The Analysis of Stack Financial Management, Inc's Holdings
Currently, Stack Financial Management, Inc holds 51 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in CRM (+221.2K shares, valued at $52.4M), INTC (+6.9K shares, valued at $231.5K), BKR (+2.8K shares, valued at $134.2K); decreased their positions in ACN (-133.7K shares, valued at $33.0M), MSFT (-2.9K shares, valued at $1.5M), PWR (-2.0K shares, valued at $822.6K); initiated new positions in CRM (+221.2K shares, valued at $52.4M), INTC (+6.9K shares, valued at $231.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP231.2K shares-1.25%2025-09-302025-11-03
WMT WALMART INC1.0M shares-0.63%2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL119.0K shares-0.58%2025-09-302025-11-03 PWR QUANTA SVCS INC132.2K shares-1.48%2025-09-302025-11-03 CRM SALESFORCE INC221.2K sharesnew addition2025-09-302025-11-03 LHX L3HARRIS TECHNOLOGIES INC142.6K shares-1.54%2025-09-302025-11-03 AEM AGNICO EAGLE MINES LTD253.5K shares-1.34%2025-09-302025-11-03 CVX CHEVRON CORP NEW271.1K shares-1.41%2025-09-302025-11-03 WPM WHEATON PRECIOUS METALS CORP350.3K shares-0.69%2025-09-302025-11-03 AEP AMERICAN ELEC PWR CO INC287.7K shares-1.28%2025-09-302025-11-03 WM WASTE MGMT INC DEL145.6K shares-0.60%2025-09-302025-11-03 PSX PHILLIPS 66219.3K shares-1.13%2025-09-302025-11-03 CNP CENTERPOINT ENERGY INC718.6K shares-0.62%2025-09-302025-11-03 SYK STRYKER CORPORATION72.7K shares-0.84%2025-09-302025-11-03 CBOE CBOE GLOBAL MKTS INC105.1K shares-1.39%2025-09-302025-11-03 DUK DUKE ENERGY CORP NEW192.2K shares-0.06%2025-09-302025-11-03 NEE NEXTERA ENERGY INC312.0K shares-1.03%2025-09-302025-11-03 EOG EOG RES INC199.6K shares-0.47%2025-09-302025-11-03 LMT LOCKHEED MARTIN CORP44.7K shares-0.63%2025-09-302025-11-03 KO COCA COLA CO322.5K shares0.07%2025-09-302025-11-03 MDLZ MONDELEZ INTL INC337.4K shares-1.19%2025-09-302025-11-03 CI THE CIGNA GROUP72.5K shares-0.92%2025-09-302025-11-03 LH LABCORP HOLDINGS INC72.5K shares-1.46%2025-09-302025-11-03 PCAR PACCAR INC207.6K shares-0.44%2025-09-302025-11-03 EMR EMERSON ELEC CO154.5K shares-2.00%2025-09-302025-11-03 JNJ JOHNSON & JOHNSON108.3K shares-0.68%2025-09-302025-11-03 MRK MERCK & CO INC216.3K shares-0.21%2025-09-302025-11-03 COP CONOCOPHILLIPS185.5K shares0.38%2025-09-302025-11-03 MDT MEDTRONIC PLC177.8K shares-0.15%2025-09-302025-11-03 PEP PEPSICO INC117.3K shares-0.99%2025-09-302025-11-03 CAH CARDINAL HEALTH INC104.7K shares0.18%2025-09-302025-11-03 NEM NEWMONT CORP194.5K shares-0.51%2025-09-302025-11-03 AEE AMEREN CORP155.6K shares0.32%2025-09-302025-11-03 DTE DTE ENERGY CO111.8K shares0.43%2025-09-302025-11-03 DHR DANAHER CORPORATION76.4K shares-0.78%2025-09-302025-11-03 PG PROCTER AND GAMBLE CO95.7K shares0.42%2025-09-302025-11-03 BKR BAKER HUGHES COMPANY291.0K shares0.96%2025-09-302025-11-03 DOV DOVER CORP79.6K shares-0.80%2025-09-302025-11-03 UNP UNION PAC CORP50.0K shares0.36%2025-09-302025-11-03 GPC GENUINE PARTS CO85.1K shares-0.73%2025-09-302025-11-03 AMT AMERICAN TOWER CORP NEW59.1K shares0.34%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR1.3K shares-2.25%2025-09-302025-11-03 GDX VANECK ETF TRUST11.6K shares-31.72%2025-09-302025-11-03 ACN ACCENTURE PLC IRELAND3.1K shares-97.72%2025-09-302025-11-03 AAPL APPLE INC2.0K shares-3.82%2025-09-302025-11-03 XLI SELECT SECTOR SPDR TR2.2K shares1.88%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO.1.0K shares-4.12%2025-09-302025-11-03 XLV SELECT SECTOR SPDR TR1.7K shares6.09%2025-09-302025-11-03 INTC INTEL CORP6.9K sharesnew addition2025-09-302025-11-03 XLE SELECT SECTOR SPDR TR2.5K shares3.03%2025-09-302025-11-03 ITW ILLINOIS TOOL WKS INC860 shares0.00%2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available