Stegner Investment Associates Inc.
All 13F Filings
- Location
- Louisville, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 210,327
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 31 | 210,327 | 13F-HR | Stegner Investment Associates Inc. |
| Q1 2026 | 4/30/2026 | 29 | 182,583 | 13F-HR | Stegner Investment Associates Inc. |
| Q4 2025 | 1/30/2026 | 29 | 188,178 | 13F-HR | Stegner Investment Associates Inc. |
| Q3 2025 | 11/6/2025 | 34 | 182,370 | 13F-HR | Stegner Investment Associates Inc. |
| Q2 2025 | 7/28/2025 | 26 | 163,213 | 13F-HR | Stegner Investment Associates Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.103 K | 2.0% | 648 | 0 | 648 |
| ETFs | 206.2 K | 98.0% | 27.1 K | 0 | 27.1 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
210,327
Holdings
31
QoQ value change ($000)
27,744
(15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.