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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 4 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEMG ISHARES INC 12,334.0 $829K 0.22% NEW $67.22 +22.4%
62 VV VANGUARD INDEX FDS 2,595.0 $817K 0.21% NEW $314.74 +8.4%
63 JIRE J P MORGAN EXCHANGE TRADED F 10,813.0 $810K 0.21% NEW $74.88 +8.9%
64 MUB ISHARES TR 6,971.0 $747K 0.20% NEW $107.12 +0.2%
65 VWO VANGUARD INTL EQUITY INDEX F 13,477.0 $725K 0.19% NEW $53.76 +11.0%
66 SGOV ISHARES TR 6,911.0 $694K 0.18% NEW $100.37 +0.2%
67 IWS ISHARES TR 4,895.0 $691K 0.18% NEW $141.06 +15.3%
68 VGT VANGUARD WORLD FD 900.0 $679K 0.18% NEW $754.18 -84.4%
69 BINC BLACKROCK ETF TRUST II 12,686.0 $669K 0.17% NEW $52.77 -0.9%
70 SCHC SCHWAB STRATEGIC TR 13,437.0 $612K 0.16% NEW $45.53 +6.2%
71 IGIB ISHARES TR 11,226.0 $605K 0.16% NEW $53.88 -1.6%
72 QQQ INVESCO QQQ TR Financial Services 933.0 $573K 0.15% NEW $614.57 +17.5%
73 V VISA INC Financial Services 1,584.0 $556K 0.14% NEW $350.76 -6.0%
74 JPM JPMORGAN CHASE & CO. Financial Services 1,665.0 $536K 0.14% NEW $322.09 +3.3%
75 SPEM SPDR INDEX SHS FDS 11,376.0 $532K 0.14% NEW $46.81 +10.6%
76 IWR ISHARES TR 5,306.0 $511K 0.13% NEW $96.26 +12.4%
77 VB VANGUARD INDEX FDS 1,864.0 $481K 0.13% NEW $257.98 +14.8%
78 VGIT VANGUARD SCOTTSDALE FDS 7,920.0 $475K 0.12% NEW $59.93 -1.9%
79 VYM VANGUARD WHITEHALL FDS 3,186.0 $457K 0.12% NEW $143.50 +10.3%
80 XLK SELECT SECTOR SPDR TR 3,143.0 $452K 0.12% NEW $143.96 +29.6%
Page 4 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%