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Portfolio (Quarterly) Guide ↗

Steward Partners Investment Advisory, LLC

· CIK 0001723397
13F Portfolio $19.6B AUM 4,416 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 326 New 1778 Added 1092 Reduced 217 Exited
Page 52 of 55  ·  1,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 WCBR WISDOMTREE TR 100.0 $2K -113.0 -53.0% $24.95 +20.8%
1022 COTY COTY INC Consumer Defensive 1,178.0 $2K -528.0 -30.9% $2.01 +6.0%
1023 HUN HUNTSMAN CORP Basic Materials 176.0 $2K -32.0 -15.4% $13.34 +7.3%
1024 TRNS TRANSCAT INC Industrials 31.0 $2K -221.0 -87.7% $73.45 +5.3%
1025 GFS GLOBALFOUNDRIES INC Technology 51.0 $2K -630.0 -92.5% $44.45 +66.1%
1026 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 20.0 $2K -20.0 -50.0% $110.90 -7.5%
1027 UAA UNDER ARMOUR INC Consumer Cyclical 367.0 $2K -29.0 -7.3% $5.91 -13.7%
1028 TQQQ PROSHARES TR 52.0 $2K -6K -99.1% $41.67 +80.7%
1029 LEG LEGGETT & PLATT INC Consumer Cyclical 216.0 $2K -5.0 -2.3% $9.88 -4.0%
1030 TPB TURNING PT BRANDS INC Consumer Defensive 24.0 $2K -6.0 -20.0% $86.79 +5.1%
1031 LOPE GRAND CANYON ED INC Consumer Defensive 12.0 $2K -4.0 -25.0% $170.00 -5.6%
1032 LFUS LITTELFUSE INC Technology 6.0 $2K -6.0 -50.0% $339.33 +35.6%
1033 ADNT ADIENT PLC Consumer Cyclical 100.0 $2K -28.0 -21.9% $20.21 +3.1%
1034 FLCA FRANKLIN TEMPLETON ETF TR 41.0 $2K -2.0 -4.7% $48.95 +4.9%
1035 BXC BLUELINX HLDGS INC Industrials 37.0 $2K -58.0 -61.0% $54.19 -6.7%
1036 CNNE CANNAE HLDGS INC Consumer Cyclical 174.0 $2K -11K -98.4% $11.37 +15.4%
1037 CVCO CAVCO INDS INC DEL Consumer Cyclical 4.0 $2K -2.0 -33.3% $484.25 -1.6%
1038 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 186.0 $2K -641.0 -77.5% $9.94 +2.7%
1039 NEOG NEOGEN CORP Healthcare 196.0 $2K -437.0 -69.0% $9.29 -9.3%
1040 IFLN INVESCO EXCH TRADED FD TR II 98.0 $2K -142.0 -59.2% $17.94 +1.3%
Page 52 of 55  ·  1,092 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 27.9%
Financial Services 20.2%
Communication Services 12.0%
Consumer Cyclical 9.4%
Healthcare 7.8%
Industrials 7.5%
Energy 5.2%
Consumer Defensive 4.9%
Utilities 2.7%
Basic Materials 1.2%