13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Family Office›Stack Financial Management, Inc
DOSSIER · 13F-HR · Q1 2026

Stack Financial Management, Inc

Stack Financial's family office based in New York, NY — $1.4B in tracked AUM across 52 positions as of Q1 2026.

SF
Stack Financial·New York, NY·Family Office
CIK 0001308685 · last filed Mar 31, 2026
Total AUM
$1.4B
▲ 2.4%
vs prior
Holdings
52
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Tech
26% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Stack Financial Management, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SH
PROSHARES TR
$145M3.8M10.7%
02
WMT
WALMART INC
$125M1.0M9.2%
03
PWR
QUANTA SVCS INC
$71M130K5.2%
04
MSFT
MICROSOFT CORP
$69M185K5.0%
05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$57M119K4.2%
06
CVX
CHEVRON CORPORATION
$56M268K4.1%
07
LHX
L3HARRIS TECHNOLOGIES INC
$49M141K3.6%
08
PSX
PHILLIPS 66
$40M217K2.9%
09
AEP
AMERICAN ELEC PWR CO INC
$37M281K2.7%
10
WPM
WHEATON PRECIOUS METALS CORP
$35M266K2.6%

Filing history

Filing history loading…
AI Agent · grounded in Stack
haiku-4-5 · 52 positions indexed
Sector mix
  • Tech26%
  • Cons. Disc.6%
  • Communications43%
  • Industrials8%
  • Energy19%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market