STEPHENS INC /AR/
Top Portfolio Positions
804 positions ·
$4,657,657,369 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
816,725 | $207,276,637 | 4.45% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
1,540,042 | $191,396,419 | 4.11% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
262,925 | $151,755,051 | 3.26% | |
| MSFT |
Microsoft Corp
Technology
|
382,340 | $141,530,797 | 3.04% | |
| NVDA |
Nvidia Corp
Technology
|
810,438 | $141,340,387 | 3.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
652,465 | $135,888,885 | 2.92% | |
| AVGO |
Broadcom Inc.
Technology
|
411,322 | $127,308,272 | 2.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
424,070 | $124,744,431 | 2.68% | |
| SPY |
Spdr S&P 500 ETF Trust
|
166,554 | $108,316,728 | 2.33% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
342,294 | $98,430,062 | 2.11% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ORI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,127,577 | 253,824 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $8,657,679 | 189,695 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $8,037,787 | 189,258 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $462,702 | 12,037 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $493,309 | 12,578 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $467,864 | 12,928 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $464,037 | 13,101 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $405,840 | 13,134 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $413,583 | 13,463 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $397,605 | 13,524 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $365,548 | 13,569 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $342,991 | 13,627 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $340,515 | 13,637 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $368,384 | 15,254 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $319,538 | 15,267 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $341,370 | 15,267 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $452,466 | 17,490 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $663,192 | 26,981 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $1,639,199 | 70,869 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $1,749,603 | 70,237 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,512,747 | 69,265 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,486,409 | 75,414 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,010,574 | 68,560 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,130,152 | 69,292 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $1,065,258 | 69,853 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||