Stack Financial Management, Inc holds a focused book of 54 stocks worth $1.3B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Abbvie Inc and trimmed Proshares Short S&P500. Their largest long position is Walmart Inc at 9% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Stack Financial Management, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 56 / 54 | $334.7B |
| MORGAN STANLEY | 56 / 54 | $331.2B |
| BANK OF AMERICA CORP /DE/ | 56 / 54 | $207.0B |
| GOLDMAN SACHS GROUP INC | 56 / 54 | $160.1B |
| ROYAL BANK OF CANADA | 56 / 54 | $97.8B |
| UBS Group AG | 56 / 54 | $89.1B |
| BANK OF MONTREAL /CAN/ | 56 / 54 | $43.7B |
| LPL Financial LLC | 56 / 54 | $38.3B |
Ranked by how many of Stack Financial Management, Inc's top 54 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc COM | $115.0M | 1.01M | 9.0% | ▲+0.7% Added · +7K sh | |
| 2 | Proshares TR SHOR S&P 500 NEW | $91.7M | 2.78M | 7.2% | ▼−27% Reduced · −1.0M sh | |
| 3 | Microsoft Corp COM | $70.0M | 187.6K | 5.5% | ▲+1.4% Added · +3K sh | |
| 4 | Quanta Svcs Inc COM | $66.7M | 92.6K | 5.2% | ▼−29% Reduced · −37K sh | |
| 5 | Berkshire Hathaway Inc Del CL B NEW | $59.7M | 119.2K | 4.7% | ▲~0% Added · +2 sh | |
| 6 | Chevron Corporation COM | $43.7M | 263.4K | 3.4% | ▼−1.9% Reduced · −5K sh | |
| 7 | L3harris Technologies Inc COM | $41.3M | 142.1K | 3.2% | ▲+0.6% Added · +788 sh | |
| 8 | American Elec PWR Co Inc COM | $38.5M | 281.5K | 3.0% | ▲~0% Added · +125 sh | |
| 9 | Phillips 66 COM | $36.3M | 214.8K | 2.8% | ▼−1.1% Reduced · −2K sh | |
| 10 | Waste Mgmt Inc Del COM | $32.4M | 145.6K | 2.5% | ▼−0.4% Reduced · −593 sh | |
| 11 | Centerpoint Energy Inc COM | $31.6M | 718.1K | 2.5% | ▼−0.1% Reduced · −1K sh | |
| 12 | Wheaton Precious Metals Corp COM | $30.1M | 268.1K | 2.4% | ▲+0.7% Added · +2K sh | |
| 13 | Abbvie Inc COM | $29.1M | 115.8K | 2.3% | ▲New New position | |
| 14 | Merck & Co Inc COM | $27.4M | 212.9K | 2.1% | ▲+1.5% Added · +3K sh | |
| 15 | NextEra Energy Inc COM | $27.3M | 311.3K | 2.1% | ▲+0.7% Added · +2K sh | |
| 16 | Johnson & Johnson COM | $26.6M | 104.9K | 2.1% | ▲+2.5% Added · +3K sh | |
| 17 | Coca Cola Co COM | $26.1M | 320.9K | 2.0% | ▲+1.0% Added · +3K sh | |
| 18 | Eog Res Inc COM | $25.0M | 193.0K | 2.0% | ▼−1.8% Reduced · −4K sh | |
| 19 | Cboe Global MKTS Inc COM | $24.8M | 102.1K | 1.9% | ▼−0.7% Reduced · −695 sh | |
| 20 | Paccar Inc COM | $24.8M | 206.1K | 1.9% | ▲+0.9% Added · +2K sh | |
| 21 | Cardinal Health Inc COM | $24.7M | 103.9K | 1.9% | ▲+1.9% Added · +2K sh | |
