STEPHENS INC /AR/
Institutional InvestorSimilar funds →SEC EDGAR: CIK 757657
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$8.9B
Holdings
1,332
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
STEPHENS INC /AR/ disclosed 1,332 positions worth $8.9B in its Form 13F-HR for Q2 2026, followed by $AAPL and $QQQ. During the quarter the fund opened 90 new positions and exited 69 — including a new stake in $MOD and a full exit from $AU. The portfolio is most concentrated in Other (43.7% of disclosed assets). All figures are sourced directly from STEPHENS INC /AR/’s Form 13F-HR filing with the SEC under CIK 757657.
AI Fund Analysis
StableVANGUARD INDEX FDS - TOTAL
2.7% weight
Held 7 quarters
$AAPL2.7% weight
Held 7 quarters
$QQQ2.2% weight
Held 7 quarters
$WMT2.0% weight
Held 7 quarters
$NVDA1.9% weight
Held 7 quarters
$WMT7 quarters accumulating
$NVDA7 quarters accumulating
$MSFT7 quarters accumulating
$GOOG7 quarters accumulating
$GS7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$244.0M659,346 sh- 76.4#84
Quality
$242.1M833,376 sh - —
Quality
$196.9M267,335 sh - 60.2
Quality
$180.3M1,587,838 sh - 85.9
Quality
$165.3M824,241 sh - 68.7
Quality
$164.3M686,863 sh - 84.5
Quality
$150.8M398,533 sh - 79.8
Quality
$145.8M390,296 sh ISHARES TR - RUS 1000 VAL ETF
—Quality
$144.0M593,962 sh- 70.7
Quality
$144.0M438,978 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $244.0M | 659,346 |
| Apple Inc.$AAPL | 76.4#84 | $242.1M | 833,376 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $196.9M | 267,335 |
| Walmart Inc.$WMT | 60.2 | $180.3M | 1,587,838 |
| NVIDIA CORP$NVDA | 85.9 | $165.3M | 824,241 |
 AMAZON COM INC$AMZN | 68.7 | $164.3M | 686,863 |
 Broadcom Inc.$AVGO | 84.5 | $150.8M | 398,533 |
| MICROSOFT CORP$MSFT | 79.8 | $145.8M | 390,296 |
| ISHARES TR - RUS 1000 VAL ETF | — | $144.0M | 593,962 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $144.0M | 438,978 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of STEPHENS INC /AR/'s 1,332 positions.
Showing top 10 of 1,332 holdings.
Sector Allocation
Other
$3.9B
Technology
$1.7B
Financials
$963.7M
Consumer Discretionary
$622.1M
Industrials
$489.2M
Healthcare
$380.2M
Energy
$275.2M
Consumer Staples
$171.3M
Top Holdings — STEPHENS INC /AR/ (Q2 2026)
Top 150 of 1,332 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $244.0M | 2.7% | +0% | — |
| 2 | $AAPL | Apple Inc. | $242.1M | 2.7% | +2% | 76.4 |
| 3 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $196.9M | 2.2% | +2% | — |
| 4 | $WMT | Walmart Inc. | $180.3M | 2.0% | +3% | 60.2 |
| 5 | $NVDA | NVIDIA CORP | $165.3M | 1.9% | +2% | 85.9 |
| 6 | $AMZN | AMAZON COM INC | $164.3M | 1.8% | +5% | 68.7 |
| 7 | $AVGO | Broadcom Inc. | $150.8M | 1.7% | -3% | 84.5 |
| 8 | $MSFT | MICROSOFT CORP | $145.8M | 1.6% | +2% | 79.8 |
| 9 | — | ISHARES TR - RUS 1000 VAL ETF | $144.0M | 1.6% | +2% | — |
