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Portfolio (Quarterly) Guide ↗

STEVENS CAPITAL MANAGEMENT LP

· CIK 0001134813
13F Portfolio $417M AUM 213 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 213 New
Page 8 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PNR PENTAIR PLC Industrials 6,784.0 $520K 0.12% NEW $76.65 -18.0%
142 ALL ALLSTATE CORP Financial Services 2,082.0 $495K 0.12% NEW $237.75 +10.1%
143 CDNS CADENCE DESIGN SYSTEM INC Technology 1,283.0 $482K 0.12% NEW $375.68 -10.9%
144 RGTI RIGETTI COMPUTING INC Technology 24,446.0 $472K 0.11% NEW $19.31 -17.4%
145 SYF SYNCHRONY FINANCIAL Financial Services 6,211.0 $472K 0.11% NEW $75.99 +5.0%
146 LNT ALLIANT ENERGY CORP Utilities 6,124.0 $467K 0.11% NEW $76.26 -9.6%
147 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,251.0 $464K 0.11% NEW $370.90 -3.3%
148 IDXX IDEXX LABS INC Healthcare 876.0 $461K 0.11% NEW $526.26 +5.2%
149 OKLO OKLO INC Utilities 8,790.0 $460K 0.11% NEW $52.33 -20.4%
150 MPWR MONOLITHIC PWR SYS INC Technology 333.0 $460K 0.11% NEW $1381.38 -5.6%
151 BKR BAKER HUGHES COMPANY Energy 8,238.0 $457K 0.11% NEW $55.47 +11.8%
152 MSCI MSCI INC Financial Services 782.0 $438K 0.10% NEW $560.10 +0.7%
153 AGQ PROSHARES TR II Financial Services 6,349.0 $432K 0.10% NEW $68.04 +28.0%
154 ROST ROSS STORES INC Consumer Cyclical 2,025.0 $431K 0.10% NEW $212.84 +11.0%
155 TLN TALEN ENERGY CORP Utilities 1,113.0 $428K 0.10% NEW $384.55 -20.3%
156 EL LAUDER ESTEE COS INC Consumer Defensive 5,385.0 $425K 0.10% NEW $78.92 +33.1%
157 AZO AUTOZONE INC Consumer Cyclical 131.0 $419K 0.10% NEW $3198.47 -6.3%
158 XLE SELECT SECTOR SPDR TR 7,846.0 $417K 0.10% NEW $53.15 +17.5%
159 IT GARTNER INC Technology 3,168.0 $411K 0.10% NEW $129.73 +48.7%
160 ETHA ISHARES ETHEREUM TR Financial Services 34,180.0 $406K 0.10% NEW $11.88 +57.0%
Page 8 of 11  ·  213 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
Technology 38.7%
Financial Services 17.3%
Consumer Cyclical 13.8%
Communication Services 6.5%
Healthcare 5.6%
Industrials 5.3%
Energy 4.5%
Real Estate 3.8%
Utilities 3.1%
Consumer Defensive 0.9%