Stairway Partners, LLC

CIK 0001454138 · Q2 2026

13F Equity AUM

$2.1B

+9.9% QoQ

Positions

0 QoQ

AUM Rank

#1,463

Top 17%

Skill Alpha (FF)

-5.6%/yr^ns

No Clear Edge

Rank #7,724 · Top 93%

vs S&P -7.2%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 62.0%Top 10: 91.1%Top 20: 100.0%

IWD15.2%

IEFA14.1%

AGG13.1%

BND9.9%

IEMG9.7%

IWF9.2%

IVV7.3%

IWM5.8%

VGK4.5%

EWC2.2%

Others (8)8.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 18Median: 3.37%Avg: 5.56%

0–0.5%

1(0.3%)

0.5–1%

2(1.9%)

1–3%

6(8.9%)

3–5%

1(4.5%)

5%+

8(84.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 18vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New0Increased11Decreased7Exited0

Increased

IWF9.2%

+1.2M(+294%)

AGG13.1%

+374K(+15%)

BND9.9%

+289K(+11%)

VGK4.5%

+45K(+4%)

VTEB1.0%

+38K(+10%)

HYG1.3%

+29K(+9%)

EMB1.2%

+22K(+9%)

IEFA14.1%

+20K(+1%)

MUB1.0%

+15K(+9%)

EWC2.2%

+6K(+1%)

Decreased

IEMG9.7%

-698,759(-22%)

IWM5.8%

-11,951(-3%)

EFA1.4%

-8,959(-3%)

IVV7.3%

-3,209(-2%)

GMF1.6%

-2,655(-1%)

IWV1.1%

-2,044(-3%)

SPY0.3%

-67(-1%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...