Stegner Investment Associates Inc.

Stegner Investment Associates Inc. reported 31 holdings worth US$210M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Stegner Investment Associates Inc. reported 31 holdings worth US$210M as of Jun 30, 2026. Largest: Microsoft Corp., Apple Inc and Marvell Technology, Inc. Filed Jul 24, 2026 (Form 13F).

Holdings
31
Value as reported
US$210M

The filing in full

CompanySharesValue as reported% of portfolio
Microsoft Corp.2,905US$1.08M0.52%
Apple Inc3,322US$961K0.46%
Marvell Technology, Inc.1,019US$304K0.14%
Costco Wholesale Corporation314US$293K0.14%
Mcdonald's Corporation1,003US$271K0.13%
Coca-cola Company (the)3,280US$267K0.13%
Berkshire Hathaway Inc.512US$256K0.12%
Home Depot, Inc. (the)636US$224K0.11%
Exxon Mobil Corporation1,628US$223K0.11%
American Express Company650US$220K0.10%

Source

View original at SEC

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