STEVENS CAPITAL PARTNERS

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
105
Quarter
2025 Q4
Top Holding
VUG (21.4%)
Top 10 Concentration
55.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 105
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VUG
VANGUARD INDEX ...
Warrant 21.41% 22.54% #1
Prev: #1
10.0 10,176 6.5%
P
S
167,647 $81,788,490 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 6.44% 6.22% #2
Prev: #2
4.6 4,767 15.3%
P
S
35,918 $24,601,742 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ITOT
ISHARES TR
ETF 4.44% 4.86% #3
Prev: #3
3.8 2,260 2.0%
P
S
113,989 $16,949,067 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EVTR
MORGAN STANLEY ...
ETF 4.01% 3.68% #4
Prev: #4
3.7 57,838 24.1%
P
S
297,437 $15,317,999 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHX
SCHWAB STRATEGI...
ETF 3.94% 3.12% #5 2
Prev: #7
3.7 162,459 40.9%
P
S
559,865 $15,065,981 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 3.55% 3.43% #6
Prev: #6
3.5 4,131 16.8%
P
S
28,695 $13,581,298 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSG
ISHARES TR
Warrant 3.19% 3.45% #7 2
Prev: #5
3.3 2,383 3.4%
P
S
72,558 $12,185,380 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOE
VANGUARD INDEX ...
ETF 3.07% 3.06% #8
Prev: #8
3.3 7,463 12.7%
P
S
66,126 $11,728,838 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TPR
TAPESTRY INC
Consumer Cyclical 2.61% 2.65% #9
Prev: #9
1.0 -299 -0.4%
P
S
78,129 $9,982,542 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYV
SPDR SERIES TRU...
Unknown 2.43% 2.04% #10 4
Prev: #14
3.1 39,720 32.1%
P
S
163,334 $9,278,988 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHD
SCHWAB STRATEGI...
ETF 2.25% 2.35% #11 1
Prev: #12
2.9 25,284 8.8%
P
S
313,559 $8,600,914 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 2.16% 2.35% #12 1
Prev: #11
2.9 552 2.3%
P
S
24,581 $8,241,283 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWP
ISHARES TR
ETF 2.12% 2.50% #13 3
Prev: #10
2.8 160 0.3%
P
S
59,016 $8,081,699 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UNP
UNION PAC CORP
Industrials 2.00% 2.33% #14 1
Prev: #13
2.8 92 0.3%
P
S
33,078 $7,651,554 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SLYV
SPDR SERIES TRU...
Unknown 1.97% 1.85% #15
Prev: #15
2.8 12,899 18.5%
P
S
82,705 $7,523,715 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHA
SCHWAB STRATEGI...
ETF 1.87% 1.83% #16
Prev: #16
2.8 31,915 14.6%
P
S
251,171 $7,153,340 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 1.42% 1.60% #17 1
Prev: #18
0.6 -305 -1.1%
P
S
28,462 $5,435,913 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BOC
BOSTON OMAHA CO...
Industrials 1.41% 1.70% #18 1
Prev: #17
2.6 110 0.0%
P
S
435,744 $5,390,156 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSV
ISHARES TR
ETF 1.39% 1.49% #19
Prev: #19
2.6 1,771 3.6%
P
S
51,609 $5,291,947 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.28% 1.17% #20 3
Prev: #23
2.6 2,528 16.4%
P
S
17,979 $4,887,658 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWN
ISHARES TR
ETF 1.26% 1.41% #21
Prev: #21
0.5 -12 -0.0%
P
S
26,634 $4,826,332 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWO
ISHARES TR
ETF 1.09% 1.25% #22
Prev: #22
0.4 -169 -1.3%
P
S
12,880 $4,160,328 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD BD IND...
ETF 1.02% 1.41% #23 3
Prev: #20
0.5 -11,045 -17.4%
P
S
52,406 $3,881,717 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VBR
VANGUARD INDEX ...
ETF 1.01% 1.03% #24 1
Prev: #25
2.4 1,819 11.0%
P
S
18,293 $3,874,177 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BKE
BUCKLE INC
Consumer Cyclical 0.86% 1.08% #25 1
Prev: #24
0.3 no change no change
P
S
61,439 $3,282,066 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBIT
ISHARES BITCOIN...
Bond/Debt 0.00% 0.08%
Sold All 😨
(Was: #82)
0.3 -3,904 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
ETF 0.00% 0.07%
Sold All 😨
(Was: #88)
0.3 -190 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 105 holdings

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