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Portfolio (Quarterly) Guide ↗

Steward Partners Investment Advisory, LLC

· CIK 0001723397
13F Portfolio $18.2B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4309 New
Page 12 of 216  ·  4,309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 160,070.0 $14.6M 0.08% NEW $91.21 +1.5%
222 IYW ISHARES TR 72,657.0 $14.5M 0.08% NEW $199.68 +19.1%
223 HON HONEYWELL INTL INC Industrials 74,067.0 $14.4M 0.08% NEW $195.09 +11.5%
224 IWO ISHARES TR 44,708.0 $14.4M 0.08% NEW $323.02 +12.0%
225 VOT VANGUARD INDEX FDS 51,501.0 $14.4M 0.08% NEW $279.14 +2.2%
226 PSX PHILLIPS 66 Energy 109,084.0 $14.1M 0.08% NEW $129.04 +38.5%
227 ENTERGY CORP NEW 152,266.0 $14.1M 0.08% NEW $92.43
228 LRCX LAM RESEARCH CORP Technology 81,353.0 $13.9M 0.08% NEW $171.18 +69.7%
229 NOW SERVICENOW INC Technology 90,361.0 $13.8M 0.08% NEW $153.19 -33.5%
230 VXF VANGUARD INDEX FDS 66,171.0 $13.8M 0.08% NEW $209.12 +8.2%
231 USIG ISHARES TR 266,297.0 $13.8M 0.08% NEW $51.77 -1.8%
232 SBUX STARBUCKS CORP Consumer Cyclical 163,186.0 $13.7M 0.07% NEW $84.21 +26.8%
233 IJJ ISHARES TR 104,345.0 $13.7M 0.07% NEW $131.59 +5.9%
234 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 22,729.0 $13.7M 0.07% NEW $603.28 +9.8%
235 COP CONOCOPHILLIPS Energy 146,151.0 $13.7M 0.07% NEW $93.61 +31.2%
236 CGCB CAPITAL GRP FIXED INCM ETF T 512,122.0 $13.6M 0.07% NEW $26.52 -1.9%
237 FLCV FEDERATED HERMES ETF TRUST 436,453.0 $13.6M 0.07% NEW $31.11 +9.4%
238 FVD FIRST TR EXCHANGE-TRADED FD 293,639.0 $13.5M 0.07% NEW $46.08 +2.9%
239 XLI SELECT SECTOR SPDR TR 87,093.0 $13.5M 0.07% NEW $155.12 +10.2%
240 SPMO INVESCO EXCH TRADED FD TR II 112,936.0 $13.5M 0.07% NEW $119.32 +19.8%
Page 12 of 216  ·  4,309 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 28.5%
Financial Services 21.6%
Communication Services 13.3%
Consumer Cyclical 9.9%
Healthcare 7.6%
Industrials 7.2%
Consumer Defensive 4.4%
Energy 3.5%
Utilities 2.2%
Basic Materials 1.0%