Fund Holdings — Stack Financial Management, Inc

Total Portfolio Value
$1.36B
Total Bought
$144.16M
Total Sold
$221.55M
Net Transaction
-$77.39M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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PROSHARES TR
SHOR S&P 500 NEW
2,505,8703,823,020+1,317,15090,286145,00710.65%+54,721
CROWN HLDGS INC(CCK)0169,414+169,414016,9841.25%+16,984
QUANTA SVCS INC129,592129,665+7354,69671,1895.23%+16,493
CHEVRON CORPORATION(CVX)269,383268,451-93241,05755,5434.08%+14,486
WALMART INC(WMT)1,018,5021,008,421-10,081113,471125,3279.21%+11,855
PHILLIPS 66(PSX)217,473217,285-18828,06339,5852.91%+11,522
EOG RES INC(EOG)195,605196,550+94520,54028,4152.09%+7,875
UNITED PARCEL SVCS INC(UPS)139,113219,205+80,09213,79921,5651.58%+7,767
L3HARRIS TECHNOLOGIES INC(LHX)141,806141,355-45141,63048,7893.58%+7,159
CONOCOPHILLIPS(COP)181,193180,848-34516,96123,8721.75%+6,910
LOCKHEED MARTIN CORP(LMT)43,40342,665-73820,99325,7861.89%+4,794
BAKER HUGHES COMPANY(BKR)287,275287,391+11613,08317,5451.29%+4,463
AMERICAN ELEC PWR CO INC282,599281,363-1,23632,58736,8812.71%+4,295
AT&T INC(T)945,573950,175+4,60223,48827,5462.02%+4,058
NEXTERA ENERGY INC(NEE)308,616309,018+40224,77628,7022.11%+3,926
CENTERPOINT ENERGY INC(CNP)717,531719,100+1,56927,51031,0362.28%+3,526
JOHNSON & JOHNSON(JNJ)103,889102,340-1,54921,50025,0161.84%+3,516
MERCK & CO INC(MRK)210,381209,647-73422,14525,2181.85%+3,074
CBOE GLOBAL MKTS INC(CBOE)103,643102,782-86126,01428,8892.12%+2,875
DUKE ENERGY CORP NEW(DUK)188,312190,154+1,84222,07224,8991.83%+2,827
COCA COLA CO(KO)316,227317,716+1,48922,10724,1621.77%+2,055
DTE ENERGY CO(DTB)110,258111,204+94614,22116,2601.19%+2,039
AMEREN CORP(AEE)152,444153,635+1,19115,22316,8881.24%+1,665
WASTE MGMT INC DEL(WM)145,802146,166+36432,03433,5872.47%+1,553
PEPSICO INC(PEP)116,361117,045+68416,70018,1761.34%+1,476
MONDELEZ INTL INC(MDLZ)332,026332,528+50217,87319,1671.41%+1,294
PACCAR INC(PCAR)204,499204,178-32122,39523,5831.73%+1,188
LABCORP HOLDINGS INC(LH)71,67471,729+5517,98219,1381.41%+1,156
DOVER CORP(DOV)76,34575,066-1,27914,90615,6481.15%+742
UNION PAC CORP(UNP)49,81050,040+23011,52212,1410.89%+619
CARDINAL HEALTH INC(CAH)102,897101,997-90021,14521,5531.58%+408
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,013+5,01302300.02%+230
PROCTER & GAMBLE CO(PG)92,98293,537+55513,32513,5100.99%+185
STATE STR SPDR S&P 500 ETF T(SPY)1,3041,620+3168891,0540.08%+164
SELECT SECTOR SPDR TR
ST STR ENERG ETF
5,8505,096-7542623120.02%+51
VANECK ETF TRUST
GOLD MINERS ETF
14,24713,263-9841,2221,2170.09%-5
SELECT SECTOR SPDR TR
ST STR STAPL ETF
3,3452,793-5522602290.02%-31
ALPHABET INC(GOOG)1,3211,32104153790.03%-36
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,4362,028-4083783280.02%-50
ALPHABET INC(GOOG)1,5801,480-1004954260.03%-69
SELECT SECTOR SPDR TR
ST STR CARE ETF
2,2651,770-4953512600.02%-91
TESLA INC(TSLA)4530-4532040—-204
ILLINOIS TOOL WKS INC(ITW)8600-8602120—-212
SELECT SECTOR SPDR TR
ST STR FINL ETF
3,9120-3,9122140—-214
INTEL CORP(INTC)6,3600-6,3602350—-235
APPLE INC(AAPL)6,1745,487-6871,6781,3930.10%-286
JPMORGAN CHASE & CO.(JPM)1,0460-1,0463370—-337
EMERSON ELEC CO(EMR)152,001150,967-1,03420,17419,7801.45%-394
THE CIGNA GROUP(CI)72,78473,102+31820,03219,5001.43%-532
ACCENTURE PLC IRELAND
SHS CLASS A
2,4240-2,4246500—-650
STRYKER CORPORATION(SYK)72,86773,322+45525,61124,0931.77%-1,518
MEDTRONIC PLC(MDT)173,509174,706+1,19716,66715,1381.11%-1,529
BERKSHIRE HATHAWAY INC DEL118,724119,229+50559,67757,1354.20%-2,542
DANAHER CORP DEL(DHR)76,38076,589+20917,48514,5211.07%-2,964
NEWMONT CORP(NEM)111,00064,910-46,09011,0837,0270.52%-4,057
WHEATON PRECIOUS METALS CORP(WPM)343,649266,163-77,48640,38634,8702.56%-5,516
AMERICAN TOWER CORP NEW(AMT)57,3900-57,39010,0760—-10,076
GENUINE PARTS CO(GPC)82,2490-82,24910,1130—-10,113
AGNICO EAGLE MINES LTD(AEM)179,58066,349-113,23130,44413,4680.99%-16,977
MICROSOFT CORP(MSFT)226,629185,075-41,554109,60268,5095.03%-41,093
SALESFORCE INC(CRM)219,1930-219,19358,0660—-58,066
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Stack Financial Management, Inc — 13F Holdings — Q1 2026 | TickerTrail