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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 4 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHG SCHWAB STRATEGIC TR 54,503.0 $1.8M 0.35% -919.0 -1.7% $33.84 +4.1%
62 SCHC SCHWAB STRATEGIC TR 34,467.0 $1.7M 0.32% +13K +61.1% $48.12 +6.4%
63 GOOG ALPHABET INC 4,628.0 $1.6M 0.31% +1K +34.3% $353.32
64 SPEM SPDR INDEX SHS FDS 29,733.0 $1.5M 0.29% -2K -4.9% $51.78 +0.3%
65 IJR ISHARES TR 9,905.0 $1.5M 0.28% +3K +52.2% $148.31 -0.8%
66 VBK VANGUARD INDEX FDS 4,011.0 $1.5M 0.28% -91.0 -2.2% $365.67 -2.9%
67 IEFA ISHARES TR 13,458.0 $1.3M 0.25% -395.0 -2.9% $96.58 +4.2%
68 MA MASTERCARD INCORPORATED Financial Services 2,414.0 $1.2M 0.24% +141.0 +6.2% $513.52 +16.1%
69 VTEB VANGUARD MUN BD FDS 24,456.0 $1.2M 0.23% -24K -49.6% $50.58 -2.1%
70 VWO VANGUARD INTL EQUITY INDEX F 20,651.0 $1.2M 0.23% +6K +39.8% $59.69 +0.3%
71 VV VANGUARD INDEX FDS 3,534.0 $1.2M 0.23% $343.91 +2.2%
72 IJH ISHARES TR 15,079.0 $1.2M 0.22% +219.0 +1.5% $77.11 -0.9%
73 VZ VERIZON COMMUNICATIONS INC Communication Services 26,874.0 $1.1M 0.22% NEW $42.34 +17.7%
74 IDEV ISHARES TR 12,694.0 $1.1M 0.21% -6K -33.3% $89.01 +4.5%
75 SPGI S&P GLOBAL INC Financial Services 2,337.0 $952K 0.18% +70.0 +3.1% $407.34 +7.3%
76 BND VANGUARD BD INDEX FDS 11,686.0 $858K 0.16% -24K -67.5% $73.41 -1.4%
77 QQQ INVESCO QQQ TR Financial Services 1,137.0 $837K 0.16% +182.0 +19.1% $736.11 -4.3%
78 IWS ISHARES TR 4,904.0 $807K 0.15% +66.0 +1.4% $164.59 +4.7%
79 MU MICRON TECHNOLOGY INC Technology 694.0 $801K 0.15% NEW $1153.56 -22.2%
80 MLPA GLOBAL X FDS 14,238.0 $756K 0.14% -3K -18.4% $53.08 +5.9%
Page 4 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%