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 (2026-03-31)

STEPH & CO (CIK 941519) reported $350.5M across 300 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JAVA ($65.6M, 18.72%), VOO ($51.3M, 14.63%), JGRO ($43.8M, 12.49%), FENI ($11.9M, 3.40%), IWR ($10.9M, 3.10%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JAVAJPMorgan Active Value ETF$65.6M18.72%914,389Added
2VOOVanguard S&P 500 Index ETF$51.3M14.63%85,810Added
3JGROJPMorgan Active Growth ETF$43.8M12.49%517,947Added
4FENIFidelity Enhanced International$11.9M3.40%320,835Added
5IWRiShares Russell Midcap Index ETF$10.9M3.10%111,846Trimmed
6FBNDFidelity Total Bond ETF$10.7M3.06%235,154Trimmed
7BONDPIMCO Total Return Active ETF$10.6M3.02%114,755Trimmed
8MGCVanguard MEGA Cap ETF$10.4M2.98%44,202Added
9GUNRGlobal Upstream Natural Resources ETF$10.4M2.98%189,148Trimmed
10VTIVanguard Total Stock Market ETF$8.1M2.31%25,215Added
11VEAVanguard FTSE Developed Markets Index ETF$7.8M2.22%121,655Added
12VBVanguard Small-Cap ETF$7.7M2.21%29,555Trimmed
13IVViShares S&P 500 Index ETF$7.6M2.16%11,591Added
14VOVanguard Mid Cap ETF$6.1M1.74%21,207Trimmed
15IWMiShares Russell 2000 Index ETF$4.6M1.31%18,506Trimmed
16SPYState Street SPDR S&P 500 ETF$4.5M1.27%6,871Added
17NFRAFlexShares Global Broad Infrastructure ETF$4.1M1.16%63,688Added
18MUNIPimco Intermediate Municipal Bond ETF$3.6M1.03%69,329Trimmed
19VOTVanguard Mid-Cap Growth ETF$3.1M0.88%11,957Trimmed
20VTEBVanguard Tax-Exempt Bond Index ETF$3.0M0.85%59,500Trimmed
21MDYState Street SPDR S&P Midcap 400 ETF$3.0M0.84%4,800Trimmed
22AAPLApple Computer Inc Com$2.8M0.81%11,140Added
23EFAiShares MSCI EAFE Index ETF$2.7M0.78%28,080Added
24VONGVanguard Russell 1000 Growth ETF$2.5M0.71%22,832Added
25GNRState Street SPDR S&P Global Natural Resources ETF$2.2M0.64%29,825Trimmed

Source: SEC Form 13F filings · as of 2026-03-31