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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 $1,132,028,157
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 234,085 $116,436,200 10.29%
2.
Walmart Inc.
 WMT 1,053,588 $103,019,805 9.1%
3.
Berkshire Hathaway Inc
 BRK.A 119,703 $58,148,127 5.14%
4.
Quanta Services Inc.
 PWR 134,183 $50,732,076 4.48%
5.
Accenture Plc
 ACN 136,871 $40,909,374 3.61%
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)