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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 601 | OREALTY INCOME CORP | 22 | $1.3M | 0.00% | |
| 602 | MOG/AMOOG INC | 7 | $1.3M | 0.00% | |
| 603 | CBRECBRE GROUP INC | 9 | $1.3M | 0.00% | |
| 604 | IQVIQVIA HLDGS INC | 8 | $1.3M | 0.00% | |
| 605 | WMBWILLIAMS COS INC | 20 | $1.3M | 0.00% | |
| 606 | GRMNGARMIN LTD | 6 | $1.3M | 0.00% | |
| 607 | CNPCENTERPOINT ENERGY INC | 34 | $1.3M | 0.00% | |
| 608 | ZTSZOETIS INC | 8 | $1.2M | 0.00% | |
| 609 | ILMNILLUMINA INC | 13 | $1.2M | 0.00% | |
| 610 | DBDEUTSCHE BANK A G | 42 | $1.2M | 0.00% | |
| 611 | BRBROADRIDGE FINL SOLUTIONS IN | 5 | $1.2M | 0.00% | |
| 612 | ITGARTNER INC | 3 | $1.2M | 0.00% | |
| 613 | MIGAMICROSTRATEGY INC | 3 | $1.2M | 0.00% | |
| 614 | CSGPCOSTAR GROUP INC | 15 | $1.2M | 0.00% | |
| 615 | NLYANNALY CAPITAL MANAGEMENT IN | 64 | $1.2M | 0.00% | |
| 616 | SYFSYNCHRONY FINANCIAL | 18 | $1.2M | 0.00% | |
| 617 | BXBLACKSTONE INC | 8 | $1.2M | 0.00% | |
| 618 | TYLTYLER TECHNOLOGIES INC | 2 | $1.2M | 0.00% | |
| 619 | IESCIES HLDGS INC | 4 | $1.2M | 0.00% | |
| 620 | AIZASSURANT INC | 6 | $1.2M | 0.00% | |
| 621 | JHXJAMES HARDIE INDS PLC | 44 | $1.2M | 0.00% | |
| 622 | HASHASBRO INC | 16 | $1.2M | 0.00% | |
| 623 | WRBBERKLEY W R CORP | 16 | $1.2M | 0.00% | |
| 624 | MTDMETTLER TOLEDO INTERNATIONAL | 1 | $1.2M | 0.00% | |
| 625 | IPINTERNATIONAL PAPER CO | 25 | $1.2M | 0.00% | |
| 626 | EXEEXPAND ENERGY CORPORATION | 10 | $1.2M | 0.00% | |
| 627 | HIMSHIMS & HERS HEALTH INC | 23 | $1.1M | 0.00% | |
| 628 | ODFLOLD DOMINION FREIGHT LINE IN | 7 | $1.1M | 0.00% | |
| 629 | PWRQUANTA SVCS INC | 3 | $1.1M | 0.00% | |
| 630 | ELLAUDER ESTEE COS INC | 14 | $1.1M | 0.00% | |
| 631 | AROCARCHROCK INC | 45 | $1.1M | 0.00% | |
| 632 | XAIXDBX ETF TR | 29 | $1.1M | 0.00% | |
| 633 | NEMNEWMONT CORP | 19 | $1.1M | 0.00% | |
| 634 | LENLENNAR CORP | 10 | $1.1M | 0.00% | |
| 635 | ARGXARGENX SE | 2 | $1.1M | 0.00% | |
| 636 | AHRAMERICAN HEALTHCARE REIT INC | 30 | $1.1M | 0.00% | |
| 637 | LLOEWS CORP | 12 | $1.1M | 0.00% | |
| 638 | MLMMARTIN MARIETTA MATLS INC | 2 | $1.1M | 0.00% | |
| 639 | NINISOURCE INC | 27 | $1.1M | 0.00% | |
| 640 | DRIDARDEN RESTAURANTS INC | 5 | $1.1M | 0.00% | |
| 641 | CLXCLOROX CO DEL | 9 | $1.1M | 0.00% | |
| 642 | CPRTCOPART INC | 22 | $1.1M | 0.00% | |
| 643 | SMCISUPER MICRO COMPUTER INC | 22 | $1.1M | 0.00% | |
| 644 | VLOVALERO ENERGY CORP | 8 | $1.1M | 0.00% | |
| 645 | FIXCOMFORT SYS USA INC | 2 | $1.1M | 0.00% | |
| 646 | AONAON PLC | 3 | $1.1M | 0.00% | |
| 647 | EMEEMCOR GROUP INC | 2 | $1.1M | 0.00% | |
| 648 | KVUEKENVUE INC | 51 | $1.1M | 0.00% | |
| 649 | EQHEQUITABLE HLDGS INC | 19 | $1.1M | 0.00% | |
| 650 | MNSTMONSTER BEVERAGE CORP NEW | 17 | $1.1M | 0.00% | |
