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| Happy Holidays!! thanks for using AUM13F!! |
| Stack Financial Management Inc
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| CRD # | 106785 |
| SEC # | 801-45724 |
| CIK # | 0001308685 |
| AUM | $1.9 B (2025-03-19) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 406-862-8000 |
| Address | 625 Wisconsin Avenue Whitefish, MT 59937-2129 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001308685 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 116.4 | ||
| Wal Mart Stores Inc | 103.0 | ||
| Quanta Services Inc | 50.7 | ||
| Accenture PLC | 40.9 | ||
| Chevron Corp | 39.4 | ||
| Harris Corp /DE/ | 36.3 | ||
| Waste Management Inc | 33.5 | ||
| Wheaton Precious Metals Corp | 31.7 | ||
| Agnico Eagle Mines Ltd | 30.6 | ||
| American Electric Power Co Inc | 30.2 | ||
| Stryker Corp | 29.0 | ||
| Centerpoint Energy Inc | 26.6 | ||
| Phillips 66 | 26.5 | ||
| CBOE Holdings Inc | 24.9 | ||
| Cigna Corp | 24.2 | ||
| EOG Resources Inc | 24.0 | ||
| Kraft Foods Inc | 23.0 | ||
| Coca Cola Co | 22.8 | ||
| Duke Energy Corp | 22.7 | ||
| FPL Group Inc | 21.9 | ||
| Emerson Electric Co | 21.0 | ||
| Lockheed Martin Corp | 20.8 | ||
| Paccar Inc | 19.8 | ||
| Laboratory Corp of America Holdings | 19.3 | ||
| Cardinal Health Inc | 17.6 | ||
| Merck & Co Inc | 17.2 | ||
| Johnson & Johnson | 16.7 | ||
| Conocophillips | 16.6 | ||
| PepsiCo Inc | 15.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 145.0 |
| (b) Individuals (high net worth individuals) | 580 | 1,598.3 |
| (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 | 17.5 |
| (h) Charitable organizations | 9 | 16.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 20.6 |
| (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 | 37 | 97.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,548 | 1,895.3 |
| By Discretionary | ||
| Discretionary | 1,548 | 1,895.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,548 | 1,895.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.3 | |
| United States Persons | 1,891.1 | |
| Total | 1,548 | 1,895.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001308685] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sather Financial Group Inc
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|
TX | 1.9 |
|
Magnus Financial Group LLC
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|
NY | 1.9 |
|
Willow Creek Wealth Management Inc
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CA | 1.9 |
|
Bankers Life Advisory Services Inc
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|
IL | 1.9 |
|
Sound View Wealth Advisors Group LLC
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|
GA | 1.9 |
|
Northwest Financial Advisors LLC
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|
VA | 1.9 |
|
Fiduciary Alliance LLC
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|
SC | 1.9 |
|
Retirement Plan Advisors LLC
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|
IL | 1.9 |
|
Everhart Financial Group Inc
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OH | 1.9 |
|
Capita Financial Network LLC
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|
UT | 1.8 |