13F Insight
DOSSIER · 13F-HR · Q1 2026

Stephens Group, LLC

Stephens's pension fund based in Boston, MA — $172M in tracked AUM across 4 positions as of Q1 2026.

S
Stephens·Boston, MA·Pension Fund
CIK 0001427999 · last filed Mar 31, 2026
Total AUM
$172M
▼ 9.4%
vs prior
Holdings
4
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Stephens Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ET
ENERGY TRANSFER L P
$105M5.4M61.3%
02
WEST
WESTROCK COFFEE CO
$34M8.1M20.1%
03
LAW
CS DISCO INC
$30M7.8M17.4%
04
STUB
STUBHUB HLDGS INC
$2M349K1.3%

Filing history

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