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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 8 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PFE PFIZER INC Healthcare 2,047.0 $51K 0.02% $24.90 +5.3%
142 CTVA CORTEVA INC Basic Materials 747.0 $50K 0.02% $67.03 +19.2%
143 ORCL ORACLE CORP Technology 251.0 $49K 0.02% +23.0 +10.1% $194.91 -2.0%
144 DOW DOW INC Basic Materials 2,091.0 $49K 0.02% +44.0 +2.1% $23.38 +47.5%
145 GOOG ALPHABET INC Communication Services 152.0 $48K 0.01% +20.0 +15.2% $313.80 +22.6%
146 FE FIRSTENERGY CORP Utilities 1,050.0 $47K 0.01% $44.77 +4.5%
147 MDLZ MONDELEZ INTL INC Consumer Defensive 852.0 $46K 0.01% $53.83 +15.6%
148 COIN COINBASE GLOBAL INC Financial Services 201.0 $45K 0.01% +100.0 +99.0% $226.14 -23.2%
149 GE GE AEROSPACE Industrials 143.0 $44K 0.01% $308.03 +3.0%
150 BAC BANK AMERICA CORP Financial Services 800.0 $44K 0.01% +215.0 +36.8% $55.00 -7.1%
151 MRK MERCK & CO INC Healthcare 417.0 $44K 0.01% $105.26 +14.2%
152 VZ VERIZON COMMUNICATIONS INC Communication Services 982.0 $40K 0.01% +27.0 +2.8% $40.73 +18.4%
153 CIBR FIRST TR EXCHANGE TRADED FD 540.0 $39K 0.01% $71.45 +14.8%
154 TGT TARGET CORP Consumer Defensive 393.0 $38K 0.01% $97.75 +31.3%
155 IBDS ISHARES TR 1,551.0 $38K 0.01% +23.0 +1.5% $24.27 -0.2%
156 IBDR ISHARES TR 1,544.0 $37K 0.01% +21.0 +1.4% $24.24 +0.0%
157 IBDU ISHARES TR 1,583.0 $37K 0.01% NEW $23.41 -0.9%
158 DLTR DOLLAR TREE INC Consumer Defensive 300.0 $37K 0.01% $123.01 -22.1%
159 V VISA INC Financial Services 105.0 $37K 0.01% +19.0 +22.1% $350.71 -6.6%
160 FNV FRANCO NEV CORP Basic Materials 175.0 $36K 0.01% NEW $207.28 +7.7%
Page 8 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%