STEVENS CAPITAL PARTNERS - Portfolio overview

STEVENS CAPITAL PARTNERS has 128 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 17.31%
2. IVV - ISHARES TR, 6.04%
3. ITOT - ISHARES TR, 4.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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