Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STACK FINANCIAL MANAGEMENT INC | 02-02-2024 | 12-31-2023 | 42 | 885,506,799 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $92,150,049 | 245,054 | 0.01 | 0.01 | -61,436 | -20.05 | 12-31-2023 |
| WALMART INC | COM | 2 | $58,223,320 | 369,320 | 0.01 | 0.01 | -7,407 | -1.97 | 12-31-2023 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 3 | $49,541,825 | 141,181 | 0.01 | 0.01 | -3,441 | -2.38 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $44,759,047 | 125,495 | 0.01 | 0.01 | -2,027 | -1.59 | 12-31-2023 |
