Fund HoldingsSTEVENS CAPITAL MANAGEMENT LP

Total Portfolio Value
$402.8K
Total Bought
$290.9K
Total Sold
$140.0K
Net Transaction
+$150.9K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
TESLA INC(TSLA)091,955+91,9550245.92%+24
NVIDIA CORPORATION(NVDA)0208,920+208,9200235.62%+23
APPLE INC(AAPL)094,932+94,9320215.24%+21
SPDR S&P 500 ETF TR(SPY)029,700+29,7000174.12%+17
ELI LILLY & CO(LLY)012,036+12,0360102.47%+10
NETFLIX INC(NFLX)09,398+9,398092.18%+9
JPMORGAN CHASE & CO.(JPM)033,242+33,242082.02%+8
PALANTIR TECHNOLOGIES INC(PLTR)087,700+87,700071.84%+7
HOME DEPOT INC(HD)018,008+18,008071.64%+7
META PLATFORMS INC(META)016,582+16,5820102.37%+10
INVESCO QQQ TR012,536+12,536061.46%+6
BOEING CO(BA)038,975+38,975071.65%+7
ADVANCED MICRO DEVICES INC(AMD)054,910+54,910061.40%+6
SELECT SECTOR SPDR TR
ST STR FINL ETF
0155,010+155,010081.92%+8
SELECT SECTOR SPDR TR
ST STR ENERG ETF
056,602+56,602051.31%+5
EQUINIX INC(EQIX)06,246+6,246051.26%+5
GOLDMAN SACHS GROUP INC(GS)08,330+8,330051.13%+5
PROLOGIS INC.(PLD)038,769+38,769041.08%+4
AMAZON COM INC(AMZN)033,655+33,655061.59%+6
AMERICAN TOWER CORP NEW(AMT)024,128+24,128051.30%+5
SIMON PPTY GROUP INC NEW(SPG)029,071+29,071051.20%+5
TAIWAN SEMICONDUCTOR MFG LTD(TSM)021,884+21,884040.90%+4
DIGITAL RLTY TR INC(DLR)025,301+25,301040.90%+4
ISHARES TR
MSCI INDIA ETF
075,200+75,200040.96%+4
RIVIAN AUTOMOTIVE INC(RIVN)0255,989+255,989030.79%+3
MASTERCARD INCORPORATED(MA)06,667+6,667040.91%+4
WELLTOWER INC(WELL)030,057+30,057051.14%+5
SELECT SECTOR SPDR TR
ST STR INDL ETF
022,108+22,108030.72%+3
BROADCOM INC(AVGO)038,880+38,880071.62%+7
VANECK ETF TRUST
SEMICONDUCTR ETF
012,631+12,631030.66%+3
MORGAN STANLEY(MS)022,607+22,607030.65%+3
CME GROUP INC(CME)75,00075,000017204.94%+2
UNITEDHEALTH GROUP INC(UNH)06,762+6,762040.88%+4
WELLS FARGO CO NEW(WFC)032,349+32,349020.58%+2
DELTA AIR LINES INC DEL(DAL)052,851+52,851020.57%+2
MICRON TECHNOLOGY INC(MU)050,611+50,611041.09%+4
ASML HOLDING N V
N Y REGISTRY SHS
03,344+3,344020.55%+2
SELECT SECTOR SPDR TR
ST STR DISCR ETF
010,895+10,895020.53%+2
THERMO FISHER SCIENTIFIC INC(TMO)04,194+4,194020.52%+2
PFIZER INC(PFE)081,886+81,886020.52%+2
ISHARES SILVER TR(SLV)066,200+66,200020.51%+2
ISHARES TR022,051+22,051020.50%+2
VANECK ETF TRUST
GOLD MINERS ETF
048,748+48,748020.56%+2
MCDONALDS CORP(MCD)05,804+5,804020.45%+2
BLACKROCK INC(BLK)01,832+1,832020.43%+2
INTERCONTINENTAL EXCHANGE IN(ICE)09,300+9,300020.40%+2
