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The Analysis of STEVENS CAPITAL PARTNERS's Holdings & P&L

Currently, STEVENS CAPITAL PARTNERS holds 126 types of securities in its portfolio with a total value $415.9M. In the most recent quarter, they have increased their positions in DFSD (+240.4K shares, valued at $11.5M), SPYM (+39.5K shares, valued at $3.0M), IWF (+7.0K shares, valued at $3.0M); decreased their positions in VUG (-14.6K shares, valued at $6.4M), EVTR (-61.6K shares, valued at $3.1M), BND (-16.4K shares, valued at $1.2M); initiated new positions in DFSD (+240.4K shares, valued at $11.5M), IDEV (+19.0K shares, valued at $1.6M), POOL (+7.6K shares, valued at $1.5M).

1M P&L

-35.1M-7.08%

3M P&L

-388.2M-45.76%

HY P&L

-398.1M-46.39%

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/A352.3M

86.5%

2Luxury Goods11.0M

2.7%

3Railroads8.0M

2.0%

Top Industries by Stock Count

1N/A84 stocks

70.6%

2Semiconductors3 stocks

2.5%

3Apparel Retail2 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS153.1K shares-8.70%2026-03-312026-04-24

IVV ISHARES TR35.7K shares-0.48%2026-03-312026-04-24

ITOT ISHARES TR123.4K shares8.27%2026-03-312026-04-24

SCHX SCHWAB STRATEGIC TR666.1K shares18.98%2026-03-312026-04-24

IWF ISHARES TR35.7K shares24.56%2026-03-312026-04-24

IUSG ISHARES TR90.0K shares24.07%2026-03-312026-04-24

VOE VANGUARD INDEX FDS71.1K shares7.48%2026-03-312026-04-24

EVTR MORGAN STANLEY ETF TRUST235.9K shares-20.70%2026-03-312026-04-24

Sponsored

DFSD DIMENSIONAL ETF TRUST240.4K sharesnew addition2026-03-312026-04-24

TPR TAPESTRY INC78.1K shares0.01%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR332.8K shares6.15%2026-03-312026-04-24

SPYV SPDR SERIES TRUST172.7K shares5.75%2026-03-312026-04-24

SLYV SPDR SERIES TRUST101.2K shares22.30%2026-03-312026-04-24

VTI VANGUARD INDEX FDS26.2K shares6.54%2026-03-312026-04-24

SCHA SCHWAB STRATEGIC TR287.4K shares14.43%2026-03-312026-04-24

UNP UNION PAC CORP33.1K shares-0.02%2026-03-312026-04-24

Sponsored

IWP ISHARES TR60.1K shares1.85%2026-03-312026-04-24

SCHF SCHWAB STRATEGIC TR224.4K shares71.44%2026-03-312026-04-24

IWN ISHARES TR28.2K shares5.99%2026-03-312026-04-24

BOC BOSTON OMAHA CORP456.6K shares4.78%2026-03-312026-04-24

VTV VANGUARD INDEX FDS26.1K shares-8.35%2026-03-312026-04-24

AAPL APPLE INC19.7K shares9.70%2026-03-312026-04-24

IUSV ISHARES TR48.0K shares-6.95%2026-03-312026-04-24

SCHM SCHWAB STRATEGIC TR145.9K shares70.79%2026-03-312026-04-24

Sponsored

IWO ISHARES TR14.2K shares10.07%2026-03-312026-04-24

VBR VANGUARD INDEX FDS20.0K shares9.34%2026-03-312026-04-24

SPYM SPDR SERIES TRUST51.0K shares344.50%2026-03-312026-04-24

SPDW SPDR INDEX SHS FDS84.3K shares89.49%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.3K shares15.13%2026-03-312026-04-24

SCHE SCHWAB STRATEGIC TR98.7K shares64.45%2026-03-312026-04-24

IJT ISHARES TR22.2K shares11.12%2026-03-312026-04-24

BKE BUCKLE INC61.4K shares0.00%2026-03-312026-04-24

Sponsored

SPMD SPDR SERIES TRUST51.2K shares26.66%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS45.5K shares31.31%2026-03-312026-04-24

