Stephenson & Company
Latest statistics and disclosures from Stephenson & Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, RSP, IVV, VEA, BSV, and represent 64.54% of Stephenson & Company's stock portfolio.
- Added to shares of these 10 stocks: IJH, BSV, BRK.B, IVV, VEA, RSP, BIV, GBTC, IJR, VWO.
- Started 2 new stock positions in AXP, GBTC.
- Reduced shares in these 10 stocks: MUB, IWD, VUG, AAPL, VIG, UNH, HD, CVX, BK, FNF.
- Stephenson & Company was a net buyer of stock by $14M.
- Stephenson & Company has $137M in assets under management (AUM), dropping by 14.61%.
- Central Index Key (CIK): 0002001544
Tip: Access up to 7 years of quarterly data
Positions held by Stephenson & Company consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Stephenson & Company
Stephenson & Company holds 38 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Stephenson & Company
SEC 13F filings are viewable for Stephenson & Company going back to 2023
- Stephenson & Company 2024 Q1 filed April 30, 2024
- Stephenson & Company 2023 Q4 filed Jan. 31, 2024