Stephens Inc.
Annual return '25
+16.0%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$8B
Holdings
1,310
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 699.5k shares)
2.6%
02
$AAPL
APPLE INC
Q1 2026: Sold 2.2% (630.2k → 616.3k shares)
2.6%
03
$WMT
WALMART INC
Q1 2026: Increased +5.0% (67.7k → 71.0k shares)
2.4%
04
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 258.6k shares)
1.9%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +830.5% (1.11M → 10.33M shares)
1.8%
06
$MSFT
MICROSOFT CORP
Q1 2026: Sold 6.0% (2.98M → 2.80M shares)
1.8%
07
$AMZN
AMAZON COM INC
Q1 2026: Increased +9.0% (148.0k → 161.3k shares)
1.7%
08
$AVGO
BROADCOM INC
Q4 2025: Increased +652.2% (399.5k → 3.00M shares)
1.6%
09
$JPM
JPMORGAN CHASE & CO
Q1 2026: Increased +1.2% (922.7k → 934.1k shares)
1.6%
10
$IWD
ISHARES TR
Q1 2026: Sold 22.7% (96.3k → 74.5k shares)
1.6%
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 09:25 UTC.