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Portfolio (Quarterly) Guide ↗

Stephens Consulting, LLC

· CIK 0001961632
13F Portfolio $309M AUM 476 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 133 New 85 Added 29 Reduced 44 Exited
Page 19 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WAB WABTEC Industrials 8.0 $2K 0.00% $213.50 +22.2%
362 NU NU HLDGS LTD Financial Services 100.0 $2K 0.00% $16.74 -22.2%
363 EWM ISHARES INC 61.0 $2K 0.00% $27.36 +6.2%
364 BYND BEYOND MEAT INC Consumer Defensive 2,000.0 $2K 0.00% $0.82 -3.8%
365 EWZ ISHARES INC 51.0 $2K 0.00% $31.78 +13.6%
366 SPYM SPDR SERIES TRUST 19.0 $2K NEW $80.26 +10.1%
367 VGT VANGUARD WORLD FD 2.0 $2K $754.00 -84.4%
368 SYM SYMBOTIC INC Industrials 25.0 $1K $59.52 -9.9%
369 CHW CALAMOS GBL DYN INCOME FUND Financial Services 200.0 $1K $7.42 +21.0%
370 INTC INTEL CORP Technology 40.0 $1K NEW $36.90 +230.0%
371 PANW PALO ALTO NETWORKS INC Technology 8.0 $1K NEW $184.25 +34.9%
372 AMT AMERICAN TOWER CORP NEW Real Estate 8.0 $1K NEW $175.62 +5.3%
373 PROCAP FINL INC 394.0 $1K NEW $3.53
374 EFV ISHARES TR 19.0 $1K NEW $71.42 +10.7%
375 WYY WIDEPOINT CORP Technology 250.0 $1K $5.37 +76.1%
376 SRI STONERIDGE INC Consumer Cyclical 220.0 $1K $5.79 +33.5%
377 CL COLGATE PALMOLIVE CO Consumer Defensive 16.0 $1K NEW $79.06 +15.5%
378 EFG ISHARES TR 11.0 $1K NEW $114.00 +7.6%
379 IGPT INVESCO EXCHANGE TRADED FD T 21.0 $1K $59.48 +64.0%
380 XAIX DBX ETF TR 29.0 $1K $42.93 +30.5%
Page 19 of 24  ·  476 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 33.0%
Technology 22.0%
Industrials 9.1%
Healthcare 8.2%
Consumer Defensive 7.0%
Utilities 6.3%
Consumer Cyclical 5.0%
Basic Materials 3.6%
Communication Services 2.7%
Energy 2.7%