Stephens Inc Portfolio Holdings
Stephens Inc
- $6.94 Billion
- Q2 2025
Stephens Inc has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.94 Billion distributed in 1274 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $216M, Microsoft Corp with a value of $169M, Apple Inc. with a value of $166M, Invesco Qqq Trust, Series 1 with a value of $137M, and Walmart Inc. with a value of $133M.
Examining the 13F form we can see an increase of $443M in the current position value, from $6.49B to 6.94B.
Below you can find more details about Stephens Inc portfolio as well as his latest detailed transactions.
Portfolio value
$6.94 Billion
ETFs: $2.91 Billion
Technology: $998 Million
Financial Services: $754 Million
Consumer Cyclical: $423 Million
Industrials: $391 Million
Healthcare: $330 Million
Consumer Defensive: $295 Million
Communication Services: $282 Million
Other: $467 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,274
- Current Value $6.94 Billion
- Prior Value $6.49 Billion
- Filing
- Period Q2 2025
- Filing Date July 29, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 99 stocks
- Additional Purchases 529 stocks
- Sold out of 0 stocks
- Reduced holdings in 520 stocks