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Stephens Group, LLC

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

Q1 2026 · Filed 2026-04-13
Market Value
$169M
-8.7%
Holdings
3
New Purchases
0
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ET 62.06% 49.57% +12.48% $105M
WEST 20.36% 17.80% +2.55% $34M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LAW 17.59% 32.63% -15.04% $30M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Energy 62.1%
Consumer Defensive 20.4%
Technology 17.6%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $105M 62.1%
Small Cap 1 $34M 20.4%
Micro Cap 1 $30M 17.6%

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 62.06% 5,444,597 $105M $19.30 $13M -129,738 -2.3%
2 WEST 20.36% 8,110,043 $34M $4.25 $1M
3 LAW 17.59% 7,796,632 $30M $3.82 -$31M
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