Portfolio (Quarterly) Guide ↗

Stegner Investment Associates Inc.

· CIK 0001907433

13F Portfolio $183M AUM 29 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 7 Added 5 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AXP	AMERICAN EXPRESS CO	Financial Services	650	$240K	0.13%	SOLD
2	SDY	SPDR SERIES TRUST	—	1,622	$226K	0.12%	SOLD
3	VUG	VANGUARD INDEX FDS	—	422	$206K	0.11%	SOLD

Sector Allocation

Technology 46.5%

Financial Services 19.9%

Consumer Defensive 13.9%

Consumer Cyclical 12.9%

Energy 6.8%