Stegner Investment Associates Inc. Portfolio Holdings

Stegner Investment Associates Inc.

  • $147 Million
  • Q3 2024

Stegner Investment Associates Inc. has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Million distributed in 24 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 $61.3M, Ishares Russell Mid Cap ETF with a value of $29.5M, Vanguard Russell 1000 ETF with a value of $16.3M, Ishares Tr Russell 1000 ETF with a value of $8.38M, and Vanguard Index Fds S&P 500 ETF with a value of $5.41M.

Examining the 13F form we can see an increase of $8.16M in the current position value, from $139M to 147M.

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

Portfolio value $147 Million
ETFs: $146 Million
Technology: $611,000
Consumer Cyclical: $562,000
Financial Services: $256,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $147 Million
  • Prior Value $139 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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