Stephens Inc Portfolio Holdings
Stephens Inc
- $7.43 Billion
- Q3 2025
Stephens Inc has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.43 Billion distributed in 1321 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 $230M, Apple Inc. with a value of $210M, Microsoft Corp with a value of $182M, Invesco Qqq Trust, Series 1 with a value of $155M, and Nvidia Corp with a value of $145M.
Examining the 13F form we can see an increase of $496M in the current position value, from $6.94B to 7.43B.
Below you can find more details about Stephens Inc portfolio as well as his latest detailed transactions.
Portfolio value
$7.43 Billion
ETFs: $3.1 Billion
Technology: $1.11 Billion
Financial Services: $795 Million
Industrials: $433 Million
Consumer Cyclical: $422 Million
Healthcare: $345 Million
Communication Services: $321 Million
Consumer Defensive: $302 Million
Other: $508 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,321
- Current Value $7.43 Billion
- Prior Value $6.94 Billion
- Filing
- Period Q3 2025
- Filing Date October 27, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 110 stocks
- Additional Purchases 506 stocks
- Sold out of 0 stocks
- Reduced holdings in 540 stocks