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| Stack Financial Management Inc
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| CRD # | 106785 |
| SEC # | 801-45724 |
| CIK # | 0001308685 |
| AUM | 1,992.2 M (2026-03-18) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 406-862-8000 |
| Address | 625 Wisconsin Avenue Whitefish, MT 59937-2129 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001308685 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 125.3 | ||
| Quanta Services Inc | 71.2 | ||
| Microsoft Corp | 68.5 | ||
| Chevron Corp | 55.5 | ||
| Harris Corp /DE/ | 48.8 | ||
| Phillips 66 | 39.6 | ||
| American Electric Power Co Inc | 36.9 | ||
| Wheaton Precious Metals Corp | 34.9 | ||
| Waste Management Inc | 33.6 | ||
| Centerpoint Energy Inc | 31.0 | ||
| CBOE Holdings Inc | 28.9 | ||
| FPL Group Inc | 28.7 | ||
| EOG Resources Inc | 28.4 | ||
| AT&T Inc | 27.5 | ||
| Lockheed Martin Corp | 25.8 | ||
| Merck & Co Inc | 25.2 | ||
| Johnson & Johnson | 25.0 | ||
| Duke Energy Corp | 24.9 | ||
| Coca Cola Co | 24.2 | ||
| Stryker Corp | 24.1 | ||
| Conocophillips | 23.9 | ||
| Paccar Inc | 23.6 | ||
| United Parcel Service Inc | 21.6 | ||
| Cardinal Health Inc | 21.6 | ||
| Emerson Electric Co | 19.8 | ||
| Cigna Corp | 19.5 | ||
| Kraft Foods Inc | 19.2 | ||
| Laboratory Corp of America Holdings | 19.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 126.8 |
| (b) Individuals (high net worth individuals) | 590 | 1,715.7 |
| (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 | 10 | 18.3 |
| (h) Charitable organizations | 10 | 19.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 20.3 |
| (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 | 32 | 91.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,524 | 1,992.2 |
| By Discretionary | ||
| Discretionary | 1,524 | 1,992.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,524 | 1,992.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.6 | |
| United States Persons | 1,987.6 | |
| Total | 1,524 | 1,992.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001308685] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional, Retail, Research |
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