Stegner Investment Associates Inc. holds a concentrated book of 31 stocks worth $210.3M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Ishares S&P 500 Growth ETF. Their largest long position is Ishares S&P 500 Growth ETF at 40% of the equity book. Cloning the disclosed picks since 2024 would be +33% (+17.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1907433/holdings"
Use Arkolith to show Stegner Investment Associates Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.2 points over this window.
Growth of $10,000 cloning Stegner Investment Associates Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Stegner Investment Associates Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 38 / 31 | $811.8B |
| MORGAN STANLEY | 38 / 31 | $305.5B |
| BANK OF AMERICA CORP /DE/ | 38 / 31 | $273.8B |
| JPMORGAN CHASE & CO | 38 / 31 | $247.3B |
| FMR LLC | 38 / 31 | $238.1B |
| GOLDMAN SACHS GROUP INC | 38 / 31 | $131.8B |
| WELLS FARGO & COMPANY/MN | 38 / 31 | $90.6B |
| Bank of New York Mellon Corp | 38 / 31 | $82.7B |
Ranked by how many of Stegner Investment Associates Inc.'s top 31 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR S&P 500 GRWT ETF | $83.7M | 608.7K | 39.8% | ▼−0.9% Reduced · −6K sh | |
| 2 | Ishares TR RUS MID CAP ETF | $45.0M | 407.5K | 21.4% | ▼−3.1% Reduced · −13K sh | |
| 3 | Vanguard Scottsdale FDS VNG RUS1000IDX | $22.8M | 67.3K | 10.8% | ▲~0% Added · +3 sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $9.6M | 13.9K | 4.5% | ▼−0.3% Reduced · −45 sh | |
| 5 | Ishares TR RUS 1000 VAL ETF | $9.3M | 38.4K | 4.4% | ▲~0% Added · +2 sh | |
| 6 | Ishares TR RUS 1000 ETF | $7.5M | 18.2K | 3.5% | ▼−11% Reduced · −2K sh | |
| 7 | Vanguard Scottsdale FDS VNG RUS1000GRW | $5.8M | 45.6K | 2.8% | ▲~0% Added · +6 sh | |
| 8 | Ishares TR CORE S&P500 ETF | $5.7M | 7.6K | 2.7% | ▲+2.5% Added · +186 sh | |
| 9 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.8M | 17.6K | 1.8% | —Held | |
| 10 | Ishares TR S&P 500 VAL ETF | $3.7M | 16.1K | 1.7% | ▼−1.1% Reduced · −172 sh | |
| 11 | Ishares TR EAFE VALUE ETF | $1.7M | 22.3K | 0.8% | —Held | |
| 12 | Ishares TR RUS MD CP GR ETF | $1.4M | 9.9K | 0.7% | ▼−3.4% Reduced · −349 sh | |
| 13 | Microsoft Corp COM | $1.1M | 2.9K | 0.5% | ▼−7.6% Reduced · −239 sh | |
| 14 | Ishares TR RUS MDCP VAL ETF | $1.0M | 6.2K | 0.5% | ▲+23% Added · +1K sh | |
| 15 | Ishares TR RUS 1000 GRW ETF | $966K | 7.8K | 0.5% | ▲+300% Added · +6K sh | |
| 16 | Apple Inc COM | $961K | 3.3K | 0.5% | ▲+19% Added · +520 sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $922K | 1.2K | 0.4% | ▲+0.1% Added · +1 sh | |
| 18 | Vanguard Index FDS TOTAL STK MKT | $870K | 2.4K | 0.4% | —Held | |
| 19 | Ishares TR RUS 2000 VAL ETF | $864K | 3.9K | 0.4% | ▼−0.3% Reduced · −14 sh | |
| 20 | Vanguard BD Index FDS TOTAL BND MRKT | $504K | 6.9K | 0.2% | ▲+37% Added · +2K sh | |
| 21 | Ishares TR S&P 100 ETF | $425K | 1.2K | 0.2% | —Held | |
| 22 | SPDR Index SHS FDS ST STR ACWI ETF | $414K | 10.2K | 0.2% | ▲+8.9% Added · +835 sh | |
| 23 | Ishares TR RUSSELL 2000 ETF | $389K | 1.3K | 0.2% | ▼−35% Reduced · −684 sh | |
| 24 | Marvell Technology Inc COM | $304K | 1.0K | 0.1% | ▲New New position | |
| 25 | Costco Wholesale Corporation COM | $293K | 314 | 0.1% | —Held | |
| 26 | McDonalds Corp COM | $271K | 1.0K | 0.1% | —Held | |
| 27 | Coca Cola Co COM | $267K | 3.3K | 0.1% | —Held | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $256K | 512 | 0.1% | ▲+11% Added · +50 sh | |
| 29 | Home Depot Inc COM | $224K | 636 | 0.1% | —Held | |
| 30 | Exxon Mobil Corp COM | $223K | 1.6K | 0.1% | —Held | |
| 31 | American Express Co COM | $220K | 650 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 31 | $210.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 29 | $182.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 29 | $188.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 34 | $182.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 26 | $163.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 26 | $143.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 27 | $151.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 24 | $147.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.