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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
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OEF ISHARES TR 1,161.0 $369K 0.20% -42.0 -3.5% $318.07 +17.4%
22 BND VANGUARD BD INDEX FDS 5,013.0 $369K 0.20% +230.0 +4.8% $73.64 -0.6%
23 CWI SPDR INDEX SHS FDS 9,343.0 $342K 0.19% -53.0 -0.6% $36.59 +11.6%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 314.0 $313K 0.17% NEW $995.37 +0.8%
25 MCD MCDONALDS CORP Consumer Cyclical 1,003.0 $312K 0.17% $310.79 -10.1%
26 XOM EXXON MOBIL CORP Energy 1,628.0 $276K 0.15% NEW $169.66 -8.7%
27 KO COCA COLA CO Consumer Defensive 3,280.0 $249K 0.14% $76.05 +5.8%
28 BERKSHIRE HATHAWAY INC DEL 462.0 $221K 0.12% $479.20
29 HD HOME DEPOT INC Consumer Cyclical 636.0 $209K 0.12% $328.89 -5.6%
Page 2 of 2  ·  29 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 46.5%
Financial Services 19.9%
Consumer Defensive 13.9%
Consumer Cyclical 12.9%
Energy 6.8%