Long-term investor
Stephens Inc. @stephensincar
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000757657).
Record
- Tracked since 2025-06-30 (449 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.7% · 1 year n/a · all +2.9%
- Max drawdown n/a · win rate 55% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 2.7% · long · since 2025-06-30
- AAPL · 2.7% · long · since 2025-06-30
- 46090E103 · 2.2% · long · since 2025-06-30
- WMT · 2.0% · long · since 2025-06-30
- NVDA · 1.9% · long · since 2025-06-30
- AMZN · 1.8% · long · since 2025-06-30
- AVGO · 1.7% · long · since 2025-06-30
- MSFT · 1.6% · long · since 2025-06-30
- 464287598 · 1.6% · long · since 2025-06-30
- JPM · 1.6% · long · since 2025-06-30
- 464287614 · 1.5% · long · since 2025-06-30
- GOOGL · 1.4% · long · since 2025-06-30