Mar Vista Investment Partners as of Sept. 30, 2009
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 129 positions in its portfolio as reported in the September 2009 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Amern Corp Calif | 3.7 | $19M | 574k | 32.41 | |
| Dun & Bradstreet Corporation | 3.5 | $18M | 219k | 80.54 | |
| Microsoft Corporation (MSFT) | 3.1 | $16M | 546k | 29.36 | |
| SYSCO Corporation (SYY) | 2.9 | $15M | 551k | 26.81 | |
| Legg Mason | 2.9 | $15M | 465k | 31.56 | |
| NetApp (NTAP) | 2.9 | $15M | 507k | 28.97 | |
| Stericycle (SRCL) | 2.8 | $14M | 261k | 54.03 | |
| Target Corporation (TGT) | 2.7 | $14M | 283k | 48.93 | |
| American Tower Corporation | 2.6 | $14M | 342k | 39.42 | |
| Adobe Systems Incorporated (ADBE) | 2.6 | $13M | 372k | 35.67 | |
| Cisco Systems (CSCO) | 2.5 | $13M | 548k | 23.40 | |
| Thermo Fisher Scientific (TMO) | 2.5 | $13M | 285k | 44.47 | |
| Johnson & Johnson (JNJ) | 2.3 | $12M | 193k | 61.15 | |
| Maxim Integrated Products | 2.3 | $12M | 653k | 17.80 | |
| Beckman Coulter | 2.2 | $11M | 173k | 65.68 | |
| United Technologies Corporation | 2.2 | $11M | 165k | 66.71 | |
| Lowe's Companies (LOW) | 2.1 | $11M | 506k | 21.47 | |
| Novartis (NVS) | 2.0 | $10M | 197k | 52.80 | |
| Alliance Data Systems Corporation (BFH) | 2.0 | $10M | 172k | 60.19 | |
| Boston Scientific Corporation (BSX) | 2.0 | $10M | 1.3M | 8.21 | |
| Jacobs Engineering | 2.0 | $10M | 232k | 43.79 | |
| 2.0 | $10M | 18k | 567.89 | ||
| Exxon Mobil Corporation (XOM) | 2.0 | $10M | 139k | 71.91 | |
| Chevron Corporation (CVX) | 2.0 | $10M | 130k | 77.43 | |
| Omni (OMC) | 1.9 | $9.9M | 275k | 36.03 | |
| Intel Corporation (INTC) | 1.9 | $9.8M | 497k | 19.68 | |
| Rockwell Collins | 1.8 | $9.3M | 179k | 52.11 | |
| Procter & Gamble Company (PG) | 1.8 | $9.0M | 147k | 61.30 | |
| Colgate-Palmolive Company (CL) | 1.6 | $8.3M | 104k | 80.51 | |
| Praxair | 1.6 | $8.3M | 101k | 82.47 | |
| Medtronic | 1.6 | $8.1M | 203k | 39.83 | |
| TransDigm Group Incorporated (TDG) | 1.5 | $7.6M | 189k | 40.20 | |
| Paychex (PAYX) | 1.5 | $7.4M | 240k | 31.00 | |
| Vulcan Materials Company (VMC) | 1.4 | $7.1M | 148k | 47.73 | |
| AFLAC Incorporated (AFL) | 1.2 | $6.3M | 144k | 44.10 | |
| SBA Communications Corporation | 1.1 | $5.7M | 185k | 30.93 | |
| FedEx Corporation (FDX) | 1.0 | $5.0M | 62k | 80.79 | |
| Autodesk (ADSK) | 0.9 | $4.8M | 178k | 27.00 | |
| Noble Corporation Com Stk | 0.9 | $4.7M | 109k | 42.84 | |
| St. Joe Company (JOE) | 0.9 | $4.4M | 166k | 26.42 | |
