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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 (2017Q1)
Portfolio Summary: 54 holdings with a total value of $944,279,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 CISCO SYS INC 1,160,412 39,222,000 4.15%
52 ORACLE CORP 882,538 39,370,000 4.17%
53 ACCENTURE PLC IRELAND 338,159 40,539,000 4.29%
54 MICROSOFT CORP 817,879 53,865,000 5.70%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001308685-17-000004, filed 2017.05.05).

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.