IEMG ISHARES INC38.5K shares212.21%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS36.0K shares-31.33%2026-03-312026-04-24

SPYG SPDR SERIES TRUST26.8K shares16.38%2026-03-312026-04-24

META META PLATFORMS INC4.5K shares-2.08%2026-03-312026-04-24

VTEB VANGUARD MUN BD FDS48.5K shares42.25%2026-03-312026-04-24

NVDA NVIDIA CORPORATION13.3K shares10.86%2026-03-312026-04-24

Sponsored

AMZN AMAZON COM INC11.2K shares5.37%2026-03-312026-04-24

VOT VANGUARD INDEX FDS8.5K shares6.39%2026-03-312026-04-24

VO VANGUARD INDEX FDS7.5K shares19.51%2026-03-312026-04-24

SLYG SPDR SERIES TRUST21.8K shares35.32%2026-03-312026-04-24

MSFT MICROSOFT CORP5.5K shares2.23%2026-03-312026-04-24

MDYV SPDR SERIES TRUST23.1K shares-0.75%2026-03-312026-04-24

SPTM SPDR SERIES TRUST24.8K shares-0.96%2026-03-312026-04-24

ALPHABET INC ALPHABET INC6.5K shares4.04%2026-03-312026-04-24

Sponsored

SPY STATE STR SPDR S&P 500 ETF T2.9K shares-1.94%2026-03-312026-04-24

VGK VANGUARD INTL EQUITY INDEX F21.7K shares77.78%2026-03-312026-04-24

DFAS DIMENSIONAL ETF TRUST24.6K shares33.96%2026-03-312026-04-24

SCHG SCHWAB STRATEGIC TR55.4K shares-3.61%2026-03-312026-04-24

IDEV ISHARES TR19.0K sharesnew addition2026-03-312026-04-24

POOL POOL CORP7.6K sharesnew addition2026-03-312026-04-24

SPEM SPDR INDEX SHS FDS31.3K shares174.81%2026-03-312026-04-24

TSLA TESLA INC3.8K shares26.92%2026-03-312026-04-24

Sponsored

IEFA ISHARES TR13.9K shares-1.99%2026-03-312026-04-24

VBK VANGUARD INDEX FDS4.1K shares18.52%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC5.8K sharesnew addition2026-03-312026-04-24

MA MASTERCARD INCORPORATED2.3K shares-1.39%2026-03-312026-04-24

JIRE J P MORGAN EXCHANGE TRADED F14.1K shares30.54%2026-03-312026-04-24

VV VANGUARD INDEX FDS3.5K shares36.57%2026-03-312026-04-24

BROADCOM INC BROADCOM INC3.3K shares-2.99%2026-03-312026-04-24

IJH ISHARES TR14.9K shares1.99%2026-03-312026-04-24

Sponsored

SCHC SCHWAB STRATEGIC TR21.4K shares59.22%2026-03-312026-04-24

ALPHABET INC ALPHABET INC3.4K shares6.00%2026-03-312026-04-24

SPGI S&P GLOBAL INC2.3K shares-0.26%2026-03-312026-04-24

MUB ISHARES TR9.0K shares29.78%2026-03-312026-04-24

MLPA GLOBAL X FDS17.5K sharesnew addition2026-03-312026-04-24

IJR ISHARES TR6.5K shares177.13%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F14.8K shares9.60%2026-03-312026-04-24

AVUV AMERICAN CENTY ETF TR6.5K sharesnew addition2026-03-312026-04-24

Sponsored

IWS ISHARES TR4.8K shares-1.16%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC1.4K shares-3.94%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO2.2K shares32.73%2026-03-312026-04-24

