Sound Stewardship, LLC reported 73 holdings worth US$242M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Sound Stewardship, LLC reported 73 holdings worth US$242M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Epr Properties. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 73
- Value as reported
- US$242M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 4,199 | US$1.22M | 0.50% |
| Microsoft Corp. | 2,424 | US$904K | 0.37% |
| Epr Properties | 13,500 | US$783K | 0.32% |
| Nvidia Corporation | 3,384 | US$677K | 0.28% |
| Canadian Pacific Kansas City Limited | 6,070 | US$526K | 0.22% |
| Alliant Energy Corporation | 6,491 | US$495K | 0.20% |
| Nextera Energy, Inc. | 5,546 | US$487K | 0.20% |
| Alphabet Inc (google) Class C | 1,179 | US$421K | 0.17% |
| Evergy, Inc. | 4,232 | US$366K | 0.15% |
| Agilent Technologies, Inc. | 2,570 | US$341K | 0.14% |
| Quanta Services, Inc. | 468 | US$337K | 0.14% |
| Jp Morgan Chase & Co. | 947 | US$310K | 0.13% |
| Broadcom Inc. | 756 | US$286K | 0.12% |
| Berkshire Hathaway Inc. | 561 | US$281K | 0.12% |
| Lam Research Corporation | 550 | US$238K | 0.10% |
| Caterpillar, Inc. | 218 | US$233K | 0.10% |
| Commerce Bancshares, Inc. | 3,919 | US$226K | 0.09% |
| Tesla, Inc. | 505 | US$213K | 0.09% |
| Oge Energy Corp | 4,285 | US$209K | 0.09% |