Stack Financial Management, Inc Top Holdings and 13F Report (2026) About Stack Financial Management, IncInvestment ActivityStack Financial Management, Inc has $1.36 billion in total holdings as of March 31, 2026.Stack Financial Management, Inc owns shares of 52 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 5.68% of the portfolio was purchased this quarter.About 10.12% of the portfolio was sold this quarter.This quarter, Stack Financial Management, Inc has purchased 59 new stocks and bought additional shares in 24 stocks.Stack Financial Management, Inc sold shares of 25 stocks and completely divested from 9 stocks this quarter.Largest Holdings PROSHARES TR $145,007,149WALMART INC $125,326,524Quanta Services $71,188,921Microsoft $68,509,162Berkshire Hathaway $57,134,537 Largest New Holdings this Quarter 228368106 - Crown $16,983,754 Holding81369Y886 - Utilities Select Sector SPDR Fund $230,047 Holding Largest Purchases this Quarter PROSHARES TR 1,317,150 shares (about $49.96M)Crown 169,414 shares (about $16.98M)United Parcel Service 80,092 shares (about $7.88M)Berkshire Hathaway 505 shares (about $242.00K)Duke Energy 1,842 shares (about $241.19K) Largest Sales this Quarter Agnico Eagle Mines 113,231 shares (about $22.98M)Microsoft 41,554 shares (about $15.38M)Wheaton Precious Metals 77,486 shares (about $10.15M)Newmont 46,090 shares (about $4.99M)WALMART INC 10,081 shares (about $1.25M) 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 PortfolioSectorPROSHARES TR$145,007,149$49,959,500 ▲52.6%3,823,02010.7%SHORT S&P 500 NEWALMART INC$125,326,524$1,252,866 ▼-1.0%1,008,4219.2%COMPWRQuanta Services$71,188,921$40,079 ▲0.1%129,6655.2%ConstructionMSFTMicrosoft$68,509,162$15,382,033 ▼-18.3%185,0755.0%Computer and TechnologyBRK.BBerkshire Hathaway$57,134,537$241,996 ▲0.4%119,2294.2%FinanceCVXChevron$55,542,561$192,831 ▼-0.3%268,4514.1%EnergyLHXL3Harris Technologies$48,788,624$155,662 ▼-0.3%141,3553.6%AerospacePSXPhillips 66$39,585,054$34,250 ▼-0.1%217,2852.9%EnergyAEPAmerican Electric Power$36,881,084$162,015 ▼-0.4%281,3632.7%UtilitiesWPMWheaton Precious Metals$34,870,015$10,151,441 ▼-22.5%266,1632.6%Basic MaterialsWMWaste Management$33,587,495$83,644 ▲0.2%146,1662.5%Business ServicesCNPCenterPoint Energy$31,036,358$67,718 ▲0.2%719,1002.3%UtilitiesCBOECboe Global Markets$28,888,937$242,001 ▼-0.8%102,7822.1%Financial ServicesNEENextEra Energy$28,701,592$37,338 ▲0.1%309,0182.1%UtilitiesEOGEOG Resources$28,415,256$136,619 ▲0.5%196,5502.1%EnergyTAT&T$27,545,574$133,412 ▲0.5%950,1752.0%Computer and TechnologyLMTLockheed Martin$25,786,248$446,039 ▼-1.7%42,6651.9%AerospaceMRKMerck & Co., Inc.$25,218,438$88,293 ▼-0.3%209,6471.9%MedicalJNJJohnson & Johnson$25,016,089$378,639 ▼-1.5%102,3401.8%MedicalDUKDuke Energy$24,898,748$241,191 ▲1.0%190,1541.8%UtilitiesKOCocaCola$24,162,270$113,238 ▲0.5%317,7161.8%Consumer StaplesSYKStryker$24,093,040$149,509 ▲0.6%73,3221.8%MedicalCOPConocoPhillips$23,871,936$45,540 ▼-0.2%180,8481.8%EnergyPCARPACCAR$23,582,559$37,076 ▼-0.2%204,1781.7%Auto/Tires/TrucksUPSUnited Parcel Service$21,565,388$7,879,451 ▲57.6%219,2051.6%TransportationCAHCardinal Health$21,552,987$190,179 ▼-0.9%101,9971.6%MedicalEMREmerson Electric$19,779,759$135,475 ▼-0.7%150,9671.5%IndustrialsCICigna Group$19,500,005$84,827 ▲0.4%73,1021.4%MedicalMDLZMondelez International$19,166,891$28,935 ▲0.2%332,5281.4%Consumer StaplesLABCORP HOLDINGS INC$19,138,022$14,675 ▲0.1%71,7291.4%COM SHSPEPPepsiCo$18,175,928$106,218 ▲0.6%117,0451.3%Consumer StaplesBKRBaker Hughes$17,545,221$7,082 ▲0.0%287,3911.3%EnergyCCKCrown$16,983,754$16,983,754 ▲New Holding169,4141.2%IndustrialsAEEAmeren$16,887,560$130,915 ▲0.8%153,6351.2%UtilitiesDTEDTE Energy$16,260,249$138,324 ▲0.9%111,2041.2%UtilitiesDOVDover$15,647,508$266,608 ▼-1.7%75,0661.1%IndustrialsMDTMedtronic$15,138,275$103,720 ▲0.7%174,7061.1%MedicalDHRDanaher$14,521,341$39,627 ▲0.3%76,5891.1%MedicalPGProcter & Gamble$13,510,482$80,164 ▲0.6%93,5371.0%Consumer StaplesAEMAgnico Eagle Mines$13,467,521$22,983,630 ▼-63.1%66,3491.0%Basic MaterialsUNPUnion Pacific$12,140,705$55,803 ▲0.5%50,0400.9%TransportationNEMNewmont$7,026,526$4,989,256 ▼-41.5%64,9100.5%Basic MaterialsAAPLApple$1,392,546$174,354 ▼-11.1%5,4870.1%Computer and TechnologyGDXVanEck Gold Miners ETF$1,217,146$90,302 ▼-6.9%13,2630.1%ETFSPYSPDR S&P 500 ETF Trust$1,053,551$205,507 ▲24.2%1,6200.1%FinanceGOOGLAlphabet$425,589$28,756 ▼-6.3%1,4800.0%Computer and TechnologyGOOGAlphabet$378,9430.0%1,3210.0%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$327,989$65,986 ▼-16.7%2,0280.0%ETFXLEEnergy Select Sector SPDR Fund$312,181$46,190 ▼-12.9%5,0960.0%ETFXLVHealth Care Select Sector SPDR Fund$259,500$72,572 ▼-21.9%1,7700.0%ETFXLUUtilities Select Sector SPDR Fund$230,047$230,047 ▲New Holding5,0130.0%ETFXLPConsumer Staples Select Sector SPDR Fund$228,971$45,253 ▼-16.5%2,7930.0%ETFCRMSalesforce$0$58,066,418 ▼-100.0%00.0%Computer and TechnologyGPCGenuine Parts$0$10,113,338 ▼-100.0%00.0%Retail/WholesaleAMTAmerican Tower$0$10,075,963 ▼-100.0%00.0%FinanceACNAccenture$0$650,360 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$337,116 ▼-100.0%00.0%FinanceINTCIntel$0$234,684 ▼-100.0%00.0%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$0$214,261 ▼-100.0%00.0%ETFITWIllinois Tool Works$0$211,818 ▼-100.0%00.0%IndustrialsTSLATesla$0$203,724 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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