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The Analysis of Stegner Investment Associates Inc.'s Holdings & P&L

Currently, Stegner Investment Associates Inc. holds 31 types of securities in its portfolio with a total value $210.3M. In the most recent quarter, they have increased their positions in IWF (+5.8K shares, valued at $724.6K), MRVL (+1.0K shares, valued at $303.6K), AXP (+650 shares, valued at $219.9K); decreased their positions in IWR (-12.9K shares, valued at $1.4M), IWB (-2.3K shares, valued at $945.1K), IVW (-5.6K shares, valued at $764.5K); initiated new positions in MRVL (+1.0K shares, valued at $303.6K), AXP (+650 shares, valued at $219.9K).

1M P&L

-4.1M-1.97%

3M P&L

+5.2M+2.61%

HY P&L

+26.0M+14.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A198.8M

98.2%

2Software - Infrastructure1.1M

0.5%

3Consumer Electronics961.2K

0.5%

Top Industries by Stock Count

1N/A18 stocks

69.2%

2Credit Services1 stocks

3.8%

3Consumer Electronics1 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR608.7K shares-0.90%2026-06-302026-07-24

IWR ISHARES TR407.5K shares-3.07%2026-06-302026-07-24

VONE VANGUARD SCOTTSDALE FDS67.3K shares0.00%2026-06-302026-07-24

VOO VANGUARD INDEX FDS13.9K shares-0.32%2026-06-302026-07-24

IWD ISHARES TR38.4K shares0.01%2026-06-302026-07-24

IWB ISHARES TR18.2K shares-11.24%2026-06-302026-07-24

VONG VANGUARD SCOTTSDALE FDS45.6K shares0.01%2026-06-302026-07-24

ISHARES TR ISHARES TR7.6K shares2.52%2026-06-302026-07-24

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RSP INVESCO EXCHANGE TRADED FD T17.6K shares0.00%2026-06-302026-07-24

IVE ISHARES TR16.1K shares-1.06%2026-06-302026-07-24

EFV ISHARES TR22.3K shares0.00%2026-06-302026-07-24

IWP ISHARES TR9.9K shares-3.41%2026-06-302026-07-24

MSFT MICROSOFT CORP2.9K shares-7.60%2026-06-302026-07-24

IWS ISHARES TR6.2K shares22.98%2026-06-302026-07-24

IWF ISHARES TR7.8K shares300.00%2026-06-302026-07-24

AAPL APPLE INC3.3K shares18.56%2026-06-302026-07-24

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STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.2K shares0.08%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares0.00%2026-06-302026-07-24

IWN ISHARES TR3.9K shares-0.36%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS6.9K shares37.02%2026-06-302026-07-24

OEF ISHARES TR1.2K shares0.00%2026-06-302026-07-24

CWI SPDR INDEX SHS FDS10.2K shares8.94%2026-06-302026-07-24

IWM ISHARES TR1.3K shares-34.60%2026-06-302026-07-24

MRVL MARVELL TECHNOLOGY INC1.0K sharesnew addition2026-06-302026-07-24

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COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION314 shares0.00%2026-06-302026-07-24

MCD MCDONALDS CORP1.0K shares0.00%2026-06-302026-07-24

KO COCA COLA CO3.3K shares0.00%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL512 shares10.82%2026-06-302026-07-24

HD HOME DEPOT INC636 shares0.00%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP1.6K shares0.00%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO650 sharesnew addition2026-06-302026-07-24

IVW

ISHARES TR

-0.90%

Shares608.7K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

-3.07%

Shares407.5K

Event2026-06-30

Filed2026-07-24

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares67.3K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-0.32%

Shares13.9K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

0.01%

Shares38.4K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

-11.24%

Shares18.2K

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD SCOTTSDALE FDS

0.01%

Shares45.6K

Event2026-06-30

Filed2026-07-24

ISHARES TR

2.52%

Shares7.6K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares17.6K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

-1.06%

Shares16.1K

Event2026-06-30

Filed2026-07-24

EFV

ISHARES TR

0.00%

Shares22.3K

Event2026-06-30

Filed2026-07-24

IWP

ISHARES TR

-3.41%

Shares9.9K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-7.60%

Shares2.9K

Event2026-06-30

Filed2026-07-24

IWS

ISHARES TR

22.98%

Shares6.2K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

300.00%

Shares7.8K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

18.56%

Shares3.3K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

IWN

ISHARES TR

-0.36%

Shares3.9K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

37.02%

Shares6.9K

Event2026-06-30

Filed2026-07-24

OEF

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

CWI

SPDR INDEX SHS FDS

8.94%

Shares10.2K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-34.60%

Shares1.3K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

0.00%

Shares314

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

10.82%

Shares512

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

0.00%

Shares636

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

New

Shares650

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available