Stack Financial Management, Inc 13F Holdings

CIK 0001308685 · WHITEFISH, MT

As of Sep 30, 2025, Stack Financial Management, Inc reported 51 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology231,165 19.7M9.94%
WALMART INCWMTConsumer Defensive1,046,996 07.9M8.95%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services119,012$59.8M4.97%
QUANTA SERVICES INCPWRIndustrials132,198$54.8M4.55%
SALESFORCE INCCRMTechnology221,154$52.4M4.35%
L3HARRIS TECHNOLOGIES INCLHXIndustrials142,591$43.5M3.61%
AGNICO EAGLE MINES LTDAEMBasic Materials253,516$42.7M3.55%
CHEVRON CORPCHVEnergy271,096$42.1M3.49%
WHEATON PRECIOUS METALS CORPWPMBasic Materials350,292$39.2M3.25%
AMERICAN ELECTRIC POWERAEPUtilities287,654$32.4M2.69%
WASTE MANAGEMENT INCWMIndustrials145,641$32.2M2.67%
PHILLIPS 66PSXEnergy219,339$29.8M2.48%
CENTERPOINT ENERGY INCCNPUtilities718,648$27.9M2.31%
STRYKER CORPSYKHealthcare72,732$26.9M2.23%
CBOE GLOBAL MARKETS INCCBOEFinancial Services105,090$25.8M2.14%
DUKE ENERGY CORPDUKUtilities192,239$23.8M1.97%
NEXTERA ENERGY INCNEEUtilities311,977$23.6M1.95%
EOG RESOURCES INCEOGEnergy199,641$22.4M1.86%
LOCKHEED MARTIN CORPLMTIndustrials44,709$22.3M1.85%
COCA COLA COKOConsumer Defensive322,494$21.4M1.77%
MONDELEZ INTERNATIONAL INCMDLZConsumer Defensive337,352$21.1M1.75%
CIGNA GROUPCIHealthcare72,453$20.9M1.73%
LABCORP HOLDINGS INCLHHealthcare72,492$20.8M1.73%
PACCAR INCPCARIndustrials207,622$20.4M1.69%
EMERSON ELECTRIC COEMRIndustrials154,479$20.3M1.68%