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Portfolio (Quarterly) Guide ↗

STEVENS CAPITAL PARTNERS

· CIK 0001965176
13F Portfolio $526M AUM 218 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 77 Added 28 Reduced 11 Exited
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IUSG ISHARES TR 78,151.0 $14.7M 2.79% -12K -13.2% $188.09 +0.9%
2 SCHD SCHWAB STRATEGIC TR 329,569.0 $10.5M 1.99% -3K -1.0% $31.71 +10.7%
3 BOC BOSTON OMAHA CORP Communication Services 363,526.0 $5.0M 0.94% -93K -20.4% $13.64 +3.6%
4 SPYM SPDR SERIES TRUST 46,019.0 $4.0M 0.77% -5K -9.7% $87.88 +2.6%
5 IJT ISHARES TR 21,918.0 $3.9M 0.74% -275.0 -1.2% $178.60 -2.6%
6 SPYG SPDR SERIES TRUST 25,800.0 $3.1M 0.58% -991.0 -3.7% $118.99 +1.0%
7 SPTM SPDR SERIES TRUST 23,909.0 $2.2M 0.41% -854.0 -3.5% $90.79 +2.4%
8 DFAS DIMENSIONAL ETF TRUST 24,336.0 $2.0M 0.38% -251.0 -1.0% $82.34 +0.8%
9 SCHG SCHWAB STRATEGIC TR 54,503.0 $1.8M 0.35% -919.0 -1.7% $33.84 +4.4%
10 SPEM SPDR INDEX SHS FDS 29,733.0 $1.5M 0.29% -2K -4.9% $51.78 +1.2%
11 VBK VANGUARD INDEX FDS 4,011.0 $1.5M 0.28% -91.0 -2.2% $365.67 -1.9%
12 IEFA ISHARES TR 13,458.0 $1.3M 0.25% -395.0 -2.9% $96.58 +4.4%
13 VTEB VANGUARD MUN BD FDS 24,456.0 $1.2M 0.23% -24K -49.6% $50.58 -2.1%
14 IDEV ISHARES TR 12,694.0 $1.1M 0.21% -6K -33.3% $89.01 +4.8%
15 BND VANGUARD BD INDEX FDS 11,686.0 $858K 0.16% -24K -67.5% $73.41 -1.6%
16 MLPA GLOBAL X FDS 14,238.0 $756K 0.14% -3K -18.4% $53.08 +6.2%
17 DFAT DIMENSIONAL ETF TRUST 7,251.0 $507K 0.10% -602.0 -7.7% $69.90 +2.5%
18 MUB ISHARES TR 4,455.0 $479K 0.09% -5K -50.8% $107.63 -2.1%
19 BINC BLACKROCK ETF TRUST II 9,149.0 $479K 0.09% -1K -13.8% $52.34 -0.6%
20 SGOV ISHARES TR 4,476.0 $451K 0.09% -958.0 -17.6% $100.66 -0.0%
Page 1 of 2  ·  28 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
Technology 24.9%
Consumer Cyclical 21.5%
Communication Services 15.1%
Industrials 14.7%
Financial Services 14.1%
Consumer Defensive 3.4%
Healthcare 3.0%
Energy 1.3%
Utilities 1.1%
Basic Materials 0.8%