Stephenson & Company, Inc.
Top Portfolio Positions
16 positions ·
$36,125,557 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
54,286 | $26,013,851 | 72.01% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,351 | $4,130,309 | 11.43% | |
| AAPL |
Apple Inc.
Technology
|
7,645 | $1,940,224 | 5.37% | |
| NVDA |
Nvidia Corp
Technology
|
3,832 | $668,300 | 1.85% | |
| GLD |
Spdr Gold Trust
|
1,190 | $512,045 | 1.42% | |
| ANET |
Arista Networks, Inc.
Technology
|
3,693 | $453,426 | 1.26% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
6,400 | $337,664 | 0.93% | |
| DE |
Deere & Co
Industrials
|
519 | $292,352 | 0.81% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
867 | $285,147 | 0.79% | |
| AXP |
American Express Co
Financial Services
|
918 | $277,676 | 0.77% |
Portfolio Trend
10 quarters · across all stocks
Holdings in MIST
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,800 | 20,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $40,400 | 20,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $40,000 | 20,000 | Shares | Sole | 2025-10-21 | |
| No 13F history on record for this holder in this stock. | ||||||