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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 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JIRE J P MORGAN EXCHANGE TRADED F 14,115.0 $1.1M 0.26% +3K +30.5% $75.74 +9.3%
42 VV VANGUARD INDEX FDS 3,544.0 $1.1M 0.26% +949.0 +36.6% $298.88 +15.0%
43 IJH ISHARES TR 14,860.0 $1.0M 0.24% +290.0 +2.0% $67.53 +12.6%
44 SCHC SCHWAB STRATEGIC TR 21,395.0 $1.0M 0.24% +8K +59.2% $46.74 +5.4%
45 GOOG ALPHABET INC Communication Services 3,446.0 $988K 0.24% +195.0 +6.0% $286.84 +21.6%
46 MUB ISHARES TR 9,047.0 $960K 0.23% +2K +29.8% $106.16 +1.1%
47 IJR ISHARES TR 6,507.0 $809K 0.20% +4K +177.1% $124.31 +15.2%
48 VWO VANGUARD INTL EQUITY INDEX F 14,771.0 $798K 0.19% +1K +9.6% $54.05 +13.3%
49 JPM JPMORGAN CHASE & CO Financial Services 2,210.0 $650K 0.16% +545.0 +32.7% $294.05 +12.7%
50 WMT WALMART INC Consumer Defensive 4,852.0 $603K 0.14% +1K +38.6% $124.27 -5.7%
51 VB VANGUARD INDEX FDS 2,116.0 $554K 0.13% +252.0 +13.5% $261.86 +13.5%
52 QQQ INVESCO QQQ TR Financial Services 955.0 $551K 0.13% +22.0 +2.4% $576.91 +27.9%
53 PRENETICS GLOBAL LTD 28,147.0 $544K 0.13% +10K +54.6% $19.32
54 VYM VANGUARD WHITEHALL FDS 3,590.0 $532K 0.13% +404.0 +12.7% $148.10 +6.9%
55 VCIT VANGUARD SCOTTSDALE FDS 5,676.0 $470K 0.11% +1K +34.2% $82.75 -0.6%
56 JNJ JOHNSON & JOHNSON Healthcare 1,619.0 $396K 0.10% +187.0 +13.1% $244.43 -5.4%
57 IJK ISHARES TR 3,844.0 $387K 0.09% +2K +78.1% $100.63 +15.6%
58 VOO VANGUARD INDEX FDS 627.0 $375K 0.09% +75.0 +13.6% $597.97 +14.7%
59 GS GOLDMAN SACHS GROUP INC Financial Services 396.0 $335K 0.08% +51.0 +14.8% $845.47 +30.9%
60 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 297.0 $296K 0.07% +64.0 +27.5% $997.68 -4.6%
Page 3 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%