Stack Financial Management, Inc 13F 持仓 · 2026年Q2
Stack Financial Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 12.81 亿美元。前几大持仓：WMT（8.97%）、SH（7.15%）、MSFT（5.46%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | $115.0M | 8.97% | 1.0M | 增持 |
| 2 | SH | PROSHARES TR | $91.7M | 7.15% | 2.8M | 减持 |
| 3 | MSFT | MICROSOFT CORP | $70.0M | 5.46% | 187,635 | 增持 |
| 4 | PWR | QUANTA SVCS INC | $66.7M | 5.20% | 92,624 | 减持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $59.7M | 4.66% | 119,231 | 增持 |
| 6 | CVX | CHEVRON CORPORATION | $43.7M | 3.41% | 263,390 | 减持 |
| 7 | LHX | L3HARRIS TECHNOLOGIES INC | $41.3M | 3.22% | 142,143 | 增持 |
| 8 | AEP | AMERICAN ELEC PWR CO INC | $38.5M | 3.01% | 281,488 | 增持 |
| 9 | PSX | PHILLIPS 66 | $36.3M | 2.83% | 214,827 | 减持 |
| 10 | WM | WASTE MGMT INC DEL | $32.4M | 2.53% | 145,573 | 减持 |
| 11 | CNP | CENTERPOINT ENERGY INC | $31.6M | 2.47% | 718,069 | 减持 |
| 12 | WPM | WHEATON PRECIOUS METALS CORP | $30.1M | 2.35% | 268,144 | 增持 |
| 13 | ABBV | ABBVIE INC | $29.1M | 2.27% | 115,754 | 新建仓 |
| 14 | MRK | MERCK & CO INC | $27.4M | 2.13% | 212,862 | 增持 |
| 15 | NEE | NEXTERA ENERGY INC | $27.3M | 2.13% | 311,320 | 增持 |
| 16 | JNJ | JOHNSON & JOHNSON | $26.6M | 2.08% | 104,884 | 增持 |
| 17 | KO | COCA COLA CO | $26.1M | 2.04% | 320,898 | 增持 |
| 18 | EOG | EOG RES INC | $25.0M | 1.95% | 192,975 | 减持 |
| 19 | CAH | CARDINAL HEALTH INC | $24.7M | 1.93% | 103,893 | 增持 |
| 20 | CBOE | CBOE GLOBAL MKTS INC | $24.8M | 1.93% | 102,087 | 减持 |
| 21 | PCAR | PACCAR INC | $24.8M | 1.93% | 206,102 | 增持 |
| 22 | DUK | DUKE ENERGY CORP NEW | $24.4M | 1.90% | 192,456 | 增持 |
| 23 | UPS | UNITED PARCEL SVCS INC | $23.8M | 1.86% | 221,493 | 增持 |
| 24 | SYK | STRYKER CORPORATION | $22.9M | 1.78% | 72,644 | 减持 |
| 25 | LMT | LOCKHEED MARTIN CORP | $22.5M | 1.76% | 44,145 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR