Stack Financial Management, Inc Concentrated Active

CIK: 0001308685 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 26, 2021

Total Value ($000): $1,164,017 (100.0% shares, 0.0% debt)

Holdings (51)

MSFT MICROSOFT CORP 6.8%
Value ($000) $79,704 Shares 294,221 Est. Cost $27.18 Unrealized +800.3%
ACN ACCENTURE PLC IRELAND 4.6%
Value ($000) $54,077 Shares 183,442 Est. Cost $90.68 Unrealized +195.7%
WMT WALMART INC 4.3%
Value ($000) $50,591 Shares 358,754 Est. Cost $30.72 Unrealized +42.6%
CSCO CISCO SYS INC 4.3%
Value ($000) $50,366 Shares 950,300 Est. Cost $21.02 Unrealized +118.0%
DIS DISNEY WALT CO 3.3%
Value ($000) $38,949 Shares 221,590 Est. Cost $73.87 Unrealized +137.9%
RTX RAYTHEON TECHNOLOGIES CORP 3.2%
Value ($000) $36,963 Shares 433,284 Est. Cost $54.58 Unrealized +38.7%
BARRICK GOLD CORP 3.2%
Value ($000) $36,850 Shares 1,781,933 Est. Cost $20.97 Unrealized
PWR QUANTA SVCS INC 3.1%
Value ($000) $35,867 Shares 396,010 Est. Cost $35.45 Unrealized +162.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.0%
Value ($000) $35,247 Shares 126,826 Est. Cost $143.00 Unrealized +95.4%
CVX CHEVRON CORP NEW 2.9%
Value ($000) $34,310 Shares 327,575 Est. Cost $74.52 Unrealized +16.9%
BK BANK NEW YORK MELLON CORP 2.8%
Value ($000) $32,432 Shares 633,071 Est. Cost $33.17 Unrealized +32.2%
LOW LOWES COS INC 2.6%
Value ($000) $29,803 Shares 153,648 Est. Cost $104.77 Unrealized +71.3%
APD AIR PRODS & CHEMS INC 2.4%
Value ($000) $28,444 Shares 98,874 Est. Cost $199.20 Unrealized +30.9%
ZTS ZOETIS INC 2.2%
Value ($000) $25,646 Shares 137,614 Est. Cost $29.83 Unrealized +458.1%
COP CONOCOPHILLIPS 2.1%
Value ($000) $24,840 Shares 407,885 Est. Cost $40.95 Unrealized +15.2%
AEM AGNICO EAGLE MINES LTD 2.0%
Value ($000) $23,367 Shares 386,553 Est. Cost $38.98 Unrealized +52.2%
WESTROCK CO 1.9%
Value ($000) $22,645 Shares 425,506 Est. Cost $43.70 Unrealized
MDLZ MONDELEZ INTL INC 1.9%
Value ($000) $21,896 Shares 350,680 Est. Cost $25.25 Unrealized +116.3%
CMCSA COMCAST CORP NEW 1.9%
Value ($000) $21,873 Shares 383,602 Est. Cost $28.62 Unrealized +71.4%
WM WASTE MGMT INC DEL 1.8%
Value ($000) $21,280 Shares 151,879 Est. Cost $92.23 Unrealized +39.4%
DHR DANAHER CORPORATION 1.8%
Value ($000) $20,816 Shares 77,568 Est. Cost $29.02 Unrealized +648.2%
LABORATORY CORP AMER HLDGS 1.8%
Value ($000) $20,635 Shares 74,806 Est. Cost $102.03 Unrealized
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $20,279 Shares 50,643 Est. Cost $250.16 Unrealized +47.5%
SYK STRYKER CORPORATION 1.7%
Value ($000) $19,806 Shares 76,257 Est. Cost $62.59 Unrealized +289.1%
PSX PHILLIPS 66 1.6%
Value ($000) $18,789 Shares 218,939 Est. Cost $64.91 Unrealized +8.7%
FMC FMC CORP 1.5%
Value ($000) $17,915 Shares 165,575 Est. Cost $99.42 Unrealized 0.0%
PEP PEPSICO INC 1.5%
Value ($000) $17,859 Shares 120,530 Est. Cost $59.27 Unrealized +112.9%
KO COCA COLA CO 1.5%
Value ($000) $17,566 Shares 324,641 Est. Cost $28.59 Unrealized +65.4%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 1.5%
Value ($000) $17,524 Shares 385,485 Est. Cost $41.53 Unrealized +9.2%
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $17,351 Shares 45,859 Est. Cost $321.26 Unrealized +5.4%
STT STATE STR CORP 1.5%
Value ($000) $17,287 Shares 210,099 Est. Cost $57.91 Unrealized +25.1%
NKE NIKE INC 1.5%
Value ($000) $17,139 Shares 110,937 Est. Cost $48.62 Unrealized +158.5%
NEM NEWMONT CORP 1.5%
Value ($000) $16,958 Shares 267,561 Est. Cost $28.59 Unrealized +102.6%
MRK MERCK & CO INC 1.5%
Value ($000) $16,904 Shares 217,363 Est. Cost $64.12 Unrealized +0.0%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $16,716 Shares 298,345 Est. Cost $42.01 Unrealized +3.4%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $16,195 Shares 98,309 Est. Cost $68.71 Unrealized +110.9%
FISV FISERV INC 1.4%
Value ($000) $16,131 Shares 150,916 Est. Cost $114.78 Unrealized +1.3%
HD HOME DEPOT INC 1.3%
Value ($000) $15,010 Shares 47,071 Est. Cost $202.96 Unrealized +39.9%
SWK STANLEY BLACK & DECKER INC 1.3%
Value ($000) $14,829 Shares 72,342 Est. Cost $99.44 Unrealized +77.6%
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $14,215 Shares 68,349 Est. Cost $131.98 Unrealized +24.4%
EMN EASTMAN CHEM CO 1.2%
Value ($000) $13,402 Shares 114,794 Est. Cost $78.20 Unrealized +29.8%
FIS FIDELITY NATL INFORMATION SV 1.1%
Value ($000) $13,334 Shares 94,121 Est. Cost $41.19 Unrealized +223.7%
ALL ALLSTATE CORP 1.1%
Value ($000) $12,885 Shares 98,780 Est. Cost $86.45 Unrealized +33.4%
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $12,525 Shares 92,827 Est. Cost $58.73 Unrealized +105.5%
MDT MEDTRONIC PLC 1.0%
Value ($000) $12,058 Shares 97,139 Est. Cost $61.28 Unrealized +78.7%
TOTALENERGIES SE 1.0%
Value ($000) $11,909 Shares 263,122 Est. Cost $34.90 Unrealized
EOG EOG RES INC 1.0%
Value ($000) $11,369 Shares 136,252 Est. Cost $62.84 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.9%
Value ($000) $11,028 Shares 68,571 Est. Cost $107.27 Unrealized +45.2%
TT TRANE TECHNOLOGIES PLC 0.8%
Value ($000) $8,780 Shares 47,680 Est. Cost $95.15 Unrealized +76.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,448 Shares 3,382 Est. Cost $312.87 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $205 Shares 1,830 Est. Cost $47.41 Unrealized +114.5%