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Home > Institutional Investor > Stack Financial Management, Inc > Profile

Instuitional Investor - Stack Financial Management, Inc

Fund Profile
Filing Period:
Fund Name: Stack Financial Management, Inc
Portfolio Value $1,200,497,116
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 1,073,682 $94,258,516 7.85%
2.
Microsoft Corp
 MSFT 239,362 $89,854,048 7.48%
3.
Berkshire Hathaway Inc
 BRK.A 121,496 $64,706,340 5.39%
4.
Proshares Tr - SHORT S&P 500 NE
 1,248,568 $55,636,191 4.63%
5.
Chevron Corp
 CVX 278,337 $46,562,968 3.88%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)