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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 7 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCZ ISHARES TR 3,696.0 $304K 0.06% -2K -33.7% $82.28 +5.2%
122 ITA ISHARES TR 1,239.0 $300K 0.06% +218.0 +21.4% $242.41 -2.7%
123 SCHK SCHWAB STRATEGIC TR 8,300.0 $299K 0.06% -4K -35.1% $36.06 +2.0%
124 LRCX LAM RESEARCH CORP Technology 687.0 $298K 0.06% NEW $433.36 -30.6%
125 CAT CATERPILLAR INC Industrials 274.0 $292K 0.06% NEW $1064.51 -23.9%
126 CVX CHEVRON CORPORATION Energy 1,744.0 $289K 0.06% +238.0 +15.8% $165.83 +23.2%
127 PLTR PALANTIR TECHNOLOGIES INC Technology 2,322.0 $271K 0.05% NEW $116.69 +50.2%
128 ABBV ABBVIE INC Healthcare 1,024.0 $258K 0.05% NEW $251.63 +5.2%
129 TJX TJX COS INC NEW Consumer Cyclical 1,688.0 $256K 0.05% +101.0 +6.4% $151.52 -7.7%
130 GLD SPDR GOLD TR Financial Services 693.0 $255K 0.05% $368.48 +16.1%
131 FBND FIDELITY MERRIMACK STR TR 5,592.0 $254K 0.05% NEW $45.49 -1.2%
132 XAR SPDR SERIES TRUST 888.0 $252K 0.05% $283.87 -5.4%
133 IGSB ISHARES TR 4,795.0 $251K 0.05% NEW $52.41 -0.5%
134 BOND PIMCO ETF TR 2,712.0 $250K 0.05% NEW $92.19 -1.6%
135 IUSB ISHARES TR 5,414.0 $250K 0.05% NEW $46.15 -1.4%
136 JPIE J P MORGAN EXCHANGE TRADED F 5,426.0 $250K 0.05% NEW $46.05 -0.4%
137 FLCO FRANKLIN TEMPLETON ETF TR 11,644.0 $250K 0.05% NEW $21.44 -2.1%
138 ISRG INTUITIVE SURGICAL INC Healthcare 624.0 $248K 0.05% +154.0 +32.8% $397.91 -4.4%
139 SPSM SPDR SERIES TRUST 4,280.0 $247K 0.05% -154.0 -3.5% $57.67 -0.8%
140 VXX BARCLAYS BANK PLC Financial Services 11,000.0 $243K 0.05% NEW $22.09 -14.5%
Page 7 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%