Stembrook Asset Management, LLC - Q12026 Holdings

Stembrook Asset Management, LLC holds 48 stocks with a total portfolio value of $ 102.13M as of Q12026. In Q12026, Stembrook Asset Management, LLC added 2 new positions, increased stakes in 7 stocks, reduced 5 holdings, and fully exited 2 positions. The largest holding is Apple Inc (AAPL), representing 34.72% of the total portfolio.