Stephenson & Company, Inc. has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 38 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $21.5B, Invesco S&P 500 Equal Weight E with a value of $19.3B, Ishares Core S&P 500 ETF with a value of $17.2B, Vanguard Ftse Developed Market with a value of $17.1B, and Vanguard Bd Index Fd Inc Short with a value of $13.2B.
Examining the 13F form we can see an increase of $17.4B in the current position value, from $119B to 137B.
Stephenson & Company, Inc. is based out at San Clemente, CA
Below you can find more details about Stephenson & Company, Inc. portfolio as well as his latest detailed transactions.
