Mar Vista Investment Partners

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
Google 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