Stack Financial Management, Inc Top Holdings and 13F Report (2025) About Stack Financial Management, IncInvestment ActivityStack Financial Management, Inc has $1.20 billion in total holdings as of March 31, 2025.Stack Financial Management, Inc owns shares of 53 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 7.45% of the portfolio was purchased this quarter.About 2.10% of the portfolio was sold this quarter.This quarter, Stack Financial Management, Inc has purchased 50 new stocks and bought additional shares in 6 stocks.Stack Financial Management, Inc sold shares of 42 stocks and completely divested from 1 stock this quarter.Largest Holdings Walmart $94,258,516Microsoft $89,854,048Berkshire Hathaway $64,706,340PROSHARES TR $55,636,191Chevron $46,562,968 Largest New Holdings this Quarter 74349Y753 - PROSHARES TR $55,636,191 Holding693718108 - PACCAR $20,584,797 Holding05722G100 - Baker Hughes $12,890,360 Holding81369Y506 - Energy Select Sector SPDR Fund $227,458 Holding Largest Purchases this Quarter PROSHARES TR 1,248,568 shares (about $55.64M)PACCAR 211,408 shares (about $20.58M)Baker Hughes 293,296 shares (about $12.89M)Energy Select Sector SPDR Fund 2,434 shares (about $227.46K)Industrial Select Sector SPDR Fund 208 shares (about $27.26K) Largest Sales this Quarter Quanta Services 48,983 shares (about $12.45M)Walmart 10,078 shares (about $884.75K)Microsoft 2,291 shares (about $860.02K)Berkshire Hathaway 1,500 shares (about $798.87K)Chevron 4,266 shares (about $713.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStack Financial Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWMTWalmart$94,258,516$884,747 ▼-0.9%1,073,6827.9%Retail/WholesaleMSFTMicrosoft$89,854,048$860,018 ▼-0.9%239,3627.5%Computer and TechnologyBRK.BBerkshire Hathaway$64,706,340$798,870 ▼-1.2%121,4965.4%FinancePROSHARES TR$55,636,191$55,636,191 ▲New Holding1,248,5684.6%SHORT S&P 500 NECVXChevron$46,562,968$713,659 ▼-1.5%278,3373.9%EnergyACNAccenture$43,299,295$417,197 ▼-1.0%138,7623.6%Computer and TechnologyAEMAgnico Eagle Mines$40,366,572$555,059 ▼-1.4%372,3513.4%Basic MaterialsPWRQuanta Services$34,655,415$12,450,501 ▼-26.4%136,3422.9%ConstructionWMWaste Management$34,297,985$75,704 ▼-0.2%148,1492.9%Business ServicesAEPAmerican Electric Power$32,343,064$375,124 ▼-1.1%295,9922.7%UtilitiesLHXL3Harris Technologies$30,829,237$344,524 ▼-1.1%147,2902.6%AerospaceWPMWheaton Precious Metals$27,828,725$368,121 ▼-1.3%358,4792.3%Basic MaterialsPSXPhillips 66$27,675,869$162,747 ▼-0.6%224,1322.3%EnergySYKStryker$27,659,105$184,265 ▼-0.7%74,3022.3%MedicalUNHUnitedHealth Group$26,673,491$145,602 ▼-0.5%50,9282.2%MedicalCNPCenterPoint Energy$26,483,516$323,824 ▼-1.2%730,9832.2%UtilitiesEOGEOG Resources$26,075,701$387,285 ▼-1.5%203,3352.2%EnergyCBOECboe Global Markets$24,498,835$156,819 ▼-0.6%108,2632.0%Financial ServicesCIThe Cigna Group$24,494,436$118,111 ▼-0.5%74,4512.0%MedicalDUKDuke Energy$23,767,928$430,920 ▼-1.8%194,8672.0%UtilitiesKOCoca-Cola$23,502,746$541,734 ▼-2.3%328,1592.0%Consumer StaplesMDLZMondelez International$23,500,702$72,192 ▼-0.3%346,3632.0%Consumer StaplesPCARPACCAR$20,584,797$20,584,797 ▲New Holding211,4081.7%Auto/Tires/TrucksLMTLockheed Martin$20,544,602$487,360 ▼-2.3%45,9911.7%AerospaceMRKMerck & Co., Inc.$19,817,572$408,947 ▼-2.0%220,7841.7%MedicalCOPConocoPhillips$19,511,939$201,743 ▼-1.0%185,7931.6%EnergyJNJJohnson & Johnson$18,427,047$359,211 ▼-1.9%111,1131.5%MedicalPEPPepsiCo$18,056,834$128,499 ▼-0.7%120,4271.5%Consumer StaplesEMREmerson Electric$17,703,404$20,503 ▲0.1%161,4681.5%IndustrialsLABCORP HOLDINGS INC$17,370,556$166,176 ▼-0.9%74,6351.4%COM SHSPGProcter & Gamble$16,475,281$272,160 ▼-1.6%96,6751.4%Consumer StaplesMDTMedtronic$16,268,255$247,295 ▼-1.5%181,0401.4%MedicalDHRDanaher$15,899,052$130,586 ▼-0.8%77,5561.3%MedicalAEEAmeren$15,751,556$357,223 ▼-2.2%156,8881.3%UtilitiesIQVIQVIA$15,691,582$16,043 ▼-0.1%89,0051.3%MedicalDTEDTE Energy$15,533,667$311,522 ▼-2.0%112,3431.3%UtilitiesCAHCardinal Health$14,635,859$273,060 ▼-1.8%106,2341.2%MedicalDOVDover$14,398,558$230,668 ▼-1.6%81,9591.2%IndustrialsNEMNewmont$14,361,759$216,198 ▼-1.5%297,4681.2%Basic MaterialsBKRBaker Hughes$12,890,360$12,890,360 ▲New Holding293,2961.1%EnergyUNPUnion Pacific$11,929,176$67,328 ▼-0.6%50,4961.0%TransportationCMCSAComcast$11,165,055$186,456 ▼-1.6%302,5760.9%Consumer DiscretionaryGPCGenuine Parts$10,427,967$145,470 ▼-1.4%87,5270.9%Retail/WholesaleKHCKraft Heinz$10,333,724$241,006 ▼-2.3%339,5900.9%Consumer StaplesGDXVanEck Gold Miners ETF$1,008,628$6,298 ▲0.6%21,9410.1%ETFSPYSPDR S&P 500 ETF Trust$770,840$132,576 ▼-14.7%1,3780.1%FinanceAAPLApple$475,581$26,656 ▲5.9%2,1410.0%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$280,359$27,263 ▲10.8%2,1390.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$270,671$17,568 ▼-6.1%5,3000.0%ETFJPMJPMorgan Chase & Co.$267,679$22,818 ▲9.3%1,0910.0%FinanceXLVHealth Care Select Sector SPDR Fund$233,324$10,805 ▲4.9%1,5980.0%ETFXLEEnergy Select Sector SPDR Fund$227,458$227,458 ▲New Holding2,4340.0%ETFITWIllinois Tool Works$213,2890.0%8600.0%IndustrialsSPYGSPDR Portfolio S&P 500 Growth ETF$0$247,175 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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