Stack Financial Management, Inc Portfolio Holdings
Stack Financial Management, Inc
- $1.11 Billion
- Q2 2025
Stack Financial Management, Inc has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.11 Billion distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $116M, Walmart Inc. with a value of $103M, Berkshire Hathaway Inc Class B with a value of $58.1M, Quanta Services, Inc. with a value of $50.7M, and Accenture PLC with a value of $40.9M.
Examining the 13F form we can see an decrease of $14.8M in the current position value, from $1.13B to 1.11B.
Below you can find more details about Stack Financial Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.11 Billion
Industrials: $209 Million
Consumer Defensive: $180 Million
Technology: $158 Million
Healthcare: $135 Million
Utilities: $131 Million
Energy: $117 Million
Financial Services: $83.3 Million
Basic Materials: $73.6 Million
Other: $25.9 Million