13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001308685
Total reported value
$1.3B
$1.3B
59 檔
33.6%
At the close of Q4 2025, Stack Financial Management, Inc disclosed equity holdings valued at approximately $1.3B, spread across 59 reported holdings.
In Q4 2025, Stack Financial Management, Inc adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 8.65% | -0.24% | -2.72% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.36% | +0.43% | -1.96% | |
| 3 | SH | Proshares Short S&p500 | ETF-Other | 6.89% | -3.50% | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.55% | +0.46% | -0.24% | |
| 5 | CRM | Salesforce Inc | Stock-Tech | 4.43% | — | -0.89% | |
| 6 | PWR | Quanta Services Inc | Stock-Industrials | 4.17% | -0.03% | -1.97% | |
| 7 | LHX | L3harris Technologies Inc | Stock-Industrials | 3.17% | -0.36% | -0.55% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 3.13% | -0.67% | -0.63% | |
| 9 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 3.08% | -0.21% | -1.90% | |
| 10 | AEP | American Electric Power | Stock-Utilities | 2.49% | +0.30% | -1.76% | |
| 11 | WM | Waste Management Inc | Stock-Industrials | 2.44% | +0.06% | +0.11% | |
| 12 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.32% | -0.96% | -29.16% | |
| 13 | PSX | Phillips 66 | Stock-Energy | 2.14% | -0.08% | -0.85% | |
| 14 | CNP | Centerpoint Energy Inc | Stock-Utilities | 2.10% | +0.19% | -0.16% | |
| 15 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.98% | -0.19% | -1.38% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 1.95% | +0.01% | +0.19% | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 1.89% | +0.02% | -1.08% | |
| 18 | T | At&t Inc | Stock-Comm Services | 1.79% | -0.48% | — | |
| 19 | PCAR | Paccar Inc | Stock-Industrials | 1.71% | +0.20% | -1.50% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.69% | +0.28% | -2.74% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.69% | +0.27% | -1.94% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 1.68% | +0.07% | -2.04% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.64% | +0.24% | -4.05% | |
| 24 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.61% | +0.35% | -1.72% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.60% | -0.13% | -2.92% | |
| 26 | EOG | Eog Resources Inc | Stock-Energy | 1.57% | -0.14% | -2.02% | |
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 1.54% | +0.23% | -1.60% | |
| 28 | CI | THE Cigna Group | Stock-Healthcare | 1.53% | +0.14% | +0.46% | |
| 29 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.37% | +0.16% | -1.13% | |
| 30 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.36% | +0.08% | -1.58% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 1.33% | +0.07% | +0.01% | |
| 32 | COP | Conocophillips | Stock-Energy | 1.29% | -0.30% | -2.31% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.27% | -0.10% | -0.82% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 1.27% | -0.02% | -2.40% | |
| 35 | AEE | Ameren Corporation | Stock-Utilities | 1.16% | +0.14% | -2.03% | |
| 36 | DOV | Dover CORP | Stock-Industrials | 1.14% | +0.20% | -4.13% | |
| 37 | DTE | Dte Energy Company | Stock-Utilities | 1.08% | +0.16% | -1.37% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.05% | +0.28% | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.02% | +0.10% | -2.80% | |
| 40 | BKR | Baker Hughes Co | Stock-Energy | 1.00% | -0.04% | -1.27% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.88% | +0.19% | -0.46% | |
| 42 | NEM | Newmont CORP | Stock-Materials | 0.85% | -0.52% | EXIT | |
| 43 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.77% | — | -3.40% | |
| 44 | AMT | American Tower CORP | Stock-Real Estate | 0.77% | — | -2.91% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.13% | +0.02% | +206.25% | |
