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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 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCD MCDONALDS CORP Consumer Cyclical 732.0 $227K 0.06% NEW $310.58 -12.5%
22 XAR SPDR SERIES TRUST 888.0 $226K 0.05% NEW $253.99 +8.4%
23 ITA ISHARES TR 1,021.0 $223K 0.05% NEW $218.84 +7.7%
24 SCHH SCHWAB STRATEGIC TR 10,119.0 $217K 0.05% NEW $21.49 +11.6%
25 SPSM SPDR SERIES TRUST 4,434.0 $214K 0.05% NEW $48.32 +14.9%
26 SBSW SIBANYE STILLWATER LTD Basic Materials 10,050.0 $124K 0.03% NEW $12.32 -27.0%
Page 2 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%