Stack Financial Management, Inc
•CIK: 1308685•Filing: Q4 2025
**Stack Financial Management, Inc.** manages $1.3B across a portfolio of 59 positions. The fund exhibits significant concentration in technology and consumer staples, notably holding WMT at $113.5M and MSFT at $109.6M. Other top allocations include SH ($90.3M) and BRK/B ($59.7M), indicating a diversified approach across defensive and growth sectors. This structure suggests a focus on established market leaders with substantial capital deployment.
Total AUM
$1.3B
QoQ Performance
+8.8%
Positions
54
Top 10 Concentration
48.9%
Latest Filing
Q4 2025
Top Holdings Allocation
WMT
MSFT
SH
WMT8.7%
MSFT8.4%
SH6.9%
BRK/B4.6%
CRM4.4%
PWR4.2%
LHX3.2%
CHV3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.3%
Technology13.1%
Consumer8.7%
Healthcare7.5%
Financial4.6%
Consumer Staples4.3%
Utilities3.6%
Industrial3.5%
Changes from Q3 2025
NEW8 new positions
↑9 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023