| 22 | Duke Energy Corp New COM NEW | $24.4M | 192.5K | 1.9% | ▲+1.2% Added · +2K sh | |
| 23 | United Parcel Svcs Inc CL B | $23.8M | 221.5K | 1.9% | ▲+1.0% Added · +2K sh | |
| 24 | Stryker Corporation COM | $22.9M | 72.6K | 1.8% | ▼−0.9% Reduced · −678 sh | |
| 25 | Lockheed Martin Corp COM | $22.5M | 44.1K | 1.8% | ▲+3.5% Added · +1K sh | |
| 26 | Emerson Elec Co COM | $21.6M | 150.6K | 1.7% | ▼−0.3% Reduced · −390 sh | |
| 27 | The Cigna Group COM | $20.1M | 73.1K | 1.6% | ▼−0.1% Reduced · −49 sh | |
| 28 | Labcorp Holdings Inc COM SHS | $20.1M | 71.8K | 1.6% | ▲~0% Added · +26 sh | |
| 29 | AT&T Inc COM | $19.7M | 952.9K | 1.5% | ▲+0.3% Added · +3K sh | |
| 30 | Mondelez Intl Inc CL A | $19.1M | 330.7K | 1.5% | ▼−0.5% Reduced · −2K sh | |
| 31 | Crown Hldgs Inc COM | $19.1M | 170.5K | 1.5% | ▲+0.6% Added · +1K sh | |
| 32 | ConocoPhillips COM | $18.6M | 178.7K | 1.4% | ▼−1.2% Reduced · −2K sh | |
| 33 | Ameren Corp COM | $17.6M | 156.1K | 1.4% | ▲+1.6% Added · +2K sh | |
| 34 | Dte Energy Co COM | $17.3M | 113.4K | 1.3% | ▲+1.9% Added · +2K sh | |
| 35 | Dover Corp COM | $17.3M | 76.9K | 1.3% | ▲+2.5% Added · +2K sh | |
| 36 | Baker Hughes Company CL A | $16.0M | 287.9K | 1.2% | ▲+0.2% Added · +493 sh | |
| 37 | Pepsico Inc COM | $15.9M | 117.8K | 1.2% | ▲+0.6% Added · +707 sh | |
| 38 | Danaher Corp Del COM | $14.6M | 76.9K | 1.1% | ▲+0.4% Added · +309 sh | |
| 39 | Medtronic PLC SHS | $13.9M | 178.1K | 1.1% | ▲+1.9% Added · +3K sh | |
| 40 | Procter & Gamble Co COM | $13.9M | 95.0K | 1.1% | ▲+1.6% Added · +1K sh | |
| 41 | Union Pac Corp COM | $13.9M | 51.0K | 1.1% | ▲+1.9% Added · +963 sh | |
| 42 | Accenture PLC Ireland SHS CLASS A | $9.9M | 79.2K | 0.8% | ▲New New position | |
| 43 | Apple Inc COM | $1.6M | 5.5K | 0.1% | —Held | |
| 44 | State STR SPDR S&P 500 ETF T TR UNIT | $1.2M | 1.6K | 0.1% | ▼−1.4% Reduced · −22 sh | |
| 45 | Vaneck ETF Trust GOLD MINERS ETF | $637K | 8.4K | 0.0% | ▼−36% Reduced · −5K sh | |
| 46 | Alphabet Inc CAP STK CL A | $534K | 1.5K | 0.0% | ▲+0.9% Added · +13 sh | |
| 47 | Alphabet Inc CAP STK CL C | $467K | 1.3K | 0.0% | —Held | |
| 48 | Intel Corp COM | $399K | 2.9K | 0.0% | ▲New New position | |
| 49 | Agnico Eagle Mines Ltd COM | $398K | 2.6K | 0.0% | ▼−96% Reduced · −64K sh | |
| 50 | Select Sector SPDR TR ST STR INDL ETF | $318K | 1.7K | 0.0% | ▼−15% Reduced · −313 sh |
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Use Arkolith to show Stack Financial Management, Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.