STEPH & CO - Portfolio overview

STEPH & CO has 344 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. JAVA - JPMorgan Active Value ETF, 18.56%
2. VOO - Vanguard S&P 500 Index ETF, 14.51%
3. JGRO - JPMorgan Active Growth ETF, 12.38%

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

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