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Portfolio (Quarterly) Guide ↗

STEVENS CAPITAL PARTNERS

· CIK 0001965176
13F Portfolio $416M AUM 166 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 66 Added 25 Reduced 3 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 7,259.0 $3.5M 0.84% +954.0 +15.1% $479.19
22 SCHE SCHWAB STRATEGIC TR 98,662.0 $3.3M 0.78% +39K +64.5% $32.95 +9.9%
23 IJT ISHARES TR 22,193.0 $3.2M 0.77% +2K +11.1% $144.71 +18.0%
24 SPMD SPDR SERIES TRUST 51,189.0 $3.0M 0.73% +11K +26.7% $59.22 +11.7%
25 VEA VANGUARD TAX-MANAGED FDS 45,525.0 $2.9M 0.70% +11K +31.3% $64.08 +10.0%
26 IEMG ISHARES INC 38,508.0 $2.7M 0.65% +26K +212.2% $69.75 +17.5%
27 SPYG SPDR SERIES TRUST 26,791.0 $2.6M 0.63% +4K +16.4% $97.91 +19.0%
28 VTEB VANGUARD MUN BD FDS 48,547.0 $2.4M 0.58% +14K +42.2% $49.89 +1.1%
29 NVDA NVIDIA CORPORATION Technology 13,339.0 $2.3M 0.56% +1K +10.9% $174.41 +16.3%
30 AMZN AMAZON COM INC Consumer Cyclical 11,164.0 $2.3M 0.56% +569.0 +5.4% $208.27 +13.5%
31 VOT VANGUARD INDEX FDS 8,455.0 $2.2M 0.52% +508.0 +6.4% $257.35 +17.0%
32 VO VANGUARD INDEX FDS 7,528.0 $2.2M 0.52% +1K +19.5% $287.16 -72.2%
33 SLYG SPDR SERIES TRUST 21,821.0 $2.1M 0.51% +6K +35.3% $96.62 +18.0%
34 MSFT MICROSOFT CORP Technology 5,504.0 $2.0M 0.49% +120.0 +2.2% $370.21 +1.7%
35 GOOGL ALPHABET INC Communication Services 6,522.0 $1.9M 0.45% +253.0 +4.0% $287.55 +20.7%
36 VGK VANGUARD INTL EQUITY INDEX F 21,741.0 $1.8M 0.43% +10K +77.8% $82.43 +6.0%
37 DFAS DIMENSIONAL ETF TRUST 24,587.0 $1.7M 0.42% +6K +34.0% $71.13 +12.4%
38 SPEM SPDR INDEX SHS FDS 31,262.0 $1.5M 0.35% +20K +174.8% $46.91 +10.2%
39 TSLA TESLA INC Consumer Cyclical 3,758.0 $1.4M 0.34% +797.0 +26.9% $371.73 +4.3%
40 VBK VANGUARD INDEX FDS 4,102.0 $1.2M 0.30% +641.0 +18.5% $302.25 +17.0%
Page 2 of 4  ·  66 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
Consumer Cyclical 30.4%
Technology 19.5%
Communication Services 17.9%
Industrials 15.9%
Financial Services 11.0%
Healthcare 2.4%
Consumer Defensive 1.9%
Energy 0.9%
Basic Materials 0.2%