§ 13F · FUND PROFILE
Stack Financial Management, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1132.0T (13F)Positions · 49Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$129.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | 1.02M | $113.5T | 8.7% | −3% |
| 2 | MSFT | MICROSOFT CORP | 227K | $109.6T | 8.4% | −2% |
| 3 | SH | PROSHARES TR | 2.51M | $90.3T | 6.9% | NEW |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 119K | $59.7T | 4.6% | ±0% |
| 5 | CRM | SALESFORCE INC | 219K | $58.1T | 4.4% | −1% |
| 6 | PWR | QUANTA SVCS INC | 130K | $54.7T | 4.2% | −2% |
| 7 | LHX | L3HARRIS TECHNOLOGIES INC | 142K | $41.6T | 3.2% | −1% |
| 8 | CVX | CHEVRON CORP NEW | 269K | $41.1T | 3.1% | −1% |
| 9 | WPM | WHEATON PRECIOUS METALS CORP | 344K | $40.4T | 3.1% | −2% |
| 10 | AEP | AMERICAN ELEC PWR CO INC | 283K | $32.6T | 2.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STACK SIGNAL
AC read
Stack Financial Management, Inc is a Other fund managing $1132028.2 trillion in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed