Skip to Main Content

Stegner Investment Associates Inc. - Portfolio Stock Holdings

Stegner Investment Associates Inc. disclosed 31 stock positions in a recent SEC 13F filing. $210,327,983 of stock holdings were filed, with the largest holdings including IVW, IWR, and VONE. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $2,768,774,437 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.

Report Period:

June 30, 2026

No. of Stocks:

31

Est. Stock Holding Value:

$210,327,983

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - Stegner Investment Associates Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

Loading Fund Data...