13F Insight
DOSSIER · 13F-HR · Q2 2026

Stack Financial Management, Inc

$1.3B in tracked AUM across 54 positions as of Q2 2026.

SF
CIK 0001308685 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
54
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Stack Financial Management, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
WMT
WALMART INC
$115M1.0M9.0%02
SH
PROSHARES TR
$92M2.8M7.2%03
MSFT
MICROSOFT CORP
$70M188K5.5%04
PWR
QUANTA SVCS INC
$67M93K5.2%05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$60M119K4.7%06
CVX
CHEVRON CORPORATION
$44M263K3.4%07
LHX
L3HARRIS TECHNOLOGIES INC
$41M142K3.2%08
AEP
AMERICAN ELEC PWR CO INC
$39M281K3.0%09
PSX
PHILLIPS 66
$36M215K2.8%10
WM
WASTE MGMT INC DEL
$32M146K2.5%

Filing history

2026Q2Jun 30
$1.3B▼ 5.9%
54 positionsView →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 positionsLocked
Showing 12 of 85