13F Insight
DOSSIER · 13F-HR · Q1 2026

Stack Financial Management, Inc

$1.4B in tracked AUM across 52 positions as of Q1 2026.

SF
CIK 0001308685 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
52
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$1.4B▲ 3.8%
52 positionsView →2025Q4Dec 31
$1.3B▲ 8.8%
59 positionsView →2025Q3Sep 30
$1.2B▲ 6.4%
51 positionsView →2025Q2Jun 30
$1.1B▼ 5.7%
49 positionsLocked2025Q1Mar 31
$1.2B▲ 9.8%
53 positionsLocked2024Q4Dec 31
$1.1B▼ 1.8%
50 positionsLocked2024Q3Sep 30
$1.1B▲ 3.1%
48 positionsLocked2024Q2Jun 30
$1.1B▼ 0.9%
49 positionsLocked2024Q1Mar 31
$1.1B▲ 23.1%
46 positionsLocked2023Q4Dec 31
$886M▲ 3.2%
42 positionsLocked2023Q3Sep 30
$858M▼ 4.0%
40 positionsLocked2023Q2Jun 30
$894M▲ 8.7%
40 positionsLocked
Showing 12 of 84