Helen Stephens Group, LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$131.1B
Holdings
827
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Held since at least Q1 2024
15.3%
02
$AMZN
AMAZON COM INC
Held since at least Q1 2024
9.1%
03
$AVGO
BROADCOM INC
Held since at least Q1 2024
8.6%
04
$GOOG
ALPHABET INC
Held since at least Q1 2024
6.8%
05
$GOOGL
ALPHABET INC
Held since at least Q1 2024
6.7%
06
$COST
COSTCO WHOLESALE CORPORATION
Held since at least Q1 2024
2.3%
07
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
2.1%
08
$ABBV
ABBVIE INC
Held since at least Q1 2024
1.9%
09
$AMAT
APPLIED MATLS INC
Held since at least Q1 2024
1.6%
10
$CHV
CHEVRON CORPORATION
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:14 UTC.