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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 7 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 725.0 $64K 0.02% $88.21 +18.5%
122 ETN EATON CORP PLC Industrials 200.0 $64K 0.02% $318.51 +27.6%
123 ASTRAZENECA PLC 693.0 $64K 0.02% +34.0 +5.2% $91.91
124 T AT&T INC Communication Services 2,502.0 $62K 0.02% $24.84 +0.3%
125 IAU ISHARES GOLD TR Financial Services 760.0 $62K 0.02% $81.17 +3.2%
126 NSC NORFOLK SOUTHN CORP Industrials 210.0 $61K 0.02% $288.72 +12.8%
127 AM ANTERO MIDSTREAM CORP Energy 3,360.0 $60K 0.02% +43.0 +1.3% $17.79 +19.8%
128 LLY ELI LILLY & CO Healthcare 55.0 $59K 0.02% +15.0 +37.5% $1074.69 +0.8%
129 HON HONEYWELL INTL INC Industrials 299.0 $58K 0.02% $195.14 +18.7%
130 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 165.0 $58K 0.02% +1.0 +0.6% $350.55 +11.7%
131 HDV ISHARES TR 474.0 $58K 0.02% $121.61 -77.3%
132 PII POLARIS INC Consumer Cyclical 910.0 $58K 0.02% $63.25 +9.5%
133 ENB ENBRIDGE INC Energy 1,161.0 $56K 0.02% $47.83 +17.4%
134 FEX FIRST TR EXCHANGE-TRADED ALP 462.0 $55K 0.02% $118.68 +13.4%
135 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,101.0 $55K 0.02% $49.65 -14.5%
136 MMM 3M CO Industrials 340.0 $54K 0.02% $160.10 -3.1%
137 ON ON SEMICONDUCTOR CORP Technology 1,000.0 $54K 0.02% $54.15 +130.6%
138 EGP EASTGROUP PPTYS INC Real Estate 300.0 $53K 0.02% $178.14 +15.5%
139 CEG CONSTELLATION ENERGY CORP Utilities 148.0 $52K 0.02% +2.0 +1.4% $353.27 -18.3%
140 SCHM SCHWAB STRATEGIC TR 1,718.0 $52K 0.02% +40.0 +2.4% $30.07 +16.9%
Page 7 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%