Managed by Helen Stephens Group, Llc • Latest filing Q1 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $56M | 754.4K | 0.00% | — |
| 2 | ? N/A — | $53.3M | 751.5K | 0.00% | — |
| 3 | ? N/A — | $52.7M | 727.7K | 0.00% | — |
| 4 | ? N/A — | $52.4M | 1.53M | 0.00% | — |
| 5 | H | $49.6M | 1.40M | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 | H | $47.5M | 1.38M | 0.00% | — |
| 7 | ? N/A — | $46.6M | 695.6K | 0.00% | — |
| 8 | ? N/A — | $45.6M | 1.41M | 0.00% | — |
| 9 | I IAU — | $45.5M | 228.9K | 0.00% | — |
| 10 | I IAU — | $43.7M | 227.7K | 0.00% | — |
| 11 | H | $43.6M | 1.33M | 0.00% | — |
| 12 | I IAU — | $43.4M | 223.0K | 0.00% | — |
| 13 | ? N/A — | $41.6M | 1.30M | 0.00% | — |
| 14 | H | $40.6M | 1.31M | 0.00% | — |
| 15 | I IAU — | $40.2M | 220.1K | 0.00% | — |
| 16 | ? N/A — | $36.2M | 767.9K | 0.00% | — |
| 17 | ? N/A — | $36.1M | 597.7K | 0.00% | — |
| 18 | I IAU — | $36M | 210.9K | 0.00% | — |
| 19 | H | $35.5M | 1.28M | 0.00% | — |
| 20 | I IAU — | $35.4M | 198.8K | 0.00% | — |