Stack Financial Management, Inc Concentrated Active

CIK: 0001308685 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 20, 2020

Total Value ($000): $878,137 (100.0% shares, 0.0% debt)

Holdings (51)

MSFT MICROSOFT CORP 9.5%
Value ($000) $82,993 Shares 407,806 Est. Cost $27.18 Unrealized +536.6%
BARRICK GOLD CORPORATION 5.3%
Value ($000) $46,427 Shares 1,723,363 Est. Cost $20.95 Unrealized
CSCO CISCO SYS INC 4.9%
Value ($000) $43,305 Shares 928,491 Est. Cost $20.43 Unrealized +81.1%
ACN ACCENTURE PLC IRELAND 4.4%
Value ($000) $38,947 Shares 181,387 Est. Cost $86.00 Unrealized +103.0%
WMT WALMART INC 4.3%
Value ($000) $37,347 Shares 311,794 Est. Cost $28.78 Unrealized +32.3%
AEM AGNICO EAGLE MINES LTD 3.4%
Value ($000) $30,173 Shares 471,006 Est. Cost $38.98 Unrealized +32.7%
SBUX STARBUCKS CORP 3.2%
Value ($000) $28,002 Shares 380,520 Est. Cost $47.41 Unrealized +39.9%
ZTS ZOETIS INC 2.9%
Value ($000) $25,666 Shares 187,290 Est. Cost $28.26 Unrealized +340.4%
DIS DISNEY WALT CO 2.8%
Value ($000) $24,641 Shares 220,975 Est. Cost $71.48 Unrealized +50.9%
SYK STRYKER CORP 2.8%
Value ($000) $24,556 Shares 136,278 Est. Cost $59.10 Unrealized +193.9%
APD AIR PRODS & CHEMS INC 2.7%
Value ($000) $23,344 Shares 96,679 Est. Cost $198.67 Unrealized 0.0%
NEM NEWMONT CORP 2.7%
Value ($000) $23,296 Shares 377,329 Est. Cost $28.05 Unrealized +77.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%
Value ($000) $22,609 Shares 126,654 Est. Cost $143.00 Unrealized +27.7%
LOW LOWES COS INC 2.3%
Value ($000) $20,346 Shares 150,576 Est. Cost $103.31 Unrealized 0.0%
DHR DANAHER CORPORATION 2.3%
Value ($000) $20,008 Shares 113,148 Est. Cost $26.97 Unrealized +419.2%
CVX CHEVRON CORP NEW 2.3%
Value ($000) $19,802 Shares 221,917 Est. Cost $78.44 Unrealized -11.0%
EA ELECTRONIC ARTS INC 2.2%
Value ($000) $19,482 Shares 147,536 Est. Cost $96.52 Unrealized +19.0%
NKE NIKE INC 2.2%
Value ($000) $19,251 Shares 196,337 Est. Cost $48.62 Unrealized +75.8%
RTX RAYTHEON TECHNOLOGIES CORP 2.1%
Value ($000) $18,579 Shares 301,509 Est. Cost $54.61 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 2.0%
Value ($000) $17,888 Shares 128,341 Est. Cost $99.44 Unrealized +1.7%
MDLZ MONDELEZ INTL INC 2.0%
Value ($000) $17,686 Shares 345,903 Est. Cost $25.00 Unrealized +78.2%
LABORATORY CORP AMER HLDGS 2.0%
Value ($000) $17,280 Shares 104,025 Est. Cost $100.84 Unrealized
WM WASTE MGMT INC DEL 1.8%
Value ($000) $15,833 Shares 149,491 Est. Cost $92.14 Unrealized 0.0%
MRK MERCK & CO. INC 1.8%
Value ($000) $15,575 Shares 201,404 Est. Cost $64.11 Unrealized -1.9%
PWR QUANTA SVCS INC 1.7%
Value ($000) $15,348 Shares 391,228 Est. Cost $35.24 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $15,339 Shares 278,225 Est. Cost $41.95 Unrealized -2.9%
PEP PEPSICO INC 1.7%
Value ($000) $15,277 Shares 115,511 Est. Cost $57.39 Unrealized +93.0%
CMCSA COMCAST CORP NEW 1.7%
Value ($000) $15,265 Shares 391,609 Est. Cost $28.38 Unrealized +15.5%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $14,611 Shares 49,536 Est. Cost $249.73 Unrealized +4.6%
KO COCA COLA CO 1.6%
Value ($000) $14,322 Shares 320,550 Est. Cost $28.24 Unrealized +37.1%
ADP AUTOMATIC DATA PROCESSING INC 1.6%
Value ($000) $14,075 Shares 94,532 Est. Cost $77.39 Unrealized +64.1%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $12,954 Shares 92,113 Est. Cost $65.49 Unrealized +89.7%
FIS FIDELITY NATL INFORMATION SV 1.4%
Value ($000) $11,876 Shares 88,567 Est. Cost $34.85 Unrealized +235.0%
BDX BECTON DICKINSON & CO 1.3%
Value ($000) $11,339 Shares 47,389 Est. Cost $124.85 Unrealized +76.5%
HD HOME DEPOT INC 1.3%
Value ($000) $11,048 Shares 44,102 Est. Cost $199.72 Unrealized 0.0%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $10,633 Shares 88,928 Est. Cost $55.82 Unrealized +81.9%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $9,015 Shares 24,705 Est. Cost $323.73 Unrealized 0.0%
ALL ALLSTATE CORP 1.0%
Value ($000) $8,985 Shares 92,635 Est. Cost $85.63 Unrealized 0.0%
COP CONOCOPHILLIPS 1.0%
Value ($000) $8,690 Shares 206,808 Est. Cost $40.66 Unrealized -19.0%
MDT MEDTRONIC PLC 1.0%
Value ($000) $8,647 Shares 94,302 Est. Cost $59.09 Unrealized +38.4%
ITW ILLINOIS TOOL WKS INC 1.0%
Value ($000) $8,566 Shares 48,989 Est. Cost $50.39 Unrealized +183.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.9%
Value ($000) $8,029 Shares 67,263 Est. Cost $105.09 Unrealized +4.7%
TT TRANE TECHNOLOGIES PLC 0.9%
Value ($000) $7,833 Shares 88,035 Est. Cost $93.52 Unrealized -13.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $826 Shares 2,680 Est. Cost $273.41 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $632 Shares 6,048 Est. Cost $81.49 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $414 Shares 4,135 Est. Cost $90.59 Unrealized
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $336 Shares 9,173 Est. Cost $36.63 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $301 Shares 2,357 Est. Cost $127.70 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $253 Shares 4,686 Est. Cost $53.99 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $251 Shares 4,286 Est. Cost $61.20 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $236 Shares 3,434 Est. Cost $68.72 Unrealized