Long-term investor
Stegner Investment Associates Inc. @stegnerinvestmentassocia
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001907433).
Record
- Tracked since 2025-06-30 (446 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +16.5% · 6 months n/a · 1 year +22.0% · all +22.0%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287309 · 39.8% · long · since 2025-06-30
- 464287499 · 21.4% · long · since 2025-06-30
- 92206C730 · 10.8% · long · since 2025-06-30
- 922908363 · 4.5% · long · since 2025-06-30
- 464287598 · 4.4% · long · since 2025-06-30
- 464287622 · 3.5% · long · since 2025-06-30
- 92206C680 · 2.8% · long · since 2025-06-30
- 464287200 · 2.7% · long · since 2025-06-30
- 46137V357 · 1.8% · long · since 2025-09-30
- 464287408 · 1.7% · long · since 2025-06-30
- 464288877 · 0.8% · long · since 2025-06-30
- 464287481 · 0.7% · long · since 2025-06-30