Sound Stewardship, LLC
Net buyer this quarter
$242M
28
+$2.8M
17.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SCZ | $11.3M | 4.65% | Not reported | +4.0% | Q4 2022 |
 FNDF | $9.76M | 4.03% | Not reported | +2.1% | Q4 2022 |
 GLTR | $8.85M | 3.65% | 0.36% | +0.7% | Q4 2022 |
| EMXC | $8.38M | 3.46% | Not reported | -3.9% | Q4 2023 |
 AAPL | $1.22M | 0.50% | 0.00% | +36.0% | Q4 2022 |
 MSFT | $904K | 0.37% | 0.00% | +22.5% | Q4 2022 |
 EPR | $783K | 0.32% | 0.02% | -10.8% | Q4 2022 |
 NVDA | $677K | 0.28% | 0.00% | +27.7% | Q1 2024 |
 CP | $526K | 0.22% | 0.00% | -3.6% | Q4 2022 |
| SUSA | $498K | 0.21% | Not reported | Not reported | Q4 2022 |
 LNT | $495K | 0.20% | 0.00% | Not reported | Q4 2022 |
 NEE | $487K | 0.20% | 0.00% | -1.3% | Q4 2022 |
 GOOGL | $421K | 0.17% | 0.00% | +56.0% | Q4 2025 |
| IAU | $375K | 0.15% | 0.00% | +2.4% | Q1 2024 |
 SPY | $373K | 0.15% | Not reported | +0.2% | Q2 2024 |
 EVRG | $366K | 0.15% | 0.00% | Not reported | Q4 2022 |
 A | $341K | 0.14% | 0.00% | -15.9% | Q4 2024 |
 PWR | $337K | 0.14% | 0.00% | +2.9% | Q1 2026 |
 PRXG | $331K | 0.14% | 0.09% | New | Q2 2026 |
 JPM | $310K | 0.13% | 0.00% | Not reported | Q3 2025 |
 AVGO | $286K | 0.12% | 0.00% | New | Q2 2026 |
 BRK.B | $281K | 0.12% | Not reported | Not reported | Q1 2025 |
 LRCX | $238K | 0.10% | 0.00% | New | Q2 2026 |
 CAT | $233K | 0.10% | 0.00% | New | Q2 2026 |
 CBSH | $226K | 0.09% | 0.00% | Not reported | Q1 2023 |
 GRMN | $225K | 0.09% | 0.00% | Not reported | Q4 2023 |
 TSLA | $213K | 0.09% | 0.00% | -7.7% | Q4 2024 |
 OGE | $209K | 0.09% | 0.00% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| GLTR | $10.6M | 4.86% | 0.36% | -17.0% | Q4 2022 |
| SCZ | $10.3M | 4.74% | Not reported | +0.5% | Q4 2022 |
| FNDF | $8.87M | 4.06% | Not reported | -3.3% | Q4 2022 |
| EMXC | $6.7M | 3.07% | Not reported | -4.0% | Q4 2023 |
| AAPL | $784K | 0.36% | 0.00% | 0.0% | Q4 2022 |
| EPR | $756K | 0.35% | 0.02% | +38.6% | Q4 2022 |
| MSFT | $732K | 0.34% | 0.00% | Not reported | Q4 2022 |
| NEE | $522K | 0.24% | 0.00% | -1.9% | Q4 2022 |
| CP | $495K | 0.23% | 0.00% | -7.5% | Q4 2022 |
| LNT | $466K | 0.21% | 0.00% | Not reported | Q4 2022 |
| NVDA | $462K | 0.21% | 0.00% | Not reported | Q1 2024 |
| IAU | $428K | 0.20% | 0.00% | -21.1% | Q1 2024 |
| SUSA | $426K | 0.20% | Not reported | Not reported | Q4 2022 |
| A | $348K | 0.16% | 0.00% | Not reported | Q4 2024 |
| EVRG | $347K | 0.16% | 0.00% | Not reported | Q4 2022 |
| SPY | $325K | 0.15% | Not reported | -1.0% | Q2 2024 |
| BRK.B | $269K | 0.12% | Not reported | -2.1% | Q1 2025 |
| PWR | $250K | 0.11% | 0.00% | New | Q1 2026 |
