STEPH & CO Q3 2025 Filing

Filed October 6, 2025

Portfolio Value

$327.5B

Holdings

315

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (315 positions)

#StockSharesValue% PortfolioType
101
STESteris PLC
868$214.8M0.07%
102
EXPEExpedia Group Inc
992$212.0M0.06%
103
ACGLArch Capital Group Ltd
2,247$203.9M0.06%
104
ORCLOracle Corp Com
706$198.6M0.06%
105
REZIResideo Technologies Inc
4,514$194.9M0.06%
106
GOOGAlphabet Inc Class C
793$193.1M0.06%
107
TMEDT. Rowe Price Blue Chip Growth ETF
3,942$192.7M0.06%
108
RJFRaymond James Financial Com
1,072$185.0M0.06%
109
OWLBlue Owl Capital
10,410$176.2M0.05%
110
DEMZDemocratic Large Cap Core ETF
4,188$175.0M0.05%
111
COINCoinbase Global Inc
506$170.8M0.05%
112
BROBrown & Brown Inc
1,758$164.9M0.05%
113
WRBW R Berkley Corp
2,151$164.8M0.05%
114
CARRCarrier Global Corporation
2,759$164.7M0.05%
115
IJHiShares S&P Midcap 400 Index Fd ETF
2,463$160.7M0.05%
116
MCHPMicrochip Technology Inc
2,474$158.9M0.05%
117
CAECAE Inc
5,355$158.7M0.05%
118
DTEDTE Energy Co Com
1,112$157.3M0.05%
119
XELXcel Energy Inc Com
1,913$154.3M0.05%
120
CEGConstellation Energy Group
462$152.0M0.05%
121
HEIHeico Corp. Ordinary Shares - Class A
597$151.7M0.05%
122
ARGXArgenx SE
203$149.7M0.05%
123
CLColgate Palmolive Co Com
1,832$146.4M0.04%
124
VXUSVanguard Total Intl Stock Idx ETF
1,984$145.7M0.04%
125
LYVLive Nation Entmt Inc
887$144.9M0.04%
126
FTXHFirst Trust Nasdaq Pharmaceuticals ETF
4,990$142.3M0.04%
127
THCTenet Healthcare Corp
689$139.9M0.04%
128
AMZNAmazon.com Inc
635$139.4M0.04%
129
BKRBaker Hughes Company
2,796$136.2M0.04%
130
CSLCarlisle Companies Incorporated
402$132.2M0.04%
131
ARMKAramark
3,352$128.7M0.04%
132
DTDynatrace Inc
2,636$127.7M0.04%
133
QRVOQorvo Inc
1,393$126.9M0.04%
134
CSGPCoStar Group Inc
1,430$120.6M0.04%
135
JOYTJPMorgan US Tech Leaders ETF
1,300$119.6M0.04%
136
CDWCDW Corporation DE
750$119.5M0.04%
137
SCIService Corp Intl
1,387$115.4M0.04%
138
OTISOtis Worldwide Corporation
1,261$115.3M0.04%
139
CA8ACACI International Inc
231$115.2M0.04%
140
METAMeta Platforms Inc
149$109.4M0.03%
141
MG1MGE Energy Inc
1,272$107.1M0.03%
142
WSCWillscot Holdings Corp
5,041$106.4M0.03%
143
FERGFerguson Enterprises Inc
470$105.6M0.03%
144
IYKiShares US Consumer Staples ETF
1,530$104.6M0.03%
145
ITWIllinois Tool Works Inc Com
400$104.3M0.03%
146
NEENextera Energy Inc Com
1,379$104.1M0.03%
147
VRTVertiv Holdings
665$100.3M0.03%
148
BPBP Plc ADR
2,792$96.2M0.03%
149
IWSiShares Russell Midcap Value ETF
679$94.8M0.03%
150
PODDInsulet Corp
296$91.4M0.03%
151
ITGartner Inc
331$87.0M0.03%
152
TYLTyler Technologies Inc
164$85.8M0.03%
153
ATRAptargroup Inc
641$85.7M0.03%
154
AMDAdvanced Micro Devices Inc
523$84.6M0.03%
155
ALNYAlnylam Pharmaceuticals Inc
185$84.4M0.03%
156
PRIPrimerica Inc
302$83.8M0.03%
157
OMFOnemain Holdings Inc
1,460$82.4M0.03%
158
LIILennox International Inc
155$82.1M0.03%
159
MDLZMondelez International Inc
1,311$81.9M0.03%
160
HEIHeico Corp Ordinary Shares
250$80.7M0.02%
161
MOAltria Group Inc Com
1,200$79.3M0.02%
162
ARWArrow Electronics Inc
645$78.0M0.02%
163
FITBFifth Third Bancorp Com
1,729$77.0M0.02%
164
DKNGDraftkings Inc New
2,039$76.3M0.02%
165
GNTXGentex Corp Com
2,684$76.0M0.02%
166
NOWServicenow Inc
81$74.5M0.02%
167
TERTeradyne Inc
526$72.4M0.02%
168
VMCVulcan Materials Company
235$72.3M0.02%
169
GTESGates Industrial Corporation Plc
2,860$71.0M0.02%
170
WATWaters Corp Com
232$69.6M0.02%
171
MAMastercard Inc Cl A
122$69.4M0.02%
172
SPYGSPDR Series Trust Portfolio S&P 500 Growth ETF
663$69.3M0.02%
173
MKSIMks Inc
553$68.4M0.02%
174
CPAYCorpay Inc
237$68.3M0.02%
175
NNNNnn Reit Inc Ordinary Shares
1,527$65.0M0.02%
176
PINSPinterest Inc
2,019$65.0M0.02%
177
SSDSimpson Manufacturing Co Inc
377$63.1M0.02%
178
LRCXLam Research Corp
470$62.9M0.02%
179
MMM3M Co Com
400$62.1M0.02%
180
TRMBTrimbel Inc
760$62.1M0.02%
181
POOLPool Corp
190$58.9M0.02%
182
IBMIBM Corp Com
207$58.4M0.02%
183
ZBRAZebra Technologies Corp Cl A
195$57.9M0.02%
184
AIQGlobal X Artificial Intelligence & Technology ETF
1,150$56.8M0.02%
185
VONVVanguard Russell 1000 Value Index ETF
632$56.5M0.02%
186
IJKiShares Tr S&P Midcap 400 Growth Index ETF
560$53.7M0.02%
187
PSXPhillips 66 Com
391$53.2M0.02%
188
AGGiShares Core US Aggregate Bond ETF
516$51.7M0.02%
189
VCRBVanguard Core Bond ETF
657$51.5M0.02%
190
TECBiShares US Tech Breakthrough Multisector ETF
850$51.3M0.02%
191
COPConocophillips Com
535$50.6M0.02%
192
BPOPPopular Inc
396$50.3M0.02%
193
MASMasco Corp Com
713$50.2M0.02%
194
VVVValvoline Inc
1,394$50.1M0.02%
195
JLLJones Lang LaSalle Inc
167$49.8M0.02%
196
KMBKimberly-Clark Com
400$49.7M0.02%
197
SPYVSPDR Portfolio S&P 500 Value ETF
885$49.0M0.01%
198
WTMWhite Mountains Insurance Group Ltd
29$48.5M0.01%
199
BSYBentley Systems Incorporated
940$48.4M0.01%
200
FNDFloor & Decor Holdings Inc
654$48.2M0.01%
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