Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stack Financial Management, Inc (CIK 1308685) reported $1.36B across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SH ($145.0M, 10.65%), WMT ($125.3M, 9.21%), PWR ($71.2M, 5.23%), MSFT ($68.5M, 5.03%), BRK/B ($57.1M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SH | PROSHARES TR | $145.0M | 10.65% | 3.8M | Added |
| 2 | WMT | WALMART INC | $125.3M | 9.21% | 1.0M | Trimmed |
| 3 | PWR | QUANTA SVCS INC | $71.2M | 5.23% | 129,665 | Added |
| 4 | MSFT | MICROSOFT CORP | $68.5M | 5.03% | 185,075 | Trimmed |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.1M | 4.20% | 119,229 | Added |
| 6 | CVX | CHEVRON CORPORATION | $55.5M | 4.08% | 268,451 | Trimmed |
| 7 | LHX | L3HARRIS TECHNOLOGIES INC | $48.8M | 3.58% | 141,355 | Trimmed |
| 8 | PSX | PHILLIPS 66 | $39.6M | 2.91% | 217,285 | Trimmed |
| 9 | AEP | AMERICAN ELEC PWR CO INC | $36.9M | 2.71% | 281,363 | Trimmed |
| 10 | WPM | WHEATON PRECIOUS METALS CORP | $34.9M | 2.56% | 266,163 | Trimmed |
| 11 | WM | WASTE MGMT INC DEL | $33.6M | 2.47% | 146,166 | Added |
| 12 | CNP | CENTERPOINT ENERGY INC | $31.0M | 2.28% | 719,100 | Added |
| 13 | CBOE | CBOE GLOBAL MKTS INC | $28.9M | 2.12% | 102,782 | Trimmed |
| 14 | NEE | NEXTERA ENERGY INC | $28.7M | 2.11% | 309,018 | Added |
| 15 | EOG | EOG RES INC | $28.4M | 2.09% | 196,550 | Added |
| 16 | T | AT&T INC | $27.5M | 2.02% | 950,175 | Added |
| 17 | LMT | LOCKHEED MARTIN CORP | $25.8M | 1.89% | 42,665 | Trimmed |
| 18 | MRK | MERCK & CO INC | $25.2M | 1.85% | 209,647 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $25.0M | 1.84% | 102,340 | Trimmed |
| 20 | DUK | DUKE ENERGY CORP NEW | $24.9M | 1.83% | 190,154 | Added |
| 21 | SYK | STRYKER CORPORATION | $24.1M | 1.77% | 73,322 | Added |
| 22 | KO | COCA COLA CO | $24.2M | 1.77% | 317,716 | Added |
| 23 | COP | CONOCOPHILLIPS | $23.9M | 1.75% | 180,848 | Trimmed |
| 24 | PCAR | PACCAR INC | $23.6M | 1.73% | 204,178 | Trimmed |
| 25 | UPS | UNITED PARCEL SVCS INC | $21.6M | 1.58% | 219,205 | Added |
Source: SEC Form 13F filings · as of 2026-03-31