Institutions / Stephenson & Company, Inc.
Stephenson & Company, Inc.
CIK 2001544 · Institution · as of Dec 31, 2025
Portfolio value
$182.05M
Positions
45
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 45 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $26.39M | 14.5% |
| Invesco Exchange Traded Fd T | $25.37M | 13.9% |
| iShares Tr | $24.98M | 13.7% |
| Vanguard Tax-Managed Fds | $24.83M | 13.6% |
| Vanguard Bd Index Fds | $18.30M | 10.1% |
| Vanguard Bd Index Fds | $11.06M | 6.1% |
| iShares Tr | $6.95M | 3.8% |
| iShares Tr | $6.89M | 3.8% |
| Vanguard Intl Equity Index F | $6.30M | 3.5% |
| SPDR S&P 500 ETF Tr | $4.33M | 2.4% |
| iShares Tr | $4.21M | 2.3% |
| iShares Tr | $2.65M | 1.5% |
| Apple Inc. | $2.09M | 1.1% |
| iShares MSCI UAE ETF | $1.96M | 1.1% |
| iShares Tr | $1.93M | 1.1% |
| SPDR Series Trust | $1.93M | 1.1% |
| Berkshire Hathaway Inc Del | $1.51M | 0.8% |
| iShares Tr | $1.33M | 0.7% |
| iShares Tr | $985.0K | 0.5% |
| NVIDIA Corp | $693.8K | 0.4% |
| Arista Networks, Inc.ANET | $483.0K | 0.3% |
| Bank of New York Mellon Corp/The | $466.7K | 0.3% |
| Grayscale Bitcoin Trust ETF | $437.5K | 0.2% |
| SPDR Gold Tr | $435.9K | 0.2% |
| iShares Tr | $371.7K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.