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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 9 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ADP AUTOMATIC DATA PROCESSING IN Industrials 113.0 $33K 0.01% NEW $293.52 -25.2%
162 EPD ENTERPRISE PRODS PARTNERS L Energy 1,056.0 $33K 0.01% NEW $31.27 +19.8%
163 VGSH VANGUARD SCOTTSDALE FDS 561.0 $33K 0.01% NEW $58.84 -0.9%
164 GOOG ALPHABET INC Communication Services 132.0 $32K 0.01% NEW $243.55 +58.7%
165 MCHP MICROCHIP TECHNOLOGY INC. Technology 490.0 $31K 0.01% NEW $64.18 +51.3%
166 ESPO VANECK ETF TRUST 256.0 $31K 0.01% NEW $121.23 -26.6%
167 LLY ELI LILLY & CO Healthcare 40.0 $31K 0.01% NEW $763.00 +48.0%
168 BAC BANK AMERICA CORP Financial Services 585.0 $30K 0.01% NEW $51.59 -1.7%
169 V VISA INC Financial Services 86.0 $29K 0.01% NEW $341.38 -5.2%
170 DLTR DOLLAR TREE INC Consumer Defensive 300.0 $28K 0.01% NEW $94.37 +18.7%
171 DRLL EA SERIES TRUST 957.0 $28K 0.01% NEW $28.75 +24.6%
172 IJS ISHARES TR 248.0 $27K 0.01% NEW $110.79 +18.9%
173 VEU VANGUARD INTL EQUITY INDEX F 372.0 $27K 0.01% NEW $71.37 +17.5%
174 GIS GENERAL MLS INC Consumer Defensive 526.0 $27K 0.01% NEW $50.42 -32.5%
175 HACK AMPLIFY ETF TR 301.0 $26K 0.01% NEW $86.80 +8.5%
176 DLR DIGITAL RLTY TR INC Real Estate 150.0 $26K 0.01% NEW $172.88 +11.0%
177 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 2,000.0 $24K 0.01% NEW $12.20 +8.9%
178 NOBL PROSHARES TR 228.0 $24K 0.01% NEW $103.25 -47.7%
179 IJH ISHARES TR 360.0 $23K 0.01% NEW $65.26 +14.2%
180 GSLC GOLDMAN SACHS ETF TR 174.0 $23K 0.01% NEW $130.28 +10.0%
Page 9 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%