Stack Financial Management, Inc: 13F holdings
CIK 13086852026Q2
| Positions | 54 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 54 (+2 vs prior quarter) |
|---|
| Reported value | $1.3bn (-5.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WMT WALMART INC | 1,014,994 | $115.0m | 9.0% |
| SH PROSHARES TR | 2,776,433 | $91.7m | 7.2% |
| MSFT MICROSOFT CORP | 187,635 | $70.0m | 5.5% |
| PWR QUANTA SVCS INC | 92,624 | $66.7m | 5.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 119,231 | $59.7m | 4.7% |
| CVX CHEVRON CORPORATION | 263,390 | $43.7m | 3.4% |
| LHX L3HARRIS TECHNOLOGIES INC | 142,143 | $41.3m | 3.2% |
| AEP AMERICAN ELEC PWR CO INC | 281,488 | $38.5m | 3.0% |
| PSX PHILLIPS 66 | 214,827 | $36.3m | 2.8% |
| WM WASTE MGMT INC DEL | 145,573 | $32.4m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1308685")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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