Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STACK FINANCIAL MANAGEMENT INC | 05-02-2024 | 03-31-2024 | 46 | 1,089,864,208 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $102,447,285 | 243,505 | 0.01 | 0.01 | -1,549 | -0.63 | 03-31-2024 |
| WALMART INC | COM | 2 | $66,257,003 | 1,101,163 | 0.01 | 0.01 | 731,843 | 198.16 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 3 | $52,940,738 | 479,015 | 0.00 | 479,015 | +Inf | 03-31-2024 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $52,662,141 | 125,231 | 0.00 | 0.01 | -264 | -0.21 | 03-31-2024 |
