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Showing Q4 2024 data
Stevard, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Stevard, LLC
•CIK: 1812093•Filing: Q4 2024
**Stevard, LLC** manages $27M across a concentrated portfolio of 23 positions. The fund exhibits significant exposure to technology and market indices, with top holdings including NVDA at $4.7M and SPY at $3.1M. Further allocations are notable in TSLA ($3.0M), VOO ($2.9M), and AAPL ($2.1M). This structure suggests a growth-oriented mandate with deep conviction in mega-cap technology names.
Total AUM
$26.8M
QoQ Performance
+9.0%
Positions
23
Top 10 Concentration
78.8%
Latest Filing
Q4 2024
Top Holdings Allocation
NVDA
SPY
TSLA
VOO
AAPL
NDQ
NVDA17.7%
SPY11.6%
TSLA11.4%
VOO10.9%
AAPL8.0%
NDQ5.3%
MSFT4.0%
AMZN3.6%
📈 Biggest Buys
📉 Biggest Sells
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-16.8%
1.9% of portfolio
Sector Breakdown
Technology30.6%
Other26.5%
ETF22.5%
Consumer15.0%
Healthcare3.3%
Financial2.1%
🚪 Exited Positionssold since Q3 2024
Changes from Q3 2024
NEW1 new position
↑6 increased
↓1 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023