Stephenson & Company, Inc. Portfolio Holdings
Stephenson & Company, Inc.
- $174 Billion
- Q3 2025
Stephenson & Company, Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $25.6B, Invesco S&P 500 Equal Weight E with a value of $24.5B, Ishares Core S&P 500 ETF with a value of $24.1B, Vanguard Ftse Developed Market with a value of $23.5B, and Vanguard Bd Index Fd Inc Short with a value of $16.9B.
Examining the 13F form we can see an increase of $9.51B in the current position value, from $165B to 174B.
Stephenson & Company, Inc. is based out at San Clemente, CA
Below you can find more details about Stephenson & Company, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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