Stack Financial Management
$1.4B Assets Reported
61 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SH | PROSHARES TR | 3,823,020 | $145M | 10.7% |
| WMT | WALMART INC | 1,008,421 | $125M | 9.2% |
| PWR | QUANTA SVCS INC | 129,665 | $71M | 5.2% |
| MSFT | MICROSOFT CORP | 185,075 | $69M | 5.0% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 119,229 | $57M | 4.2% |
| CVX | CHEVRON CORPORATION | 268,451 | $56M | 4.1% |
| LHX | L3HARRIS TECHNOLOGIES INC | 141,355 | $49M | 3.6% |
| PSX | PHILLIPS 66 | 217,285 | $40M | 2.9% |
| AEP | AMERICAN ELEC PWR CO INC | 281,363 | $37M | 2.7% |
| WPM | WHEATON PRECIOUS METALS CORP | 266,163 | $35M | 2.6% |
Track Stack Financial Management's 13F portfolio: $1.4B in reported holdings, 61 positions. Top holdings, AUM, and quarterly changes on SentiSense.