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Portfolio (Quarterly) Guide ↗

STEVENS CAPITAL PARTNERS

· CIK 0001965176
13F Portfolio $526M AUM 218 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 77 Added 28 Reduced 11 Exited
Page 1 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUG VANGUARD INDEX FDS 856,907.0 $73.8M 14.04% +704K +459.9% $86.14 +1.6%
2 IVV ISHARES TR 40,339.0 $30.2M 5.75% +5K +12.8% $748.90 +2.7%
3 SCHX SCHWAB STRATEGIC TR 713,455.0 $21.0M 3.99% +47K +7.1% $29.43 +2.7%
4 IWF ISHARES TR 138,319.0 $17.2M 3.27% +103K +287.0% $124.17 -1.4%
5 SPYV SPDR SERIES TRUST 262,126.0 $15.9M 3.03% +89K +51.8% $60.79 +4.5%
6 VOE VANGUARD INDEX FDS 79,015.0 $15.6M 2.97% +8K +11.2% $197.60 +5.6%
7 DFSD DIMENSIONAL ETF TRUST 305,400.0 $14.6M 2.77% +65K +27.1% $47.75 -0.9%
8 SLYV SPDR SERIES TRUST 128,076.0 $14.0M 2.66% +27K +26.6% $109.11 +1.2%
9 EVTR MORGAN STANLEY ETF TRUST 266,333.0 $13.5M 2.57% +30K +12.9% $50.71 -1.2%
10 SCHA SCHWAB STRATEGIC TR 294,619.0 $10.6M 2.02% +7K +2.5% $36.13 -3.6%
11 VTI VANGUARD INDEX FDS 28,718.0 $10.6M 2.02% +3K +9.7% $370.04 +2.2%
12 UNP UNION PAC CORP Industrials 36,270.0 $9.9M 1.88% +3K +9.7% $272.00 +13.3%
13 IWP ISHARES TR 64,852.0 $9.5M 1.81% +5K +7.9% $146.41 -1.9%
14 SCHF SCHWAB STRATEGIC TR 321,590.0 $8.9M 1.69% +97K +43.3% $27.70 +2.7%
15 VTV VANGUARD INDEX FDS 33,309.0 $7.3M 1.38% +7K +27.7% $217.93 +3.9%
16 AAPL APPLE INC Technology 23,940.0 $6.9M 1.32% +4K +21.4% $289.36 +6.9%
17 IWN ISHARES TR 30,437.0 $6.7M 1.28% +2K +7.8% $221.20 +1.6%
18 SCHM SCHWAB STRATEGIC TR 180,479.0 $6.7M 1.26% +35K +23.7% $36.87 -1.9%
19 IUSV ISHARES TR 58,938.0 $6.5M 1.24% +11K +22.7% $110.15 +4.3%
20 SCHE SCHWAB STRATEGIC TR 161,907.0 $5.9M 1.12% +63K +64.1% $36.26 +2.0%
Page 1 of 4  ·  77 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 24.9%
Consumer Cyclical 21.5%
Communication Services 15.1%
Industrials 14.7%
Financial Services 14.1%
Consumer Defensive 3.4%
Healthcare 3.0%
Energy 1.3%
Utilities 1.1%
Basic Materials 0.8%