Stegner Investment Associates Inc. Portfolio Holdings

Stegner Investment Associates Inc.

  • $182 Million
  • Q3 2025

Stegner Investment Associates Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $182 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $76.1M, Ishares Russell Mid Cap ETF with a value of $38.8M, Vanguard Russell 1000 ETF with a value of $19.6M, Ishares Tr Russell 1000 ETF with a value of $8.61M, and Vanguard Index Fds S&P 500 ETF with a value of $6.48M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $163M to 182M.

Below you can find more details about Stegner Investment Associates Inc. portfolio as well as his latest detailed transactions.

Portfolio value $182 Million
ETFs: $180 Million
Technology: $1.03 Million
Consumer Cyclical: $604,000
Financial Services: $449,000
Healthcare: $253,000
Consumer Defensive: $219,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.6B
$253,000 0.14% of portfolio
7,109
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $182 Million
  • Prior Value $163 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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