Stack Financial Management, Inc

CIK
1308685
City
WHITEFISH
State / Country
MT

Top Portfolio Positions

43 positions · $1,156,375,636 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
WMT
Walmart Inc.
Consumer Defensive
1,008,421 $125,326,561 10.84%
PWR
Quanta Services, Inc.
Industrials
129,665 $71,188,678 6.16%
MSFT
Microsoft Corp
Technology
185,075 $68,509,212 5.92%
CVX
Chevron Corp
Energy
268,451 $55,542,511 4.80%
LHX
L3harris Technologies, Inc. /De/
Industrials
141,355 $48,788,678 4.22%
PSX
Phillips 66
Energy
217,285 $39,584,981 3.42%
AEP
American Electric Power Co Inc
Utilities
281,363 $36,881,062 3.19%
WPM
Wheaton Precious Metals Corp.
Basic Materials
266,163 $34,870,014 3.02%
WM
Waste Management Inc
Industrials
146,166 $33,587,485 2.90%
CNP
Centerpoint Energy Inc
Utilities
719,100 $31,036,356 2.68%

Holdings in EOG

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Report Date Value (USD) Shares
2026-03-31 $28,415,233 196,550