| 10 | $JPM | JPMORGAN CHASE & CO | $144.0M | 1.6% | +4% | 70.7 |
| 11 | — | ISHARES TR - RUS 1000 GRW ETF | $132.2M | 1.5% | +306% | — |
| 12 | $GOOG | Alphabet Inc. | $125.7M | 1.4% | +3% | 78.2 |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $125.0M | 1.4% | +1% | — |
| 14 |  $GOOGL | Alphabet Inc. | $113.4M | 1.3% | +4% | 78.2 |
| 15 | — | ISHARES TR - RUS MDCP VAL ETF | $110.2M | 1.2% | -2% | — |
| 16 | — | VANGUARD INDEX FDS - VALUE ETF | $92.4M | 1.0% | +1% | — |
| 17 | $GS | GOLDMAN SACHS GROUP INC | $86.4M | 1.0% | +5% | 73.5 |
| 18 | — | ISHARES TR - GLOBAL 100 ETF | $82.6M | 0.9% | +15% | — |
| 19 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $77.8M | 0.9% | +2% | — |
| 20 | — | ISHARES TR - RUSSELL 3000 ETF | $75.8M | 0.8% | +8% | — |
| 21 | — | VANGUARD INDEX FDS - GROWTH ETF | $75.4M | 0.8% | +503% | — |
| 22 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $73.6M | 0.8% | +11% | — |
| 23 | — | ISHARES TR - RUS MD CP GR ETF | $71.1M | 0.8% | -7% | — |
| 24 |  $KRUS | KURA SUSHI USA, INC. | $63.5M | 0.7% | -0% | 46.9 |
| 25 |  $CAT | CATERPILLAR INC | $60.5M | 0.7% | +1% | 66.5 |
| 26 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $59.3M | 0.7% | +3% | — |
| 27 |  $META | Meta Platforms, Inc. | $57.8M | 0.7% | +1% | 79.6 |
| 28 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $55.9M | 0.6% | -1% | — |
| 29 |  $CSCO | CISCO SYSTEMS, INC. | $55.2M | 0.6% | -3% | 70.3 |
| 30 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $53.8M | 0.6% | +9% | — |
| 31 |  $JNJ | JOHNSON & JOHNSON | $53.6M | 0.6% | +21% | 69 |
| 32 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $52.5M | 0.6% | +12% | — |
| 33 | — | ALPS ETF TR - ALERIAN MLP | $52.4M | 0.6% | +0% | — |
| 34 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $51.4M | 0.6% | +5% | — |
| 35 | — | ISHARES TR - RUS MID CAP ETF | $48.2M | 0.5% | +4% | — |
| 36 | — | VANGUARD INDEX FDS - MID CAP ETF | $47.3M | 0.5% | +297% | — |
| 37 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $46.1M | 0.5% | +1% | — |
| 38 |  $MA | Mastercard Inc | $45.5M | 0.5% | -3% | 85.1 |
| 39 |  $LLY | ELI LILLY & Co | $44.7M | 0.5% | +0% | 87.5 |
| 40 | — | ISHARES TR - RUSSELL 2000 ETF | $44.6M | 0.5% | +23% | — |
| 41 |  $DUK | Duke Energy CORP | $43.9M | 0.5% | +0% | 56.4 |
| 42 |  $CVX | CHEVRON CORP | $43.3M | 0.5% | -3% | 62.8 |
| 43 |  $APH | AMPHENOL CORP /DE/ | $43.1M | 0.5% | -1% | 79.3 |
| 44 | — | ISHARES TR - 0-3 MTH TREASURY | $42.6M | 0.5% | -8% | — |
| 45 |  $XOM.R34088 | EXXON MOBIL CORP | $42.5M | 0.5% | -0% | 57.9 |
| 46 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $41.8M | 0.5% | -0% | — |
| 47 | — | FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | $41.8M | 0.5% | +0% | — |
| 48 |  $V | VISA INC. | $41.4M | 0.5% | -2% | 82.9 |
| 49 |  $IVZ | Invesco Ltd. | $39.9M | 0.5% | +11% | — |
