Stack Financial Management, Inc - Portfolio Stock Holdings
Stack Financial Management, Inc disclosed 56 stock positions in a recent SEC 13F filing. $1,281,385,803 of stock holdings were filed, with the largest holdings including WMT, SH, and MSFT. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,992,243,735 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
56Est. Stock Holding Value:
$1,281,385,803Top Stock Holdings By Sector
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Portfolio Stock Holdings - Stack Financial Management, Inc
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