Fund Holdings — Stack Financial Management, Inc

Total Portfolio Value
$1.09B
Total Bought
$50.35M
Total Sold
$87.07M
Net Transaction
-$36.71M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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CBOE GLOBAL MKTS INC(CBOE)0108,956+108,956021,2901.95%+21,290
CARDINAL HEALTH INC(CAH)0108,216+108,216012,7991.17%+12,799
WALMART INC(WMT)1,099,6601,083,760-15,90088,79897,9188.95%+9,120
AMERICAN ELEC PWR CO INC191,036299,425+108,38919,60027,6162.53%+8,016
QUANTA SVCS INC188,424185,325-3,09956,17958,5725.36%+2,393
EMERSON ELEC CO(EMR)161,759161,281-47817,69219,9881.83%+2,296
CENTERPOINT ENERGY INC(CNP)746,616739,921-6,69521,96523,4782.15%+1,512
LABCORP HOLDINGS INC(LH)75,98575,349-63616,98117,2791.58%+298
SPDR SER TR
ST STR P500VAL
05,644+5,64402890.03%+289
SPDR SER TR
ST STR P500GRW
02,812+2,81202470.02%+247
AMEREN CORP(AEE)161,233160,446-78714,10114,3021.31%+201
SPDR S&P 500 ETF TR(SPY)1,5501,615+658899470.09%+57
JPMORGAN CHASE & CO.(JPM)971998+272052390.02%+34
APPLE INC(AAPL)2,1012,021-804905060.05%+17
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,9131,931+182592540.02%-5
ILLINOIS TOOL WKS INC(ITW)86086002252180.02%-7
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,4341,524+902212100.02%-11
VANECK ETF TRUST
GOLD MINERS ETF
21,77421,804+308677390.07%-128
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,2920-2,2922010—-201
EOG RES INC(EOG)207,604206,355-1,24925,52125,2952.31%-226
STRYKER CORPORATION(SYK)75,30474,797-50727,20426,9312.46%-274
PROCTER AND GAMBLE CO(PG)97,31098,272+96216,85416,4751.51%-379
DOVER CORP(DOV)83,83483,272-56216,07415,6221.43%-453
ACCENTURE PLC IRELAND
SHS CLASS A
141,450140,099-1,35150,00049,2854.51%-714
DTE ENERGY CO(DTB)114,804114,596-20814,74213,8371.27%-905
CHEVRON CORP NEW(CVX)284,343282,603-1,74041,87540,9323.74%-943
WASTE MGMT INC DEL(WM)149,182148,476-70630,97029,9612.74%-1,009
UNION PAC CORP(UNP)51,26750,781-48612,63611,5801.06%-1,056
AGNICO EAGLE MINES LTD(AEM)382,725377,471-5,25430,83229,5222.70%-1,310
CONOCOPHILLIPS(COP)189,589187,714-1,87519,96018,6161.70%-1,344
COMCAST CORP NEW(CCZ)308,764307,629-1,13512,89711,5451.06%-1,352
BERKSHIRE HATHAWAY INC DEL124,312122,996-1,31657,21655,7525.10%-1,464
DUKE ENERGY CORP NEW(DUK)199,998198,400-1,59823,06021,3761.95%-1,684
KRAFT HEINZ CO(KHC)355,634347,510-8,12412,48610,6720.98%-1,814
JOHNSON & JOHNSON(JNJ)112,763113,279+51618,27416,3821.50%-1,892
WHEATON PRECIOUS METALS CORP(WPM)366,641363,221-3,42022,39420,4281.87%-1,967
MEDTRONIC PLC(MDT)186,211183,792-2,41916,76514,6811.34%-2,083
PEPSICO INC(PEP)121,112121,284+17220,59518,4421.69%-2,153
GENUINE PARTS CO(GPC)90,79788,748-2,04912,68310,3620.95%-2,320
VERALTO CORP(VLTO)25,5400-25,5402,8570—-2,857
MICROSOFT CORP(MSFT)243,436241,653-1,783104,751101,8579.31%-2,894
MERCK & CO INC(MRK)224,276225,340+1,06425,46922,4172.05%-3,052
COCA COLA CO(KO)336,388335,723-66524,17320,9021.91%-3,271
DANAHER CORPORATION(DHR)78,76978,193-57621,89917,9491.64%-3,950
PHILLIPS 66(PSX)226,646225,450-1,19629,79325,6862.35%-4,107
IQVIA HLDGS INC(IQV)91,29489,096-2,19821,63417,5081.60%-4,126
UNITEDHEALTH GROUP INC(UNH)51,43651,206-23030,07425,9032.37%-4,171
L3HARRIS TECHNOLOGIES INC(LHX)150,400148,936-1,46435,77631,3182.86%-4,457
LOCKHEED MARTIN CORP(LMT)47,23947,082-15727,61422,8792.09%-4,735
NEWMONT CORP(NEM)304,414301,946-2,46816,27111,2381.03%-5,033
MONDELEZ INTL INC(MDLZ)351,530347,427-4,10325,89720,7521.90%-5,145
THE CIGNA GROUP(CI)75,11074,810-30026,02120,6581.89%-5,363
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Stack Financial Management, Inc — 13F Holdings — Q4 2024 | TickerTrail