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Institutional Investment Manager
Stack Financial Management, Inc
Stack Financial Management, Inc (CIK: 0001308685) incorporated in Montana, located at 625 Wisconsin Avenue, Whitefish, MT. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q2)
Portfolio Summary: 55 holdings with a total value of $820,191,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 AON PLC 245,057 22,077,000 2.69%
52 SIGMA ALDRICH 231,956 23,539,000 2.87%
53 ORACLE CORP 809,951 32,827,000 4.00%
54 UNITED TECHNOLOGIES CORP 297,992 34,403,000 4.19%
55 MICROSOFT CORP 871,542 36,343,000 4.43%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001308685-14-000005, filed 2014.08.11).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.