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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 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV VANGUARD INDEX FDS 26,086.0 $5.1M 1.23% -2K -8.3% $196.20 +11.1%
22 AAPL APPLE INC Technology 19,723.0 $5.0M 1.20% +2K +9.7% $253.80 +18.0%
23 IUSV ISHARES TR 48,024.0 $4.9M 1.18% -4K -7.0% $102.25 +7.5%
24 SCHM SCHWAB STRATEGIC TR 145,913.0 $4.5M 1.09% +60K +70.8% $30.96 +16.1%
25 IWO ISHARES TR 14,177.0 $4.4M 1.07% +1K +10.1% $313.82 +24.6%
26 VBR VANGUARD INDEX FDS 20,002.0 $4.3M 1.04% +2K +9.3% $217.25 +10.2%
27 SPYM SPDR SERIES TRUST 50,962.0 $3.9M 0.94% +39K +344.5% $76.54 +13.4%
28 SPDW SPDR INDEX SHS FDS 84,289.0 $3.8M 0.93% +40K +89.5% $45.65 +9.2%
29 BERKSHIRE HATHAWAY INC DEL 7,259.0 $3.5M 0.84% +954.0 +15.1% $479.19
30 SCHE SCHWAB STRATEGIC TR 98,662.0 $3.3M 0.78% +39K +64.5% $32.95 +10.0%
31 IJT ISHARES TR 22,193.0 $3.2M 0.77% +2K +11.1% $144.71 +18.4%
32 BKE BUCKLE INC Consumer Cyclical 61,439.0 $3.1M 0.74% $50.36 -12.2%
33 SPMD SPDR SERIES TRUST 51,189.0 $3.0M 0.73% +11K +26.7% $59.22 +12.2%
34 VEA VANGUARD TAX-MANAGED FDS 45,525.0 $2.9M 0.70% +11K +31.3% $64.08 +10.1%
35 IEMG ISHARES INC 38,508.0 $2.7M 0.65% +26K +212.2% $69.75 +17.3%
36 BND VANGUARD BD INDEX FDS 35,985.0 $2.6M 0.64% -16K -31.3% $73.64 -0.5%
37 SPYG SPDR SERIES TRUST 26,791.0 $2.6M 0.63% +4K +16.4% $97.91 +19.0%
38 META META PLATFORMS INC Communication Services 4,511.0 $2.6M 0.62% -96.0 -2.1% $572.13 -1.1%
39 VTEB VANGUARD MUN BD FDS 48,547.0 $2.4M 0.58% +14K +42.2% $49.89 +1.1%
40 NVDA NVIDIA CORPORATION Technology 13,339.0 $2.3M 0.56% +1K +10.9% $174.41 +16.1%
Page 2 of 7  ·  126 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%