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Portfolio (Quarterly) Guide ↗

Stegner Investment Associates Inc.

· CIK 0001907433
13F Portfolio $210M AUM 31 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 7 Added 7 Reduced
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OEF ISHARES TR 1,161.0 $425K 0.20% $365.87 +3.3%
22 CWI SPDR INDEX SHS FDS 10,178.0 $414K 0.20% +835.0 +8.9% $40.67 +0.8%
23 IWM ISHARES TR 1,293.0 $389K 0.18% -684.0 -34.6% $300.56 -3.3%
24 MRVL MARVELL TECHNOLOGY INC Technology 1,019.0 $304K 0.14% NEW $297.90 -29.4%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 314.0 $293K 0.14% $934.48 +0.6%
26 MCD MCDONALDS CORP Consumer Cyclical 1,003.0 $271K 0.13% $270.31 -3.4%
27 KO COCA COLA CO Consumer Defensive 3,280.0 $267K 0.13% $81.27 +8.3%
28 BERKSHIRE HATHAWAY INC DEL 512.0 $256K 0.12% +50.0 +10.8% $500.39
29 HD HOME DEPOT INC Consumer Cyclical 636.0 $224K 0.11% $352.68 -9.3%
30 XOM EXXON MOBIL CORP Energy 1,628.0 $223K 0.11% $136.72 +20.4%
31 AXP AMERICAN EXPRESS CO Financial Services 650.0 $220K 0.10% NEW $338.25 -4.2%
Page 2 of 2  ·  31 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 49.2%
Financial Services 23.9%
Consumer Defensive 11.7%
Consumer Cyclical 10.4%
Energy 4.7%