Stegner Investment Associates Inc.
All 13F Filings
- Location
- Louisville, KY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 182,583
- 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 |
|---|---|---|---|---|---|
| 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 | 3.455 K | 1.9% | 0 | 26.9 K | -26.9 K |
| ETFs | 179.1 K | 98.1% | 21.3 K | 0 | 21.3 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
182,583
Holdings
29
QoQ value change ($000)
-5,595
(-3.0%)
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.