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CIK: 0001308685
Total reported value
$1.3B
$1.3B
53 檔
27.4%
At the close of Q1 2025, Stack Financial Management, Inc disclosed equity holdings valued at approximately $1.3B, spread across 53 reported holdings.
In Q1 2025, Stack Financial Management, Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 7.85% | -0.24% | -0.93% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.48% | +0.43% | -0.95% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.39% | +0.46% | -1.22% | |
| 4 | SH | Proshares Short S&p500 | ETF-Other | 4.63% | -3.50% | — | |
| 5 | CVX | Chevron CORP | Stock-Energy | 3.88% | -0.67% | -1.51% | |
| 6 | ACN | Accenture plc | Stock-Tech | 3.61% | +0.77% | NEW | |
| 7 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 3.36% | -0.96% | -1.36% | |
| 8 | PWR | Quanta Services Inc | Stock-Industrials | 2.89% | -0.03% | -26.43% | |
| 9 | WM | Waste Management Inc | Stock-Industrials | 2.86% | +0.06% | -0.22% | |
| 10 | AEP | American Electric Power | Stock-Utilities | 2.69% | +0.30% | -1.15% | |
| 11 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.57% | -0.36% | -1.11% | |
| 12 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 2.32% | -0.21% | -1.31% | |
| 13 | PSX | Phillips 66 | Stock-Energy | 2.31% | -0.08% | -0.58% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 2.30% | +0.01% | -0.66% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.22% | — | -0.54% | |
| 16 | CNP | Centerpoint Energy Inc | Stock-Utilities | 2.21% | +0.19% | -1.21% | |
| 17 | EOG | Eog Resources Inc | Stock-Energy | 2.17% | -0.14% | -1.46% | |
| 18 | CBOE | Cboe Global Markets Inc | Stock-Financials | 2.04% | -0.19% | -0.64% | |
| 19 | CI | THE Cigna Group | Stock-Healthcare | 2.04% | +0.14% | -0.48% | |
| 20 | DUK | Duke Energy CORP | Stock-Utilities | 1.98% | +0.07% | -1.78% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.96% | +0.27% | -2.25% | |
| 22 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.96% | +0.08% | -0.31% | |
| 23 | PCAR | Paccar Inc | Stock-Industrials | 1.71% | +0.20% | — | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.71% | -0.13% | -2.32% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.65% | +0.28% | -2.02% | |
| 26 | COP | Conocophillips | Stock-Energy | 1.63% | -0.30% | -1.02% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.53% | +0.24% | -1.91% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.50% | -0.10% | -0.71% | |
| 29 | EMR | Emerson Electric Co | Stock-Industrials | 1.47% | +0.23% | +0.12% | |
| 30 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.45% | +0.16% | -0.95% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.37% | +0.10% | -1.63% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 1.36% | -0.02% | -1.50% | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 1.32% | +0.07% | -0.81% | |
| 34 | AEE | Ameren Corporation | Stock-Utilities | 1.31% | +0.14% | -2.22% | |
| 35 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.31% | — | -0.10% | |
| 36 | DTE | Dte Energy Company | Stock-Utilities | 1.29% | +0.16% | -1.97% | |
| 37 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.22% | +0.35% | -1.83% | |
| 38 | DOV | Dover CORP | Stock-Industrials | 1.20% | +0.20% | -1.58% | |
| 39 | NEM | Newmont CORP | Stock-Materials | 1.20% | -0.52% | EXIT | |
| 40 | BKR | Baker Hughes Co | Stock-Energy | 1.07% | -0.04% | — | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.99% | +0.19% | -0.56% | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.93% | — | -1.64% | |
| 43 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.87% | — | -1.38% | |
| 44 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.86% | — | -2.28% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.08% | -0.04% | +0.63% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | +0.01% | -14.67% | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.04% | +0.02% | +5.94% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-Other | 0.02% | — | +10.77% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.02% | — | -6.09% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.02% | — | +9.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 4 | SH | Proshares Short S&p500 | — | NEW | New buy |
| 5 | CVX | Chevron CORP | — | NEW | New buy |
| 6 | ACN | Accenture plc | — | NEW | New buy |
| 7 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 8 | PWR | Quanta Services Inc | — | NEW | New buy |
| 9 | WM | Waste Management Inc | — | NEW | New buy |
| 10 | AEP | American Electric Power | — | NEW | New buy |
| 11 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 12 | WPM | Wheaton Precious Metals CORP | — | NEW | New buy |
| 13 | PSX | Phillips 66 | — | NEW | New buy |
| 14 | SYK | Stryker CORP | — | NEW | New buy |
| 15 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 16 | CNP | Centerpoint Energy Inc | — | NEW | New buy |
| 17 | EOG | Eog Resources Inc | — | NEW | New buy |
| 18 | CBOE | Cboe Global Markets Inc | — | NEW | New buy |
| 19 | CI | THE Cigna Group | — | NEW | New buy |
| 20 | DUK | Duke Energy CORP | — | NEW | New buy |
| 21 | KO | Coca-cola Co/the | — | NEW | New buy |
| 22 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 23 | PCAR | Paccar Inc | — | NEW | New buy |
| 24 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 25 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 26 | COP | Conocophillips | — | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 28 | PEP | Pepsico Inc | — | NEW | New buy |
| 29 | EMR | Emerson Electric Co | — | NEW | New buy |
| 30 | LH | Labcorp Holdings Inc | — | NEW | New buy |
| 31 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 32 | MDT | Medtronic plc | — | NEW | New buy |
| 33 | DHR | Danaher CORP | — | NEW | New buy |
| 34 | AEE | Ameren Corporation | — | NEW | New buy |
| 35 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
| 36 | DTE | Dte Energy Company | — | NEW | New buy |
| 37 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 38 | DOV | Dover CORP | — | NEW | New buy |
| 39 | NEM | Newmont CORP | — | NEW | New buy |
| 40 | BKR | Baker Hughes Co | — | NEW | New buy |
| 41 | UNP | Union Pacific CORP | — | NEW | New buy |
| 42 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 43 | GPC | Genuine Parts Co | — | NEW | New buy |
| 44 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 45 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 47 | AAPL | Apple Inc | — | NEW | New buy |
| 48 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 50 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
According to official SEC Form 13F filings, Stack Financial Management, Inc reported a total U.S. public equity portfolio value of $1.3B across 53 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WMT, MSFT, BRK-B) accounted for 27.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
WMT
市值: $94.3M
During Q1 2025, Stack Financial Management, Inc's top holdings by market value included WMT (7.8%)、MSFT (7.5%)、BRK-B (5.4%). The largest single position, WMT, represented 7.8% of total portfolio value.
In Q1 2025, Stack Financial Management, Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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