| Microchip Technology (MCHP) | 0.7 | $3.6M | 135k | 26.56 | |
| Wells Fargo & Company (WFC) | 0.7 | $3.4M | 120k | 28.23 | |
| Yahoo! | 0.7 | $3.4M | 211k | 16.01 | |
| Ecolab (ECL) | 0.6 | $3.1M | 67k | 45.66 | |
| Moody's Corporation (MCO) | 0.6 | $3.0M | 127k | 23.74 | |
| Weatherford International Lt reg | 0.6 | $3.0M | 167k | 17.92 | |
| People's United Financial | 0.6 | $2.8M | 177k | 16.07 | |
| PetSmart | 0.6 | $2.8M | 112k | 24.72 | |
| International Business Machines (IBM) | 0.5 | $2.7M | 21k | 126.28 | |
| Tractor Supply Company (TSCO) | 0.5 | $2.7M | 56k | 47.50 | |
| St. Jude Medical | 0.5 | $2.6M | 76k | 34.79 | |
| MSC Industrial Direct (MSM) | 0.5 | $2.6M | 58k | 44.80 | |
| Apple (AAPL) | 0.5 | $2.6M | 13k | 202.00 | |
| Toll Brothers (TOL) | 0.5 | $2.5M | 120k | 20.96 | |
| KLA-Tencor Corporation (KLAC) | 0.5 | $2.3M | 69k | 33.08 | |
| Hewlett-Packard Company | 0.4 | $2.1M | 42k | 49.71 | |
| Oracle Corporation (ORCL) | 0.4 | $2.0M | 89k | 22.04 | |
| Consolidated-Tomoka Land | 0.4 | $2.0M | 58k | 33.55 | |
| Amazon (AMZN) | 0.4 | $1.8M | 14k | 130.56 | |
| Medco Health Solutions | 0.3 | $1.7M | 27k | 61.29 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.6M | 30k | 53.26 | |
| Visa (V) | 0.3 | $1.6M | 20k | 79.97 | |
| Coca-Cola Company (KO) | 0.3 | $1.5M | 27k | 55.97 | |
| Cognizant Technology Solutions (CTSH) | 0.3 | $1.4M | 32k | 44.17 | |
| Amgen (AMGN) | 0.3 | $1.3M | 24k | 55.29 | |
| Qualcomm (QCOM) | 0.2 | $1.2M | 28k | 44.86 | |
| Express Scripts | 0.2 | $1.2M | 15k | 84.60 | |
| Kellogg Company (K) | 0.2 | $1.2M | 22k | 53.00 | |
| Analog Devices (ADI) | 0.2 | $1.1M | 42k | 27.42 | |
| Yum! Brands (YUM) | 0.2 | $1.1M | 31k | 35.30 | |
| Goldman Sachs (GS) | 0.2 | $1.0M | 5.7k | 178.52 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $967k | 22k | 43.32 | |
| Hospira | 0.2 | $957k | 20k | 47.18 | |
| Southwestern Energy Company (SWN) | 0.2 | $980k | 23k | 42.57 | |
| International Paper Company (IP) | 0.2 | $901k | 37k | 24.45 | |
| Walgreen Company | 0.2 | $933k | 24k | 39.16 | |
| CVS Caremark Corporation (CVS) | 0.2 | $885k | 30k | 29.67 | |
| McKesson Corporation (MCK) | 0.2 | $853k | 13k | 63.92 | |
| C.H. Robinson Worldwide (CHRW) | 0.2 | $847k | 15k | 57.71 | |
| Union Pacific Corporation (UNP) | 0.1 | $778k | 12k | 62.54 | |
| Discovery Communications | 0.1 | $758k | 25k | 30.14 | |
| Petroleo Brasileiro SA (PBR) | 0.1 | $696k | 14k | 49.32 | |
| Corning Incorporated (GLW) | 0.1 | $698k | 42k | 16.45 | |
| BlackRock (BLK) | 0.1 | $704k | 3.0k | 231.43 | |
