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CIK: 0000757657
Total reported value
$8.9B
$8.9B
1300 檔
10.7%
According to the latest 13F quarterly dataset, Stephens Inc /ar/ managed an equity portfolio of $8.9B at the end of Q4 2025, spanning 1300 distinct U.S. exchange-listed positions.
Stephens Inc /ar/ executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 11 holdings and trimming 86 positions.
Showing top 200 holdings (of 1300 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.84% | +0.11% | +1.72% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.81% | +0.09% | -3.70% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.14% | +2.68% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.05% | +0.31% | +3.63% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 2.00% | -0.38% | +3.99% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.83% | +0.08% | +1.19% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.74% | +0.09% | +0.84% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +0.14% | +5.94% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | +0.04% | +2.35% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | +0.05% | +4.55% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.63% | +0.05% | -1.21% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.50% | +0.08% | +0.32% | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.48% | -0.01% | -0.36% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.18% | +3.91% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.16% | -1.83% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.99% | — | +3.88% | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.94% | -0.04% | +0.90% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.04% | +9.06% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.85% | +0.06% | +3.25% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.83% | +0.11% | +11.71% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.08% | +2.60% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.76% | +0.09% | +5.99% | |
| 23 | IOO | Ishares Global 100 ETF | ETF-Other | 0.74% | +0.13% | +12.69% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.71% | +0.08% | -0.21% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.06% | -0.65% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-Other | 0.59% | -0.08% | -6.57% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.58% | -0.03% | +28.93% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.58% | -0.18% | -4.57% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.57% | -0.05% | -4.83% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 0.57% | -0.02% | -2.39% | |
| 31 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.55% | +0.02% | -2.13% | |
| 32 | KRUS | Kura Sushi USA Inc-class A | Stock-Other | 0.55% | -0.26% | +15.32% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | — | +8.81% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.53% | — | +16.71% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.18% | +0.99% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.51% | +0.03% | -0.15% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.51% | -0.05% | +6.20% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | — | +8.79% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.07% | -2.38% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.50% | -0.07% | -5.43% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.20% | -1.65% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.49% | +0.08% | -3.53% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | +0.07% | -2.46% | |
| 44 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.48% | -0.02% | +0.45% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.48% | +0.05% | +11.16% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | +0.15% | -6.85% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | -0.02% | +8.66% | |
| 48 | DUK | Duke Energy CORP | Stock-Utilities | 0.45% | -0.08% | -4.20% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.44% | -0.04% | -3.76% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.43% | -0.12% | +10.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.91% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.2% | -1.83% | Trim |
| 3 | WMT | Walmart Inc | +0.2% | +3.99% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +1.72% | Add |
| 5 | AMZN | Amazon.com Inc | +0.1% | +5.94% | Add |
| 6 | GS | Goldman Sachs Group Inc | +0.1% | +11.71% | Add |
| 7 | NEM | Newmont CORP | +0.1% | +34.48% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | -2.38% | Trim |
| 9 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +28.93% | Add |
| 10 | MRK | Merck & Co. Inc. | +0.1% | +8.66% | Add |
| 11 | IOO | Ishares Global 100 ETF | +0.1% | +12.69% | Add |
| 12 | AMGN | Amgen Inc | +0.1% | +10.45% | Add |
| 13 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.1% | -2.64% | Trim |
| 14 | TGT | Target CORP | +0.1% | +362.82% | Add |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.63% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +4.55% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +9.06% | Add |
| 18 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +36.85% | Add |
| 19 | EFA | Ishares Msci Eafe ETF | +0.1% | +27.62% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +0.84% | Add |
| 21 | BIV | Vanguard Intermediate-term B | +0.1% | +16.71% | Add |
| 22 | CGGO | Cap Group Global Growth | +0.1% | +69.66% | Add |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +11.16% | Add |
| 24 | SLV | Ishares Silver Trust | +0.1% | +17.15% | Add |
| 25 | V | Visa Inc-class A Shares | +0.1% | +8.81% | Add |
| 26 | CAT | Caterpillar Inc | +0.1% | -4.76% | Trim |
| 27 | MTZ | Mastec Inc | +0.1% | +74.66% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +16.49% | Add |
| 29 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +1005.74% | Add |
| 30 | LIN | Linde plc | +0.1% | +91.21% | Add |
| 31 | IWV | Ishares Russell 3000 ETF | 0% | +5.99% | Add |
| 32 | INTU | Intuit Inc | 0% | +44.57% | Add |
| 33 | BILS | Ss Spdrb B 3-12m T-bill ETF | 0% | +86.62% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.35% | Add |
| 35 | VTV | Vanguard Value ETF | 0% | +3.88% | Add |
| 36 | JNJ | Johnson & Johnson | 0% | -2.46% | Trim |
| 37 | XOM | Exxon Mobil CORP | 0% | +0.99% | Add |
| 38 | KNX | Knight-swift Transportation | 0% | +0.01% | Add |
| 39 | FSLR | First Solar Inc | 0% | +30.52% | Add |
| 40 | VYM | Vanguard High Dvd Yield ETF | 0% | +28.90% | Add |
| 41 | CGCB | Cap Group Core Bond | 0% | +18.83% | Add |
| 42 | MLM | Martin Marietta Materials | 0% | +11.15% | Add |
| 43 | FDX | Fedex CORP | 0% | +0.32% | Add |
| 44 | ALLW | State Street Brgwtr All Wthr | 0% | +63.42% | Add |
| 45 | IVV | Ishares Core S&p 500 ETF | 0% | +23.74% | Add |
| 46 | GE | General Electric | 0% | +15.86% | Add |
| 47 | UNH | Unitedhealth Group Inc | 0% | +30.24% | Add |
| 48 | BMY | Bristol-myers Squibb Co | 0% | +1.41% | Add |
| 49 | GPIX | Gldm SA S&p 500 Pr In Etf-us | 0% | +511.51% | Add |
| 50 | CGDV | Cap Group Dividend Value | 0% | +40.50% | Add |
According to official SEC Form 13F filings, Stephens Inc /ar/ reported a total U.S. public equity portfolio value of $8.9B across 1300 disclosed positions in Q4 2025.
During Q4 2025, Stephens Inc /ar/'s top holdings by market value included AAPL (2.8%)、VTI (2.8%)、MSFT (2.2%). The largest single position, AAPL, represented 2.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VTI, MSFT) accounted for 10.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
OTF
市值: $8.2M
Top Position Liquidated / Trimmed
PFEB
前期市值: $3.4M
In Q4 2025, Stephens Inc /ar/ made 199 total portfolio adjustments, initiating 6 new buys, adding to 96 positions, trimming 86 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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