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Home > Institutional Investor > Stephenson & Company, Inc. > Profile

Instuitional Investor - Stephenson & Company, Inc.

Fund Profile
Filing Period:
Fund Name: Stephenson & Company, Inc.
Portfolio Value $164,598,924
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 50,429 $24,496,895 14.88%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 127,816 $23,229,271 14.11%
3.
Ishares Trust
 IEF 35,827 $22,244,856 13.51%
4.
Vanguard Tax-Managed Fds
 386,689 $22,045,125 13.39%
5.
Vanguard Bond Index Funds
 BND 215,909 $16,992,038 10.32%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)