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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 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFSD DIMENSIONAL ETF TRUST 240,385.0 $11.5M 2.77% NEW $47.88 -0.5%
2 IDEV ISHARES TR 19,039.0 $1.6M 0.38% NEW $83.57 +5.6%
3 POOL POOL CORP Industrials 7,598.0 $1.5M 0.37% NEW $202.33 -3.2%
4 AMD ADVANCED MICRO DEVICES INC Technology 5,823.0 $1.2M 0.28% NEW $203.44 +155.8%
5 MLPA GLOBAL X FDS 17,459.0 $941K 0.23% NEW $53.87 -1.8%
6 AVUV AMERICAN CENTY ETF TR 6,490.0 $717K 0.17% NEW $110.47 +10.9%
7 DFAT DIMENSIONAL ETF TRUST 7,853.0 $490K 0.12% NEW $62.45 +9.5%
8 IEF ISHARES TR 4,706.0 $449K 0.11% NEW $95.43 -1.4%
9 SCZ ISHARES TR 5,575.0 $437K 0.10% NEW $78.41 +4.9%
10 AVDV AMERICAN CENTY ETF TR 4,318.0 $431K 0.10% NEW $99.87 +5.2%
11 VNQ VANGUARD INDEX FDS 3,556.0 $315K 0.08% NEW $88.71 +10.5%
12 CVX CHEVRON CORPORATION Energy 1,506.0 $312K 0.07% NEW $207.00 -14.9%
13 NFLX NETFLIX INC. Communication Services 3,132.0 $301K 0.07% NEW $96.14 -23.8%
14 GLD SPDR GOLD TR Financial Services 693.0 $298K 0.07% NEW $430.41 -12.1%
15 BSV VANGUARD BD INDEX FDS 3,717.0 $291K 0.07% NEW $78.41 -0.8%
16 SLV ISHARES SILVER TR Financial Services 4,101.0 $279K 0.07% NEW $68.14 -18.1%
17 AMAT APPLIED MATLS INC Technology 793.0 $271K 0.07% NEW $341.80 +71.5%
18 XOM EXXON MOBIL CORP Energy 1,520.0 $258K 0.06% NEW $169.68 -17.4%
19 MO ALTRIA GROUP INC Consumer Defensive 3,755.0 $248K 0.06% NEW $65.99 +8.2%
20 SPSB SPDR SERIES TRUST 7,643.0 $230K 0.06% NEW $30.07 -0.3%
Page 1 of 2  ·  26 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%