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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 (2016Q3)
Portfolio Summary: 53 holdings with a total value of $857,816,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 AMAZON COM INC 1,063 890,000 0.10%
52 SPDR S&P 500 ETF TR 1,455 315,000 0.04%
53 SELECT SECTOR SPDR TR 5,048 241,000 0.03%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001308685-16-000010, filed 2016.10.26).

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.