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STAIRWAY PARTNERS, LLC

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CHICAGO IL Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Stairway Partners is based out of Chicago. Stairway Partners is a large advisory firm with 64 clients and discretionary assets under management (AUM) of $1,042,722,494 (Form ADV from 2024-01-30). Their last reported 13F filing for Q4 2023 included $991,768,842 in managed 13F securities and a top 10 holdings concentration of 91.47%. Stairway Partners's largest holding is iShares MSCI EAFE ETF-iShares MSCI EAFE ETF with shares held of 2,484,737. Whalewisdom has at least 61 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
EFA iShares MSCI EAFE ET 18.88%
IWD iShares Russell 1000 13.37%
AGG iShares Core U.S. Ag 11.94%
BND VANGUARD TOTAL BOND 10.01%
IWF iShares Russell 1000 9.06%

2023-12-31

13F Activity

Market Value $0.99b, Prior: $0.93b
New Purchases 0 stocks
Added To 7 stocks
Sold out of 0 stocks
Reduced holdings in 8 stocks
Top 10 Holdings % 91.47%
Turnover %[1] 0%
Turnover Alt %[2] 0.92%
Time Held Top 20 28.2 quarters
Time Held Top 10 34.2 quarters
Time Held All 28.2 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance