STEPH & CO

data from 30/09/2025

Capitalization

$ 327.484 M 6.22 %

Average holding period

12 ans

Performance

$ 96.761 M 56.34 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in STEPH & CO

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 JAVA JPMorgan Active Value ETF 15.83% 51.848 M $ 751859 2024/03/31 2.535 M $ 5.28 %
2025/09/30 VOO Vanguard S&P 500 Index ETF 14.28% 46.753 M $ 76347 2019/12/31 3.382 M $ 7.81 %
2025/09/30 JGRO JPMorgan Active Growth ETF 13.70% 44.861 M $ 478513 2024/03/31 3.689 M $ 8.92 %
2025/09/30 IWR iShares Russell Midcap Index ETF 3.83% 12.539 M $ 129870 2019/12/31 590.279 K $ 4.98 %
2025/09/30 BOND PIMCO Total Return Active ETF 3.57% 11.693 M $ 125256 2019/12/31 136.880 K $ 1.27 %
2025/09/30 FBND Fidelity Total Bond ETF 3.56% 11.651 M $ 251978 2019/12/31 115.097 K $ 1.07 %
2025/09/30 GUNR Global Upstream Natural Resources ETF 2.87% 9.407 M $ 214864 2023/06/30 793.806 K $ 9.15 %
2025/09/30 VB Vanguard Small-Cap ETF 2.75% 9.014 M $ 35449 2019/12/31 613.994 K $ 7.30 %
2025/09/30 MGC Vanguard MEGA Cap ETF 2.73% 8.924 M $ 36562 2021/06/30 675.282 K $ 8.52 %
2025/09/30 VTI Vanguard Total Stock Market ETF 2.36% 7.717 M $ 23514 2019/12/31 797.253 K $ 7.98 %
2025/09/30 VO Vanguard Mid Cap ETF 2.30% 7.546 M $ 25691 2019/12/31 352.882 K $ 4.97 %
2025/09/30 IVV iShares S&P 500 Index ETF 2.05% 6.718 M $ 10037 2019/12/31 486.274 K $ 7.80 %
2025/09/30 VEA Vanguard FTSE Developed Markets Index ETF 1.91% 6.240 M $ 104145 2019/12/31 193.337 K $ 5.10 %
2025/09/30 IWM iShares Russell 2000 Index ETF 1.54% 5.045 M $ 20851 2019/12/31 533.684 K $ 12.13 %
2025/09/30 SPY SPDR S&P 500 ETF 1.36% 4.466 M $ 6704 2019/12/31 324.004 K $ 7.82 %
2025/09/30 MUNI Pimco Intermediate Municipal Bond ETF 1.36% 4.456 M $ 85227 2019/12/31 92.764 K $ 1.79 %
2025/09/30 VOT Vanguard Mid-Cap Growth ETF 1.13% 3.703 M $ 12605 2019/12/31 118.928 K $ 3.31 %
2025/09/30 NFRA FlexShares Global Broad Infrastructure ETF 1.12% 3.682 M $ 58511 2023/06/30 61.061 K $ 1.68 %
2025/09/30 VTEB Vanguard Tax-Exempt Bond Index ETF 1.05% 3.428 M $ 68456 2019/12/31 84.124 K $ 2.12 %
2025/09/30 MDY SPDR S&P Mid Cap 400 Index ETF 0.98% 3.222 M $ 5405 2019/12/31 163.913 K $ 5.22 %
2025/09/30 AAPL Apple Computer Inc Com 0.90% 2.954 M $ 11600 2019/12/31 556.078 K $ 24.11 %
2025/09/30 VONG Vanguard Russell 1000 Growth ETF 0.87% 2.849 M $ 23647 2021/09/30 268.815 K $ 10.35 %
2025/09/30 EFA iShares MSCI EAFE Index ETF 0.67% 2.200 M $ 23566 2019/12/31 69.618 K $ 4.45 %
2025/09/30 IJR iShares S & P Smallcap 600 Index ETF 0.66% 2.174 M $ 18294 2019/12/31 174.524 K $ 8.73 %
2025/09/30 GNR SPDR S&P Global Natural Resources ETF 0.64% 2.092 M $ 35329 2023/06/30 181.782 K $ 9.16 %
2025/09/30 IWD iShares Russell 1000 Value Index ETF 0.59% 1.929 M $ 9474 2019/12/31 94.685 K $ 4.82 %
2025/09/30 JPM J P Morgan Chase & Co Com 0.44% 1.439 M $ 4563 2019/12/31 127.191 K $ 8.80 %
2025/09/30 IWF iShares Russell 1000 Growth ETF 0.41% 1.340 M $ 2861 2019/12/31 125.397 K $ 10.32 %
2025/09/30 Nicolet Bankshares Inc Com 0.39% 1.283 M $ 9540 2019/12/31 105.130 K $ 8.92 %
2025/09/30 PG Procter & Gamble Co Com 0.29% 959.237 K $ 6243 2019/12/31 -39.366 K $ -3.56 %
2025/09/30 JNJ Johnson & Johnson Com 0.28% 926.915 K $ 4999 2019/12/31 192.524 K $ 21.39 %
2025/09/30 PM Philip Morris International Inc 0.27% 878.637 K $ 5417 2019/12/31 -118.922 K $ -10.94 %
2025/09/30 EMXC iShares MSCI Emerging Markets ex China ETF 0.26% 859.672 K $ 12734 2025/03/31 55.311 K $ 6.92 %
2025/09/30 C Citigroup Inc Com New 0.26% 856.153 K $ 8435 2019/12/31 164.242 K $ 19.24 %
2025/09/30 DUK Duke Energy Corp Com New 0.26% 835.931 K $ 6755 2019/12/31 46.074 K $ 4.87 %
2025/09/30 WFC Wells Fargo & Co New Com 0.25% 825.459 K $ 9848 2019/12/31 37.917 K $ 4.62 %
2025/09/30 WEC WEC Energy Group Inc Com 0.25% 804.766 K $ 7023 2019/12/31 72.968 K $ 9.97 %
2025/09/30 VBK Vanguard Small-Cap Growth ETF 0.24% 784.824 K $ 2637 2022/06/30 53.002 K $ 7.47 %
2025/09/30 USB US Bancorp Com 0.22% 707.455 K $ 14638 2019/12/31 52.230 K $ 6.81 %
2025/09/30 DGX Quest Diagnostics Inc Com 0.21% 702.859 K $ 3688 2024/03/31 47.939 K $ 6.10 %
2025/09/30 CSCO Cisco Sys Inc 0.21% 690.768 K $ 10096 2019/12/31 -12.813 K $ -1.38 %
2025/09/30 RRX Regal Rexnord Corporation 0.20% 668.144 K $ 4658 2019/12/31 -7.875 K $ -1.05 %
2025/09/30 CVX Chevrontexaco Corp Com 0.20% 650.510 K $ 4189 2019/12/31 60.681 K $ 8.45 %
2025/09/30 MSFT Microsoft Corp Com 0.20% 641.222 K $ 1238 2019/12/31 20.540 K $ 4.13 %
2025/09/30 XOM Exxon Mobil Corp Com 0.19% 630.385 K $ 5591 2019/12/31 26.259 K $ 4.59 %
2025/09/30 UNP Union Pacific Corp Com 0.19% 615.507 K $ 2604 2020/06/30 18.958 K $ 2.73 %
2025/09/30 VZ Verizon Communications Com 0.19% 606.642 K $ 13803 2019/12/31 10.997 K $ 1.57 %
2025/09/30 EXC Exelon Corp Com 0.18% 602.279 K $ 13381 2019/12/31 24.878 K $ 3.66 %
