BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVUV AMERICAN CENTY ETF TR 3,368.0 $420K 0.08% -3K -48.1% $124.75 +1.0%
22 XLK SELECT SECTOR SPDR TR 2,137.0 $407K 0.08% -986.0 -31.6% $190.52 -5.2%
23 SCZ ISHARES TR 3,696.0 $304K 0.06% -2K -33.7% $82.28 +5.2%
24 SCHK SCHWAB STRATEGIC TR 8,300.0 $299K 0.06% -4K -35.1% $36.06 +2.3%
25 SPSM SPDR SERIES TRUST 4,280.0 $247K 0.05% -154.0 -3.5% $57.67 -0.9%
26 IWM ISHARES TR 789.0 $237K 0.04% -38.0 -4.6% $300.57 -0.7%
27 SLV ISHARES SILVER TR Financial Services 4,001.0 $214K 0.04% -100.0 -2.4% $53.47 +15.8%
28 AGG ISHARES TR 2,128.0 $211K 0.04% -3K -56.7% $98.99 -1.5%
Page 2 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%