Stembrook Asset Management, LLC - Portfolio overview

Stembrook Asset Management, LLC has 48 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 34.72%
2. SPY - STATE STR SPDR S&P 500 ETF T, 16.71%
3. VEA - VANGUARD TAX-MANAGED FDS, 9.25%

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

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