2025/09/30 PNC PNC Financial Services Group Com 0.18% 580.889 K $ 2891 2019/12/31 49.479 K $ 7.78 %
2025/09/30 EVRG Evergy Inc Com 0.17% 551.905 K $ 7260 2024/03/31 61.172 K $ 10.29 %
2025/09/30 VICI VICI Properties Inc 0.17% 547.555 K $ 16791 2023/12/31 198.000 $ 0.03 %
2025/09/30 HYGV FlexShares High Yield Value-Scored Bond Index ETF 0.16% 527.154 K $ 12795 2023/06/30 2.279 K $ 0.41 %
2025/09/30 DOX Amdocs Ltd Ord 0.15% 496.731 K $ 6054 2024/03/31 -56.876 K $ -10.07 %
2025/09/30 NVT nVent Electric plc 0.15% 492.115 K $ 4989 2023/06/30 125.350 K $ 34.66 %
2025/09/30 NVDA NVIDIA Corporation 0.15% 487.907 K $ 2615 2024/03/31 56.179 K $ 18.10 %
2025/09/30 KIM Kimco Realty Corporation Ordinary Shares 0.15% 486.643 K $ 22272 2020/12/31 20.433 K $ 3.95 %
2025/09/30 APP Applovin Corporation 0.15% 484.296 K $ 674 2024/03/31 248.342 K $ 105.25 %
2025/09/30 PNR Pentair plc 0.15% 479.812 K $ 4332 2023/06/30 35.089 K $ 7.89 %
2025/09/30 CATH S&P 500 Catholic Values ETF 0.14% 471.436 K $ 5816 2025/03/31 32.627 K $ 7.44 %
2025/09/30 VYM Vanguard High Dividend Yield Indx ETF 0.14% 465.135 K $ 3300 2019/12/31 25.211 K $ 5.73 %
2025/09/30 RTX RTX Corporation 0.14% 463.337 K $ 2769 2021/06/30 56.791 K $ 14.59 %
2025/09/30 CASY Casey's General Stores Inc 0.14% 462.997 K $ 819 2019/12/31 44.095 K $ 10.79 %
2025/09/30 IWP iShares Russell Mid-Cap Growth ETF 0.14% 456.994 K $ 3209 2019/12/31 12.055 K $ 2.69 %
2025/09/30 SON Sonoco Products Co 0.14% 453.307 K $ 10520 2024/12/31 -5.378 K $ -1.08 %
2025/09/30 AIG American Intl Group Inc Com 0.13% 438.882 K $ 5588 2019/12/31 -47.143 K $ -8.24 %
2025/09/30 GILD Gilead Sciences Inc 0.13% 432.456 K $ 3896 2022/09/30 848.000 $ 0.12 %
2025/09/30 EOG EOG Resources Inc Com 0.13% 423.253 K $ 3775 2020/09/30 -33.352 K $ -6.26 %
2025/09/30 BRK-B Berkshire Hathaway Inc Class B 0.13% 411.241 K $ 818 2019/12/31 13.389 K $ 3.49 %
2025/09/30 APG API Group Corp 0.12% 404.569 K $ 11771 2021/03/31 4.002 K $ 1.00 %
2025/09/30 AXS Axis Capital Holdings Ltd 0.12% 392.588 K $ 4098 2019/12/31 -38.888 K $ -7.72 %
2025/09/30 IWN iShares Russell 2000 Value ETF 0.12% 386.860 K $ 2188 2019/12/31 41.548 K $ 12.08 %
2025/09/30 VPLS Vanguard Core-Plus Bond ETF 0.12% 379.854 K $ 4831 2024/03/31 4.009 K $ 1.07 %
2025/09/30 PFGC Performance Food Group Co Com 0.12% 378.602 K $ 3639 2020/06/30 60.298 K $ 18.94 %
