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

Currently, Stegner Investment Associates Inc. holds 29 types of securities in its portfolio with a total value $182.6M. In the most recent quarter, they have increased their positions in N/A (+17.6K shares, valued at $3.4M), MSFT (+2.3K shares, valued at $840.6K), VONE (+2.5K shares, valued at $750.2K); decreased their positions in IWR (-22.6K shares, valued at $2.2M), IVW (-5.2K shares, valued at $588.6K), IWB (-206 shares, valued at $73.5K); initiated new positions in N/A (+17.6K shares, valued at $3.4M), COST (+314 shares, valued at $312.5K), XOM (+1.6K shares, valued at $276.2K).

1M P&L

+6.4M+3.38%

3M P&L

+12.4M+6.73%

HY P&L

+18.2M+10.21%

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/A167.4M

98.1%

2Software - Infrastructure1.2M

0.7%

3Consumer Electronics711.2K

0.4%

Top Industries by Stock Count

1N/A19 stocks

73.1%

2Consumer Electronics1 stocks

3.8%

3Beverages - Non-Alcoholic1 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR614.3K shares-0.84%2026-03-312026-04-30

IWR ISHARES TR420.4K shares-5.10%2026-03-312026-04-30

VONE VANGUARD SCOTTSDALE FDS67.3K shares3.92%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS14.0K shares0.00%2026-03-312026-04-30

IWD ISHARES TR38.4K shares0.01%2026-03-312026-04-30

IWB ISHARES TR20.5K shares-0.99%2026-03-312026-04-30

VONG VANGUARD SCOTTSDALE FDS45.6K shares0.02%2026-03-312026-04-30

IVV ISHARES TR7.4K shares0.61%2026-03-312026-04-30

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IVE ISHARES TR16.3K shares-0.28%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T17.6K sharesnew addition2026-03-312026-04-30

EFV ISHARES TR22.3K shares0.00%2026-03-312026-04-30

IWP ISHARES TR10.2K shares61.55%2026-03-312026-04-30

MSFT MICROSOFT CORP3.1K shares260.14%2026-03-312026-04-30

IWF ISHARES TR1.9K shares0.00%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T1.2K shares0.08%2026-03-312026-04-30

VTI VANGUARD INDEX FDS2.4K shares0.00%2026-03-312026-04-30

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IWN ISHARES TR3.9K shares0.00%2026-03-312026-04-30

IWS ISHARES TR5.0K shares22.41%2026-03-312026-04-30

AAPL APPLE INC2.8K shares31.18%2026-03-312026-04-30

IWM ISHARES TR2.0K shares0.00%2026-03-312026-04-30

OEF ISHARES TR1.2K shares-3.49%2026-03-312026-04-30

BND VANGUARD BD INDEX FDS5.0K shares4.81%2026-03-312026-04-30

CWI SPDR INDEX SHS FDS9.3K shares-0.56%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION314 sharesnew addition2026-03-312026-04-30

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MCD MCDONALDS CORP1.0K shares0.00%2026-03-312026-04-30

XOM EXXON MOBIL CORP1.6K sharesnew addition2026-03-312026-04-30

KO COCA COLA CO3.3K shares0.00%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL462 shares0.00%2026-03-312026-04-30

HD HOME DEPOT INC636 shares0.00%2026-03-312026-04-30

IVW

ISHARES TR

-0.84%

Shares614.3K

Event2026-03-31

Filed2026-04-30

IWR

ISHARES TR

-5.10%

Shares420.4K

Event2026-03-31

Filed2026-04-30

VONE

VANGUARD SCOTTSDALE FDS

3.92%

Shares67.3K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES TR

0.01%

Shares38.4K

Event2026-03-31

Filed2026-04-30

IWB

ISHARES TR

-0.99%

Shares20.5K

Event2026-03-31

Filed2026-04-30

VONG

VANGUARD SCOTTSDALE FDS

0.02%

Shares45.6K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

0.61%

Shares7.4K

Event2026-03-31

Filed2026-04-30

IVE

ISHARES TR

-0.28%

Shares16.3K

Event2026-03-31

Filed2026-04-30

INVESCO EXCHANGE TRADED FD T

New

Shares17.6K

Event2026-03-31

Filed2026-04-30

EFV

ISHARES TR

0.00%

Shares22.3K

Event2026-03-31

Filed2026-04-30

IWP

ISHARES TR

61.55%

Shares10.2K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

260.14%

Shares3.1K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

0.08%

Shares1.2K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-30

IWN

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-30

IWS

ISHARES TR

22.41%

Shares5.0K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

31.18%

Shares2.8K

Event2026-03-31

Filed2026-04-30

IWM

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-30

OEF

ISHARES TR

-3.49%

Shares1.2K

Event2026-03-31

Filed2026-04-30

BND

VANGUARD BD INDEX FDS

4.81%

Shares5.0K

Event2026-03-31

Filed2026-04-30

CWI

SPDR INDEX SHS FDS

-0.56%

Shares9.3K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION

New

Shares314

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

New

Shares1.6K

Event2026-03-31

Filed2026-04-30

COCA COLA CO

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares462

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC

0.00%

Shares636

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available