| Fluor Corporation (FLR) | 0.1 | $733k | 17k | 43.65 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $714k | 8.8k | 81.24 | |
| Baidu (BIDU) | 0.1 | $711k | 1.7k | 427.28 | |
| Best Buy (BBY) | 0.1 | $642k | 15k | 41.88 | |
| McDonald's Corporation (MCD) | 0.1 | $632k | 10k | 62.24 | |
| W.W. Grainger (GWW) | 0.1 | $549k | 5.6k | 98.74 | |
| Research In Motion | 0.1 | $550k | 8.7k | 63.07 | |
| Cameron International Corporation | 0.1 | $572k | 14k | 39.86 | |
| AES Corporation (AES) | 0.1 | $520k | 40k | 13.08 | |
| McAfee | 0.1 | $520k | 12k | 42.30 | |
| Coca-Cola Enterprises | 0.1 | $441k | 22k | 20.18 | |
| Ross Stores (ROST) | 0.1 | $441k | 9.6k | 45.89 | |
| Allergan | 0.1 | $418k | 7.0k | 59.54 | |
| AECOM Technology Corporation (ACM) | 0.1 | $413k | 15k | 26.75 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $370k | 4.5k | 81.97 | |
| Philip Morris International (PM) | 0.1 | $302k | 6.0k | 50.06 | |
| Precision Castparts | 0.1 | $297k | 2.9k | 100.99 | |
| Western Union Company (WU) | 0.1 | $236k | 12k | 19.39 | |
| Eastman Chemical Company (EMN) | 0.1 | $268k | 4.6k | 58.81 | |
| Alexion Pharmaceuticals | 0.0 | $198k | 4.5k | 43.72 | |
| Home Depot (HD) | 0.0 | $166k | 6.1k | 27.37 | |
| Honeywell International (HON) | 0.0 | $133k | 3.4k | 38.76 | |
| Ormat Technologies (ORA) | 0.0 | $134k | 3.5k | 38.01 | |
| Altria (MO) | 0.0 | $115k | 6.0k | 19.08 | |
| Abbott Laboratories (ABT) | 0.0 | $40k | 747.00 | 53.55 | |
| Baxter International (BAX) | 0.0 | $42k | 758.00 | 55.41 | |
| Eli Lilly & Co. (LLY) | 0.0 | $26k | 715.00 | 36.36 | |
| Hologic (HOLX) | 0.0 | $42k | 2.7k | 15.41 | |
| Covidien | 0.0 | $45k | 1.0k | 44.96 | |
| Omnicare | 0.0 | $46k | 1.9k | 24.33 | |
| Shire | 0.0 | $32k | 562.00 | 56.94 | |
| Genzyme Corporation | 0.0 | $31k | 583.00 | 53.17 | |
| Walter Investment Management | 0.0 | $49k | 3.7k | 13.42 | |
| Alcon | 0.0 | $50k | 341.00 | 146.63 | |
| Volcano Corporation | 0.0 | $43k | 2.8k | 15.64 | |
| Pfizer (PFE) | 0.0 | $16k | 903.00 | 17.72 | |
| Gen-Probe Incorporated | 0.0 | $18k | 422.00 | 42.65 | |
| Global Payments (GPN) | 0.0 | $2.0k | 25.00 | 80.00 | |
| CACI International (CACI) | 0.0 | $1.0k | 15.00 | 66.67 | |
| Charles River Laboratories (CRL) | 0.0 | $21k | 618.00 | 33.98 | |
| Stryker Corporation (SYK) | 0.0 | $24k | 472.00 | 50.85 | |
| Patterson Companies (PDCO) | 0.0 | $18k | 683.00 | 26.35 | |
| Roper Industries (ROP) | 0.0 | $1.0k | 15.00 | 66.67 | |
| Varian Medical Systems | 0.0 | $25k | 535.00 | 46.73 | |
| NetEase (NTES) | 0.0 | $18k | 427.00 | 42.15 |