| 50 | — | ISHARES TR - 1 3 YR TREAS BD | $39.8M | 0.5% | -4% | — |
| 51 |  $BRK.B | BERKSHIRE HATHAWAY INC | $38.7M | 0.4% | +7% | 73.8 |
| 52 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $37.5M | 0.4% | -1% | — |
| 53 | — | ISHARES TR - RUS 1000 ETF | $37.3M | 0.4% | +5% | — |
| 54 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $36.4M | 0.4% | -0% | — |
| 55 |  $BX | Blackstone Inc. | $35.7M | 0.4% | +4% | 74.4 |
| 56 |  $MRK | Merck & Co., Inc. | $35.5M | 0.4% | +0% | 59.9 |
| 57 |  $ABBV | AbbVie Inc. | $35.1M | 0.4% | -2% | 72.6 |
| 58 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $34.7M | 0.4% | +1% | — |
| 59 |  $AMGN | AMGEN INC | $34.4M | 0.4% | -18% | 79.2 |
| 60 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $32.6M | 0.4% | +9% | — |
| 61 |  $NEM | NEWMONT Corp /DE/ | $31.9M | 0.4% | +5% | 86.8 |
| 62 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $31.4M | 0.3% | -1% | 60.2 |
| 63 |  $MLM | MARTIN MARIETTA MATERIALS INC | $31.1M | 0.3% | -4% | 62.9 |
| 64 | — | VANGUARD INDEX FDS - SMALL CP ETF | $30.6M | 0.3% | +0% | — |
| 65 | — | ISHARES TR - MSCI EAFE ETF | $29.4M | 0.3% | +4% | — |
| 66 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $29.4M | 0.3% | +11% | — |
| 67 |  $PANW | Palo Alto Networks Inc | $29.3M | 0.3% | +2% | 65.5 |
| 68 |  $GE | GENERAL ELECTRIC CO | $29.0M | 0.3% | +12% | 73.8 |
| 69 | — | ISHARES TR - ISHS 1-5YR INVS | $28.6M | 0.3% | -3% | — |
| 70 |  $ET | Energy Transfer LP | $28.3M | 0.3% | +7% | 64.4 |
| 71 |  $PLTR | Palantir Technologies Inc. | $27.8M | 0.3% | -10% | 84.6 |
| 72 |  $BAC | BANK OF AMERICA CORP /DE/ | $27.3M | 0.3% | +1% | 67.6 |
| 73 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $26.9M | 0.3% | +2% | — |
| 74 |  $PEP | PEPSICO INC | $26.6M | 0.3% | +13% | 63.4 |
| 75 |  $QCOM | QUALCOMM INC/DE | $26.2M | 0.3% | -7% | 70.5 |
| 76 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $26.1M | 0.3% | +2% | — |
| 77 |  $ETN | Eaton Corp plc | $25.6M | 0.3% | +2% | — |
| 78 |  $WM | WASTE MANAGEMENT INC | $25.6M | 0.3% | -1% | 67.6 |
| 79 |  $APO | Apollo Global Management, Inc. | $25.5M | 0.3% | +9% | 52.1 |
| 80 |  $LOW | LOWES COMPANIES INC | $25.1M | 0.3% | +3% | 60.8 |
| 81 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $25.0M | 0.3% | -5% | — |
| 82 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $24.8M | 0.3% | +0% | — |
| 83 |  $HD | HOME DEPOT, INC. | $24.7M | 0.3% | +10% | 60.3 |
| 84 |  $KO | COCA COLA CO | $24.7M | 0.3% | +3% | 69.5 |
| 85 |  $AMAT | APPLIED MATERIALS INC /DE | $24.6M | 0.3% | -2% | 72.3 |
| 86 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $23.7M | 0.3% | +2% | 61.4 |
| 87 | — | ISHARES TR - CRE U S REIT ETF | $23.7M | 0.3% | -3% | — |
| 88 |  $TSLA | Tesla, Inc. | $23.4M | 0.3% | +5% | 53.9 |
| 89 |  $NXPI | NXP Semiconductors N.V. | $23.1M | 0.3% | +1% | — |
