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Portfolio (Quarterly) Guide ↗

STEPH & CO

· CIK 0000941519
13F Portfolio $351M AUM 301 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 105 Added 83 Reduced 22 Exited
Page 16 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 Contra Abiomed Inc CVR Line 31.0 $1.0 $0.03
Page 16 of 16  ·  301 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.4%
Technology 16.1%
Industrials 11.6%
Healthcare 8.4%
Utilities 7.2%
Consumer Defensive 6.7%
Consumer Cyclical 6.6%
Energy 6.6%
Communication Services 3.2%
Real Estate 2.0%