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 |
