Stephens Group, LLC - Portfolio overview

Stephens Group, LLC has 4 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Energy and Consumer Defensive.

Largest reported holdings by portfolio allocation

  1. ET - ENERGY TRANSFER L P, 61.27%
  2. WEST - WESTROCK COFFEE CO, 20.10%
  3. LAW - CS DISCO INC, 17.37%

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

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