Sound Stewardship, LLC
CIK
1998101
Location
Overland Park, KS
Portfolio Value
Micro
$17,428,214
Diversification
Highly concentrated
Filing Date
Global Rank
#7,822
/ 8,603
▲ 40
· as of Mar 2026
Top Industry
Utilities - Regulated Electric
25.4%
3Y Alpha vs SPY
+2.6%
Period ended 3 months ago
Filed Apr 13, 2026 · 3mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+83.1%
SPY
+76.0%
Annualised alpha
+1.6%
Max drawdown
−25.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
60.9%
−2.4 pts
Top 5
77.0%
−1.3 pts
Top 10
89.6%
−0.7 pts
HHI
3,826
Highly concentrated−284
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 65.2% | $11,370,732 |
| Technology | 11.4% | $1,978,603 |
| Utilities | 8.8% | $1,539,786 |
| Real Estate | 4.3% | $756,344 |
| Industrials | 4.3% | $744,968 |
| Healthcare | 2.0% | $348,208 |
| Financial Services | 1.5% | $268,831 |
| Communication Services | 1.2% | $217,395 |
| Consumer Cyclical | 1.2% | $203,347 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLTR | abrdn Precious Metals Basket ETF Trust | −9,929 | 48,549 | $10,618,637 | |
| IAU | Ishares Gold Trust | −1,300 | 4,850 | $427,576 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | −509 | 6,295 | $495,164 | |
| NEE | Nextera Energy Inc | −108 | 5,618 | $521,799 | |
| BRK-B | Berkshire Hathaway Inc | −12 | 561 | $268,831 | |
| SPY | Spdr S&P 500 ETF Trust | −5 | 499 | $324,519 | |
| No positions match the current search. | |||||
17 positions ·
$17,428,214 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
Reduced | 48,549 | $10,618,637 | 60.93% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,088 | $783,703 | 4.50% | |
| EPR |
Epr Properties
Real Estate
|
Added | 15,139 | $756,344 | 4.34% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,979 | $732,566 | 4.20% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 5,618 | $521,799 | 2.99% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Reduced | 6,295 | $495,164 | 2.84% | |
| LNT |
Alliant Energy Corp
Utilities
|
Held | 6,491 | $465,794 | 2.67% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 2,651 | $462,334 | 2.65% | |
| IAU |
Ishares Gold Trust
|
Reduced | 4,850 | $427,576 | 2.45% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Held | 3,055 | $348,208 | 2.00% | |
| EVRG |
Evergy, Inc.
Utilities
|
Held | 4,232 | $346,685 | 1.99% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 499 | $324,519 | 1.86% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 561 | $268,831 | 1.54% | |
| PWR |
Quanta Services, Inc.
Industrials
|
NEW | 455 | $249,804 | 1.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 756 | $217,395 | 1.25% | |
| OGE |
Oge Energy Corp.
Utilities
|
NEW | 4,285 | $205,508 | 1.18% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 547 | $203,347 | 1.17% |