Mar Vista Investment Partners

Mar Vista Investment Partners as of June 30, 2010

Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 60 positions in its portfolio as reported in the June 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Tower Corporation 4.3 $30M 663k 44.50
Stericycle (SRCL) 4.0 $27M 412k 65.58
SYSCO Corporation (SYY) 3.7 $25M 875k 28.57
Berkshire Hathaway (BRK.B) 3.6 $25M 312k 79.69
Thermo Fisher Scientific (TMO) 3.6 $24M 494k 49.05
Exxon Mobil Corporation (XOM) 3.4 $23M 409k 57.07
Microsoft Corporation (MSFT) 3.3 $23M 982k 23.01
Johnson & Johnson (JNJ) 3.0 $20M 345k 59.06
Lowe's Companies (LOW) 3.0 $20M 990k 20.42
Novartis (NVS) 2.9 $19M 402k 48.32
First American Financial (FAF) 2.9 $19M 1.5M 12.68
Qualcomm (QCOM) 2.5 $17M 507k 32.84
Dun & Bradstreet Corporation 2.4 $16M 243k 67.12
Oracle Corporation (ORCL) 2.4 $16M 761k 21.46
Intel Corporation (INTC) 2.4 $16M 821k 19.45
Colgate-Palmolive Company (CL) 2.3 $15M 195k 78.76
Chevron Corporation (CVX) 2.2 $15M 225k 67.86
Maxim Integrated Products 2.2 $15M 913k 16.73
General Dynamics Corporation (GD) 2.2 $15M 260k 58.56
Monsanto Company 2.2 $15M 328k 46.22
Adobe Systems Incorporated (ADBE) 2.2 $15M 555k 26.43
Legg Mason 2.1 $14M 514k 28.03
Cisco Systems (CSCO) 2.1 $14M 674k 21.31
United Technologies Corporation 2.1 $14M 221k 64.91
Omni (OMC) 2.0 $14M 407k 34.30
Procter & Gamble Company (PG) 2.0 $14M 230k 59.98
Medtronic 1.9 $13M 362k 36.27
Target Corporation (TGT) 1.9 $13M 266k 49.17
Jacobs Engineering 1.8 $12M 338k 36.44
Praxair 1.8 $12M 157k 75.99
Anheuser-Busch InBev NV (BUD) 1.7 $11M 238k 48.01
Unilever 1.7 $11M 413k 27.32
Paychex (PAYX) 1.6 $11M 418k 25.97
SEI Investments Company (SEIC) 1.5 $10M 504k 20.36
Boston Scientific Corporation (BSX) 1.5 $10M 1.7M 5.80
Hewlett-Packard Company 1.5 $10M 230k 43.28
CoreLogic 1.4 $9.5M 536k 17.66
FedEx Corporation (FDX) 1.1 $7.8M 112k 70.11
Baxter International (BAX) 0.9 $6.3M 155k 40.64
SBA Communications Corporation 0.9 $5.8M 171k 34.01
Wells Fargo & Company (WFC) 0.8 $5.5M 216k 25.60
Ecolab (ECL) 0.7 $4.4M 98k 44.91
People's United Financial 0.5 $3.4M 256k 13.50
Autodesk (ADSK) 0.5 $3.4M 139k 24.36
St. Jude Medical 0.5 $3.3M 90k 36.09
PetSmart 0.5 $3.2M 106k 30.17
Microchip Technology (MCHP) 0.4 $3.0M 107k 27.74
TransDigm Group Incorporated (TDG) 0.4 $2.8M 55k 51.03
Foster Wheeler Ltd Com Stk 0.4 $2.8M 132k 21.06
Vulcan Materials Company (VMC) 0.4 $2.7M 62k 43.83
Noble Corporation Com Stk 0.4 $2.7M 86k 30.91
C.H. Robinson Worldwide (CHRW) 0.4 $2.5M 44k 55.66
C.R. Bard 0.3 $2.2M 29k 77.51
NetApp (NTAP) 0.3 $2.2M 58k 37.31
Toll Brothers (TOL) 0.3 $1.9M 113k 16.36
St. Joe Company (JOE) 0.3 $1.8M 78k 23.16
Weatherford International Lt reg 0.2 $1.7M 130k 13.14
Tractor Supply Company (TSCO) 0.2 $1.6M 27k 60.96
Consolidated-Tomoka Land 0.2 $1.6M 55k 28.50
Home Depot (HD) 0.0 $90k 3.2k 28.20