Holdings

Stack Financial Management, Inc

As of Jun 30, 2026, Stack Financial Management, Inc reported 43 positions worth US$1.16B. Largest: Walmart Inc., Microsoft Corp. and Quanta Services, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Walmart Inc.1.01MUS$115M+6,573Jun 30, 2026
Microsoft Corp.188KUS$70M+2,560Jun 30, 2026
Quanta Services, Inc.92,624US$66.7M−37,041Jun 30, 2026
Berkshire Hathaway Inc.119KUS$59.7M+2Jun 30, 2026
Chevron Corporation263KUS$43.7M−5,061Jun 30, 2026
L3harris Technologies, Inc.142KUS$41.3M+788Jun 30, 2026
American Electric Power Company, Inc.281KUS$38.5M+125Jun 30, 2026
Phillips 66215KUS$36.3M−2,458Jun 30, 2026
Waste Management, Inc.146KUS$32.4M−593Jun 30, 2026
Centerpoint Energy, Inc (holding Co)718KUS$31.6M−1,031Jun 30, 2026