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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 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHK SCHWAB STRATEGIC TR 12,759.0 $418K 0.11% NEW $32.80 +8.2%
82 WMT WALMART INC Consumer Defensive 3,500.0 $390K 0.10% NEW $111.39 +5.2%
83 VCIT VANGUARD SCOTTSDALE FDS 4,228.0 $354K 0.09% NEW $83.76 -1.7%
84 VOO VANGUARD INDEX FDS 552.0 $346K 0.09% NEW $627.01 +7.9%
85 DIA SPDR DOW JONES INDL AVERAGE Financial Services 645.0 $310K 0.08% NEW $480.87 +7.4%
86 GS GOLDMAN SACHS GROUP INC Financial Services 345.0 $304K 0.08% NEW $880.12 +24.4%
87 JNJ JOHNSON & JOHNSON Healthcare 1,432.0 $296K 0.08% NEW $207.04 +15.5%
88 PRENETICS GLOBAL LTD 18,207.0 $287K 0.07% NEW $15.75
89 IJR ISHARES TR 2,348.0 $282K 0.07% NEW $120.17 +18.8%
90 BKNG BOOKING HOLDINGS INC Consumer Cyclical 50.0 $267K 0.07% NEW $5337.46 -96.8%
91 PH PARKER-HANNIFIN CORP Industrials 302.0 $266K 0.07% NEW $879.47 +7.7%
92 HD HOME DEPOT INC Consumer Cyclical 737.0 $254K 0.07% NEW $344.00 -5.7%
93 ISRG INTUITIVE SURGICAL INC Healthcare 438.0 $248K 0.07% NEW $566.84 -28.9%
94 SBUX STARBUCKS CORP Consumer Cyclical 2,890.0 $243K 0.06% NEW $84.18 +20.0%
95 TJX TJX COS INC NEW Consumer Cyclical 1,566.0 $241K 0.06% NEW $153.61 +7.0%
96 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 792.0 $241K 0.06% NEW $303.71 +43.7%
97 XLV SELECT SECTOR SPDR TR 1,536.0 $238K 0.06% NEW $154.83 -1.7%
98 LLY ELI LILLY & CO Healthcare 198.0 $213K 0.06% NEW $1075.96 +2.9%
99 IJK ISHARES TR 2,158.0 $209K 0.06% NEW $96.90 +18.2%
100 PLTR PALANTIR TECHNOLOGIES INC Technology 1,163.0 $207K 0.05% NEW $177.68 -34.3%
Page 5 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%