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Portfolio (Quarterly) Guide ↗

Steward Partners Investment Advisory, LLC

· CIK 0001723397
13F Portfolio $19.6B AUM 4,416 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 326 New 1778 Added 1092 Reduced 217 Exited
Page 53 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 GII SPDR INDEX SHS FDS 5,495.0 $418K 0.00% +50.0 +0.9% $76.02 +0.3%
1042 UUUU ENERGY FUELS INC Energy 22,812.0 $416K 0.00% +6K +38.4% $18.25 -11.3%
1043 TW TRADEWEB MKTS INC Financial Services 3,524.0 $415K 0.00% +38.0 +1.1% $117.65 -5.8%
1044 MUSA MURPHY USA INC Consumer Cyclical 822.0 $406K 0.00% +20.0 +2.5% $493.83 +15.3%
1045 MISL FIRST TR EXCHANGE-TRADED FD 9,075.0 $406K 0.00% +8K +605.7% $44.71 +2.5%
1046 OGE OGE ENERGY CORP Utilities 8,444.0 $405K 0.00% +5K +125.2% $47.96 +0.2%
1047 TTD THE TRADE DESK INC Technology 17,841.0 $405K 0.00% +3K +17.3% $22.69 -6.7%
1048 DY DYCOM INDS INC Industrials 1,193.0 $404K 0.00% +184.0 +18.2% $338.82 +22.0%
1049 UAPR INNOVATOR ETFS TRUST 12,095.0 $404K 0.00% +732.0 +6.4% $33.37 +4.4%
1050 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 10,146.0 $401K 0.00% +142.0 +1.4% $39.52 +5.1%
1051 FRANKLIN TEMPLETON ETF TR 4,530.0 $401K 0.00% +192.0 +4.4% $88.45
1052 YUMC YUM CHINA HLDGS INC Consumer Cyclical 8,207.0 $400K 0.00% +869.0 +11.8% $48.78 -7.1%
1053 SMCI SUPER MICRO COMPUTER INC Technology 17,497.0 $398K 0.00% +8K +86.1% $22.77 +34.2%
1054 TKO TKO GROUP HOLDINGS INC Communication Services 1,974.0 $398K 0.00% +300.0 +17.9% $201.62 -4.2%
1055 XHB SPDR SERIES TRUST 4,029.0 $398K 0.00% +3K +463.5% $98.72 +0.2%
1056 SBAC SBA COMMUNICATIONS CORP Real Estate 2,303.0 $396K 0.00% +101.0 +4.6% $172.08 +20.6%
1057 RIG TRANSOCEAN LTD Energy 59,627.0 $395K 0.00% +59K +6085.4% $6.63 +12.4%
1058 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 36,002.0 $395K 0.00% +3K +7.8% $10.98 +1.5%
1059 NET CLOUDFLARE INC Technology 1,906.0 $393K 0.00% +12.0 +0.6% $206.34 +0.2%
1060 PSR INVESCO ACTIVELY MANAGED EXC 4,244.0 $393K 0.00% +53.0 +1.3% $92.60 +10.2%
Page 53 of 89  ·  1,778 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 27.9%
Financial Services 20.2%
Communication Services 12.0%
Consumer Cyclical 9.4%
Healthcare 7.8%
Industrials 7.5%
Energy 5.2%
Consumer Defensive 4.9%
Utilities 2.7%
Basic Materials 1.2%