| 90 |  $MTZ | MASTEC INC | $23.1M | 0.3% | +4% | 58.8 |
| 91 |  $MCD | MCDONALDS CORP | $23.0M | 0.3% | +18% | 69 |
| 92 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $23.0M | 0.3% | +10% | — |
| 93 | — | ISHARES TR - MSCI USA QLT FCT | $22.5M | 0.3% | -0% | — |
| 94 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $22.1M | 0.3% | +2% | — |
| 95 | — | ISHARES TR - CORE US AGGBD ET | $22.1M | 0.3% | +1% | — |
| 96 |  $ARCC | ARES CAPITAL CORP | $22.0M | 0.3% | +0% | — |
| 97 |  $LMT | LOCKHEED MARTIN CORP | $21.9M | 0.3% | +11% | 65.6 |
| 98 | $IVZ | Invesco Ltd. | $21.5M | 0.2% | -15% | — |
| 99 |  $IAU | ISHARES GOLD TRUST | $21.3M | 0.2% | +3% | — |
| 100 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $21.0M | 0.2% | -1% | — |
| 101 |  $CRWD | CrowdStrike Holdings, Inc. | $20.3M | 0.2% | -2% | 67.7 |
| 102 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $20.3M | 0.2% | +3% | — |
| 103 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $20.2M | 0.2% | +2% | 73.7 |
| 104 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $20.1M | 0.2% | +6% | 70 |
| 105 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $19.9M | 0.2% | +4% | — |
| 106 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $19.7M | 0.2% | +3% | — |
| 107 |  $MO | ALTRIA GROUP, INC. | $19.5M | 0.2% | +2% | 67.4 |
| 108 | — | ISHARES TR - CORE S&P500 ETF | $19.4M | 0.2% | +20% | — |
| 109 |  $RTX | RTX Corp | $19.3M | 0.2% | +1% | 73.2 |
| 110 | — | FIRST TR EXCHANGE-TRADED FD - LNG DUR OPRTUN | $18.7M | 0.2% | +0% | — |
| 111 |  $UNH | UNITEDHEALTH GROUP INC | $18.6M | 0.2% | +12% | 62.7 |
| 112 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $18.5M | 0.2% | +6% | — |
| 113 |  $KNX | Knight-Swift Transportation Holdings Inc. | $18.4M | 0.2% | -0% | 54.4 |
| 114 |  $BG | Bunge Global SA | $18.4M | 0.2% | +61% | 54.5 |
| 115 |  $MDT | Medtronic plc | $18.2M | 0.2% | -18% | 68.7 |
| 116 |  $KKR | KKR & Co. Inc. | $18.2M | 0.2% | +11% | 54.3 |
| 117 |  $AMD | ADVANCED MICRO DEVICES INC | $18.1M | 0.2% | -3% | 79.8 |
| 118 |  $ADEA | Adeia Inc. | $18.1M | 0.2% | -3% | 70.2 |
| 119 |  $NEE | NEXTERA ENERGY INC | $17.8M | 0.2% | -1% | 64.6 |
| 120 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $17.7M | 0.2% | +0% | — |
| 121 |  $USB | US BANCORP \DE\ | $17.3M | 0.2% | -1% | 65.3 |
| 122 |  $OBDC | Blue Owl Capital Corp | $16.9M | 0.2% | -3% | — |
| 123 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $16.6M | 0.2% | -1% | — |
| 124 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $16.5M | 0.2% | +399% | — |
| 125 |  $BMY | BRISTOL MYERS SQUIBB CO | $16.3M | 0.2% | +0% | 70.4 |
| 126 |  $COST | COSTCO WHOLESALE CORP /NEW | $16.2M | 0.2% | +9% | 66.2 |
| 127 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $16.0M | 0.2% | +0% | 66.8 |
| 128 | — | FIRST TR EXCHANGE-TRADED FD - INTER GRADE ETF | $15.8M | 0.2% | +0% | — |
