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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 6 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VSS VANGUARD INTL EQUITY INDEX F 1,436.0 $206K 0.05% NEW $143.30 +7.2%
102 IWM ISHARES TR 827.0 $203K 0.05% NEW $246.04 +20.0%
103 COST COSTCO WHSL CORP NEW Consumer Defensive 233.0 $201K 0.05% NEW $860.67 +11.3%
Page 6 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%