Steph & CO has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $276 Million distributed in 294 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $46.5M, Jp Morgan ETF Fd Tr Active Val with a value of $43.5M, Ishares Russell Mid Cap ETF with a value of $13.7M, Flexshares Tr Morningstar Glob with a value of $12.8M, and Pimco Active Bond Exchange Tra with a value of $11.5M.
Examining the 13F form we can see an increase of $18.8M in the current position value, from $257M to 276M.
Below you can find more details about Steph & CO portfolio as well as his latest detailed transactions.
