Stevens Capital Partners

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$415.9M
Q ending 2026-03-31
Prior quarter
$382.1M
Q ending 2025-12-31
Change
+8.9% QoQ · +95.4% YoY
Positions
126
reported holdings

Largest positions

Top 100 of 126 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Index FdsVUGShares$66.9M153K
Ishares TrIVVShares$23.3M36K
Ishares TrITOTShares$17.6M123K
Schwab Strategic TrSCHXShares$17.1M666K
Ishares TrIWFShares$15.2M36K
Ishares TrIUSGShares$14.0M90K
Vanguard Index FdsVOEShares$13.1M71K
Morgan Stanley Etf TrustEVTRShares$12.0M236K
Dimensional Etf TrustDFSDShares$11.5M240K
Tapestry IncTPRShares$11.0M78K
Schwab Strategic TrSCHDShares$10.2M333K
Spdr Series TrustSPYVShares$9.8M173K
Spdr Series TrustSLYVShares$9.6M101K
Vanguard Index FdsVTIShares$8.4M26K
Schwab Strategic TrSCHAShares$8.4M287K
Union Pac CorpUNPShares$8.0M33K
Ishares TrIWPShares$7.7M60K
Schwab Strategic TrSCHFShares$5.6M224K
Ishares TrIWNShares$5.4M28K
Boston Omaha CorpBOCShares$5.3M457K
Vanguard Index FdsVTVShares$5.1M26K
Apple IncAAPLShares$5.0M20K
Ishares TrIUSVShares$4.9M48K
Schwab Strategic TrSCHMShares$4.5M146K
Ishares TrIWOShares$4.4M14K
Vanguard Index FdsVBRShares$4.3M20K
Spdr Series TrustSPYMShares$3.9M51K
Spdr Index Shs FdsSPDWShares$3.8M84K
Berkshire Hathaway Inc DelBRK/BShares$3.5M7K
Schwab Strategic TrSCHEShares$3.3M99K
Ishares TrIJTShares$3.2M22K
Buckle IncBKEShares$3.1M61K
Spdr Series TrustSPMDShares$3.0M51K
Vanguard Tax-Managed FdsVEAShares$2.9M46K
Ishares IncIEMGShares$2.7M39K
Vanguard Bd Index FdsBNDShares$2.6M36K
Spdr Series TrustSPYGShares$2.6M27K
Meta Platforms IncMETAShares$2.6M5K
Vanguard Mun Bd FdsVTEBShares$2.4M49K
Nvidia CorporationNVDAShares$2.3M13K
Amazon Com IncAMZNShares$2.3M11K
Vanguard Index FdsVOTShares$2.2M8K
Vanguard Index FdsVOShares$2.2M8K
Spdr Series TrustSLYGShares$2.1M22K
Microsoft CorpMSFTShares$2.0M6K
Spdr Series TrustMDYVShares$2.0M23K
Spdr Series TrustSPTMShares$2.0M25K
Alphabet IncGOOGLShares$1.9M7K
State Str Spdr S&P 500 Etf TSPYShares$1.9M3K
Vanguard Intl Equity Index FVGKShares$1.8M22K
Dimensional Etf TrustDFASShares$1.7M25K
Schwab Strategic TrSCHGShares$1.6M55K
Ishares TrIDEVShares$1.6M19K
Pool CorpPOOLShares$1.5M8K
Spdr Index Shs FdsSPEMShares$1.5M31K
Tesla IncTSLAShares$1.4M4K
Ishares TrIEFAShares$1.3M14K
Vanguard Index FdsVBKShares$1.2M4K
Advanced Micro Devices IncAMDShares$1.2M6K
Mastercard IncorporatedMAShares$1.1M2K
J P Morgan Exchange Traded FJIREShares$1.1M14K
Vanguard Index FdsVVShares$1.1M4K
Broadcom IncAVGOShares$1.0M3K
Ishares TrIJHShares$1.0M15K
Schwab Strategic TrSCHCShares$1.0M21K
Alphabet IncGOOGShares$988K3K
S&P Global IncSPGIShares$964K2K
Ishares TrMUBShares$960K9K
Global X FdsMLPAShares$941K17K
Ishares TrIJRShares$809K7K
Vanguard Intl Equity Index FVWOShares$798K15K
American Centy Etf TrAVUVShares$717K6K
Ishares TrIWSShares$705K5K
Thermo Fisher Scientific IncTMOShares$683K1K
Jpmorgan Chase & CoJPMShares$650K2K
Walmart IncWMTShares$603K5K
Vanguard World FdVGTShares$574K823
Vanguard Index FdsVBShares$554K2K
Blackrock Etf Trust IiBINCShares$551K11K
Invesco Qqq TrQQQShares$551K955
Ishares TrSGOVShares$547K5K
Prenetics Global LtdShares$544K28K
Vanguard Whitehall FdsVYMShares$532K4K
Ishares TrIWRShares$517K5K
Dimensional Etf TrustDFATShares$490K8K
Ishares TrAGGShares$487K5K
Vanguard Scottsdale FdsVCITShares$470K6K
Ishares TrIEFShares$449K5K
Ishares TrSCZShares$437K6K
American Centy Etf TrAVDVShares$431K4K
Select Sector Spdr TrXLKShares$415K3K
Schwab Strategic TrSCHKShares$401K13K
Visa IncVShares$399K1K
Johnson & JohnsonJNJShares$396K2K
Ishares TrIJKShares$387K4K
Vanguard Index FdsVOOShares$375K627
Goldman Sachs Group IncGSShares$335K396
Vanguard Index FdsVNQShares$315K4K
Chevron CorporationCVXShares$312K2K
Vanguard Scottsdale FdsVGITShares$307K5K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.