EdgeMarket › What Stack Financial Management, Inc reported owning
What Stack Financial Management, Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
52Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SH ProShares Short S&P500 | 145.0M | 10.7% | 3.8M | 32.45 | -16.4% |
| WMT Walmart Inc. | 125.3M | 9.2% | 1.0M | 103.70 | +1.1% |
| PWR QUANTA SERVICES, INC. | 71.2M | 5.2% | 129.7K | 639.34 | +70.1% |
| MSFT MICROSOFT CORP | 68.5M | 5.0% | 185.1K | 483.24 | -4.4% |
| unmapped CUSIP 084670702 | 57.1M | 4.2% | 119.2K | — | — |
| CVX CHEVRON CORP | 55.5M | 4.1% | 268.5K | 205.27 | +34.0% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 48.8M | 3.6% | 141.4K | 266.73 | -3.4% |
| PSX Phillips 66 | 39.6M | 2.9% | 217.3K | 242.87 | +96.5% |
| unmapped CUSIP 025537101 | 36.9M | 2.7% | 281.4K | — | — |
| WPM Wheaton Precious Metals Corp. | 34.9M | 2.6% | 266.2K | 157.78 | +69.2% |
| WM WASTE MANAGEMENT INC | 33.6M | 2.5% | 146.2K | 224.06 | -2.6% |
| CNP CENTERPOINT ENERGY INC | 31.0M | 2.3% | 719.1K | 38.77 | +0.7% |
| CBOE Cboe Global Markets, Inc. | 28.9M | 2.1% | 102.8K | 300.74 | +19.4% |
| NEE NEXTERA ENERGY INC | 28.7M | 2.1% | 309.0K | 83.65 | +9.8% |
| EOG EOG RESOURCES INC | 28.4M | 2.1% | 196.6K | 153.05 | +29.3% |
| T AT&T INC. | 27.5M | 2.0% | 950.2K | 25.29 | -13.6% |
| LMT LOCKHEED MARTIN CORP | 25.8M | 1.9% | 42.7K | 563.57 | +26.4% |
| MRK Merck & Co., Inc. | 25.2M | 1.9% | 209.6K | 152.55 | +80.2% |
| JNJ JOHNSON & JOHNSON | 25.0M | 1.8% | 102.3K | 270.24 | +51.1% |
| DUK Duke Energy CORP | 24.9M | 1.8% | 190.2K | 119.85 | -3.7% |
| KO COCA COLA CO | 24.2M | 1.8% | 317.7K | 91.10 | +28.9% |
| SYK STRYKER CORP | 24.1M | 1.8% | 73.3K | 329.45 | -15.9% |
| COP CONOCOPHILLIPS | 23.9M | 1.8% | 180.8K | 134.87 | +42.1% |
| PCAR PACCAR INC | 23.6M | 1.7% | 204.2K | 131.03 | +33.5% |
| UPS UNITED PARCEL SERVICE INC | 21.6M | 1.6% | 219.2K | 102.01 | +17.3% |
| CAH CARDINAL HEALTH INC | 21.6M | 1.6% | 102.0K | 229.51 | +50.1% |
| EMR EMERSON ELECTRIC CO | 19.8M | 1.5% | 151.0K | 157.26 | +20.1% |
| CI Cigna Group | 19.5M | 1.4% | 73.1K | 277.51 | -8.9% |
| MDLZ Mondelez International, Inc. | 19.2M | 1.4% | 332.5K | 64.45 | +2.0% |
| LH LABCORP HOLDINGS INC. | 19.1M | 1.4% | 71.7K | 336.34 | +20.9% |
| PEP PEPSICO INC | 18.2M | 1.3% | 117.0K | 143.48 | -4.8% |
| BKR Baker Hughes Co | 17.5M | 1.3% | 287.4K | 62.34 | +45.5% |
| CCK CROWN HOLDINGS, INC. | 17.0M | 1.2% | 169.4K | 119.47 | +18.6% |
| AEE AMEREN CORP | 16.9M | 1.2% | 153.6K | 106.13 | +4.1% |
| DTE DTE ENERGY CO | 16.3M | 1.2% | 111.2K | 135.22 | -3.8% |
| DOV DOVER Corp | 15.6M | 1.1% | 75.1K | 201.92 | +13.0% |
| MDT Medtronic plc | 15.1M | 1.1% | 174.7K | 93.35 | +0.1% |
| DHR DANAHER CORP /DE/ | 14.5M | 1.1% | 76.6K | 218.85 | +3.5% |
| PG PROCTER & GAMBLE Co | 13.5M | 1.0% | 93.5K | 144.68 | -9.3% |
| AEM AGNICO EAGLE MINES LTD | 13.5M | 1.0% | 66.3K | 216.06 | +60.4% |
| UNP UNION PACIFIC CORP | 12.1M | 0.9% | 50.0K | 308.05 | +36.5% |
| NEM NEWMONT Corp /DE/ | 7.0M | 0.5% | 64.9K | 131.58 | +90.7% |
| AAPL Apple Inc. | 1.4M | 0.1% | 5.5K | 309.35 | +36.9% |
| GDX VanEck Gold Miners ETF | 1.2M | 0.1% | 13.3K | 102.83 | +76.3% |
| SPY SPDR S&P 500 ETF TRUST | 1.1M | 0.1% | 1.6K | 765.72 | +20.0% |
| GOOGL Alphabet Inc. | 425.6K | 0.0% | 1.5K | 344.82 | +73.0% |
| GOOG Alphabet Inc. | 378.9K | 0.0% | 1.3K | 341.75 | +70.7% |
| XLI State Street Industrial Select Sector SPDR ETF | 328.0K | 0.0% | 2.0K | 180.25 | +19.2% |
| XLE State Street Energy Select Sector SPDR ETF | 312.2K | 0.0% | 5.1K | 63.64 | +48.3% |
| XLV State Street Health Care Select Sector SPDR ET | 259.5K | 0.0% | 1.8K | 174.62 | +27.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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