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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 9 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BSV VANGUARD BD INDEX FDS 460.0 $36K 0.01% $78.81 -1.5%
162 FXR FIRST TR EXCHANGE TRADED FD 425.0 $34K 0.01% $79.96 +10.6%
163 XLE SELECT SECTOR SPDR TR 754.0 $34K 0.01% +377.0 +100.0% $44.71 +27.4%
164 IBDT ISHARES TR 1,309.0 $33K 0.01% $25.46 -1.2%
165 SCHA SCHWAB STRATEGIC TR 1,155.0 $33K 0.01% +1K +3108.3% $28.48 +21.4%
166 SLV ISHARES SILVER TR Financial Services 500.0 $32K 0.01% $64.42 -17.5%
167 EPD ENTERPRISE PRODS PARTNERS L Energy 1,000.0 $32K 0.01% -56.0 -5.3% $32.06 +17.7%
168 UNP UNION PAC CORP Industrials 135.0 $31K 0.01% +44.0 +48.4% $231.33 +24.6%
169 Q QNITY ELECTRONICS INC Technology 373.0 $30K 0.01% NEW $81.65 +73.5%
170 DD DUPONT DE NEMOURS INC Basic Materials 747.0 $30K 0.01% $40.20 +233.7%
171 MCHP MICROCHIP TECHNOLOGY INC. Technology 467.0 $30K 0.01% -23.0 -4.7% $63.68 +36.8%
172 ADP AUTOMATIC DATA PROCESSING IN Industrials 114.0 $29K 0.01% +1.0 +0.9% $256.11 -3.8%
173 PSX PHILLIPS 66 Energy 223.0 $29K 0.01% +90.0 +67.7% $129.04 +56.1%
174 MS MORGAN STANLEY Financial Services 162.0 $29K 0.01% +37.0 +29.6% $177.53 +28.2%
175 IJS ISHARES TR 250.0 $28K 0.01% +2.0 +0.8% $113.54 +19.2%
176 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 91.0 $28K 0.01% +41.0 +82.0% $303.89 +38.3%
177 VEU VANGUARD INTL EQUITY INDEX F 372.0 $27K 0.01% $73.56 +12.6%
178 DRLL EA SERIES TRUST 957.0 $27K 0.01% $28.53 +26.9%
179 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 350.0 $27K 0.01% $76.23 -26.3%
180 ESPO VANECK ETF TRUST 256.0 $27K 0.01% $103.61 -11.6%
Page 9 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%