STEPHENS INC /AR/

CIK
0000757657
City
Little Rock
State / Country
AR

Top Portfolio Positions

723 positions · $4,499,840,564 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
837,578 $227,703,955 5.06%
MSFT
Microsoft Corp
Technology
361,089 $174,629,862 3.88%
QQQ
Invesco Qqq Trust, Series 1
267,960 $164,610,507 3.66%
WMT
Walmart Inc.
Consumer Defensive
1,443,129 $160,779,001 3.57%
NVDA
Nvidia Corp
Technology
785,792 $146,550,208 3.26%
AVGO
Broadcom Inc.
Technology
402,813 $139,413,579 3.10%
AMZN
Amazon Com Inc
Consumer Cyclical
598,815 $138,218,478 3.07%
SPY
Spdr S&P 500 Etf Trust
196,868 $134,248,226 2.98%
JPM
Jpmorgan Chase & Co
Financial Services
414,791 $133,653,956 2.97%
GOOGL
Alphabet Inc.
Communication Services
341,456 $106,875,728 2.38%

Portfolio Trend

51 quarters · across all stocks

Holdings in PLGO

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2025-12-31 $4,642,101 237,205
2025-09-30 $3,311,394 182,446