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STACK FINANCIAL MANAGEMENT, INC 13F portfolio summary

STACK FINANCIAL MANAGEMENT, INC of STACK FINANCIAL MANAGEMENT, INC has 52 current stock holdings with a reported portfolio value of $1.36B. The portfolio 1 year return is +21.02%. Top holdings include UPS (0.00%), SPY (0.00%), SH (10.83%), WMT (9.36%), PWR (5.32%).

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STACK FINANCIAL MANAGEMENT, INC

STACK FINANCIAL MANAGEMENT, INC
Latest filing: 2026-03-31

STACK FINANCIAL MANAGEMENT, INC runs STACK FINANCIAL MANAGEMENT, INC and currently holds 52 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.36B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. STACK FINANCIAL MANAGEMENT, INC ranks #658 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, STACK FINANCIAL MANAGEMENT, INC's portfolio at STACK FINANCIAL MANAGEMENT, INC has delivered returns of +21.02%. Their 3-year annualized return is +50.05%. Looking at the 5-year horizon, STACK FINANCIAL MANAGEMENT, INC has achieved +71.05% annualized returns at STACK FINANCIAL MANAGEMENT, INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.02%
#611/1000
3 Year
+50.05%
#822/1000
5 Year
+71.05%
#512/1000

Portfolio Value

$1.36B

Alpha Score

48.5

#658 of 1000

Holdings

52

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change