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Stephens Group, LLC

100 RIVER BLUFF DRIVE, SUITE 500, LITTLE ROCK, AR 72202 • 501-377-3401

Q2 2025 · Filed 2025-07-03
Market Value
$182M
-6.4%
Holdings
3
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LAW 18.76% 16.43% +2.33% $34M
ET 55.65% 53.40% +2.25% $101M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WEST 25.59% 30.17% -4.58% $46M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Energy 62.1%
Consumer Defensive 20.4%
Technology 17.6%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $101M 55.6%
Small Cap 1 $46M 25.6%
Micro Cap 1 $34M 18.8%

Portfolio Analytics

Avg Market Cap
$23.4B
Median Market Cap
$815M
Avg P/E
14.3
Median P/E
14.3
Avg Dividend Yield
0.02%
Avg Beta
1.11
# Stocks
3
# ETFs / Funds
0

Top Holdings (3 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ET 55.65% 5,574,335 $101M $18.13 -$3M
2 WEST 25.59% 8,110,043 $46M $5.73 -$12M
3 LAW 18.76% 7,796,632 $34M $4.37 $2M
View SEC EDGAR Filings for Stephens Group, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms