Stack Financial Management, Inc Portfolio Holdings
Stack Financial Management, Inc
- $1.09 Billion
- Q3 2024
Stack Financial Management, Inc has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.09 Billion distributed in 48 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $105M, Walmart Inc. with a value of $88.8M, Berkshire Hathaway Inc Class B with a value of $57.2M, Quanta Services, Inc. with a value of $56.1M, and Accenture PLC with a value of $50M.
Examining the 13F form we can see an increase of $31.9M in the current position value, from $1.06B to 1.09B.
Below you can find more details about Stack Financial Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.09 Billion
Industrials: $197 Million
Consumer Defensive: $189 Million
Healthcare: $187 Million
Technology: $155 Million
Energy: $117 Million
Utilities: $93.5 Million
Basic Materials: $69.5 Million
Financial Services: $57.4 Million
Other: $28 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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