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Portfolio (Quarterly) Guide ↗

Stephenson & Company, Inc.

· CIK 0002001544
13F Portfolio $182M AUM 45 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 17 Added 2 Reduced 1 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MS MORGAN STANLEY Financial Services 1,249.0 $222K 0.12% NEW $177.53 +12.9%
42 VB VANGUARD INDEX FDS 859.0 $222K 0.12% $257.95 +11.0%
43 SCHF SCHWAB STRATEGIC TR 9,207.0 $221K 0.12% $24.04 +13.8%
44 FNF FIDELITY NATIONAL FINANCIAL Financial Services 4,034.0 $220K 0.12% $54.59 -9.6%
45 MIST MILESTONE PHARMACEUTICALS IN Healthcare 20,000.0 $40K 0.02% $2.02 -24.8%
Page 3 of 3  ·  45 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 56.2%
Technology 30.6%
Consumer Cyclical 6.6%
Healthcare 2.3%
Communication Services 2.1%
Industrials 2.1%