SEC Form 13F · Q2 2026

Stegner Investment Associates Inc.

Institutional Holdings Report

13F-HRKY
$210.3M
Portfolio Value
31
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Stegner Investment Associates Inc.
CIK
1907433
Accession No.
0001907433-26-000003
Location
LOUISVILLE, KY
Form Type
13F-HR
Portfolio Value
$210.3M
Holdings Reported
31
Reporting Period
Q2 2026
Filed
July 24, 2026

About this Filing

Stegner Investment Associates Inc. is an institutional investment manager based in LOUISVILLE, KY reporting approximately $210.3M in 13(f) securities across 31 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.