Stevens Capital Partners
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$415.9M
Holdings
126
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD INDEX FDS
Q1 2026: Sold 91.1% (167.6k → 14.9k shares)
16.1%
02
$IVV
ISHARES TR
Q1 2026: Sold 87.4% (35.9k → 4.5k shares)
5.6%
03
$ITOT
ISHARES TR
Q1 2026: Sold 96.2% (114.0k → 4.4k shares)
4.2%
04
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Sold 97.6% (559.9k → 13.2k shares)
4.1%
05
$IWF
ISHARES TR
Q1 2026: Exited (was 28.7k shares)
3.7%
06
$IUSG
ISHARES TR
Q1 2026: Exited (was 72.6k shares)
3.4%
07
$VOE
VANGUARD INDEX FDS
Q1 2026: Sold 97.8% (66.1k → 1.5k shares)
3.1%
08
$EVTR
MORGAN STANLEY ETF TRUST
Q1 2026: Exited (was 297.4k shares)
2.9%
09
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.8%
10
$TPR
TAPESTRY INC
Q1 2026: Exited (was 156.1k shares)
2.7%
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 12:15 UTC.