| 46 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.09% | -0.04% | +23.05% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | +0.01% | -3.19% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.05% | +0.77% | NEW | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.04% | +0.01% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAH | Cardinal Health Inc | +0.3% | -1.72% | Trim |
| 2 | MRK | Merck & Co. Inc. | +0.2% | -2.74% | Trim |
| 3 | AAPL | Apple Inc | +0.1% | +206.25% | Add |
| 4 | CRM | Salesforce Inc | +0.1% | -0.89% | Trim |
| 5 | DHR | Danaher CORP | +0.1% | +0.01% | Add |
| 6 | DOV | Dover CORP | 0% | -4.13% | Trim |
| 7 | PCAR | Paccar Inc | 0% | -1.50% | Trim |
| 8 | GDX | Vaneck Gold Miners ETF | 0% | +23.05% | Add |
| 9 | ACN | Accenture plc | 0% | -22.41% | Trim |
| 10 | JNJ | Johnson & Johnson | 0% | -4.05% | Trim |
| 11 | NEE | Nextera Energy Inc | -0.1% | -1.08% | Trim |
| 12 | KO | Coca-cola Co/the | -0.1% | -1.94% | Trim |
| 13 | UNP | Union Pacific CORP | -0.1% | -0.46% | Trim |
| 14 | PEP | Pepsico Inc | -0.1% | -0.82% | Trim |
| 15 | MDT | Medtronic plc | -0.1% | -2.40% | Trim |
| 16 | CBOE | Cboe Global Markets Inc | -0.2% | -1.38% | Trim |
| 17 | AMT | American Tower CORP | -0.2% | -2.91% | Trim |
| 18 | WPM | Wheaton Precious Metals CORP | -0.2% | -1.90% | Trim |
| 19 | COP | Conocophillips | -0.2% | -2.31% | Trim |
| 20 | BKR | Baker Hughes Co | -0.2% | -1.27% | Trim |
| 21 | AEE | Ameren Corporation | -0.2% | -2.03% | Trim |
| 22 | PG | Procter & Gamble Co/the | -0.2% | -2.80% | Trim |
| 23 | CI | THE Cigna Group | -0.2% | +0.46% | Add |
| 24 | GPC | Genuine Parts Co | -0.2% | -3.40% | Trim |
| 25 | CNP | Centerpoint Energy Inc | -0.2% | -0.16% | Trim |
| 26 | AEP | American Electric Power | -0.2% | -1.76% | Trim |
| 27 | DTE | Dte Energy Company | -0.2% | -1.37% | Trim |
| 28 | WM | Waste Management Inc | -0.2% | +0.11% | Add |
| 29 | LMT | Lockheed Martin CORP | -0.3% | -2.92% | Trim |
| 30 | SYK | Stryker CORP | -0.3% | +0.19% | Add |
| 31 | EOG | Eog Resources Inc | -0.3% | -2.02% | Trim |
| 32 | DUK | Duke Energy CORP | -0.3% | -2.04% | Trim |
| 33 | WMT | Walmart Inc | -0.3% | -2.72% | Trim |
| 34 | PSX | Phillips 66 | -0.3% | -0.85% | Trim |
| 35 | LH | Labcorp Holdings Inc | -0.4% | -1.13% | Trim |
| 36 | CVX | Chevron CORP | -0.4% | -0.63% | Trim |
| 37 | MDLZ | Mondelez International Inc-a | -0.4% | -1.58% | Trim |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -0.24% | Trim |
| 39 | LHX | L3harris Technologies Inc | -0.4% | -0.55% | Trim |
| 40 | NEM | Newmont CORP | -0.5% | -42.93% | Trim |
| 41 | AEM | Agnico Eagle Mines LTD | -1.2% | -29.16% | Trim |
| 42 | MSFT | Microsoft CORP | -1.6% | -1.96% | Trim |
| 43 | SH | Proshares Short S&p500 | — | NEW | New buy |
| 44 | T | At&t Inc | — | NEW | New buy |
| 45 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 46 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 47 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 48 | XLP | Ss Consumer Staples Sel Sect | — | NEW | New buy |
| 49 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 50 | TSLA | Tesla Inc | — | 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 59 disclosed positions in Q4 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, SH) accounted for 33.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
SH
市值: $90.3M
Top Position Liquidated / Trimmed
MSFT
前期市值: $119.7M
During Q4 2025, Stack Financial Management, Inc's top holdings by market value included WMT (8.7%)、MSFT (8.4%)、SH (6.9%). The largest single position, WMT, represented 8.7% of total portfolio value.
In Q4 2025, Stack Financial Management, Inc made 50 total portfolio adjustments, initiating 8 new buys, adding to 6 positions, trimming 36 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.