Fund HoldingsStack Financial Management, Inc

Total Portfolio Value
$1.08B
Total Bought
$69.54M
Total Sold
$53.80M
Net Transaction
+$15.74M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
LABCORP HOLDINGS INC(LH)075,581+75,581015,3821.42%+15,382
DTE ENERGY CO(DTB)0112,883+112,883012,5311.16%+12,531
WALMART INC(WMT)1,101,1631,099,360-1,80366,25774,4386.89%+8,181
MICROSOFT CORP(MSFT)243,505243,537+32102,447108,84910.08%+6,402
AGNICO EAGLE MINES LTD(AEM)385,788382,477-3,31123,01225,0142.32%+2,002
WHEATON PRECIOUS METALS CORP(WPM)368,507367,224-1,28317,36819,2501.78%+1,882
NEWMONT CORP(NEM)299,647301,215+1,56810,73912,6121.17%+1,873
CENTERPOINT ENERGY INC(CNP)742,695743,261+56621,15923,0262.13%+1,867
L3HARRIS TECHNOLOGIES INC(LHX)150,206150,149-5732,00933,7213.12%+1,712
UNITEDHEALTH GROUP INC(UNH)51,14351,286+14325,30026,1182.42%+817
COCA COLA CO(KO)333,915333,376-53920,42921,2191.96%+790
DUKE ENERGY CORP NEW(DUK)198,174198,418+24419,16519,8871.84%+722
LOCKHEED MARTIN CORP(LMT)46,89246,781-11121,33021,8512.02%+522
APPLE INC(AAPL)02,101+2,10104430.04%+443
PROCTER AND GAMBLE CO(PG)95,36695,819+45315,47315,8021.46%+329
DOVER CORP(DOV)83,43983,414-2514,78515,0521.39%+268
AMERICAN ELEC PWR CO INC193,408192,640-76816,65216,9021.57%+250
INTEL CORP(INTC)08,000+8,00002480.02%+248
ILLINOIS TOOL WKS INC(ITW)0860+86002040.02%+204
VERALTO CORP(VLTO)25,54525,461-842,2652,4310.23%+166
VANECK ETF TRUST
GOLD MINERS ETF
27,17026,520-6508599000.08%+41
DANAHER CORPORATION(DHR)78,09078,200+11019,50119,5381.81%+38
WASTE MGMT INC DEL(WM)149,867149,856-1131,94431,9702.96%+26
SPDR S&P 500 ETF TR(SPY)1,5531,540-138128380.08%+26
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,5272,354-1732392150.02%-24
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,1922,018-1742762460.02%-30
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,9421,540-4022872240.02%-62
EOG RES INC(EOG)203,440204,113+67326,00825,6922.38%-316
AMEREN CORP(AEE)157,286158,625+1,33911,63311,2801.04%-353
EMERSON ELEC CO(EMR)158,162159,456+1,29417,93917,5661.63%-373
CHEVRON CORP NEW(CVX)283,936283,334-60244,78844,3194.10%-469
UNION PAC CORP(UNP)49,86150,285+42412,26211,3771.05%-885
JOHNSON & JOHNSON(JNJ)107,732109,899+2,16717,04216,0631.49%-979
PEPSICO INC(PEP)119,139120,343+1,20420,85119,8481.84%-1,002
STRYKER CORPORATION(SYK)74,81875,071+25326,77525,5432.37%-1,232
COMCAST CORP NEW(CCZ)302,863302,915+5213,12911,8621.10%-1,267
GENUINE PARTS CO(GPC)88,94989,098+14913,78112,3241.14%-1,457
MEDTRONIC PLC(MDT)182,205182,498+29315,87914,3641.33%-1,515
KRAFT HEINZ CO(KHC)346,624348,142+1,51812,79011,2171.04%-1,573
MONDELEZ INTL INC(MDLZ)350,980351,284+30424,56922,9882.13%-1,581
MERCK & CO INC(MRK)220,617221,069+45229,11027,3682.53%-1,742
QUANTA SVCS INC191,544188,837-2,70749,76347,9824.44%-1,782
ISHARES TR479,015478,820-19552,94151,0714.73%-1,870
BERKSHIRE HATHAWAY INC DEL125,231124,552-67952,66250,6684.69%-1,994
CONOCOPHILLIPS(COP)185,503186,067+56423,61121,2821.97%-2,328
THE CIGNA GROUP(CI)74,37574,537+16227,01224,6402.28%-2,373
IQVIA HLDGS INC(IQV)90,90790,989+8222,98919,2391.78%-3,751
PHILLIPS 66(PSX)225,904225,611-29336,89931,8502.95%-5,050
ACCENTURE PLC IRELAND
SHS CLASS A
139,830140,116+28648,46642,5133.94%-5,954
CVS HEALTH CORP(CVS)126,8570-126,85710,1180-10,118
LABORATORY CORP AMER HLDGS75,6950-75,69516,5360-16,536
Page 1 of 1