Long-term investor
Stack Financial Management, Inc. @stackfinancialmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001308685).
Record
- Tracked since 2025-06-30 (446 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days -3.4% · 6 months n/a · 1 year +12.5% · all +12.5%
- Max drawdown n/a · win rate 55% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WMT · 9.0% · long · since 2025-06-30
- 74349Y753 · 7.2% · long · since 2025-12-31
- MSFT · 5.5% · long · since 2025-06-30
- PWR · 5.2% · long · since 2025-06-30
- BRK-B · 4.7% · long · since 2025-06-30
- CVX · 3.4% · long · since 2025-06-30
- LHX · 3.2% · long · since 2025-06-30
- AEP · 3.0% · long · since 2025-06-30
- PSX · 2.8% · long · since 2025-06-30
- WM · 2.5% · long · since 2025-06-30
- CNP · 2.5% · long · since 2025-06-30
- WPM · 2.4% · long · since 2025-06-30