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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 5 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SGOV ISHARES TR 5,434.0 $547K 0.13% -1K -21.4% $100.66 -0.1%
82 PRENETICS GLOBAL LTD 28,147.0 $544K 0.13% +10K +54.6% $19.32
83 VYM VANGUARD WHITEHALL FDS 3,590.0 $532K 0.13% +404.0 +12.7% $148.10 +6.8%
84 IWR ISHARES TR 5,319.0 $517K 0.12% $97.23 +11.2%
85 DFAT DIMENSIONAL ETF TRUST 7,853.0 $490K 0.12% NEW $62.45 +9.6%
86 AGG ISHARES TR 4,910.0 $487K 0.12% -7K -58.5% $99.28 -0.4%
87 VCIT VANGUARD SCOTTSDALE FDS 5,676.0 $470K 0.11% +1K +34.2% $82.75 -0.3%
88 IEF ISHARES TR 4,706.0 $449K 0.11% NEW $95.43 -1.2%
89 SCZ ISHARES TR 5,575.0 $437K 0.10% NEW $78.41 +5.1%
90 AVDV AMERICAN CENTY ETF TR 4,318.0 $431K 0.10% NEW $99.87 +5.4%
91 XLK SELECT SECTOR SPDR TR 3,123.0 $415K 0.10% -20.0 -0.6% $132.91 +39.4%
92 SCHK SCHWAB STRATEGIC TR 12,796.0 $401K 0.10% $31.33 +13.7%
93 V VISA INC Financial Services 1,319.0 $399K 0.10% -265.0 -16.7% $302.33 +9.2%
94 JNJ JOHNSON & JOHNSON Healthcare 1,619.0 $396K 0.10% +187.0 +13.1% $244.43 -3.7%
95 IJK ISHARES TR 3,844.0 $387K 0.09% +2K +78.1% $100.63 +14.4%
96 VOO VANGUARD INDEX FDS 627.0 $375K 0.09% +75.0 +13.6% $597.97 +13.4%
97 GS GOLDMAN SACHS GROUP INC Financial Services 396.0 $335K 0.08% +51.0 +14.8% $845.47 +29.6%
98 VNQ VANGUARD INDEX FDS 3,556.0 $315K 0.08% NEW $88.71 +10.2%
99 CVX CHEVRON CORPORATION Energy 1,506.0 $312K 0.07% NEW $207.00 -15.1%
100 VGIT VANGUARD SCOTTSDALE FDS 5,159.0 $307K 0.07% -3K -34.9% $59.55 -1.2%
Page 5 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%