Fund HoldingsStack Financial Management, Inc

Total Portfolio Value
$1.11B
Total Bought
$87.68M
Total Sold
$77.07M
Net Transaction
+$10.61M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
WALMART INC(WMT)1,099,3601,099,660+30074,43888,7987.97%+14,360
QUANTA SVCS INC188,837188,424-41347,98256,1795.04%+8,197
ACCENTURE PLC IRELAND
SHS CLASS A
140,116141,450+1,33442,51350,0004.49%+7,487
BERKSHIRE HATHAWAY INC DEL124,552124,312-24050,66857,2165.14%+6,548
AGNICO EAGLE MINES LTD(AEM)382,477382,725+24825,01430,8322.77%+5,818
LOCKHEED MARTIN CORP(LMT)46,78147,239+45821,85127,6142.48%+5,763
UNITEDHEALTH GROUP INC(UNH)51,28651,436+15026,11830,0742.70%+3,956
NEWMONT CORP(NEM)301,215304,414+3,19912,61216,2711.46%+3,659
DUKE ENERGY CORP NEW(DUK)198,418199,998+1,58019,88723,0602.07%+3,172
WHEATON PRECIOUS METALS CORP(WPM)367,224366,641-58319,25022,3942.01%+3,145
COCA COLA CO(KO)333,376336,388+3,01221,21924,1732.17%+2,953
MONDELEZ INTL INC(MDLZ)351,284351,530+24622,98825,8972.32%+2,909
AMEREN CORP(AEE)158,625161,233+2,60811,28014,1011.27%+2,822
AMERICAN ELEC PWR CO INC192,640191,036-1,60416,90219,6001.76%+2,698
MEDTRONIC PLC(MDT)182,498186,211+3,71314,36416,7651.50%+2,400
IQVIA HLDGS INC(IQV)90,98991,294+30519,23921,6341.94%+2,395
DANAHER CORPORATION(DHR)78,20078,769+56919,53821,8991.97%+2,361
JOHNSON & JOHNSON(JNJ)109,899112,763+2,86416,06318,2741.64%+2,212
DTE ENERGY CO(DTB)112,883114,804+1,92112,53114,7421.32%+2,211
L3HARRIS TECHNOLOGIES INC(LHX)150,149150,400+25133,72135,7763.21%+2,055
STRYKER CORPORATION(SYK)75,07175,304+23325,54327,2042.44%+1,661
LABCORP HOLDINGS INC(LH)75,58175,985+40415,38216,9811.52%+1,600
THE CIGNA GROUP(CI)74,53775,110+57324,64026,0212.34%+1,381
KRAFT HEINZ CO(KHC)348,142355,634+7,49211,21712,4861.12%+1,269
UNION PAC CORP(UNP)50,28551,267+98211,37712,6361.13%+1,259
PROCTER AND GAMBLE CO(PG)95,81997,310+1,49115,80216,8541.51%+1,052
COMCAST CORP NEW(CCZ)302,915308,764+5,84911,86212,8971.16%+1,035
DOVER CORP(DOV)83,41483,834+42015,05216,0741.44%+1,022
PEPSICO INC(PEP)120,343121,112+76919,84820,5951.85%+747
VERALTO CORP(VLTO)25,46125,540+792,4312,8570.26%+426
GENUINE PARTS CO(GPC)89,09890,797+1,69912,32412,6831.14%+358
JPMORGAN CHASE & CO.(JPM)0971+97102050.02%+205
EMERSON ELEC CO(EMR)159,456161,759+2,30317,56617,6921.59%+126
SPDR S&P 500 ETF TR(SPY)1,5401,550+108388890.08%+51
APPLE INC(AAPL)2,1012,10104434900.04%+47
ILLINOIS TOOL WKS INC(ITW)86086002042250.02%+22
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,0181,913-1052462590.02%+13
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,5401,434-1062242210.02%-4
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,3542,292-622152010.02%-13
VANECK ETF TRUST
GOLD MINERS ETF
26,52021,774-4,7469008670.08%-33
EOG RES INC(EOG)204,113207,604+3,49125,69225,5212.29%-171
INTEL CORP(INTC)8,0000-8,0002480-248
WASTE MGMT INC DEL(WM)149,856149,182-67431,97030,9702.78%-1,000
CENTERPOINT ENERGY INC(CNP)743,261746,616+3,35523,02621,9651.97%-1,061
CONOCOPHILLIPS(COP)186,067189,589+3,52221,28219,9601.79%-1,322
MERCK & CO INC(MRK)221,069224,276+3,20727,36825,4692.29%-1,900
PHILLIPS 66(PSX)225,611226,646+1,03531,85029,7932.67%-2,057
CHEVRON CORP NEW(CVX)283,334284,343+1,00944,31941,8753.76%-2,444
MICROSOFT CORP(MSFT)243,537243,436-101108,849104,7519.40%-4,098
ISHARES TR478,8200-478,82051,0710-51,071
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