SEC Form 13F · Q1 2026

Stegner Investment Associates Inc.

Institutional Holdings Report

13F-HRKY
$182.6M
Portfolio Value
29
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Stegner Investment Associates Inc.
CIK
1907433
Accession No.
0001907433-26-000002
Location
LOUISVILLE, KY
Form Type
13F-HR
Portfolio Value
$182.6M
Holdings Reported
29
Reporting Period
Q1 2026
Filed
April 30, 2026

About this Filing

Stegner Investment Associates Inc. is an institutional investment manager based in LOUISVILLE, KY reporting approximately $182.6M in 13(f) securities across 29 positions as of Q1 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.