# EDGAR Filing Document

**Accession Number:** 0001308685
**File Stem:** 0001308685-26-000005
**Filing Date:** 2026-5
**Character Count:** 8836
**Document Hash:** 2a6c0e79f63010bb7cefc26094c5cda4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001308685-26-000005.hdr.sgml**: 20260504

**ACCESSION NUMBER**: 0001308685-26-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260504

**DATE AS OF CHANGE**: 20260504

**EFFECTIVENESS DATE**: 20260504

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Stack Financial Management, Inc
- **CENTRAL INDEX KEY:** 0001308685

**ORGANIZATION NAME:**
- **EIN:** 810489281
- **STATE OF INCORPORATION:** MT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-11071
- **FILM NUMBER:** 26936096

**BUSINESS ADDRESS:**
- **STREET 1:** 625 WISCONSIN AVENUE
- **CITY:** WHITEFISH
- **STATE:** MT
- **ZIP:** 59937
- **BUSINESS PHONE:** 406-862-8000

**MAIL ADDRESS:**
- **STREET 1:** 625 WISCONSIN AVENUE
- **CITY:** WHITEFISH
- **STATE:** MT
- **ZIP:** 59937

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Stack Financial Management Inc<br>**Address:** 625 WISCONSIN AVENUE<br>WHITEFISH, MT 59937

**Form 13F File Number:** 028-11071

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jeanine L. Morreim<br>**Title:** Chief Compliance Officer<br>**Phone:** 406-862-8000

**Signature, Place, and Date of Signing:**

Jeanine L. Morreim  Whitefish, MT  05-04-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 52

**Form 13F Information Table Value Total:** $1361472756

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 13467521 | 66349 | SH |  | SOLE |  | 66204 | 0 | 145 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 425589 | 1480 | SH |  | SOLE |  | 1480 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 378943 | 1321 | SH |  | SOLE |  | 1321 | 0 | 0 |
| AMEREN CORP | COM | 023608102 |  | 16887560 | 153635 | SH |  | SOLE |  | 153635 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 36881084 | 281363 | SH |  | SOLE |  | 280743 | 0 | 620 |
| APPLE INC | COM | 037833100 |  | 1392546 | 5487 | SH |  | SOLE |  | 5487 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 27545574 | 950175 | SH |  | SOLE |  | 948085 | 0 | 2090 |
| BAKER HUGHES COMPANY | CL A | 05722G100 |  | 17545221 | 287391 | SH |  | SOLE |  | 287391 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 57134537 | 119229 | SH |  | SOLE |  | 118979 | 0 | 250 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 21552987 | 101997 | SH |  | SOLE |  | 101997 | 0 | 0 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 |  | 28888937 | 102782 | SH |  | SOLE |  | 102562 | 0 | 220 |
| CENTERPOINT ENERGY INC | COM | 15189T107 |  | 31036358 | 719100 | SH |  | SOLE |  | 717535 | 0 | 1565 |
| CHEVRON CORPORATION | COM | 166764100 |  | 55542561 | 268451 | SH |  | SOLE |  | 267881 | 0 | 570 |
| COCA COLA CO | COM | 191216100 |  | 24162270 | 317716 | SH |  | SOLE |  | 317716 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 23871936 | 180848 | SH |  | SOLE |  | 180848 | 0 | 0 |
| CROWN HLDGS INC | COM | 228368106 |  | 16983754 | 169414 | SH |  | SOLE |  | 169034 | 0 | 380 |
| DANAHER CORP DEL | COM | 235851102 |  | 14521341 | 76589 | SH |  | SOLE |  | 76444 | 0 | 145 |
| DOVER CORP | COM | 260003108 |  | 15647508 | 75066 | SH |  | SOLE |  | 75066 | 0 | 0 |
| DTE ENERGY CO | COM | 233331107 |  | 16260249 | 111204 | SH |  | SOLE |  | 111204 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 24898748 | 190154 | SH |  | SOLE |  | 190154 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 19779759 | 150967 | SH |  | SOLE |  | 150642 | 0 | 325 |
| EOG RES INC | COM | 26875P101 |  | 28415256 | 196550 | SH |  | SOLE |  | 196550 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 25016089 | 102340 | SH |  | SOLE |  | 102340 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 48788624 | 141355 | SH |  | SOLE |  | 141065 | 0 | 290 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 |  | 19138022 | 71729 | SH |  | SOLE |  | 71600 | 0 | 129 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 25786248 | 42665 | SH |  | SOLE |  | 42665 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 15138275 | 174706 | SH |  | SOLE |  | 174706 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 25218438 | 209647 | SH |  | SOLE |  | 209647 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 68509162 | 185075 | SH |  | SOLE |  | 184823 | 0 | 252 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 19166891 | 332528 | SH |  | SOLE |  | 331858 | 0 | 670 |
| NEWMONT CORP | COM | 651639106 |  | 7026526 | 64910 | SH |  | SOLE |  | 64910 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 28701592 | 309018 | SH |  | SOLE |  | 308353 | 0 | 665 |
| PACCAR INC | COM | 693718108 |  | 23582559 | 204178 | SH |  | SOLE |  | 203713 | 0 | 465 |
| PEPSICO INC | COM | 713448108 |  | 18175928 | 117045 | SH |  | SOLE |  | 116815 | 0 | 230 |
| PHILLIPS 66 | COM | 718546104 |  | 39585054 | 217285 | SH |  | SOLE |  | 216772 | 0 | 513 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 13510482 | 93537 | SH |  | SOLE |  | 93537 | 0 | 0 |
| PROSHARES TR | SHORT S 500 NE | 74349Y753 |  | 145007149 | 3823020 | SH |  | SOLE |  | 3817680 | 0 | 5340 |
| QUANTA SVCS INC | COM | 74762E102 |  | 71188921 | 129665 | SH |  | SOLE |  | 129385 | 0 | 280 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 |  | 228971 | 2793 | SH |  | SOLE |  | 2793 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 312181 | 5096 | SH |  | SOLE |  | 5096 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 259500 | 1770 | SH |  | SOLE |  | 1770 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 327989 | 2028 | SH |  | SOLE |  | 2028 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 230047 | 5013 | SH |  | SOLE |  | 5013 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1053551 | 1620 | SH |  | SOLE |  | 1620 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 24093040 | 73322 | SH |  | SOLE |  | 73177 | 0 | 145 |
| THE CIGNA GROUP | COM | 125523100 |  | 19500005 | 73102 | SH |  | SOLE |  | 72952 | 0 | 150 |
| UNION PAC CORP | COM | 907818108 |  | 12140705 | 50040 | SH |  | SOLE |  | 50040 | 0 | 0 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 21565388 | 219205 | SH |  | SOLE |  | 219205 | 0 | 0 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 1217146 | 13263 | SH |  | SOLE |  | 13263 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 125326524 | 1008421 | SH |  | SOLE |  | 1007001 | 0 | 1420 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 33587495 | 146166 | SH |  | SOLE |  | 145901 | 0 | 265 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 |  | 34870015 | 266163 | SH |  | SOLE |  | 265788 | 0 | 375 |

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