2025/09/30 PRF Invesco RAFI US 1000 Portfolio ETF 0.11% 368.235 K $ 8145 2019/12/31 24.078 K $ 6.96 %
2025/09/30 DG Dollar General Corp 0.11% 363.689 K $ 3519 2024/12/31 -56.319 K $ -9.64 %
2025/09/30 IVW MFC iShares S&P 500 Growth Index ETF 0.11% 363.246 K $ 3009 2019/12/31 31.955 K $ 9.65 %
2025/09/30 TDY Teledyne Technologies Inc 0.11% 362.173 K $ 618 2019/12/31 41.804 K $ 14.39 %
2025/09/30 INTC Intel Corp Com 0.11% 351.872 K $ 10488 2019/12/31 132.562 K $ 49.78 %
2025/09/30 SU Suncor Energy Inc 0.11% 346.145 K $ 8279 2019/12/31 42.636 K $ 11.64 %
2025/09/30 CLH Clean Harbors Inc 0.10% 330.217 K $ 1422 2023/03/31 1.478 K $ 0.45 %
2025/09/30 ABBV AbbVie Inc 0.10% 312.579 K $ 1350 2019/12/31 61.991 K $ 24.74 %
2025/09/30 MGA Magna International Inc 0.10% 311.666 K $ 6578 2025/06/30 38.044 K $ 22.71 %
2025/09/30 WMT Walmart Inc Com 0.09% 309.180 K $ 3000 2025/06/30 15.840 K $ 5.40 %
2025/09/30 EQT EQT Corporation 0.09% 308.074 K $ 5660 2022/09/30 -22.017 K $ -6.67 %
2025/09/30 PPL PPL Corp Com 0.09% 302.297 K $ 8135 2024/03/31 27.703 K $ 9.65 %
2025/09/30 CHWY Chewy Inc 0.08% 271.743 K $ 6718 2024/06/30 -14.578 K $ -5.09 %
2025/09/30 ETN Eaton Corp Plc 0.08% 268.337 K $ 717 2019/12/31 13.773 K $ 4.83 %
2025/09/30 RIO Rio Tinto Group 0.08% 265.162 K $ 4017 2025/09/30 0.000 $ 0.00 %
2025/09/30 NSC Norfolk Southern Corp 0.08% 262.859 K $ 875 2019/12/31 38.618 K $ 17.36 %
2025/09/30 HIG Hartford Financial Insurance Group Inc Com 0.08% 262.378 K $ 1967 2019/12/31 12.824 K $ 5.14 %
2025/09/30 ABT Abbott Laboratories Com 0.08% 248.057 K $ 1852 2019/12/31 -3.659 K $ -1.52 %
2025/09/30 ROST Ross Stores Inc 0.08% 246.262 K $ 1616 2019/12/31 38.554 K $ 19.45 %
2025/09/30 GOOGL Alphabet Inc Class A 0.07% 240.426 K $ 989 2019/12/31 34.772 K $ 37.94 %
2025/09/30 CCK Crown Holdings Inc 0.07% 233.651 K $ 2419 2023/09/30 -16.064 K $ -6.21 %
2025/09/30 BMY Bristol-Myers Squibb Co Com 0.07% 229.694 K $ 5093 2019/12/31 -12.647 K $ -2.57 %
2025/09/30 ARCB Arcbest Corp 0.07% 229.104 K $ 3279 2025/09/30 0.000 $ 0.00 %
2025/09/30 HLI Houlihan Lokey Inc 0.07% 228.521 K $ 1113 2022/12/31 27.374 K $ 14.10 %
2025/09/30 VST Vistra Corp 0.07% 227.071 K $ 1159 2024/09/30 2.445 K $ 1.09 %
2025/09/30 IHF iShares U.S. Healthcare Providers ETF 0.07% 225.614 K $ 4568 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNH Unitedhealth Group Com 0.07% 222.028 K $ 643 2019/12/31 54.861 K $ 10.68 %