Stephens Consulting, LLC Q2 2025 Filing

Filed July 25, 2025

Portfolio Value

$421.7B

Holdings

1,185

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,185 positions)

#StockSharesValue% PortfolioType
1001
BOOTBOOT BARN HLDGS INC
2$304K0.00%
1002
CNMCORE & MAIN INC
5$302K0.00%
1003
UVVUNIVERSAL CORP VA
5$292K0.00%
1004
CNHICNH INDL N V
22$286K0.00%
1005
JPXAEROVIRONMENT INC
1$285K0.00%
1006
GLPIGAMING & LEISURE PPTYS INC
6$281K0.00%
1007
JNPJUNIPER NETWORKS INC
7$280K0.00%
1008
IIPRINNOVATIVE INDL PPTYS INC
5$277K0.00%
1009
SSBUSDSOUTHSTATE CORPORATION
3$277K0.00%
1010
PRIPRIMERICA INC
1$274K0.00%
1011
DOXAMDOCS LTD
3$274K0.00%
1012
SAIASAIA INC
1$274K0.00%
1013
ALABASTERA LABS INC
3$272K0.00%
1014
DAVEDAVE INC
1$269K0.00%
1015
COHRCOHERENT CORP
3$268K0.00%
1016
EXASEXACT SCIENCES CORP
5$266K0.00%
1017
REZIRESIDEO TECHNOLOGIES INC
12$262K0.00%
1018
NUNU HLDGS LTD
19$261K0.00%
1019
PENPENUMBRA INC
1$257K0.00%
1020
MOSMOSAIC CO NEW
7$256K0.00%
1021
CUBECUBESMART
6$255K0.00%
1022
AMHAMERICAN HOMES 4 RENT
7$253K0.00%
1023
SLNOSOLENO THERAPEUTICS INC
3$252K0.00%
1024
ARMKARAMARK
6$252K0.00%
1025
HIFSHINGHAM INSTN SVGS MASS
1$249K0.00%
1026
ELSEQUITY LIFESTYLE PPTYS INC
4$247K0.00%
1027
TXG10X GENOMICS INC
21$244K0.00%
1028
MVISMICROVISION INC DEL
210$240K0.00%
1029
DOCUDOCUSIGN INC
3$234K0.00%
1030
BURLBURLINGTON STORES INC
1$233K0.00%
1031
STRLSTERLING INFRASTRUCTURE INC
1$231K0.00%
1032
NYTNEW YORK TIMES CO
4$224K0.00%
1033
LENLENNAR CORP
2$211K0.00%
1034
DECKDECKERS OUTDOOR CORP
2$207K0.00%
1035
SCCOSOUTHERN COPPER CORP
2$203K0.00%
1036
SLBSCHLUMBERGER LTD
6$203K0.00%
1037
AMGAFFILIATED MANAGERS GROUP IN
1$197K0.00%
1038
SAMBOSTON BEER INC
1$191K0.00%
1039
LEUCENTRUS ENERGY CORP
1$184K0.00%
1040
EATBRINKER INTL INC
1$181K0.00%
1041
GDDYGODADDY INC
1$181K0.00%
1042
HLIHOULIHAN LOKEY INC
1$180K0.00%
1043
SHENSHENANDOAH TELECOMMUNICATION
13$178K0.00%
1044
PAGPENSKE AUTOMOTIVE GRP INC
1$172K0.00%
1045
FSLRFIRST SOLAR INC
1$166K0.00%
1046
WRLDWORLD ACCEP CORPORATION
1$166K0.00%
1047
WSMWILLIAMS SONOMA INC
1$164K0.00%
1048
STZCONSTELLATION BRANDS INC
1$163K0.00%
1049
FCNFTI CONSULTING INC
1$162K0.00%
1050
GPNGLOBAL PMTS INC
2$161K0.00%
1051
LDOSLEIDOS HOLDINGS INC
1$158K0.00%
1052
GNRCGENERAC HLDGS INC
1$144K0.00%
1053
COOCOOPER COS INC
2$143K0.00%
1054
LSTRLANDSTAR SYS INC
1$140K0.00%
1055
IEIINSIGHT ENTERPRISES INC
1$139K0.00%
1056
FCFSFIRSTCASH HOLDINGS INC
1$136K0.00%
1057
TMDXTRANSMEDICS GROUP INC
1$135K0.00%
1058
HRIHERC HLDGS INC
1$132K0.00%
1059
BRCCBRC INC
100$131K0.00%
1060
HOLXHOLOGIC INC
2$131K0.00%
1061
AFGAMERICAN FINL GROUP INC OHIO
1$127K0.00%
1062
WF2WINTRUST FINL CORP
1$124K0.00%
1063
JBTJBT MAREL CORPORATION
1$121K0.00%
1064
BDCBELDEN INC
1$116K0.00%
1065
CNCCENTENE CORP DEL
2$109K0.00%
1066
AGCOAGCO CORP
1$104K0.00%
1067
OKTAOKTA INC
1$100K0.00%
1068
PFSIPENNYMAC FINL SVCS INC NEW
1$100K0.00%
1069
RHPRYMAN HOSPITALITY PPTYS INC
1$99K0.00%
1070
LEALEAR CORP
1$95K0.00%
1071
BCOBRINKS CO
1$90K0.00%
1072
ATDATI INC
1$87K0.00%
1073
HNMORMAT TECHNOLOGIES INC
1$84K0.00%
1074
DCODUCOMMUN INC DEL
1$83K0.00%
1075
SCISERVICE CORP INTL
1$82K0.00%
1076
TCBITEXAS CAP BANCSHARES INC
1$80K0.00%
1077
SYBTSTOCK YDS BANCORP INC
1$79K0.00%
1078
WEAWESTERN ALLIANCE BANCORP
1$78K0.00%
1079
KFYKORN FERRY
1$74K0.00%
1080
ATKRATKORE INC
1$71K0.00%
1081
AINALBANY INTL CORP
1$71K0.00%
1082
MCBMETROPOLITAN BK HLDG CORP
1$70K0.00%
1083
GTXGARRETT MOTION INC
7$69K0.00%
1084
SITCSITE CTRS CORP
6$68K0.00%
1085
AMBAAMBARELLA INC
1$67K0.00%
1086
MTHMERITAGE HOMES CORP
1$67K0.00%
1087
0VVBPARAMOUNT GLOBAL
5$65K0.00%
1088
ALBALBEMARLE CORP
1$63K0.00%
1089
CAKECHEESECAKE FACTORY INC
1$63K0.00%
1090
MTCHMATCH GROUP INC NEW
2$62K0.00%
1091
CWEN/ACLEARWAY ENERGY INC
2$61K0.00%
1092
ASIXADVANSIX INC
3$60K0.00%
1093
ROCKGIBRALTAR INDS INC
1$59K0.00%
1094
PRCTPROCEPT BIOROBOTICS CORP
1$58K0.00%
1095
OMFONEMAIN HLDGS INC
1$57K0.00%
1096
EVHEVOLENT HEALTH INC
5$57K0.00%
1097
TBBKBANCORP INC DEL
1$57K0.00%
1098
TRUPTRUPANION INC
1$56K0.00%
1099
NXTNEXTRACKER INC
1$55K0.00%
1100
SLGNSILGAN HLDGS INC
1$55K0.00%
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