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STACK FINANCIAL MANAGEMENT, INC
STACK FINANCIAL MANAGEMENT, INC
Latest filing: 2026-06-30
STACK FINANCIAL MANAGEMENT, INC runs STACK FINANCIAL MANAGEMENT, INC and currently holds 54 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.28B. Their top holdings are WMT, SH, MSFT, PWR, BRK-B. The top five represent 31.4% of reported portfolio weight. STACK FINANCIAL MANAGEMENT, INC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, STACK FINANCIAL MANAGEMENT, INC initiated 2 new positions. They added to 31 existing positions. They trimmed 19 positions. Their current best-performing preview position is PWR with returns of +31.15%.
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54 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 WMT WALMART INC | 8.97% | $34.80 | $103.70 | +197.99% | Added +0.65% |
 SH PROSHARES TR | 7.15% | $36.68 | $32.46 | -11.50% | Trimmed -27.38% |
 MSFT MICROSOFT CORP | 5.46% | $46.67 | $483.24 | +935.44% | Added +1.38% |
 PWR QUANTA SVCS INC | 5.20% | $42.98 | $639.59 | +1,388.11% | Trimmed -28.57% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 4.66% | $152.97 | $495.77 | +224.10% | Added +0.00% |
 CVX CHEVRON CORPORATION | 3.41% | $121.65 | $205.26 | +68.73% | Trimmed -1.89% |
 LHX L3HARRIS TECHNOLOGIES INC | 3.22% | $209.06 | $266.62 | +27.53% | Added +0.56% |
 AEP AMERICAN ELEC PWR CO INC | 3.01% | $88.42 | $120.94 | +36.78% | Added +0.04% |
 PSX PHILLIPS 66 | 2.83% | $82.43 | $242.83 | +194.59% | Trimmed -1.13% |
 WM WASTE MGMT INC DEL | 2.53% | $108.99 | $224.03 | +105.55% | Trimmed -0.41% |
Showing 1-10 of 54