WMT WALMART INC4.9K shares38.63%2026-03-312026-04-24

VGT VANGUARD WORLD FD823 shares-8.56%2026-03-312026-04-24

VB VANGUARD INDEX FDS2.1K shares13.52%2026-03-312026-04-24

BINC BLACKROCK ETF TRUST II10.6K shares-16.33%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR955 shares2.36%2026-03-312026-04-24

Sponsored

SGOV ISHARES TR5.4K shares-21.37%2026-03-312026-04-24

PRENETICS GLOBAL LTD PRENETICS GLOBAL LTD28.1K shares54.59%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS3.6K shares12.68%2026-03-312026-04-24

IWR ISHARES TR5.3K shares0.25%2026-03-312026-04-24

DFAT DIMENSIONAL ETF TRUST7.9K sharesnew addition2026-03-312026-04-24

AGG ISHARES TR4.9K shares-58.52%2026-03-312026-04-24

VCIT VANGUARD SCOTTSDALE FDS5.7K shares34.25%2026-03-312026-04-24

IEF ISHARES TR4.7K sharesnew addition2026-03-312026-04-24

Sponsored

SCZ ISHARES TR5.6K sharesnew addition2026-03-312026-04-24

AVDV AMERICAN CENTY ETF TR4.3K sharesnew addition2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR3.1K shares-0.64%2026-03-312026-04-24

SCHK SCHWAB STRATEGIC TR12.8K shares0.29%2026-03-312026-04-24

V VISA INC1.3K shares-16.73%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON1.6K shares13.06%2026-03-312026-04-24

IJK ISHARES TR3.8K shares78.13%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS627 shares13.59%2026-03-312026-04-24

Sponsored

GS GOLDMAN SACHS GROUP INC396 shares14.78%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS3.6K sharesnew addition2026-03-312026-04-24

CVX CHEVRON CORPORATION1.5K sharesnew addition2026-03-312026-04-24

VGIT VANGUARD SCOTTSDALE FDS5.2K shares-34.86%2026-03-312026-04-24

NFLX NETFLIX INC.3.1K sharesnew addition2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND646 shares0.16%2026-03-312026-04-24

GLD SPDR GOLD TR693 sharesnew addition2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION297 shares27.47%2026-03-312026-04-24

Sponsored

BSV VANGUARD BD INDEX FDS3.7K sharesnew addition2026-03-312026-04-24

SLV ISHARES SILVER TR4.1K sharesnew addition2026-03-312026-04-24

PH PARKER-HANNIFIN CORP304 shares0.66%2026-03-312026-04-24

AMAT APPLIED MATLS INC793 sharesnew addition2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC776 shares-2.02%2026-03-312026-04-24

SBUX STARBUCKS CORP2.9K shares1.11%2026-03-312026-04-24

VSS VANGUARD INTL EQUITY INDEX F1.8K shares24.09%2026-03-312026-04-24

XOM EXXON MOBIL CORP1.5K sharesnew addition2026-03-312026-04-24

Sponsored

TJX TJX COS INC NEW1.6K shares1.34%2026-03-312026-04-24

MO ALTRIA GROUP INC3.8K sharesnew addition2026-03-312026-04-24

SPSB SPDR SERIES TRUST7.6K sharesnew addition2026-03-312026-04-24

HD HOME DEPOT INC695 shares-5.70%2026-03-312026-04-24

MCD MCDONALDS CORP732 sharesnew addition2026-03-312026-04-24

XAR SPDR SERIES TRUST888 sharesnew addition2026-03-312026-04-24

ITA ISHARES TR1.0K sharesnew addition2026-03-312026-04-24

XLV SELECT SECTOR SPDR TR1.5K shares-1.76%2026-03-312026-04-24

Sponsored

SCHH SCHWAB STRATEGIC TR10.1K sharesnew addition2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC470 shares7.31%2026-03-312026-04-24

