§ 13F · FUND PROFILE
STEVENS CAPITAL PARTNERS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $278.9T (13F)Positions · 99Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 168K | $81.8T | 21.4% | +6% |
| 2 | IVV | ISHARES TR | 36K | $24.6T | 6.4% | +15% |
| 3 | ITOT | ISHARES TR | 114K | $16.9T | 4.4% | +2% |
| 4 | EVTR | MORGAN STANLEY ETF TRUST | 297K | $15.3T | 4.0% | +24% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 560K | $15.1T | 3.9% | +41% |
| 6 | IWF | ISHARES TR | 29K | $13.6T | 3.6% | +17% |
| 7 | IUSG | ISHARES TR | 73K | $12.2T | 3.2% | +3% |
| 8 | VOE | VANGUARD INDEX FDS | 66K | $11.7T | 3.1% | +13% |
| 9 | TPR | TAPESTRY INC | 78K | $10.0T | 2.6% | ±0% |
| 10 | SPYV | SPDR SERIES TRUST | 163K | $9.3T | 2.4% | +32% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STEVENS SIGNAL
AC read
STEVENS CAPITAL PARTNERS is a Other fund managing $278894.3 trillion in assets. The fund runs a portfolio of 99 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed