Stack Financial Management, Inc Portfolio Holdings
Stack Financial Management, Inc
- $1.13 Billion
- Q1 2025
Stack Financial Management, Inc has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 53 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $94.3M, Microsoft Corp with a value of $89.9M, Berkshire Hathaway Inc Class B with a value of $64.7M, Chevron Corp with a value of $46.6M, and Accenture PLC with a value of $43.3M.
Examining the 13F form we can see an increase of $51.1M in the current position value, from $1.08B to 1.13B.
Below you can find more details about Stack Financial Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.13 Billion
Consumer Defensive: $186 Million
Industrials: $185 Million
Healthcare: $180 Million
Technology: $134 Million
Energy: $133 Million
Utilities: $114 Million
Financial Services: $89.5 Million
Basic Materials: $82.6 Million
Other: $24.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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