account_balance
Investment manager · 13F filer · SEC CIK 1308685
Stack Financial Management, Inc
Reported value$1.44Bas of Sep 30, 2026
Positions53 2 new, 3 sold out
Top 10 weight51.7%SH alone is 11%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SHProshares Tr
11.0%Added +75%
WMTWalmart Inc.
7.3%
GMOIGmo ETF Trust
6.6%New
MSFTMicrosoft Corp
6.2%Trimmed −8%
PWRQuanta Services, Inc.
4.1%
BRK-BBerkshire Hathaway Inc
4.1%
PSXPhillips 66
3.8%
CVXChevron Corp
3.8%
WPMWheaton Precious Metals Corp.
2.5%
AEPAmerican Electric Power Co Inc
2.3%
LHXL3Harris Technologies, Inc.
2.3%
MRKMerck & Co., Inc.
2.1%
SHProshares Tr
11.0%Added +75%
WMTWalmart Inc.
7.3%
GMOIGmo ETF Trust
6.6%
MSFTMicrosoft Corp
6.2%
PWRQuanta Services, Inc.
4.1%
BRK-BBerkshire Hathaway Inc
4.1%
PSXPhillips 66
3.8%
CVXChevron Corp
3.8%
WPM2.5%AEPLHX2.3%MRKBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SH Proshares Tr 11.0% Added +75%
WMT Walmart Inc. 7.3% HeldGMOI Gmo ETF Trust 6.6% New
MSFT Microsoft Corp 6.2% Trimmed −8%PWR Quanta Services, Inc. 4.1% HeldBRK-B Berkshire Hathaway Inc 4.1% HeldPSX Phillips 66 3.8% HeldCVX Chevron Corp 3.8% HeldWPM Wheaton Precious Metals Corp. 2.5% HeldAEP American Electric Power Co Inc 2.3% HeldLHX L3Harris Technologies, Inc. 2.3% HeldMRK Merck & Co., Inc. 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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