SPSM SPDR SERIES TRUST4.4K sharesnew addition2026-03-312026-04-24

LLY ELI LILLY & CO224 shares13.13%2026-03-312026-04-24

IWM ISHARES TR827 shares0.00%2026-03-312026-04-24

SBSW SIBANYE STILLWATER LTD10.1K sharesnew addition2026-03-312026-04-24

VUG

VANGUARD INDEX FDS

-8.70%

Shares153.1K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

-0.48%

Shares35.7K

Event2026-03-31

Filed2026-04-24

ITOT

ISHARES TR

8.27%

Shares123.4K

Event2026-03-31

Filed2026-04-24

SCHX

SCHWAB STRATEGIC TR

18.98%

Shares666.1K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

24.56%

Shares35.7K

Event2026-03-31

Filed2026-04-24

IUSG

ISHARES TR

24.07%

Shares90.0K

Event2026-03-31

Filed2026-04-24

VOE

VANGUARD INDEX FDS

7.48%

Shares71.1K

Event2026-03-31

Filed2026-04-24

EVTR

MORGAN STANLEY ETF TRUST

-20.70%

Shares235.9K

Event2026-03-31

Filed2026-04-24

DFSD

DIMENSIONAL ETF TRUST

New

Shares240.4K

Event2026-03-31

Filed2026-04-24

TPR

TAPESTRY INC

0.01%

Shares78.1K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

6.15%

Shares332.8K

Event2026-03-31

Filed2026-04-24

SPYV

SPDR SERIES TRUST

5.75%

Shares172.7K

Event2026-03-31

Filed2026-04-24

SLYV

SPDR SERIES TRUST

22.30%

Shares101.2K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

6.54%

Shares26.2K

Event2026-03-31

Filed2026-04-24

SCHA

SCHWAB STRATEGIC TR

14.43%

Shares287.4K

Event2026-03-31

Filed2026-04-24

UNP

UNION PAC CORP

-0.02%

Shares33.1K

Event2026-03-31

Filed2026-04-24

IWP

ISHARES TR

1.85%

Shares60.1K

Event2026-03-31

Filed2026-04-24

SCHF

SCHWAB STRATEGIC TR

71.44%

Shares224.4K

Event2026-03-31

Filed2026-04-24

IWN

ISHARES TR

5.99%

Shares28.2K

Event2026-03-31

Filed2026-04-24

BOC

BOSTON OMAHA CORP

4.78%

Shares456.6K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

-8.35%

Shares26.1K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

9.70%

Shares19.7K

Event2026-03-31

Filed2026-04-24

IUSV

ISHARES TR

-6.95%

Shares48.0K

Event2026-03-31

Filed2026-04-24

SCHM

SCHWAB STRATEGIC TR

70.79%

Shares145.9K

Event2026-03-31

Filed2026-04-24

IWO

ISHARES TR

10.07%

Shares14.2K

Event2026-03-31

Filed2026-04-24

VBR

VANGUARD INDEX FDS

9.34%

Shares20.0K

Event2026-03-31

Filed2026-04-24

SPYM

SPDR SERIES TRUST

344.50%

Shares51.0K

Event2026-03-31

Filed2026-04-24

SPDW

SPDR INDEX SHS FDS

89.49%

Shares84.3K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

15.13%

Shares7.3K

Event2026-03-31

Filed2026-04-24

SCHE

SCHWAB STRATEGIC TR

64.45%

Shares98.7K

Event2026-03-31

Filed2026-04-24

IJT

ISHARES TR

11.12%

Shares22.2K

Event2026-03-31

Filed2026-04-24

BKE

BUCKLE INC

0.00%

Shares61.4K

Event2026-03-31

Filed2026-04-24

SPMD

SPDR SERIES TRUST

26.66%

Shares51.2K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

31.31%

Shares45.5K

Event2026-03-31

Filed2026-04-24

IEMG

ISHARES INC

212.21%

Shares38.5K

Event2026-03-31

Filed2026-04-24

BND

VANGUARD BD INDEX FDS

-31.33%

Shares36.0K

Event2026-03-31

Filed2026-04-24

SPYG

SPDR SERIES TRUST

16.38%

Shares26.8K

Event2026-03-31

Filed2026-04-24