Stephenson & Company, Inc. has released its latest holdings report, revealing a total value of approximately $220 million in various investments as of September 30, 2026. This filing is significant as it underscores the company's ongoing investment strategy and its position within the asset management industry.

Founded in California, Stephenson & Company operates under the Central Index Key 0002001544. The firm is categorized as an 'other' entity type and has been active in filing various reports with the SEC, including multiple 13F-HR forms throughout the year.

What the Filing Says

The recent SEC filing, accession number 0001172661-26-004773, indicates that Stephenson & Company holds investments in 59 different securities. The total value of these holdings amounts to $220,087,417. The filing reflects a diverse portfolio, including significant stakes in well-known companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. The report also highlights the company's investment discretion, indicating that it has sole authority over these holdings.

Impact

This update may impact various stakeholders, including investors, analysts, and competitors in the asset management space. By showcasing its investment strategy, Stephenson & Company positions itself as a serious player in the market, potentially attracting new clients and investors looking for robust asset management services.

What's Next

The filing does not say what happens next, but the ongoing disclosure of holdings suggests that Stephenson & Company will continue to provide updates on its investment activities in future filings.