Stack Financial Management, Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Stack Financial Management, Inc held in its portfolio 59 assets valued at $1,311,320,738 (i.e. $1.31B).
The most valuable assets in the portfolio included: WALMART INC ($113.47M), MICROSOFT CORP ($109.60M), and PROSHARES TR ($90.29M).
The chart below shows the top 10 valuable assets, and the table below shows the top 59 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Stack Financial Management, Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WALMART INC | 1018502 | 113471274 | COM |
| MICROSOFT CORP | 226629 | 109602199 | COM |
| PROSHARES TR | 2505870 | 90286497 | SHORT S&P 500 NE |
| BERKSHIRE HATHAWAY INC DEL | 118724 | 59676619 | CL B NEW |
| SALESFORCE INC | 219193 | 58066418 | COM |
| QUANTA SVCS INC | 129592 | 54695786 | COM |
| L3HARRIS TECHNOLOGIES INC | 141806 | 41629941 | COM |
| CHEVRON CORP NEW | 269383 | 41056700 | COM |
| WHEATON PRECIOUS METALS CORP | 343649 | 40385631 | COM |
| AMERICAN ELEC PWR CO INC | 282599 | 32586510 | COM |
| WASTE MGMT INC DEL | 145802 | 32034167 | COM |
| AGNICO EAGLE MINES LTD | 179580 | 30444198 | COM |
| PHILLIPS 66 | 217473 | 28062768 | COM |
| CENTERPOINT ENERGY INC | 717531 | 27510141 | COM |
| CBOE GLOBAL MKTS INC | 103643 | 26014393 | COM |
| STRYKER CORPORATION | 72867 | 25610740 | COM |
| NEXTERA ENERGY INC | 308616 | 24775693 | COM |
| AT&T INC | 945573 | 23488034 | COM |
| PACCAR INC | 204499 | 22394686 | COM |
| MERCK & CO INC | 210381 | 22144705 | COM |
| COCA COLA CO | 316227 | 22107401 | COM |
| DUKE ENERGY CORP NEW | 188312 | 22072050 | COM NEW |
| JOHNSON & JOHNSON | 103889 | 21499913 | COM |
| CARDINAL HEALTH INC | 102897 | 21145334 | COM |
| LOCKHEED MARTIN CORP | 43403 | 20992688 | COM |
| EOG RES INC | 195605 | 20540498 | COM |
| EMERSON ELEC CO | 152001 | 20173636 | COM |
| THE CIGNA GROUP | 72784 | 20032388 | COM |
| LABCORP HOLDINGS INC | 71674 | 17981580 | COM SHS |
| MONDELEZ INTL INC | 332026 | 17872938 | CL A |
| DANAHER CORPORATION | 76380 | 17484990 | COM |
| CONOCOPHILLIPS | 181193 | 16961477 | COM |
| PEPSICO INC | 116361 | 16700140 | COM |
| MEDTRONIC PLC | 173509 | 16667275 | SHS |
| AMEREN CORP | 152444 | 15223058 | COM |
| DOVER CORP | 76345 | 14905598 | COM |
| DTE ENERGY CO | 110258 | 14221077 | COM |
| UNITED PARCEL SERVICE INC | 139113 | 13798619 | CL B |
| PROCTER AND GAMBLE CO | 92982 | 13325199 | COM |
| BAKER HUGHES COMPANY | 287275 | 13082504 | CL A |
| UNION PAC CORP | 49810 | 11522050 | COM |
| NEWMONT CORP | 111000 | 11083348 | COM |
| GENUINE PARTS CO | 82249 | 10113338 | COM |
| AMERICAN TOWER CORP NEW | 57390 | 10075963 | COM |
| APPLE INC | 6174 | 1678464 | COM |
| VANECK ETF TRUST | 14247 | 1221966 | GOLD MINERS ETF |
| SPDR S&P 500 ETF TR | 1304 | 889224 | TR UNIT |
| ACCENTURE PLC IRELAND | 2424 | 650360 | SHS CLASS A |
| ALPHABET INC | 1580 | 494540 | CAP STK CL A |
| ALPHABET INC | 1321 | 414530 | CAP STK CL C |
| SELECT SECTOR SPDR TR | 2436 | 377873 | STATE STREET IND |
| SELECT SECTOR SPDR TR | 2265 | 350622 | STATE STREET HEA |
| JPMORGAN CHASE & CO. | 1046 | 337116 | COM |
| SELECT SECTOR SPDR TR | 5850 | 261554 | STATE STREET ENE |
| SELECT SECTOR SPDR TR | 3345 | 259840 | STATE STREET CON |
| INTEL CORP | 6360 | 234684 | COM |
| SELECT SECTOR SPDR TR | 3912 | 214261 | STATE STREET FIN |
| ILLINOIS TOOL WKS INC | 860 | 211818 | COM |
| TESLA INC | 453 | 203724 | COM |
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