Stack Financial Management, Inc Top Holdings and 13F Report (2025) About Stack Financial Management, IncInvestment ActivityStack Financial Management, Inc has $1.13 billion in total holdings as of June 30, 2025.Stack Financial Management, Inc owns shares of 49 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 3.08% of the portfolio was purchased this quarter.About 13.85% of the portfolio was sold this quarter.This quarter, Stack Financial Management, Inc has purchased 53 new stocks and bought additional shares in 2 stocks.Stack Financial Management, Inc sold shares of 42 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $116,436,200Walmart $103,019,805Berkshire Hathaway $58,148,127Quanta Services $50,732,076Accenture $40,909,374 Largest New Holdings this Quarter 65339F101 - NextEra Energy $21,883,753 Holding03027X100 - American Tower $13,020,289 Holding Largest Purchases this Quarter NextEra Energy 315,237 shares (about $21.88M)American Tower 58,910 shares (about $13.02M)Health Care Select Sector SPDR Fund 45 shares (about $6.07K)Energy Select Sector SPDR Fund 39 shares (about $3.31K) Largest Sales this Quarter Agnico Eagle Mines 115,400 shares (about $13.72M)Newmont 101,980 shares (about $5.94M)Microsoft 5,277 shares (about $2.62M)Walmart 20,094 shares (about $1.96M)Berkshire Hathaway 1,793 shares (about $870.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStack Financial Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$116,436,200$2,624,832 ▼-2.2%234,08510.3%Computer and TechnologyWMTWalmart$103,019,805$1,964,791 ▼-1.9%1,053,5889.1%Retail/WholesaleBRK.BBerkshire Hathaway$58,148,127$870,986 ▼-1.5%119,7035.1%FinancePWRQuanta Services$50,732,076$816,277 ▼-1.6%134,1834.5%ConstructionACNAccenture$40,909,374$565,201 ▼-1.4%136,8713.6%Computer and TechnologyCVXChevron$39,375,423$479,687 ▼-1.2%274,9873.5%EnergyLHXL3Harris Technologies$36,326,860$619,323 ▼-1.7%144,8213.2%AerospaceWMWaste Management$33,526,030$373,434 ▼-1.1%146,5173.0%Business ServicesWPMWheaton Precious Metals$31,674,705$516,709 ▼-1.6%352,7252.8%Basic MaterialsAEMAgnico Eagle Mines$30,559,183$13,724,522 ▼-31.0%256,9512.7%Basic MaterialsAEPAmerican Electric Power$30,232,465$479,683 ▼-1.6%291,3692.7%UtilitiesSYKStryker$29,018,471$377,829 ▼-1.3%73,3472.6%MedicalCNPCenterPoint Energy$26,566,586$289,732 ▼-1.1%723,0972.3%UtilitiesPSXPhillips 66$26,467,469$271,527 ▼-1.0%221,8562.3%EnergyCBOECboe Global Markets$24,854,589$393,425 ▼-1.6%106,5762.2%Financial ServicesCICigna Group$24,174,381$437,689 ▼-1.8%73,1272.1%MedicalEOGEOG Resources$23,991,632$329,287 ▼-1.4%200,5822.1%EnergyMDLZMondelez International$23,024,933$333,760 ▼-1.4%341,4142.0%Consumer StaplesKOCocaCola$22,800,219$417,000 ▼-1.8%322,2652.0%Consumer StaplesDUKDuke Energy$22,697,772$296,534 ▼-1.3%192,3542.0%UtilitiesNEENextEra Energy$21,883,753$21,883,753 ▲New Holding315,2371.9%UtilitiesEMREmerson Electric$21,016,605$511,989 ▼-2.4%157,6281.9%IndustrialsLMTLockheed Martin$20,837,556$462,676 ▼-2.2%44,9921.8%AerospacePCARPACCAR$19,822,957$273,488 ▼-1.4%208,5311.8%Auto/Tires/TrucksLABCORP HOLDINGS INC$19,312,080$280,361 ▼-1.4%73,5671.7%COM SHSCAHCardinal Health$17,557,176$290,136 ▼-1.6%104,5071.6%MedicalMRKMerck & Co., Inc.$17,158,643$318,619 ▼-1.8%216,7591.5%MedicalJNJJohnson & Johnson$16,651,645$320,929 ▼-1.9%109,0121.5%MedicalCOPConocoPhillips$16,580,416$92,611 ▼-0.6%184,7611.5%EnergyPEPPepsiCo$15,646,617$254,573 ▼-1.6%118,4991.4%Consumer StaplesMDTMedtronic$15,520,881$260,377 ▼-1.6%178,0531.4%MedicalDHRDanaher$15,204,328$116,154 ▼-0.8%76,9681.3%MedicalPGProcter & Gamble$15,176,968$225,278 ▼-1.5%95,2611.3%Consumer StaplesAEEAmeren$14,896,669$170,855 ▼-1.1%155,1091.3%UtilitiesDTEDTE Energy$14,743,196$137,758 ▼-0.9%111,3031.3%UtilitiesDOVDover$14,708,606$308,743 ▼-2.1%80,2741.3%IndustrialsAMTAmerican Tower$13,020,289$13,020,289 ▲New Holding58,9101.2%FinanceUNPUnion Pacific$11,471,789$146,331 ▼-1.3%49,8601.0%TransportationNEMNewmont$11,389,132$5,941,355 ▼-34.3%195,4881.0%Basic MaterialsBKRBaker Hughes$11,049,895$195,074 ▼-1.7%288,2081.0%EnergyGPCGenuine Parts$10,404,031$213,870 ▼-2.0%85,7640.9%Retail/WholesaleGDXVanEck Gold Miners ETF$882,782$259,467 ▼-22.7%16,9570.1%ETFSPYSPDR S&P 500 ETF Trust$851,3980.0%1,3780.1%FinanceAAPLApple$430,037$9,233 ▼-2.1%2,0960.0%Computer and TechnologyJPMJPMorgan Chase & Co.$316,3590.0%1,0910.0%FinanceXLIIndustrial Select Sector SPDR Fund$314,218$1,328 ▼-0.4%2,1300.0%ETFXLVHealth Care Select Sector SPDR Fund$221,460$6,066 ▲2.8%1,6430.0%ETFITWIllinois Tool Works$212,6350.0%8600.0%IndustrialsXLEEnergy Select Sector SPDR Fund$209,736$3,308 ▲1.6%2,4730.0%ETFPROSHARES TR$0$55,636,191 ▼-100.0%00.0%SHORT S&P 500 NEUNHUnitedHealth Group$0$26,673,491 ▼-100.0%00.0%MedicalIQVIQVIA$0$15,691,582 ▼-100.0%00.0%MedicalCMCSAComcast$0$11,165,055 ▼-100.0%00.0%Consumer DiscretionaryKHCKraft Heinz$0$10,333,724 ▼-100.0%00.0%Consumer StaplesSPYVSPDR Portfolio S&P 500 Value ETF$0$270,671 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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