Stralem & Company as of Sept. 30, 2012
Portfolio Holdings for Stralem & Company
Stralem & Company holds 16 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| International Business Machs C C ommon stock 45 | 42.9 | $29M | 624k | 47.17 | |
| Kraft Foods Inc class a 50 | 16.4 | $11M | 273k | 41.35 | |
| Automatic Data Processing | 8.2 | $5.6M | 96k | 58.66 | |
| Apache Corp | 7.7 | $5.3M | 61k | 86.48 | |
| Teco Energy | 6.7 | $4.6M | 258k | 17.74 | |
| Union Pac Corp | 4.0 | $2.7M | 23k | 118.70 | |
| Zimmer Holdings | 2.8 | $1.9M | 29k | 67.62 | |
| Agilent Technologies | 2.7 | $1.8M | 48k | 38.46 | |
| Bristol Myers Squibb | 1.6 | $1.1M | 32k | 33.76 | |
| Colgate Palmolive | 1.4 | $986k | 9.2k | 107.17 | |
| Firstenergy Corp | 1.3 | $917k | 21k | 44.09 | |
| United Healthcare Group | 1.3 | $887k | 16k | 55.44 | |
| Berkshire Hathaway Inc Del class b 08 | 1.0 | $662k | 7.5k | 88.27 | |
| Pepsico | 0.9 | $602k | 8.5k | 70.82 | |
| Procter & Gamble | 0.8 | $524k | 7.6k | 69.40 | |
| Csx Corp | 0.4 | $305k | 15k | 20.75 |
