Fund HoldingsStack Financial Management, Inc

Total Portfolio Value
$1.09B
Total Bought
$175.63M
Total Sold
$45.83M
Net Transaction
+$129.80M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR0479,015+479,015052,9414.86%+52,941
L3HARRIS TECHNOLOGIES INC(LHX)0150,206+150,206032,0092.94%+32,009
KRAFT HEINZ CO(KHC)0346,624+346,624012,7901.17%+12,790
CHEVRON CORP NEW(CVX)216,386283,936+67,55032,27644,7884.11%+12,512
UNION PAC CORP(UNP)049,861+49,861012,2621.13%+12,262
MICROSOFT CORP(MSFT)245,054243,505-1,54992,150102,4479.40%+10,297
QUANTA SVCS INC191,019191,544+52541,22249,7634.57%+8,541
EOG RES INC(EOG)146,295203,440+57,14517,69426,0082.39%+8,313
WALMART INC(WMT)369,3201,101,163+731,84358,22366,2576.08%+8,034
BERKSHIRE HATHAWAY INC DEL125,495125,231-26444,75952,6624.83%+7,903
PHILLIPS 66(PSX)225,551225,904+35330,03036,8993.39%+6,869
WASTE MGMT INC DEL(WM)150,265149,867-39826,91231,9442.93%+5,032
THE CIGNA GROUP(CI)74,23674,375+13922,23027,0122.48%+4,782
MERCK & CO INC(MRK)223,596220,617-2,97924,37629,1102.67%+4,734
STRYKER CORPORATION(SYK)74,99174,818-17322,45726,7752.46%+4,318
AMERICAN ELEC PWR CO INC164,511193,408+28,89713,36216,6521.53%+3,291
EMERSON ELEC CO(EMR)154,645158,162+3,51715,05217,9391.65%+2,887
AGNICO EAGLE MINES LTD(AEM)382,516385,788+3,27220,98123,0122.11%+2,031
IQVIA HLDGS INC(IQV)90,70290,907+20520,98722,9892.11%+2,003
CONOCOPHILLIPS(COP)186,417185,503-91421,63723,6112.17%+1,973
DOVER CORP(DOV)84,21483,439-77512,95314,7851.36%+1,832
DANAHER CORPORATION(DHR)77,54378,090+54717,93919,5011.79%+1,562
PROCTER AND GAMBLE CO(PG)96,20895,366-84214,09815,4731.42%+1,375
GENUINE PARTS CO(GPC)89,67688,949-72712,42013,7811.26%+1,361
MEDTRONIC PLC(MDT)183,603182,205-1,39815,12515,8791.46%+754
PEPSICO INC(PEP)118,730119,139+40920,16520,8511.91%+685
COCA COLA CO(KO)336,541333,915-2,62619,83220,4291.87%+597
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,942+1,94202870.03%+287
SELECT SECTOR SPDR TR
ST STR ENERG ETF
02,527+2,52702390.02%+239
AMEREN CORP(AEE)158,112157,286-82611,43811,6331.07%+195
JOHNSON & JOHNSON(JNJ)107,610107,732+12216,86717,0421.56%+175
VERALTO CORP(VLTO)25,45325,545+922,0942,2650.21%+171
CVS HEALTH CORP(CVS)126,778126,857+7910,01010,1180.93%+108
SPDR S&P 500 ETF TR(SPY)1,6451,553-927828120.07%+30
VANECK ETF TRUST
GOLD MINERS ETF
27,43127,170-2618518590.08%+8
CENTERPOINT ENERGY INC(CNP)740,429742,695+2,26621,15421,1591.94%+5
SELECT SECTOR SPDR TR
ST STR INDL ETF
3,1072,192-9153542760.03%-78
DUKE ENERGY CORP NEW(DUK)199,548198,174-1,37419,36419,1651.76%-199
APPLE INC(AAPL)1,1010-1,1012120-212
LOCKHEED MARTIN CORP(LMT)47,53646,892-64421,54521,3301.96%-215
COMCAST CORP NEW(CCZ)306,014302,863-3,15113,41913,1291.20%-290
LABORATORY CORP AMER HLDGS75,77075,695-7517,22216,5361.52%-685
MONDELEZ INTL INC(MDLZ)349,883350,980+1,09725,34224,5692.25%-773
WHEATON PRECIOUS METALS CORP(WPM)368,213368,507+29418,16817,3681.59%-800
SELECT SECTOR SPDR TR
ST STR UTIL ETF
14,4240-14,4249130-913
ACCENTURE PLC IRELAND
SHS CLASS A
141,181139,830-1,35149,54248,4664.45%-1,075
UNITEDHEALTH GROUP INC(UNH)51,01051,143+13326,85525,3002.32%-1,555
NEWMONT CORP(NEM)301,849299,647-2,20212,49410,7390.99%-1,754
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