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Stack Financial Management, Inc.
Stack Financial Management, Inc. is a Whitefish, Montana-based registered investment adviser established in 1994. The firm manages assets primarily for high-net-worth individuals, as well as individuals, charities, pension plans, and businesses, overseeing approximately $1.8 billion in assets (as of March 2025). With a team of 16 employees, Stack Financial Management provides comprehensive wealth management and investment advisory services designed for long-term growth and risk management.
Investment Strategy
Stack Financial Management focuses on discretionary portfolio management, primarily investing in high-quality U.S. equities, with an emphasis on blue-chip companies. Their approach is oriented toward long-term capital appreciation while maintaining risk controls, often employing sector diversification and adapting portfolio allocations based on market conditions. The firm customizes its investment solutions for each client segment, aiming for steady growth and preservation of capital.
Latest 13F Filing Activity
Stack Financial Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 49 equity positions with a total 13F market value of $1B. The fund increased holdings in Microsoft Corp., Nextera Energy Inc., Quanta SVCS Inc. among other positions. Stack Financial Management, Inc. reduced exposure to Proshares TR, Unitedhealth Group Inc., Iqvia HLDGS Inc. among others.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.29% | $116.4M | 234,085 | $42.16 | $497.41 | +$26.6M |
W WMT | WALMART INC | 9.10% | $103.0M | 1,053,588 | $34.29 | $97.78 | +$8.8M |
| BERKSHIRE HATHAWAY INC DEL | 5.14% | $58.1M | 119,703 | $151.58 | $485.77 | -$6.6M | |
P PWR | QUANTA SVCS INC | 4.48% | $50.7M | 134,183 | $42.70 | $378.08 | +$16.1M |
A ACN | ACCENTURE PLC IRELAND | 3.61% | $40.9M | 136,871 | $104.59 | $298.89 | -$2.4M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Sr. Portfolio Manager | Whitefish, MT , United States | |
 | Senior Portfolio Manager | Whitefish, MT , United States | |
 | Managing Partner | Whitefish, MT , United States | |
 | Chief Investment Officer | Whitefish, MT , United States | |
 | Managing Partner | Whitefish, MT , United States |
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