 341.00 | 117.30 | |
| Volcano Corporation | 0.0 | $40k | 2.9k | 13.82 |