| 651 | FASTFASTENAL CO | 25 | $1.1M | 0.00% | |
| 652 | PCARPACCAR INC | 11 | $1.0M | 0.00% | |
| 653 | ONONON HLDG AG | 20 | $1.0M | 0.00% | |
| 654 | IGPTINVESCO EXCHANGE TRADED FD T | 21 | $1.0M | 0.00% | |
| 655 | EXREXTRA SPACE STORAGE INC | 7 | $1.0M | 0.00% | |
| 656 | 8CWCROWN CASTLE INC | 10 | $1.0M | 0.00% | |
| 657 | CARRCARRIER GLOBAL CORPORATION | 14 | $1.0M | 0.00% | |
| 658 | TDYTELEDYNE TECHNOLOGIES INC | 2 | $1.0M | 0.00% | |
| 659 | JLLJONES LANG LASALLE INC | 4 | $1.0M | 0.00% | |
| 660 | HDSNHUDSON TECHNOLOGIES INC | 126 | $1.0M | 0.00% | |
| 661 | XELXCEL ENERGY INC | 15 | $1.0M | 0.00% | |
| 662 | AVBAVALONBAY CMNTYS INC | 5 | $1.0M | 0.00% | |
| 663 | VENVENTAS INC | 16 | $1.0M | 0.00% | |
| 664 | ESGRENSTAR GROUP LIMITED | 3 | $1.0M | 0.00% | |
| 665 | IM8NINSMED INC | 10 | $1.0M | 0.00% | |
| 666 | EDCONSOLIDATED EDISON INC | 10 | $1.0M | 0.00% | |
| 667 | LHXL3HARRIS TECHNOLOGIES INC | 4 | $1.0M | 0.00% | |
| 668 | ADMARCHER DANIELS MIDLAND CO | 19 | $1.0M | 0.00% | |
| 669 | BROBROWN & BROWN INC | 9 | $998K | 0.00% | |
| 670 | CALMCAL MAINE FOODS INC | 10 | $997K | 0.00% | |
| 671 | SSNCSS&C TECHNOLOGIES HLDGS INC | 12 | $994K | 0.00% | |
| 672 | KDPKEURIG DR PEPPER INC | 30 | $992K | 0.00% | |
| 673 | FITBFIFTH THIRD BANCORP | 24 | $988K | 0.00% | |
| 674 | RALRALLIANT CORP | 20 | $986K | 0.00% | |
| 675 | HEIHEICO CORP NEW | 3 | $984K | 0.00% | |
| 676 | VMIVALMONT INDS INC | 3 | $980K | 0.00% | |
| 677 | UDRUDR INC | 24 | $980K | 0.00% | |
| 678 | PSTGPURE STORAGE INC | 17 | $979K | 0.00% | |
| 679 | HUMHUMANA INC | 4 | $978K | 0.00% | |
| 680 | CWCURTISS WRIGHT CORP | 2 | $978K | 0.00% | |
| 681 | UFPTUFP TECHNOLOGIES INC | 4 | $977K | 0.00% | |
| 682 | WYWEYERHAEUSER CO MTN BE | 38 | $977K | 0.00% | |
| 683 | AWCAMERICAN WTR WKS CO INC NEW | 7 | $974K | 0.00% | |
| 684 | CHECHEMED CORP NEW | 2 | $974K | 0.00% | |
| 685 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 4 | $972K | 0.00% | |
| 686 | SYMSYMBOTIC INC | 25 | $972K | 0.00% | |
| 687 | BLDTOPBUILD CORP | 3 | $972K | 0.00% | |
| 688 | BJBJS WHSL CLUB HLDGS INC | 9 | $971K | 0.00% | |
| 689 | GPCGENUINE PARTS CO | 8 | $971K | 0.00% | |
| 690 | BAXBAXTER INTL INC | 32 | $969K | 0.00% | |
| 691 | KNSLKINSALE CAP GROUP INC | 2 | $968K | 0.00% | |
| 692 | NOGNORTHERN OIL & GAS INC | 34 | $964K | 0.00% | |
| 693 | NPOENPRO INC | 5 | $958K | 0.00% | |
| 694 | RBARB GLOBAL INC | 9 | $956K | 0.00% | |
| 695 | AWGASBURY AUTOMOTIVE GROUP INC | 4 | $955K | 0.00% | |
| 696 | CA8ACACI INTL INC | 2 | $954K | 0.00% | |
| 697 | LULULULULEMON ATHLETICA INC | 4 | $951K | 0.00% | |
| 698 | GWREGUIDEWIRE SOFTWARE INC | 4 | $942K | 0.00% | |
| 699 | DAYDAYFORCE INC | 17 | $942K | 0.00% | |
| 700 | MORNMORNINGSTAR INC | 3 | $942K | 0.00% |