Stack Financial Management, Inc - Q12026 Holdings

Stack Financial Management, Inc holds 52 stocks with a total portfolio value of $ 1.36B as of Q12026. In Q12026, Stack Financial Management, Inc added 2 new positions, increased stakes in 24 stocks, reduced 25 holdings, and fully exited 9 positions. The largest holding is Proshares Tr (SH), representing 10.65% of the total portfolio.