| GOOGL | $217K | 0.10% | 0.00% | Not reported | Q4 2025 |
| OGE | $206K | 0.09% | 0.00% | New | Q1 2026 |
| TSLA | $204K | 0.09% | 0.00% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| GLTR | $12M | 5.76% | 0.47% | -13.1% | Q4 2022 |
| SCZ | $10.2M | 4.88% | Not reported | +1.9% | Q4 2022 |
| FNDF | $8.47M | 4.06% | Not reported | -0.8% | Q4 2022 |
| EMXC | $6.45M | 3.09% | Not reported | +2.1% | Q4 2023 |
| MSFT | $957K | 0.46% | 0.00% | -16.1% | Q4 2022 |
| AAPL | $839K | 0.40% | 0.00% | -11.2% | Q4 2022 |
| EPR | $545K | 0.26% | 0.01% | Not reported | Q4 2022 |
| CP | $501K | 0.24% | 0.00% | -3.2% | Q4 2022 |
| IAU | $499K | 0.24% | 0.00% | Not reported | Q1 2024 |
| NVDA | $494K | 0.24% | 0.00% | -7.8% | Q1 2024 |
| NEE | $460K | 0.22% | 0.00% | -0.3% | Q4 2022 |
| SUSA | $449K | 0.22% | Not reported | -4.7% | Q4 2022 |
| LNT | $422K | 0.20% | 0.00% | Not reported | Q4 2022 |
| A | $416K | 0.20% | 0.00% | -6.2% | Q4 2024 |
| SPY | $344K | 0.16% | Not reported | Not reported | Q2 2024 |
| EVRG | $307K | 0.15% | 0.00% | Not reported | Q4 2022 |
| BRK.B | $288K | 0.14% | Not reported | -3.5% | Q1 2025 |
| TSLA | $246K | 0.12% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $237K | 0.11% | 0.00% | New | Q4 2025 |
| JPM | $211K | 0.10% | 0.00% | Not reported | Q3 2025 |
| CBSH | $205K | 0.10% | 0.00% | -15.2% | Q1 2023 |
| Q3 2025 | |||||
| GLTR | $11.1M | 5.34% | 0.60% | -3.0% | Q4 2022 |
| SCZ | $9.88M | 4.74% | Not reported | -0.6% | Q4 2022 |
| FNDF | $8.12M | 3.90% | Not reported | -0.3% | Q4 2022 |
| EMXC | $5.87M | 2.82% | Not reported | -1.2% | Q4 2023 |
| MSFT | $1.22M | 0.59% | 0.00% | -1.4% | Q4 2022 |
| AAPL | $885K | 0.42% | 0.00% | Not reported | Q4 2022 |
| EPR | $634K | 0.30% | 0.01% | Not reported | Q4 2022 |
| NVDA | $537K | 0.26% | 0.00% | -2.2% | Q1 2024 |
| CP | $524K | 0.25% | 0.00% | -9.6% | Q4 2022 |
| SUSA | $459K | 0.22% | Not reported | 0.0% | Q4 2022 |
| IAU | $448K | 0.21% | 0.00% | Not reported | Q1 2024 |
| LNT | $438K | 0.21% | 0.00% | Not reported | Q4 2022 |
| NEE | $434K | 0.21% | 0.00% | -3.5% | Q4 2022 |
| A | $418K | 0.20% | 0.00% | Not reported | Q4 2024 |
| SPY | $336K | 0.16% | Not reported | -4.7% | Q2 2024 |
| EVRG | $322K | 0.15% | 0.00% | Not reported | Q4 2022 |
 WMT | $315K | 0.15% | 0.00% | Not reported | Q4 2024 |
| BRK.B | $299K | 0.14% | Not reported | -0.2% | Q1 2025 |
 AMZN | $265K | 0.13% | 0.00% | +0.3% | Q4 2024 |
| CBSH | $263K | 0.13% | 0.00% | Not reported | Q1 2023 |
| TSLA | $243K | 0.12% | 0.00% | Not reported | Q4 2024 |
| GRMN | $223K | 0.11% | 0.00% | -10.0% | Q4 2023 |
| JPM | $207K | 0.10% | 0.00% | New | Q3 2025 |