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CIK: 0001965176
Total reported value
$525.8M
$525.8M
126 檔
26.6%
During the Q1 2026 filing period, Stevens Capital Partners (CIK: 0001965176) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $525.8M across 126 reported positions.
In Q1 2026, Stevens Capital Partners displayed an active expansion posture, initiating 26 new positions and adding to 70 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 16.08% | -2.04% | -8.70% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.61% | +0.13% | -0.48% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.23% | -0.37% | +8.27% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.11% | -0.12% | +18.98% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.66% | -0.39% | +24.56% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.36% | -0.56% | +24.07% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.15% | -0.18% | +7.48% | |
| 8 | EVTR | Eaton Vance Total Return | ETF-Other | 2.88% | -0.31% | -20.70% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 2.77% | — | — | |
| 10 | TPR | Tapestry Inc | Stock-Consumer Disc | 2.65% | -0.47% | +0.01% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.46% | -0.47% | +6.15% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.35% | +0.68% | +5.75% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.30% | +0.36% | +22.30% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.02% | — | +6.54% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.01% | +0.01% | +14.43% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 1.93% | -0.05% | -0.02% | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.85% | -0.04% | +1.85% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.34% | +0.35% | +71.44% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.29% | -0.01% | +5.99% | |
| 20 | BOC | Boston Omaha Corp-cl A | Stock-Other | 1.28% | -0.34% | +4.78% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.23% | +0.15% | -8.35% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.20% | +0.12% | +9.70% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.18% | +0.05% | -6.95% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.09% | +0.18% | +70.79% | |
| 25 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.07% | — | +10.07% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.04% | -0.01% | +9.34% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.17% | +344.50% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.93% | -0.12% | +89.49% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.13% | +15.13% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.78% | +0.34% | +64.45% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.77% | -0.03% | +11.12% | |
| 32 | BKE | Buckle Inc/the | Stock-Other | 0.74% | -0.25% | — | |
| 33 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.73% | -0.07% | +26.66% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.70% | +0.02% | +31.31% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.65% | -0.03% | +212.21% | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.64% | -0.48% | -31.33% | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | -0.05% | +16.38% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.07% | -2.08% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.58% | -0.34% | +42.25% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.29% | +10.86% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.04% | +5.37% | |
| 42 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.52% | -0.01% | +6.39% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.52% | -0.05% | +19.51% | |
| 44 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.51% | +0.19% | +35.32% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | — | +2.23% | |
| 46 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.47% | -0.05% | -0.75% | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.47% | -0.06% | -0.96% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.08% | +4.04% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.01% | -1.94% | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.43% | +0.29% | +77.78% |
According to official SEC Form 13F filings, Stevens Capital Partners reported a total U.S. public equity portfolio value of $525.8M across 126 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, IVV, ITOT) accounted for 26.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFSD
市值: $11.5M
Top Position Liquidated / Trimmed
IGIB
前期市值: $604.8K
During Q1 2026, Stevens Capital Partners's top holdings by market value included VUG (16.1%)、IVV (5.6%)、ITOT (4.2%). The largest single position, VUG, represented 16.1% of total portfolio value.
In Q1 2026, Stevens Capital Partners made 127 total portfolio adjustments, initiating 26 new buys, adding to 70 positions, trimming 28 holdings, and fully liquidating 3 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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