Investor
Stack Financial Management, Inc
CIK 0001308685 · filed 2026-02-03 · SEC filing
13F book
$1.31B
Positions
59
Largest name
8.7%
Walmart Inc. · WMT
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Walmart Inc. | WMT | 1.02M | $113.5M | 8.7% | — | Held |
| Microsoft Corp | MSFT | 226.6K | $109.6M | 8.4% | — | Held |
| Proshares Tr | — | 2.51M | $90.3M | 6.9% | — | Held |
| Berkshire Hathaway Inc Del | — | 118.7K | $59.7M | 4.6% | — | Held |
| Salesforce, Inc. | CRM | 219.2K | $58.1M | 4.4% | — | Held |
| Quanta Svcs Inc | — | 129.6K | $54.7M | 4.2% | — | Held |
| L3harris Technologies Inc | — | 141.8K | $41.6M | 3.2% | — | Held |
| Chevron Corp New | CVX | 269.4K | $41.1M | 3.1% | — | Held |
| Wheaton Precious Metals Corp. | WPM | 343.6K | $40.4M | 3.1% | — | Held |
| American Elec Pwr Co Inc | — | 282.6K | $32.6M | 2.5% | — | Held |
| Waste Mgmt Inc Del | — | 145.8K | $32M | 2.4% | — | Held |
| Agnico Eagle Mines Ltd | AEM | 179.6K | $30.4M | 2.3% | — | Held |
| Phillips 66 | PSX | 217.5K | $28.1M | 2.1% | — | Held |
| Centerpoint Energy Inc | CNP | 717.5K | $27.5M | 2.1% | — | Held |
| Cboe Global Mkts Inc | — | 103.6K | $26M | 2.0% | — | Held |
| Stryker Corp | SYK | 72.9K | $25.6M | 2.0% | — | Held |
| Nextera Energy Inc | — | 308.6K | $24.8M | 1.9% | — | Held |
| At&T Inc | — | 945.6K | $23.5M | 1.8% | — | Held |
| Paccar Inc | PCAR | 204.5K | $22.4M | 1.7% | — | Held |
| Merck & Co., Inc. | MRK | 210.4K | $22.1M | 1.7% | — | Held |
| Coca Cola Co | KO | 316.2K | $22.1M | 1.7% | — | Held |
| Duke Energy Corp New | — | 188.3K | $22.1M | 1.7% | — | Held |
| Johnson & Johnson | JNJ | 103.9K | $21.5M | 1.6% | — | Held |
| Cardinal Health Inc | CAH | 102.9K | $21.1M | 1.6% | — | Held |
| Lockheed Martin Corp | LMT | 43.4K | $21M | 1.6% | — | Held |
| Eog Res Inc | — | 195.6K | $20.5M | 1.6% | — | Held |
| Emerson Elec Co | — | 152K | $20.2M | 1.5% | — | Held |
| Cigna Group | CI | 72.8K | $20M | 1.5% | — | Held |
| Labcorp Holdings Inc. | LH | 71.7K | $18M | 1.4% | — | Held |
| Mondelez Intl Inc | — | 332K | $17.9M | 1.4% | — | Held |
| Danaher Corporation | — | 76.4K | $17.5M | 1.3% | — | Held |
| Conocophillips | COP | 181.2K | $17M | 1.3% | — | Held |
| Pepsico Inc | PEP | 116.4K | $16.7M | 1.3% | — | Held |
| Medtronic Plc | MDT | 173.5K | $16.7M | 1.3% | — | Held |
| Ameren Corp | AEE | 152.4K | $15.2M | 1.2% | — | Held |
| Dover Corp | DOV | 76.3K | $14.9M | 1.1% | — | Held |
| Dte Energy Co | — | 110.3K | $14.2M | 1.1% | — | Held |
| United Parcel Service Inc | UPS | 139.1K | $13.8M | 1.1% | — | Held |
| Procter And Gamble Co | PG | 93K | $13.3M | 1.0% | — | Held |
| Baker Hughes Company | — | 287.3K | $13.1M | 1.0% | — | Held |
| Union Pac Corp | — | 49.8K | $11.5M | 0.9% | — | Held |
| Newmont Corp | — | 111K | $11.1M | 0.8% | — | Held |
| Genuine Parts Co | GPC | 82.2K | $10.1M | 0.8% | — | Held |
| American Tower Corp New | — | 57.4K | $10.1M | 0.8% | — | Held |
| Apple Inc. | AAPL | 6.17K | $1.68M | 0.1% | — | Held |
| Vaneck Etf Trust | — | 14.2K | $1.22M | 0.1% | — | Held |
| Spdr S&P 500 Etf Tr | — | 1.3K | $889.2K | 0.1% | — | Held |
| Accenture Plc Ireland | — | 2.42K | $650.4K | 0.1% | — | Held |
| Alphabet Inc | — | 1.58K | $494.5K | 0.0% | — | Held |
| Alphabet Inc | — | 1.32K | $414.5K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 2.44K | $377.9K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 2.27K | $350.6K | 0.0% | — | Held |
| Jpmorgan Chase & Co. | — | 1.05K | $337.1K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 5.85K | $261.6K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 3.35K | $259.8K | 0.0% | — | Held |
| Intel Corp | INTC | 6.36K | $234.7K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 3.91K | $214.3K | 0.0% | — | Held |
| Illinois Tool Wks Inc | — | 860 | $211.8K | 0.0% | — | Held |
| Tesla, Inc. | TSLA | 453 | $203.7K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.