Stack Financial Management, Inc - Portfolio overview

Stack Financial Management, Inc has 59 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SH - PROSHARES TR, 10.08%
2. WMT - WALMART INC, 8.71%
3. PWR - QUANTA SVCS INC, 4.95%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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