Stack Financial Management, Inc Portfolio Holdings
Stack Financial Management, Inc
- $1.08 Billion
- Q4 2024
Stack Financial Management, Inc has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $102M, Walmart Inc. with a value of $97.9M, Quanta Services, Inc. with a value of $58.6M, Berkshire Hathaway Inc Class B with a value of $55.8M, and Accenture PLC with a value of $49.3M.
Examining the 13F form we can see an decrease of $17.6M in the current position value, from $1.09B to 1.08B.
Below you can find more details about Stack Financial Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.08 Billion
Industrials: $190 Million
Consumer Defensive: $185 Million
Healthcare: $175 Million
Technology: $152 Million
Energy: $111 Million
Utilities: $101 Million
Financial Services: $77.3 Million
Basic Materials: $61.2 Million
Other: $24.6 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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