STEPHENS INC /AR/
Top Portfolio Positions
801 positions ·
$4,622,807,529 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
816,725 | $207,276,637 | 4.48% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
1,540,042 | $191,396,419 | 4.14% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
262,925 | $151,755,051 | 3.28% | |
| MSFT |
Microsoft Corp
Technology
|
382,340 | $141,530,797 | 3.06% | |
| NVDA |
Nvidia Corp
Technology
|
810,438 | $141,340,387 | 3.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
652,465 | $135,888,885 | 2.94% | |
| AVGO |
Broadcom Inc.
Technology
|
411,322 | $127,308,272 | 2.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
424,070 | $124,744,431 | 2.70% | |
| SPY |
Spdr S&P 500 ETF Trust
|
166,554 | $108,316,728 | 2.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
342,294 | $98,430,062 | 2.13% |
Portfolio Trend
Holdings in CHW
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,892 | 29,324 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $215,608 | 29,097 | Shares | Defined | 2026-02-05 | |
| 2024-06-30 | $108,388 | 15,800 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $134,268 | 20,625 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $103,283 | 17,900 | Shares | Defined | 2024-02-13 | |
| 2020-03-31 | $189,994 | 33,100 | Shares | Defined | 2020-05-14 | |
| No quarters match your search. | ||||||