Robert W. Baird Co.’s Top Stocks in the Industrial Goods Sector

Wall St. Watchdog reveals information regarding Robert W. Baird Co.’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 77 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $170.814 million.

  • Emerson Electric Co. (NYSE:EMR): On 06/30/2011 reported holding 865,766 shares with a market value of $48,699,338. This comprised 1.26% of the total portfolio. On 09/30/2011 reported holding 912,717 shares with a market value of $37,704,341. This comprised 1.09% of the total portfolio. The net change in shares for this position over the two quarters is 46,951. About Company: Emerson Electric Co. manufactures and markets electrical, electromechanical, and electronic products and systems. The Company produces a variety of products, including process control, industrial automation, electronics, appliance components, and electric motors. Emerson sells its products around the world.
  • Lockheed Martin Corporation (NYSE:LMT): On 06/30/2011 reported holding 250,370 shares with a market value of $20,272,459. This comprised 0.52% of the total portfolio. On 09/30/2011 reported holding 240,798 shares with a market value of $17,491,567. This comprised 0.51% of the total portfolio. The net change in shares for this position over the two quarters is -9,572. About Company: Lockheed Martin Corporation is a global security company that primarily researches, designs, develops, manufactures, and integrates advanced technology products and services. The Company’s businesses span space, telecommunications, electronics, information and services, aeronautics, energy, and systems integration. Lockheed Martin operates worldwide.
  • Fastenal Co. (NASDAQ:FAST): On 06/30/2011 reported holding 434,066 shares with a market value of $15,622,036. This comprised 0.4% of the total portfolio. On 09/30/2011 reported holding 401,248 shares with a market value of $13,353,533. This comprised 0.39% of the total portfolio. The net change in shares for this position over the two quarters is -32,818. About Company: Fastenal Company sell industrial and construction supplies in a wholesale and retail fashion. The Company markets its products and services throughout the United States, Canada, Mexico, Puerto Rico, Singapore, China, and The Netherlands.
  • Caterpillar Inc. (NYSE:CAT): On 06/30/2011 reported holding 109,003 shares with a market value of $11,604,459. This comprised 0.3% of the total portfolio. On 09/30/2011 reported holding 116,109 shares with a market value of $8,573,488. This comprised 0.25% of the total portfolio. The net change in shares for this position over the two quarters is 7,106. About Company: Caterpillar Inc. designs, manufactures, and markets construction, mining, agricultural, and forestry machinery. The Company also manufactures engines and other related parts for its equipment, and offers financing and insurance. Caterpillar distributes its products through a worldwide organization of dealers.
  • Stericycle Inc. (NASDAQ:SRCL): On 06/30/2011 reported holding 76,738 shares with a market value of $6,838,891. This comprised 0.18% of the total portfolio. On 09/30/2011 reported holding 105,971 shares with a market value of $8,553,979. This comprised 0.25% of the total portfolio. The net change in shares for this position over the two quarters is 29,233. About Company: Stericycle, Inc. provides regulated medical waste management services. The Company offers waste collection, transportation, treatment, and disposal to customers in the United States, Canada, Mexico, Argentina, Chile, the United Kingdom and Ireland.
  • Illinois Tool Works Inc. (NYSE:ITW): On 06/30/2011 reported holding 197,442 shares with a market value of $11,153,499. This comprised 0.29% of the total portfolio. On 09/30/2011 reported holding 187,904 shares with a market value of $7,816,806. This comprised 0.23% of the total portfolio. The net change in shares for this position over the two quarters is -9,538. About Company: Illinois Tool Works Inc. designs and manufactures fasteners and components, equipment and consumable systems, and a variety of specialty products and equipment. The Company’s products include industrial fluids and adhesives, tooling for specialty applications, welding products, and quality measurement equipment and systems. Illinois Tool Works operates worldwide.
  • Boeing Co. (NYSE:BA): On 06/30/2011 reported holding 114,841 shares with a market value of $8,490,195. This comprised 0.22% of the total portfolio. On 09/30/2011 reported holding 112,939 shares with a market value of $6,833,939. This comprised 0.2% of the total portfolio. The net change in shares for this position over the two quarters is -1,902. About Company: The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide. The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.
  • Itt Corporation (NYSE:ITT): On 06/30/2011 reported holding 73,855 shares with a market value of $4,352,275. This comprised 0.11% of the total portfolio. On 09/30/2011 reported holding 88,485 shares with a market value of $3,716,370. This comprised 0.11% of the total portfolio. The net change in shares for this position over the two quarters is 14,630. About Company: ITT Corporation designs and manufactures a variety of engineered products. The Company produces pumps, systems, and services to measure and control water and other fluids. ITT also supplies military defense systems, including night vision devices, secure communication systems, and avionics, in addition to providing electrical interconnects, and data storage and PC cards.
  • Roper Industries Inc. (NYSE:ROP): On 06/30/2011 reported holding 47,269 shares with a market value of $3,937,508. This comprised 0.1% of the total portfolio. On 09/30/2011 reported holding 47,783 shares with a market value of $3,292,727. This comprised 0.1% of the total portfolio. The net change in shares for this position over the two quarters is 514. About Company: Roper Industries, Inc. manufactures industrial controls, fluid handling, and analytical instrumentation products worldwide. Roper serves selected segments of a broad range of markets such as oil & gas, scientific research, medical diagnostics, semiconductor, refrigeration, automotive, water and wastewater, power generation, agricultural irrigation, and other niche industries.
  • Flowserve Corp. (NYSE:FLS): On 06/30/2011 reported holding 37,894 shares with a market value of $4,164,172. This comprised 0.11% of the total portfolio. On 09/30/2011 reported holding 40,433 shares with a market value of $2,992,042. This comprised 0.09% of the total portfolio. The net change in shares for this position over the two quarters is 2,539. About Company: Flowserve Corporation designs, manufactures, distributes, and services industrial flow management equipment throughout the world. The Company provides pumps, valves, and mechanical seals primarily for the refinery and pipeline segments of the petroleum, chemical processing, power generation and water treatment industries.

(Note: Data regarding Robert W. Baird Co.’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

Advantage: Check out our interactive stock charts, fundamentals, Twitter stream, and more >>

Improve Your 2011 Financial Health: Join the winning team of stock pickers with Wall St. Cheat Sheet’s acclaimed premium newsletter>>

More from The Cheat Sheet