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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 2 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWN ISHARES TR 30,437.0 $6.7M 1.28% +2K +7.8% $221.20 +1.6%
22 SCHM SCHWAB STRATEGIC TR 180,479.0 $6.7M 1.26% +35K +23.7% $36.87 -1.9%
23 IUSV ISHARES TR 58,938.0 $6.5M 1.24% +11K +22.7% $110.15 +4.3%
24 SCHE SCHWAB STRATEGIC TR 161,907.0 $5.9M 1.12% +63K +64.1% $36.26 +2.0%
25 IWO ISHARES TR 14,293.0 $5.6M 1.07% +116.0 +0.8% $393.97 -1.7%
26 VBR VANGUARD INDEX FDS 22,266.0 $5.4M 1.03% +2K +11.3% $242.99 +2.5%
27 BOC BOSTON OMAHA CORP Communication Services 363,526.0 $5.0M 0.94% -93K -20.4% $13.64 +3.6%
28 NVDA NVIDIA CORPORATION Technology 22,339.0 $4.5M 0.85% +9K +67.5% $200.09 +7.3%
29 SPDW SPDR INDEX SHS FDS 84,662.0 $4.3M 0.81% $50.39 +3.2%
30 SPYM SPDR SERIES TRUST 46,019.0 $4.0M 0.77% -5K -9.7% $87.88 +2.6%
31 IJT ISHARES TR 21,918.0 $3.9M 0.74% -275.0 -1.2% $178.60 -2.6%
32 VEA VANGUARD TAX-MANAGED FDS 53,235.0 $3.8M 0.72% +8K +16.9% $71.25 +3.0%
33 VGK VANGUARD INTL EQUITY INDEX F 42,488.0 $3.8M 0.71% +21K +95.4% $88.54 +4.7%
34 BERKSHIRE HATHAWAY INC DEL 7,510.0 $3.8M 0.71% +251.0 +3.5% $500.38
35 SLYG SPDR SERIES TRUST 30,994.0 $3.7M 0.70% +9K +42.0% $119.13 -2.6%
36 AMD ADVANCED MICRO DEVICES INC Technology 6,100.0 $3.5M 0.67% +277.0 +4.8% $580.94 -18.5%
37 SPMD SPDR SERIES TRUST 50,987.0 $3.4M 0.66% $67.56 -0.4%
38 IEMG ISHARES INC 39,053.0 $3.2M 0.61% +545.0 +1.4% $82.84 -1.5%
39 AMZN AMAZON COM INC Consumer Cyclical 13,346.0 $3.2M 0.60% +2K +19.5% $238.33 +8.5%
40 SPYG SPDR SERIES TRUST 25,800.0 $3.1M 0.58% -991.0 -3.7% $118.99 +1.0%
Page 2 of 8  ·  157 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%