Stegner-Investment-Associates
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "VONG", "HD", "MCD", "IVW", null, "IWS", "IWD", "IWF", "IVV", "AAPL", "SPY", "IWO", "IWN", "IWP", "IWR", "IVE", "VUG", "VONE", "BND", "VOO", "VTV", "BRK-B", "IWB", "IWM", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-05
- Total Holdings
- 26
- Total Value
- 143032746
- Accession Number
- 0001172661-25-001573
- Form Type
- 13F-HR
- Manager Name
- Stegner-Investment-Associates
Data Enrichment
92% identified24 identified2 unidentified
Holdings
26 positions • $143.0M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.9K | QoQ 0.00% (-0) | All Managers (Combined) | $380.1K | 0.3% ($380.1K/$143.0M) | ||
MCDONALDS CORP(MCDcusip580135101) | 1.0K | QoQ -3.18% (-33)YoY 0.00% (+0) | All Managers (Combined) | $313.3K | 0.2% ($313.3K/$143.0M) | |
| 557 | QoQ 0.00% (+0)YoY NEW(+557) | All Managers (Combined) | $296.6K | 0.2% ($296.6K/$143.0M) | YoY NEW(+$296.6K) | |
| 1.6K | QoQ 0.00% (+0)YoY NEW(+1.6K) | All Managers (Combined) | $280.5K | 0.2% ($280.5K/$143.0M) | YoY NEW(+$280.5K) | |
HOME DEPOT, INC.(HDcusip437076102) | 666 | QoQ 0.00% (-0)YoY +4.71% (+30) | All Managers (Combined) | $244.1K | 0.2% ($244.1K/$143.0M) | |
| 595 | QoQ 0.00% (-0)YoY NEW(+595) | All Managers (Combined) | $220.6K | 0.2% ($220.6K/$143.0M) | YoY NEW(+$220.6K) |