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Portfolio (Quarterly) Guide ↗

Stephens Consulting, LLC

· CIK 0001961632
13F Portfolio $292M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 388 New
Page 12 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SDY SPDR SERIES TRUST 74.0 $10K 0.00% NEW $140.05 +7.0%
222 IEMG ISHARES INC 157.0 $10K 0.00% NEW $65.92 +26.8%
223 NNN NNN REIT INC Real Estate 240.0 $10K 0.00% NEW $42.57 +5.4%
224 PRU PRUDENTIAL FINL INC Financial Services 97.0 $10K 0.00% NEW $103.74 -3.0%
225 HELO J P MORGAN EXCHANGE TRADED F 150.0 $10K 0.00% NEW $65.17 +4.3%
226 MDT MEDTRONIC PLC Healthcare 100.0 $10K 0.00% NEW $95.24 -20.7%
227 COP CONOCOPHILLIPS Energy 100.0 $9K 0.00% NEW $94.59 +21.6%
228 OXY OCCIDENTAL PETE CORP Energy 200.0 $9K 0.00% NEW $47.25 +21.3%
229 ACHIEVE LIFE SCIENCES INC 3,000.0 $9K 0.00% NEW $3.15
230 AMRC AMERESCO INC Industrials 280.0 $9K 0.00% NEW $33.58 +8.9%
231 NEE NEXTERA ENERGY INC Utilities 124.0 $9K 0.00% NEW $75.49 +15.6%
232 PNW PINNACLE WEST CAP CORP Utilities 100.0 $9K 0.00% NEW $89.66 +12.5%
233 WGS GENEDX HOLDINGS CORP Healthcare 81.0 $9K 0.00% NEW $107.74 -53.5%
234 MPC MARATHON PETE CORP Energy 45.0 $9K 0.00% NEW $192.76 +30.4%
235 DG DOLLAR GEN CORP NEW Consumer Defensive 82.0 $9K 0.00% NEW $103.74 +5.9%
236 AFL AFLAC INC Financial Services 76.0 $8K 0.00% NEW $111.71 +0.8%
237 FSK FS KKR CAP CORP Financial Services 568.0 $8K 0.00% NEW $14.93 -27.7%
238 SDOG ALPS ETF TR 140.0 $8K 0.00% NEW $60.24 +13.3%
239 WOMN TIDAL TRUST III 200.0 $8K 0.00% NEW $40.66 +5.1%
240 IBMR ISHARES TR 316.0 $8K 0.00% NEW $25.53 -0.7%
Page 12 of 20  ·  388 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
Financial Services 35.5%
Technology 26.2%
Healthcare 7.3%
Consumer Defensive 6.8%
Consumer Cyclical 6.5%
Utilities 5.7%
Industrials 4.6%
Basic Materials 3.6%
Energy 2.3%
Communication Services 1.1%