Stembrook Asset Management, LLC - Q42025 Holdings

Stembrook Asset Management, LLC holds 48 stocks with a total portfolio value of $ 105.86M as of Q42025. In Q42025, Stembrook Asset Management, LLC added 48 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Apple Inc (AAPL), representing 35.88% of the total portfolio.