Mar Vista Investment Partners as of Dec. 31, 2012
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 67 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 6.4 | $89M | 167k | 532.17 | |
Berkshire Hathaway (BRK.B) | 5.5 | $77M | 857k | 89.70 | |
Oracle Corporation (ORCL) | 5.0 | $69M | 2.1M | 33.32 | |
Procter & Gamble Company (PG) | 4.7 | $65M | 959k | 67.89 | |
Qualcomm (QCOM) | 4.5 | $62M | 1.0M | 61.86 | |
Occidental Petroleum Corporation (OXY) | 4.4 | $61M | 789k | 76.61 | |
Schlumberger (SLB) | 4.3 | $60M | 864k | 69.30 | |
Canadian Pacific Railway | 4.3 | $60M | 587k | 101.62 | |
Coca-Cola Company (KO) | 4.1 | $57M | 1.6M | 36.25 | |
Microsoft Corporation (MSFT) | 4.0 | $55M | 2.1M | 26.71 | |
American Tower Reit (AMT) | 3.9 | $55M | 705k | 77.27 | |
Honeywell International (HON) | 3.8 | $52M | 819k | 63.47 | |
Pepsi (PEP) | 3.6 | $50M | 727k | 68.43 | |
United Technologies Corporation | 3.5 | $49M | 598k | 82.01 | |
3.4 | $47M | 66k | 707.38 | ||
Home Depot (HD) | 3.3 | $46M | 744k | 61.85 | |
Colgate-Palmolive Company (CL) | 3.1 | $43M | 411k | 104.54 | |
Nike (NKE) | 3.0 | $42M | 809k | 51.60 | |
Starbucks Corporation (SBUX) | 2.9 | $40M | 750k | 53.63 | |
Walt Disney Company (DIS) | 2.6 | $36M | 731k | 49.79 | |
Exxon Mobil Corporation (XOM) | 1.9 | $26M | 306k | 86.55 | |
Analog Devices (ADI) | 1.9 | $26M | 623k | 42.06 | |
O'reilly Automotive (ORLY) | 1.7 | $24M | 269k | 89.42 | |
Mondelez Int (MDLZ) | 1.7 | $23M | 904k | 25.45 | |
Praxair | 1.5 | $21M | 189k | 109.45 | |
Thermo Fisher Scientific (TMO) | 1.4 | $19M | 304k | 63.78 | |
Visa (V) | 1.0 | $14M | 91k | 151.58 | |
Markel Corporation (MKL) | 0.9 | $13M | 30k | 433.42 | |
Covidien | 0.9 | $13M | 217k | 57.74 | |
Anheuser-Busch InBev NV (BUD) | 0.9 | $12M | 138k | 87.41 | |
Union Pacific Corporation (UNP) | 0.8 | $12M | 93k | 125.72 | |
Target Corporation (TGT) | 0.8 | $12M | 198k | 59.17 | |
St. Jude Medical | 0.7 | $10M | 276k | 36.14 | |
Baxter International (BAX) | 0.7 | $9.6M | 143k | 66.66 | |
Johnson & Johnson (JNJ) | 0.7 | $9.0M | 128k | 70.10 | |
Kraft Foods | 0.5 | $6.7M | 148k | 45.47 | |
MasterCard Incorporated (MA) | 0.2 | $2.7M | 5.5k | 491.22 | |
Chevron Corporation (CVX) | 0.1 | $1.2M | 11k | 108.18 | |
Kansas City Southern | 0.1 | $1.1M | 13k | 83.49 | |
Compass Minerals International (CMP) | 0.1 | $938k | 13k | 74.74 | |
Microchip Technology (MCHP) | 0.1 | $1.0M | 32k | 32.58 | |
CareFusion Corporation | 0.1 | $1.0M | 36k | 28.58 | |
Broadcom Corporation | 0.1 | $1.0M | 31k | 33.20 | |
Noble Corporation Com Stk | 0.1 | $1.0M | 30k | 34.82 | |
Core Laboratories | 0.1 | $781k | 7.1k | 109.32 | |
NetApp (NTAP) | 0.1 | $827k | 25k | 33.55 | |
Paychex (PAYX) | 0.1 | $891k | 29k | 31.09 | |
W.R. Berkley Corporation (WRB) | 0.1 | $779k | 21k | 37.76 | |
SBA Communications Corporation | 0.1 | $889k | 13k | 70.96 | |
TransDigm Group Incorporated (TDG) | 0.1 | $800k | 5.9k | 136.43 | |
C.R. Bard | 0.1 | $693k | 7.1k | 97.67 | |
Dr Pepper Snapple | 0.1 | $748k | 17k | 44.20 | |
Coach | 0.0 | $610k | 11k | 55.56 | |
Family Dollar Stores | 0.0 | $528k | 8.3k | 63.41 | |
PetSmart | 0.0 | $510k | 7.5k | 68.35 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $523k | 14k | 37.66 | |
Tiffany & Co. | 0.0 | $620k | 11k | 57.33 | |
Stericycle (SRCL) | 0.0 | $528k | 5.7k | 93.35 | |
NVR (NVR) | 0.0 | $535k | 581.00 | 920.83 | |
Perrigo Company | 0.0 | $491k | 4.7k | 104.03 | |
Omni (OMC) | 0.0 | $470k | 9.4k | 50.01 | |
Estee Lauder Companies (EL) | 0.0 | $458k | 7.7k | 59.84 | |
Church & Dwight (CHD) | 0.0 | $396k | 7.4k | 53.59 | |
First Republic Bank/san F (FRCB) | 0.0 | $481k | 15k | 32.78 | |
Unilever | 0.0 | $31k | 807.00 | 38.41 | |
Siemens (SIEGY) | 0.0 | $22k | 205.00 | 107.32 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $23k | 365.00 | 63.01 |