Institutional manager
STEPHENS INC /AR/
Holds positions in 404 of the S&P 500, worth $3.78bn as reported for the quarter ended 31-mar-2026.
Positions held404of 488 index companies covered
Reported value$3.78bnS&P 500 positions only
Top ten weight37%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 404 held. The rest are smaller than every one of these.
Apple Inc.AAPL816,725$208mInformation TechnologyWalmartWMT1.5m$192mConsumer StaplesAlphabet Inc. (Class A)GOOGL651,879$188mCommunication ServicesNvidiaNVDA810,438$142mInformation TechnologyMicrosoftMSFT382,340$142mInformation TechnologyAmazonAMZN652,465$136mConsumer DiscretionaryBroadcomAVGO411,322$128mInformation TechnologyJPMorgan ChaseJPM424,070$125mFinancialsGoldman SachsGS81,322$69mFinancialsMeta PlatformsMETA101,151$58mCommunication ServicesChevron CorporationCVX268,036$56mEnergyExxonMobilXOM311,896$53mEnergyMastercardMA91,580$46mFinancialsDuke EnergyDUK345,684$45mUtilitiesJohnson & JohnsonJNJ174,298$43mHealth CareAmgenAMGN114,544$41mHealth CareCaterpillar Inc.CAT56,306$40mIndustrialsBerkshire HathawayBRK.B72,230$40mFinancialsPalantir TechnologiesPLTR264,695$39mInformation TechnologyCiscoCSCO483,636$38mInformation TechnologyVisa Inc.V122,151$37mFinancialsNewmontNEM324,376$35mMaterialsLilly (Eli)LLY36,913$34mHealth CareBlackstone Inc.BX291,762$34mFinancialsMerck & Co.MRK272,906$33mHealth CareMartin Marietta MaterialsMLM56,111$33mMaterialsAmphenolAPH246,384$31mInformation TechnologyAbbVieABBV142,021$31mHealth CarePepsiCoPEP173,304$27mConsumer StaplesEnergy Transfer LPET1.4m$27mWaste ManagementWM115,596$27mIndustrialsLowe'sLOW110,534$26mConsumer DiscretionaryMedtronicMDT284,904$25mHealth CareENTERPRISE PRODUCTS PARTNERS L.P.EPD632,544$24mJ.B. HuntJBHT109,941$23mIndustrialsLockheed MartinLMT38,484$23mIndustrialsBank of AmericaBAC475,941$23mFinancialsMcDonald'sMCD72,438$23mConsumer DiscretionaryCoca-Cola Company (The)KO292,489$23mConsumer StaplesApollo Global ManagementAPO197,200$22mFinancialsHome Depot (The)HD63,678$21mConsumer DiscretionaryEaton CorporationETN58,470$21mIndustrialsTesla, Inc.TSLA51,123$20mConsumer DiscretionaryGE AerospaceGE69,354$20mIndustrialsQualcommQCOM150,857$20mInformation TechnologyRTX CorporationRTX100,495$19mIndustrialsAT&TT660,536$19mCommunication ServicesNextEra EnergyNEE204,929$19mUtilitiesTaiwan Semiconductor ManufacturingTSM55,035$19mAltriaMO266,504$18mConsumer StaplesBristol Myers SquibbBMY281,210$17mHealth CareFedExFDX47,437$17mIndustrialsPNC Financial ServicesPNC79,281$17mFinancialsKKR & Co.KKR178,038$16mFinancialsNetflixNFLX170,736$16mCommunication ServicesIBMIBM67,057$16mInformation TechnologyNXP SemiconductorsNXPI80,871$16mInformation TechnologyCostcoCOST15,771$16mConsumer StaplesAmerican Electric PowerAEP116,753$15mUtilitiesU.S. BancorpUSB287,824$15mFinancials
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.