Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

STEPH & CO 13F Holdings -- Portfolio & Top Positions (2026-06-30)

STEPH & CO (CIK 941519) reported $395.0M across 282 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JAVA ($72.5M, 18.35%), VOO ($62.0M, 15.69%), JGRO ($51.5M, 13.04%), FENI ($12.9M, 3.26%), IWR ($12.6M, 3.20%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JAVAJPMorgan Active Value ETF$72.5M18.35%912,599Trimmed
2VOOVanguard S&P 500 Index ETF$62.0M15.69%90,235Added
3JGROJPMorgan Active Growth ETF$51.5M13.04%522,553Added
4FENIFidelity Enhanced International$12.9M3.26%320,420Trimmed
5IWRiShares Russell Midcap Index ETF$12.6M3.20%114,666Added
6MGCVanguard MEGA Cap ETF$12.4M3.14%45,326Added
7FBNDFidelity Total Bond ETF$11.3M2.87%248,913Added
8BONDPIMCO Total Return Active ETF$11.2M2.85%122,003Added
9VTIVanguard Total Stock Market ETF$9.4M2.37%25,307Added
10GUNRGlobal Upstream Natural Resources ETF$9.2M2.34%187,506Trimmed
11VEAVanguard FTSE Developed Markets Index ETF$8.9M2.26%125,540Added
12IVViShares S&P 500 Index ETF$8.7M2.20%11,616Added
13VBVanguard Small-Cap ETF$8.6M2.17%28,319Trimmed
14VOVanguard Mid Cap ETF$7.1M1.79%87,875Added
15IWMiShares Russell 2000 Index ETF$5.8M1.47%19,262Added
16SPYState Street SPDR S&P 500 ETF$5.3M1.34%7,099Added
17NFRAFlexShares Global Broad Infrastructure ETF$4.2M1.07%66,138Added
18MUNIPimco Intermediate Municipal Bond ETF$3.7M0.93%69,826Added
19VOTVanguard Mid-Cap Growth ETF$3.6M0.91%11,722Trimmed
20MDYState Street SPDR S&P Midcap 400 ETF$3.3M0.84%4,733Trimmed
21AAPLApple Computer Inc Com$3.2M0.80%10,906Trimmed
22VTEBVanguard Tax-Exempt Bond Index ETF$3.0M0.77%59,993Added
23EFAiShares MSCI EAFE Index ETF$3.0M0.75%28,416Added
24VONGVanguard Russell 1000 Growth ETF$2.8M0.72%22,127Trimmed
25IWDiShares Russell 1000 Value Index ETF$2.3M0.58%9,405Trimmed

Source: SEC Form 13F filings · as of 2026-06-30