Stegner Investment Associates Inc.
CIK: 0001907433SEC EDGAR →
Portfolio Value
$188.2M
Holdings
29
As of
Q4 2025
New Positions
29
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 619,494 | $76.4M | 40.58% |
| 2 | ISHARES TR | 442,962 | $42.6M | 22.66% |
| 3 | VANGUARD SCOTTSDALE FDS | 64,778 | $20.0M | 10.64% |
| 4 | VANGUARD INDEX FDS | 13,954 | $8.8M | 4.65% |
| 5 | ISHARES TR | 38,389 | $8.1M | 4.29% |
| 6 | ISHARES TR | 20,740 | $7.7M | 4.12% |
| 7 | VANGUARD SCOTTSDALE FDS | 45,634 | $5.6M | 2.95% |
| 8 | ISHARES TR | 7,332 | $5.0M | 2.67% |
| 9 | ISHARES TR | 16,304 | $3.5M | 1.84% |
| 10 | ISHARES TR | 22,283 | $1.6M | 0.85% |
Quarterly Changes
New Positions (29)
$76.4M · 619K shares
$42.6M · 443K shares
$20.0M · 65K shares
$8.8M · 14K shares
$8.1M · 38K shares
$7.7M · 21K shares
$5.6M · 46K shares
$5.0M · 7K shares
$3.5M · 16K shares
$1.6M · 22K shares
$920K · 2K shares
$867K · 6K shares
$840K · 1K shares
$787K · 2K shares
$710K · 4K shares
$580K · 2K shares
$579K · 4K shares
$486K · 2K shares
$422K · 873 shares
$412K · 1K shares
$354K · 5K shares
$337K · 9K shares
$306K · 1K shares
$240K · 650 shares
$232K · 462 shares
$229K · 3K shares
$225K · 2K shares
$218K · 636 shares
$205K · 422 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 23 | $186.2M | 98.9% |
| Technology | 2 | $1.0M | 0.5% |
| Consumer Cyclical | 2 | $524K | 0.3% |
| Unknown | 1 | $232K | 0.1% |
| Consumer Defensive | 1 | $229K | 0.1% |