KUNTZ LESHER CAPITAL LLC Information

1800 FRUITVILLE PIKE, LANCASTER, Pennsylvania, 17604, (717) 399-1700

Report Date: 12/31/2014

Position Statistics

Total Positions 62
New Positions 1
Increased Positions 29
Decreased Positions 27
Positions with Activity 56
Sold Out Positions 5
Total Mkt Value (in $ millions) 157

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.37%
Capital Goods 3.51%
Conglomerates
Consumer Cyclical 3%
Consumer/Non-Cyclical 1.57%
Energy 7.35%
Financial 26.59%
Healthcare 21.81%
Services 13.26%
Technology 9.8%
Transportation 12.5%
Utilities 0.25%

62 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB STRATEGIC TR US LRG CAP ETF 13,227 343 2.66 265,220
NOVO-NORDISK A S ADR 9,196 221 2.46 167,899
THERMO FISHER SCIENTIFIC INC COM 8,510 126 1.50 64,420
UNION PAC CORP COM 7,892 100 1.28 72,792
DISNEY WALT CO COM DISNEY 7,834 372 4.99 73,431
APPLE INC COM 6,725 1,670 33.05 53,904
CANADIAN NATL RY CO COM 6,074 128 2.14 91,465
CELGENE CORP COM 5,773 86 1.51 50,877
COSTCO WHSL CORP NEW COM 5,681 71 1.26 39,294
BERKSHIRE HATHAWAY INC DEL CL B NEW 5,634 1,275 29.27 40,040
MASTERCARD INC CL A 5,500 -121 (2.16) 63,266
UNITED TECHNOLOGIES CORP COM 5,257 -112 (2.09) 45,666
SCHEIN HENRY INC COM 4,936 28 .58 35,695
AUTOMATIC DATA PROCESSING INC COM 4,643 -10 (0.22) 55,590
CHEVRON CORP NEW COM 4,457 -67 (1.47) 40,845
GOOGLE INC CL A 4,444 72 1.65 8,342
WELLS FARGO & CO NEW COM 4,296 237 5.83 79,479
JOHNSON & JOHNSON COM 3,539 -5 (0.14) 35,540
EOG RES INC COM 3,458 61 1.81 35,563
ROPER INDS INC NEW COM 3,389 170 5.29 20,286