Institutional manager

STEPHENS INC /AR/

Holds positions in 394 of the S&P 500, worth $4.11bn as reported for the quarter ended 31-mar-2026.

Positions held394of 488 index companies covered

Reported value$4.11bnS&P 500 positions only

Top ten weight40%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 394 held. The rest are smaller than every one of these.

State Street CorporationSTT1.8m$244mFinancials Apple Inc.AAPL816,725$208mInformation Technology WalmartWMT1.5m$192mConsumer Staples Alphabet Inc. (Class A)GOOGL651,879$188mCommunication Services InvescoIVZ262,925$152mFinancials NvidiaNVDA810,438$142mInformation Technology MicrosoftMSFT382,340$142mInformation Technology AmazonAMZN652,465$136mConsumer Discretionary BroadcomAVGO411,322$128mInformation Technology JPMorgan ChaseJPM424,070$125mFinancials Goldman SachsGS621,715$103mFinancials Meta PlatformsMETA101,151$58mCommunication Services Chevron CorporationCVX268,036$56mEnergy ExxonMobilXOM311,896$53mEnergy MastercardMA91,580$46mFinancials Duke EnergyDUK345,684$45mUtilities Johnson & JohnsonJNJ174,298$43mHealth Care AmgenAMGN114,544$41mHealth Care Caterpillar Inc.CAT56,306$40mIndustrials Berkshire HathawayBRK.B72,230$40mFinancials Palantir TechnologiesPLTR264,695$39mInformation Technology CiscoCSCO483,636$38mInformation Technology Visa Inc.V122,151$37mFinancials NewmontNEM324,376$35mMaterials Lilly (Eli)LLY36,913$34mHealth Care Blackstone Inc.BX291,762$34mFinancials Merck & Co.MRK272,906$33mHealth Care Martin Marietta MaterialsMLM56,111$33mMaterials AmphenolAPH246,384$31mInformation Technology AbbVieABBV142,021$31mHealth Care PepsiCoPEP173,304$27mConsumer Staples Waste ManagementWM115,596$27mIndustrials Lowe'sLOW110,534$26mConsumer Discretionary MedtronicMDT284,904$25mHealth Care J.B. HuntJBHT109,941$23mIndustrials Lockheed MartinLMT38,484$23mIndustrials Bank of AmericaBAC475,941$23mFinancials McDonald'sMCD72,438$23mConsumer Discretionary Coca-Cola Company (The)KO292,489$23mConsumer Staples Apollo Global ManagementAPO197,200$22mFinancials Home Depot (The)HD63,678$21mConsumer Discretionary Eaton CorporationETN58,470$21mIndustrials Tesla, Inc.TSLA51,123$20mConsumer Discretionary GE AerospaceGE69,354$20mIndustrials QualcommQCOM150,857$20mInformation Technology RTX CorporationRTX100,495$19mIndustrials AT&TT660,536$19mCommunication Services NextEra EnergyNEE204,929$19mUtilities AltriaMO266,504$18mConsumer Staples Bristol Myers SquibbBMY281,210$17mHealth Care FedExFDX47,437$17mIndustrials PNC Financial ServicesPNC79,281$17mFinancials KKR & Co.KKR178,038$16mFinancials NetflixNFLX170,736$16mCommunication Services IBMIBM67,057$16mInformation Technology NXP SemiconductorsNXPI80,871$16mInformation Technology CostcoCOST15,771$16mConsumer Staples American Electric PowerAEP116,753$15mUtilities U.S. BancorpUSB287,824$15mFinancials Procter & GamblePG103,931$15mConsumer Staples

What this page is not

Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.