Institutional Fund
Stegner Investment Associates Inc.
Louisville, KYCIK 19074335 filings on record
Portfolio Value
$182.58M
Q1 2026
Holdings
29
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-3.0%
from $188.18M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr38.1%
- Ishares Tr22.4%
- Vanguard Scottsdale Fds10.9%
- Vanguard Index Fds4.6%
- Ishares Tr4.5%
- Ishares Tr4.0%
- Other15.6%
Portfolio Holdings
29 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 614.3K | $69.48M | 38.1% | −5.2K | Reduced |
| 2 | Ishares Tr | 420.4K | $40.87M | 22.4% | −22.6K | Reduced |
| 3 | Vanguard Scottsdale Fds | 67.3K | $19.87M | 10.9% | +2.5K | Added |
| 4 | Vanguard Index Fds | 14.0K | $8.34M | 4.6% | 0 | Held |
| 5 | Ishares Tr | 38.4K | $8.20M | 4.5% | +2 | Added |
| 6 | Ishares Tr | 20.5K | $7.32M | 4.0% | −206 | Reduced |
| 7 | Vanguard Scottsdale Fds | 45.6K | $5.01M | 2.7% | +7 | Added |
| 8 | Ishares Tr | 7.4K | $4.82M | 2.6% | +45 | Added |
| 9 | Ishares Tr | 16.3K | $3.43M | 1.9% | −46 | Reduced |
| 10 | Invesco Exchange Traded Fd T | 17.6K | $3.38M | 1.9% | +17.6K | New |
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