ISHARES TR08,000+8,000020.40%+2
CROWDSTRIKE HLDGS INC(CRWD)05,209+5,209020.46%+2
ALPHABET INC(GOOG)044,044+44,044071.69%+7
ARK ETF TR
INNOVATION ETF
038,700+38,700020.46%+2
BERKSHIRE HATHAWAY INC DEL03,292+3,292020.44%+2
INTUITIVE SURGICAL INC02,800+2,800010.34%+1
COCA COLA CO(KO)022,833+22,833020.41%+2
ISHARES TR013,506+13,506010.32%+1
MOODYS CORP(MCO)02,756+2,756010.32%+1
METLIFE INC(MET)022,947+22,947020.46%+2
ALPHABET INC(GOOG)029,419+29,419051.14%+5
MONSTER BEVERAGE CORP NEW(MNST)019,469+19,469010.28%+1
PROCTER AND GAMBLE CO(PG)3,1529,105+5,953120.39%+1
PRUDENTIAL FINL INC(PFH)011,856+11,856010.33%+1
ISHARES TR027,158+27,158010.24%+1
ROCKWELL AUTOMATION INC(ROK)03,390+3,390010.22%+1
CITIGROUP INC(C)020,381+20,381010.36%+1
IDEXX LABS INC(IDXX)02,821+2,821010.29%+1
AIRBNB INC06,563+6,563010.19%+1
EATON CORP PLC(ETN)02,692+2,692010.18%+1
SYSCO CORP(SYY)09,733+9,733010.18%+1
AMPHENOL CORP NEW016,418+16,418010.27%+1
CHARTER COMMUNICATIONS INC N(CHTR)01,877+1,877010.17%+1
ENTERGY CORP NEW(ETR)08,018+8,018010.17%+1
NEXTERA ENERGY INC(NEE)09,433+9,433010.17%+1
CONSTELLATION ENERGY CORP(CEG)05,025+5,025010.25%+1
GE AEROSPACE(GE)06,635+6,635010.33%+1
DEVON ENERGY CORP NEW(DVN)016,591+16,591010.15%+1
GLOBAL X FDS
GLOBAL X URANIUM
026,795+26,795010.15%+1
GE HEALTHCARE TECHNOLOGIES I(GEHC)8,49415,825+7,331110.32%+1
ASSURANT INC(AIZ)02,887+2,887010.15%+1
UDR INC(UDR)013,328+13,328010.15%+1
DEXCOM INC(DXCM)08,544+8,544010.14%+1
LABCORP HOLDINGS INC(LH)02,441+2,441010.14%+1
STARBUCKS CORP(SBUX)05,191+5,191010.13%+1
AUTODESK INC03,263+3,263010.21%+1
COLGATE PALMOLIVE CO(CL)09,518+9,518010.22%+1
TORONTO DOMINION BK ONT(TD)08,114+8,114000.12%0
VALERO ENERGY CORP(VLO)03,678+3,678000.12%0
BERKLEY W R CORP012,657+12,657010.22%+1
HEALTHPEAK PROPERTIES INC(DOC)023,578+23,578000.12%0
PAYCHEX INC(PAYX)3,5146,241+2,727010.24%0
ECOLAB INC(ECL)01,829+1,829000.12%0
ALEXANDRIA REAL ESTATE EQ IN05,009+5,009000.11%0
APTIV PLC(APTV)07,771+7,771000.11%0
PG&E CORP(PCG)041,121+41,121010.18%+1
NORTHROP GRUMMAN CORP(NOC)0858+858000.11%0
TE CONNECTIVITY PLC(TEL)03,021+3,021000.11%0
ARISTA NETWORKS INC(ANET)05,267+5,267000.10%0
MARATHON PETE CORP(MPC)3,3916,031+2,640010.22%0
ROLLINS INC(ROL)07,502+7,502000.10%0
BIOGEN INC(BIIB)02,884+2,884000.10%0
TEXTRON INC(TXT)05,238+5,238000.09%0
NUCOR CORP(NUE)03,121+3,121000.09%0
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