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Portfolio (Quarterly) Guide ↗

STEVENS CAPITAL PARTNERS

· CIK 0001965176
13F Portfolio $382M AUM Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 103 New
Page 2 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWN ISHARES TR 26,634.0 $4.8M 1.26% NEW $181.21 +20.4%
22 IWO ISHARES TR 12,880.0 $4.2M 1.09% NEW $323.01 +20.9%
23 BND VANGUARD BD INDEX FDS 52,406.0 $3.9M 1.02% NEW $74.07 -1.1%
24 VBR VANGUARD INDEX FDS 18,293.0 $3.9M 1.01% NEW $211.78 +12.9%
25 BKE BUCKLE INC Consumer Cyclical 61,439.0 $3.3M 0.86% NEW $53.42 -17.0%
26 BERKSHIRE HATHAWAY INC DEL 6,305.0 $3.2M 0.83% NEW $502.68
27 SCHF SCHWAB STRATEGIC TR 130,872.0 $3.1M 0.82% NEW $24.04 +14.4%
28 META META PLATFORMS INC Communication Services 4,607.0 $3.0M 0.80% NEW $660.19 -14.1%
29 IJT ISHARES TR 19,973.0 $2.8M 0.74% NEW $141.16 +21.2%
30 MSFT MICROSOFT CORP Technology 5,384.0 $2.6M 0.68% NEW $483.65 -22.6%
31 SCHM SCHWAB STRATEGIC TR 85,435.0 $2.6M 0.67% NEW $30.07 +19.5%
32 SPYG SPDR SERIES TRUST 23,020.0 $2.5M 0.64% NEW $106.70 +9.1%
33 AMZN AMAZON COM INC Consumer Cyclical 10,595.0 $2.4M 0.64% NEW $230.82 +1.5%
34 SPMD SPDR SERIES TRUST 40,414.0 $2.3M 0.61% NEW $57.91 +14.6%
35 NVDA NVIDIA CORPORATION Technology 12,032.0 $2.2M 0.59% NEW $186.50 +8.4%
36 VOT VANGUARD INDEX FDS 7,947.0 $2.2M 0.58% NEW $279.14 +8.3%
37 VEA VANGUARD TAX-MANAGED FDS 34,671.0 $2.2M 0.57% NEW $62.47 +12.8%
38 SPTM SPDR SERIES TRUST 25,004.0 $2.1M 0.54% NEW $82.50 +8.6%
39 SPY SPDR S&P 500 ETF TR Financial Services 2,940.0 $2.0M 0.53% NEW $681.82 +8.1%
40 SPDW SPDR INDEX SHS FDS 44,481.0 $2.0M 0.52% NEW $44.41 +12.2%
Page 2 of 6  ·  103 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 31.3%
Communication Services 19.8%
Technology 19.7%
Industrials 13.7%
Financial Services 11.8%
Healthcare 2.8%
Consumer Defensive 1.0%