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  Name: Stegner Investment Associates Inc.
  City: Louisville
  State: KY
  Zip: 40207
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $136,545,000
  Total Value Change : $10,398,000
  Securities Held Change : 3
   
All Securities Held : 22
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 7
  Unchanged Positions : 2
  Decreased Positions : 10

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MCD)1 Year Chart         MCD McDonalds Corp 20 New $272.38 $283,000 1,003 0.21% 283,000 1,003 0    Restaurants
   (HD)1 Year Chart         HD Home Depot Inc 21 New $344.21 $244,000 636 0.18% 244,000 636 0    Home Improvement Stores
   (VTWO)1 Year Chart         VTWO Vanguard Russell 2000 Etf 22 New $84.11 $217,000 2,548 0.16% 217,000 2,548 0.004    N/A

      3 Records Found
  1    
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