StockDriftsStockDriftsTop 50 Stack Financial Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SH | PROSHARES TR | 10.65% | 3.82M | $145.0M | +52.56%(+1.32M) | $38.94(-14.20%) | 2026-03-31 | |
| WMT | WALMART INC | 9.21% | 1.01M | $125.3M | -0.99%(-10.08K) | $21.54(+510.44%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 5.23% | 129.7K | $71.2M | +0.06%(+73) | $48.72(+1488.15%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.03% | 185.1K | $68.5M | -18.34%(-41.55K) | $39.14(+935.35%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.2% | 119.2K | $57.1M | +0.43%(+505) | $151.58(+220.30%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 4.08% | 268.5K | $55.5M | -0.35%(-932) | $105.40(+76.47%) | 2026-03-31 | |
| LHX | L3HARRIS TECHNOLOGIES INC | 3.58% | 141.4K | $48.8M | -0.32%(-451) | $211.89(+43.91%) | 2026-03-31 | |
| PSX | PHILLIPS 66 | 2.91% | 217.3K | $39.6M | -0.09%(-188) | $77.09(+122.89%) | 2026-03-31 | |
| AEP | AMERICAN ELEC PWR CO INC | 2.71% | 281.4K | $36.9M | -0.44%(-1.24K) | $92.68(+38.06%) | 2026-03-31 | |
| WPM | WHEATON PRECIOUS METALS CORP | 2.56% | 266.2K | $34.9M | -22.55%(-77.49K) | $43.63(+225.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.71% | +47.02% |
| Top 20 Holdings Unweighted | +12.28% | +41.56% |
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