Stack Financial Management
$1.3B 13F equity value
56 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Stack Financial Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| WMT | WALMART INC | 1,014,994 | $115M | 9.0% |
| SH | PROSHARES TR | 2,776,433 | $92M | 7.2% |
| MSFT | MICROSOFT CORP | 187,635 | $70M | 5.5% |
| PWR | QUANTA SVCS INC | 92,624 | $67M | 5.2% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 119,231 | $60M | 4.7% |
| CVX | CHEVRON CORPORATION | 263,390 | $44M | 3.4% |
| LHX | L3HARRIS TECHNOLOGIES INC | 142,143 | $41M | 3.2% |
| AEP | AMERICAN ELEC PWR CO INC | 281,488 | $39M | 3.0% |
| PSX | PHILLIPS 66 | 214,827 | $36M | 2.8% |
| WM | WASTE MGMT INC DEL | 145,573 | $32M | 2.5% |
Track Stack Financial Management's 13F portfolio: $1.3B in reported holdings, 56 positions. Top holdings and quarterly changes on SentiSense.
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