SF
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Stack Financial Management, Inc13F | |
| Stack Financial Management, Inc | |
| Last update 2025-05-02 | 53 Stocks (4 new) |
| Value $1.20 Bil | Turnover 7 % |
Stack Financial Management, In... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMT | Walmart Inc | 1,073,682 | 94,258.5 | -0.93% | 7.850 | -0.08% | 0.010 | +11.07% | +9.51% | 785,511.8 | Retail - Defensive | |
MSFT | Microsoft Corp | 239,362 | 89,854.1 | -0.95% | 7.480 | -0.09% | 0.000 | +29.27% | +17.45% | 3,665,284.7 | Software | |
BRK.B | Berkshire Hathaway Inc | 121,496 | 64,706.3 | -1.22% | 5.390 | -0.06% | 0.010 | -8.46% | +7.63% | 1,052,599.7 | Insurance | |
SH | ProShares Short S&P500 -1x Shares | 1,248,568 | 55,636.2 | New Holding | 4.630 | +4.63% | 3.590 | -9.79% | -4.77% | 1,072.4 | ||
CVX | Chevron Corp | 278,337 | 46,563.0 | -1.51% | 3.880 | -0.06% | 0.020 | -12.51% | +2.91% | 252,298.7 | Oil & Gas | |
ACN | Accenture PLC | 138,762 | 43,299.3 | -0.95% | 3.610 | -0.04% | 0.020 | -2.84% | -13.02% | 188,838.8 | Software | |
AEM | Agnico Eagle Mines Ltd | 372,351 | 40,366.6 | -1.36% | 3.360 | -0.04% | 0.070 | +9.67% | +52.43% | 59,385.3 | Metals & Mining | |
PWR | Quanta Services Inc | 136,342 | 34,655.4 | -26.43% | 2.890 | -1.42% | 0.090 | +45.65% | +18.89% | 55,631.7 | Construction | |
WM | Waste Management Inc | 148,149 | 34,298.0 | -0.22% | 2.860 | -0.01% | 0.040 | -1.82% | +14.17% | 92,042.8 | Waste Management | |
AEP | American Electric Power Co Inc | 295,992 | 32,343.1 | -1.15% | 2.690 | -0.03% | 0.060 | -3.33% | +14.65% | 55,468.1 | Utilities - Regulated |
Stack Financial Management, Inc's Historical Top Holdings Breakdowns
Stack Financial Management, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SH | ProShares Short S&P500 -1x Shares | 2025-03-31 | New Buy New Buy | +4.63% | 40.87 ($42.57) 45.53 | $39.66 | -6.84% | New holding | 1,248,568 | 1,248,568 | |
PCAR | PACCAR Inc | 2025-03-31 | New Buy New Buy | +1.71% | 96.91 ($105.47) 112.51 | $97.94 | -7.14% | New holding | 211,408 | 211,408 | |
PWR | Quanta Services Inc | 2025-03-31 | Reduce Reduce | -1.42% | 236.71 ($288.97) 358.03 | $375.39 | 29.90% | Reduce -26.43% | 136,342 | -48,983 | |
BKR | Baker Hughes Co | 2025-03-31 | New Buy New Buy | +1.07% | 41.16 ($44.62) 48.85 | $38.94 | -12.73% | New holding | 293,296 | 293,296 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.09% | 375.39 ($407.71) 447.2 | $493.14 | 20.95% | Reduce -0.95% | 239,362 | -2,291 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.08% | 84.5 ($93.81) 105.05 | $98.43 | 4.92% | Reduce -0.93% | 1,073,682 | -10,078 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.06% | 442.66 ($486.15) 534.52 | $487.88 | 0.36% | Reduce -1.22% | 121,496 | -1,500 | |
CVX | Chevron Corp | 2025-03-31 | Reduce Reduce | -0.06% | 146.71 ($156.54) 167.97 | $145.65 | -6.96% | Reduce -1.51% | 278,337 | -4,266 | |
LMT | Lockheed Martin Corp | 2025-03-31 | Reduce Reduce | -0.05% | 423.19 ($460.32) 506.29 | $466.13 | 1.26% | Reduce -2.32% | 45,991 | -1,091 | |
ACN | Accenture PLC | 2025-03-31 | Reduce Reduce | -0.04% | 300.91 ($353.16) 398.25 | $303.18 | -14.15% | Reduce -0.95% | 138,762 | -1,337 |
Stack Financial Management, Inc Total Holding History ($B)
Stack Financial Management, Inc's Asset Allocation
Stack Financial Management, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Stack Financial Management, Inc's Hypothetical Growth since 2025-03-31
Stack Financial Management, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Stack Financial Management, Inc's Holdings Heat Map
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Stack Financial Management, Inc's Holdings Bubble Chart
Stack Financial Management, Inc News
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