Stephens Consulting, LLC Purchases in Q4 2025

Stephens Consulting, LLC

  • $309 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
2
New
$482.23 - $557.53 $964 - $1.12K
2 $938K
AWK
American Water Works Company, Inc.

Utilities
7
New
$125.97 - $145.43 $882 - $1.02K
7 $914K
JKHY
Henry Jack & Associates Inc

Technology
5
New
$146.26 - $167.17 $731 - $836
5 $913K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.81%
$105.91 - $113.18 $212 - $226
250 $28.4M
HSY
Hershey CO

Consumer Defensive
5
New
$162.31 - $195.56 $812 - $978
5 $910K
ROP
Roper Technologies Inc

Industrials
2
New
$443.27 - $520.0 $887 - $1.04K
2 $891K
STZ
Constellation Brands, Inc.

Consumer Defensive
6
New
$127.65 - $142.97 $766 - $858
6 $828K
MCK
Mckesson Corp

Healthcare
1
New
$738.06 - $859.37 $738 - $859
1 $821K
KMB
Kimberly Clark Corp

Consumer Defensive
8
New
$100.05 - $123.23 $800 - $986
8 $808K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
New
$557.73 - $694.99 $558 - $695
1 $772K
FFIV
F5, Inc.

Technology
3
New
$234.0 - $343.17 $702 - $1.03K
3 $766K
EIX
Edison International

Utilities
2
+ 1.5%
$52.12 - $59.08 $104 - $118
135 $8.11M
LMT
Lockheed Martin Corp

Industrials
2
+ 14.29%
$452.1 - $514.24 $904 - $1.03K
16 $7.74M
OMC
Omnicom Group Inc.

Communication Services
9
New
$72.23 - $81.23 $650 - $731
9 $727K
IWS
Ishares Russell Midcap Value E

ETFs
5
New
$135.66 - $140.93 $678 - $705
5 $706K
POOL
Pool Corp

Industrials
3
New
$242.32 - $312.05 $727 - $936
3 $687K
APP
App Lovin Corp

Technology
1
New
$552.64 - $704.09 $553 - $704
1 $674K
CHD
Church & Dwight CO Inc

Consumer Defensive
8
New
$81.8 - $90.01 $654 - $720
8 $671K
CAH
Cardinal Health Inc

Healthcare
3
New
$153.27 - $206.06 $460 - $618
3 $617K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
New
$506.07 - $566.91 $506 - $567
1 $606K
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 1.2%
$138.21 - $153.19 $829 - $919
506 $76.5M
MOH
Molina Healthcare, Inc.

Healthcare
3
New
$137.54 - $203.26 $413 - $610
3 $521K
WDC
Western Digital Corp

Technology
3
New
$113.13 - $174.22 $339 - $523
3 $517K
HUM
Humana Inc

Healthcare
2
New
$236.74 - $298.04 $473 - $596
2 $513K
CTSH
Cognizant Technology Solutions Corp

Technology
6
New
$65.47 - $74.66 $393 - $448
6 $498K
FTNT
Fortinet, Inc.

Technology
6
New
$80.54 - $87.52 $483 - $525
6 $477K
SNPS
Synopsys Inc

Technology
1
New
$389.83 - $489.36 $390 - $489
1 $470K
PGR
Progressive Corp

Financial Services
2
New
$203.7 - $246.46 $407 - $493
2 $456K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
23
+ 1.51%
$24.24 - $24.37 $558 - $561
1.55K $37.6M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
21
+ 1.38%
N/A
1.54K $37.4M
NEM
Newmont Corp

Basic Materials
4
New
$78.63 - $98.27 $315 - $393
4 $400K
WSM
Williams Sonoma Inc

Consumer Cyclical
2
New
$181.45 - $199.63 $363 - $399
2 $358K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7
New
$51.27 - $51.8 $359 - $363
7 $351K
CDNS
Cadence Design Systems Inc

Technology
1
New
$314.93 - $353.36 $315 - $353
1 $313K
DXCM
Dexcom Inc

Healthcare
8
+ 3.2%
$54.84 - $71.06 $439 - $568
258 $17.1M
Super Micro Computer Inc
10
New
N/A
10 $293K
ETR
Entergy Corp

Utilities
3
New
$93.4 - $97.65 $280 - $293
3 $278K
TTD
Trade Desk, Inc.

Technology
7
New
$41.93 - $54.13 $294 - $379
7 $266K
FSLR
First Solar, Inc.

Technology
1
New
$223.36 - $277.39 $223 - $277
1 $262K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1
+ 0.69%
$80.59 - $84.32 $80.6 - $84.3
145 $12.2M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
8
New
$25.3 - $29.23 $202 - $234
8 $225K
PAYX
Paychex Inc

Industrials
2
New
$111.08 - $128.59 $222 - $257
2 $225K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2
New
$79.54 - $103.8 $159 - $208
2 $208K
EPAM
Epam Systems, Inc.

Technology
1
New
N/A
1 $205K
CPRT
Copart Inc

Consumer Cyclical
5
New
$39.98 - $45.76 $200 - $229
5 $196K
LNT
Alliant Energy Corp

Utilities
3
New
$66.31 - $68.97 $199 - $207
3 $196K
CTAS
Cintas Corp

Industrials
1
New
$182.04 - $203.64 $182 - $204
1 $189K
EBAY
Ebay Inc

Consumer Cyclical
2
New
$80.85 - $99.58 $162 - $199
2 $175K
PNW
Pinnacle West Capital Corp

Utilities
3
+ 3.0%
$87.64 - $93.71 $263 - $281
103 $9.14M
Activity Summary
Buys All Purchases 231 New Holdings 133 Increased Positions 98 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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