Stephenson & Company, Inc.
Stephenson & Company, Inc. reported 50 positions worth $213.5M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: RSP (14.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | RSP | SH | $30.9M | 14.49% | 145,353 | — | — | |
| ▸ 2 | IVV | SH | $30.4M | 14.22% | 40,539 | — | — | |
| ▸ 3 | VEA | SH | $29.9M | 14.03% | 420,205 | — | — | |
| ▸ 4 | BRK-B | SH | $29.1M | 13.64% | 58,177 | — | — | |
| ▸ 5 | BSV | SH | $19.2M | 8.98% | 245,951 | — | — | |
| ▸ 6 | BIV | SH | $11.9M | 5.58% | 155,421 | — | — | |
| ▸ 7 | IJR | SH | $9.4M | 4.39% | 63,165 | — | — | |
| ▸ 8 | IJH | SH | $8.8M | 4.14% | 114,533 | — | — | |
| ▸ 9 | VWO | SH | $7.5M | 3.51% | 125,603 | — | — | |
| ▸ 10 | TIP | SH | $4.9M | 2.30% | 44,915 | — | — |
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Frequently Asked Questions
What stocks does Stephenson & Company, Inc. hold as of Q2 2026?
Stephenson & Company, Inc. reported 50 positions worth $213.5M in its Q2 2026 13F filing. Largest positions: RSP (14.5%), IVV (14.2%), VEA (14.0%), BRK-B (13.6%) and BSV (9.0%).
What did Stephenson & Company, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Stephenson & Company, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.