| 129 |  $PG | PROCTER & GAMBLE Co | $15.8M | 0.2% | +4% | 64.6 |
| 130 |  $MOD | MODINE MANUFACTURING CO | $15.8M | 0.2% | NEW | 56.3 |
| 131 | — | SPDR SERIES TRUST - ST STR P500VAL | $15.8M | 0.2% | +2% | — |
| 132 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $15.8M | 0.2% | +107% | — |
| 133 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST SMID | $15.7M | 0.2% | +3% | — |
| 134 |  $EMR | EMERSON ELECTRIC CO | $15.6M | 0.2% | +5% | 65.3 |
| 135 |  $DELL | Dell Technologies Inc. | $15.3M | 0.2% | +50% | 71.2 |
| 136 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $14.8M | 0.2% | +0% | — |
| 137 |  $TDG | TransDigm Group INC | $14.8M | 0.2% | +0% | 68 |
| 138 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $14.8M | 0.2% | +23% | — |
| 139 |  $FDX | FEDEX CORP | $14.6M | 0.2% | -2% | 60.3 |
| 140 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $14.5M | 0.2% | +1% | — |
| 141 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $14.3M | 0.2% | +5% | — |
| 142 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $14.3M | 0.2% | -6% | 44.6 |
| 143 |  $OTF | Blue Owl Technology Finance Corp. | $14.3M | 0.2% | +55% | — |
| 144 |  $PKG | PACKAGING CORP OF AMERICA | $14.2M | 0.2% | +2% | 63 |
| 145 |  $DOV | DOVER Corp | $14.0M | 0.2% | +3% | 58.1 |
| 146 |  $WT | WisdomTree, Inc. | $13.8M | 0.1% | +3% | 59.9 |
| 147 | — | ISHARES TR - PFD AND INCM SEC | $13.6M | 0.1% | -9% | — |
| 148 | — | ISHARES TR - RUS 2000 VAL ETF | $13.6M | 0.1% | +4% | — |
| 149 |  $MU | MICRON TECHNOLOGY INC | $13.5M | 0.1% | -17% | 86.2 |
| 150 |  $PWR | QUANTA SERVICES, INC. | $13.4M | 0.1% | +1% | 72.1 |
New Positions (90)
$MOD MODINE MANUFACTURING CO$15.8M
$FDXF FedEx Freight Holding Company, Inc.$3.6M
$HONA Honeywell Aerospace Inc.$3.5M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$2.6M
$BAH Booz Allen Hamilton Holding Corp$1.8M 2023 ETF SERIES TRUST - BRAND US CAP ETF$1.6M
$NZF Nuveen Municipal Credit Income Fund$1.1M PROCURE ETF TRUST II - SPACE ETF$893,717
ROUNDHILL ETF TRUST - MEMORY ETF$751,424
$FLS FLOWSERVE CORP$643,560
$TWST Twist Bioscience Corp$531,581
$UMAC Unusual Machines, Inc.$506,857 SELECT SECTOR SPDR TR - ST STR MATER ETF$466,365
NEOS ETF TRUST - NEOS S&P 500 HI$455,990
$EME EMCOR Group, Inc.$447,305Exited Positions (69)
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$G Genpact LTD
$CTRA Coterra Energy Inc.
$FSLY Fastly, Inc. FIRST TR EXCHANGE TRAD FD VI
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$FFWM First Foundation Inc.
$RQI COHEN & STEERS QUALITY INCOME REALTY FUND INC
$CMC COMMERCIAL METALS Co
$STRA Strategic Education, Inc.
$AR ANTERO RESOURCES Corp
$KREF KKR Real Estate Finance Trust Inc. SPDR SERIES TRUST
$EMN EASTMAN CHEMICAL CO
$GTLS CHART INDUSTRIES INCBrowse Top Institutional Investors
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