Holdings

Steffes Financial, Ltd.

As of Jun 30, 2026, Steffes Financial, Ltd. reported 10 positions worth US$12M. Largest: Apple Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc13,288US$3.85M+1,185Jun 30, 2026
Alphabet Inc (google) Class C10,666US$3.81M+140Jun 30, 2026
Amazon.com, Inc.6,811US$1.62M+214Jun 30, 2026
Nvidia Corporation3,674US$735K+267Jun 30, 2026
Microsoft Corp.1,263US$471K+136Jun 30, 2026
Pfizer, Inc.18,733US$451K+301Jun 30, 2026
Tesla, Inc.826US$347K+27Jun 30, 2026
Costco Wholesale Corporation279US$261Kno changeJun 30, 2026
Walmart Inc.2,151US$244K+9Jun 30, 2026
Oneok, Inc.2,472US$215Kno changeJun 30, 2026