|
⚲
|
| Stack Financial Management Inc
✚
| |
|---|---|
| CRD # | 106785 |
| SEC # | 801-45724 |
| CIK # | 0001308685 |
| AUM | $1.8 BB (2024-03-20) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 406-862-8000 |
| Address | 625 Wisconsin Avenue Whitefish, MT 59937-2129 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 108.8 | |
| WMT | 335,434.5 | 74.4 | |
| PWR | 17,834.3 | 48.0 | |
| CVX | 294,604.1 | 44.3 | |
| ACN | 179,517.0 | 42.5 | |
| LHX | 45,483.7 | 33.7 | |
| WM | 61,816.0 | 32.0 | |
| PSX | 42,745.7 | 31.8 | |
| MRK | 232,371.9 | 27.4 | |
| UNH | 477,004.0 | 26.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 154.8 |
| (b) Individuals (high net worth individuals) | 573 | 1,498.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 15.9 |
| (h) Charitable organizations | 10 | 17.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 23.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 36 | 88.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,529 | 1,797.7 |
| By Discretionary | ||
| Discretionary | 1,529 | 1,797.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,529 | 1,797.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.1 | |
| United States Persons | 1,793.6 | |
| Total | 1,529 | 1,797.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001308685] |
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|---|---|---|
|
Tower Bridge Advisors Inc
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|
PA | 1.9 |
|
Aprio Wealth Management LLC
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|
GA | 1.8 |
|
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CA | 1.8 |
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1.8 | |
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Oneascent Financial Services LLC
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AL | 1.8 |
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Vestor Capital LLC
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IL | 1.8 |
|
Syntrinsic LLC
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CO | 1.7 |
|
Fintrust Capital Advisors LLC
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SC | 1.7 |
|
Sather Financial Group Inc
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|
TX | 1.7 |