Stack Financial Management, Inc
Annual return '25
+98.3%
SPY '25
+17.7%
Alpha
+80.6ptsvs SPY
Invested
$1.4B
Holdings
52
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SH
PROSHARES TR
Held since at least Q1 2024
10.7%
02
$WMT
WALMART INC
Held since at least Q1 2024
9.2%
03
$PWR
QUANTA SVCS INC
Held since at least Q1 2024
5.2%
04
$MSFT
MICROSOFT CORP
Q1 2026: Increased +2.3% (10.6k → 10.8k shares)
5.0%
05
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
4.2%
06
$CHV
CHEVRON CORPORATION
Held since at least Q1 2024
4.1%
07
$LHX
L3HARRIS TECHNOLOGIES INC
Held since at least Q1 2024
3.6%
08
$PSX
PHILLIPS 66
Held since at least Q1 2024
2.9%
09
$AEP
AMERICAN ELEC PWR CO INC
Held since at least Q1 2024
2.7%
10
$WPM
WHEATON PRECIOUS METALS CORP
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:34 UTC.