Stephens Consulting, LLC current holdings: USA Stocks
Stephens Consulting, LLC reported $0.05 billion in share positions in stocks (listed in the US), 324 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are BRKB, RJF, AAPL.
- PAYX: Country of operation United States; Class COM; Shares 2; Value $225.
- KDP: Country of operation United States; Class COM; Shares 8; Value $225.
- DECK: Country of operation United States; Class COM; Shares 2; Value $208.
- EPAM: Country of operation United States; Class COM; Shares 1; Value $205.
Form 13F-HR as filed (SEC CIK 1961632): quarter ended 2025-12-31, filed 2026-01-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| RICHARDSON FINANCIAL SERVICES INC. | United States | $0.309B | 1,130 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $0.310B | 25 | |
| Lind Value II ApS | Denmark | $0.310B | 9 |
| Davern Capital Partners, LP | United States | $0.309B | 14 |
| BELLEVUE ASSET MANAGEMENT, LLC | United States | $0.309B | 489 |
| Pines Wealth Management, LLC | United States | $0.310B | 225 |
| CAPITAL WEALTH MANAGEMENT, LLC | United States | $0.310B | 35 |
| Bear Mountain Capital, Inc. | United States | $0.310B | 199 |
| WASHINGTON STATE INVESTMENT BOARD | United States | $0.310B | 2 |
| Skaana Management L.P. | United States | $0.309B | 183 |