Stack Financial Management, Inc Concentrated Active

CIK: 0001308685 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 4, 2020

Total Value ($000): $995,617 (100.0% shares, 0.0% debt)

Holdings (47)

MSFT MICROSOFT CORP 8.6%
Value ($000) $85,929 Shares 408,545 Est. Cost $27.18 Unrealized +638.5%
BARRICK GOLD CORP 4.9%
Value ($000) $48,827 Shares 1,736,983 Est. Cost $20.95 Unrealized
WMT WALMART INC 4.5%
Value ($000) $44,603 Shares 318,798 Est. Cost $29.06 Unrealized +42.2%
ACN ACCENTURE PLC IRELAND 4.1%
Value ($000) $41,276 Shares 182,644 Est. Cost $86.00 Unrealized +146.8%
AEM AGNICO EAGLE MINES LTD 3.8%
Value ($000) $37,686 Shares 473,377 Est. Cost $38.98 Unrealized +71.8%
CSCO CISCO SYS INC 3.7%
Value ($000) $36,945 Shares 937,940 Est. Cost $20.59 Unrealized +80.0%
SBUX STARBUCKS CORP 3.3%
Value ($000) $33,006 Shares 384,153 Est. Cost $47.41 Unrealized +49.3%
ZTS ZOETIS INC 3.1%
Value ($000) $31,208 Shares 188,716 Est. Cost $28.26 Unrealized +419.1%
APD AIR PRODS & CHEMS INC 2.9%
Value ($000) $29,090 Shares 97,665 Est. Cost $199.20 Unrealized +26.4%
SYK STRYKER CORPORATION 2.9%
Value ($000) $28,623 Shares 137,367 Est. Cost $59.10 Unrealized +210.7%
DIS DISNEY WALT CO 2.8%
Value ($000) $27,625 Shares 222,642 Est. Cost $71.48 Unrealized +70.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.7%
Value ($000) $27,232 Shares 127,886 Est. Cost $143.00 Unrealized +43.0%
LOW LOWES COS INC 2.5%
Value ($000) $25,261 Shares 152,304 Est. Cost $103.73 Unrealized +34.8%
RTX RAYTHEON TECHNOLOGIES CORP 2.5%
Value ($000) $24,862 Shares 432,082 Est. Cost $54.33 Unrealized -1.2%
DHR DANAHER CORPORATION 2.5%
Value ($000) $24,459 Shares 113,588 Est. Cost $26.97 Unrealized +544.1%
NKE NIKE INC 2.4%
Value ($000) $24,080 Shares 191,811 Est. Cost $48.62 Unrealized +105.0%
NEM NEWMONT CORP 2.4%
Value ($000) $23,822 Shares 375,446 Est. Cost $28.05 Unrealized +96.6%
PWR QUANTA SVCS INC 2.1%
Value ($000) $21,095 Shares 399,066 Est. Cost $35.45 Unrealized +29.8%
SWK STANLEY BLACK & DECKER INC 2.1%
Value ($000) $20,891 Shares 128,799 Est. Cost $99.44 Unrealized +31.9%
MDLZ MONDELEZ INTL INC 2.0%
Value ($000) $20,084 Shares 349,599 Est. Cost $25.25 Unrealized +92.3%
LABORATORY CORP AMER HLDGS 2.0%
Value ($000) $19,854 Shares 105,454 Est. Cost $102.03 Unrealized
EA ELECTRONIC ARTS INC 2.0%
Value ($000) $19,674 Shares 150,863 Est. Cost $97.31 Unrealized +36.2%
CMCSA COMCAST CORP NEW 1.8%
Value ($000) $17,865 Shares 386,190 Est. Cost $28.38 Unrealized +32.6%
WM WASTE MGMT INC DEL 1.7%
Value ($000) $17,097 Shares 151,074 Est. Cost $92.23 Unrealized +9.9%
MRK MERCK & CO. INC 1.7%
Value ($000) $16,696 Shares 201,279 Est. Cost $64.11 Unrealized +2.8%
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $16,673 Shares 280,258 Est. Cost $41.95 Unrealized +1.5%
LDOS LEIDOS HOLDINGS INC 1.7%
Value ($000) $16,487 Shares 184,930 Est. Cost $84.14 Unrealized 0.0%
CVX CHEVRON CORP NEW 1.6%
Value ($000) $16,224 Shares 225,331 Est. Cost $78.26 Unrealized -15.0%
PEP PEPSICO INC 1.6%
Value ($000) $16,203 Shares 116,908 Est. Cost $58.08 Unrealized +98.3%
KO COCA COLA CO 1.6%
Value ($000) $15,678 Shares 317,556 Est. Cost $28.24 Unrealized +44.5%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $15,656 Shares 50,216 Est. Cost $250.16 Unrealized +12.4%
KNX KNIGHT SWIFT TRANSN HLDGS IN 1.5%
Value ($000) $15,350 Shares 377,152 Est. Cost $41.45 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $13,831 Shares 92,900 Est. Cost $65.49 Unrealized +93.9%
FIS FIDELITY NATL INFORMATION SV 1.3%
Value ($000) $12,908 Shares 87,682 Est. Cost $34.85 Unrealized +269.6%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $12,345 Shares 88,817 Est. Cost $55.82 Unrealized +108.4%
HD HOME DEPOT INC 1.2%
Value ($000) $12,290 Shares 44,254 Est. Cost $199.72 Unrealized +19.0%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $10,954 Shares 47,078 Est. Cost $124.85 Unrealized +80.5%
TT TRANE TECHNOLOGIES PLC 1.1%
Value ($000) $10,561 Shares 87,101 Est. Cost $93.52 Unrealized +11.9%
MDT MEDTRONIC PLC 1.0%
Value ($000) $9,719 Shares 93,525 Est. Cost $59.09 Unrealized +45.9%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $9,498 Shares 24,782 Est. Cost $323.73 Unrealized +1.6%
ITW ILLINOIS TOOL WKS INC 0.9%
Value ($000) $9,353 Shares 48,411 Est. Cost $50.39 Unrealized +232.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.9%
Value ($000) $8,839 Shares 64,925 Est. Cost $105.09 Unrealized +18.9%
ALL ALLSTATE CORP 0.9%
Value ($000) $8,836 Shares 93,856 Est. Cost $85.58 Unrealized -4.5%
TOTAL SE 0.8%
Value ($000) $8,453 Shares 246,440 Est. Cost $34.30 Unrealized
COP CONOCOPHILLIPS 0.7%
Value ($000) $6,851 Shares 208,612 Est. Cost $40.66 Unrealized -23.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $835 Shares 2,493 Est. Cost $273.41 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $283 Shares 2,423 Est. Cost $81.49 Unrealized