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Portfolio (Quarterly) Guide ↗

Sterneck Capital Management, LLC

· CIK 0001438574
13F Portfolio $233M AUM 103 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 20 Added 36 Reduced 18 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVEM AMERICAN CENTY ETF TR 60,107.0 $5.8M 2.48% +2K +3.6% $96.49 +0.3%
2 MBSF VALUED ADVISERS TR 205,476.0 $5.3M 2.26% +4K +1.8% $25.68 +0.0%
3 AVDE AMERICAN CENTY ETF TR 39,650.0 $3.5M 1.51% +3K +9.2% $89.20 +6.0%
4 JMBS JANUS DETROIT STR TR 62,219.0 $2.8M 1.20% +701.0 +1.1% $44.99 -1.9%
5 PGF INVESCO EXCHANGE TRADED FD T 153,735.0 $2.1M 0.90% +10K +6.8% $13.71 -3.0%
6 BLUEROCK PVT REAL ESTATE FD 153,165.0 $2.0M 0.85% +27K +21.9% $13.01
7 NUVEEN REAL ASSET INCOME & G 97,309.0 $1.3M 0.54% +2K +2.1% $12.96
8 AHRT AH RLTY TR INC Financial Services 161,427.0 $1.1M 0.49% +14K +9.2% $7.08 -6.6%
9 QXO QXO INC Industrials 41,034.0 $709K 0.30% +8K +23.9% $17.28 -22.7%
10 FDX FEDEX CORP Industrials 2,015.0 $631K 0.27% +56.0 +2.9% $313.13 +3.0%
11 CG CARLYLE GROUP INC Financial Services 12,144.0 $511K 0.22% +261.0 +2.2% $42.11 +11.5%
12 OTIS OTIS WORLDWIDE CORP Industrials 7,005.0 $502K 0.21% +2K +39.0% $71.60 -0.5%
13 NFLX NETFLIX INC. Communication Services 6,922.0 $494K 0.21% +1K +23.1% $71.40 +9.6%
14 KD KYNDRYL HLDGS INC Technology 32,641.0 $369K 0.16% +10K +43.9% $11.31 +16.3%
15 UBER UBER TECHNOLOGIES INC Technology 5,066.0 $366K 0.16% +108.0 +2.2% $72.16 +5.0%
16 LILAK LIBERTY LATIN AMERICA LTD Communication Services 45,539.0 $355K 0.15% +13K +40.0% $7.79 +8.5%
17 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,694.0 $355K 0.15% +570.0 +18.2% $95.98 +18.0%
18 PNNT PENNANTPARK INVT CORP Financial Services 91,647.0 $318K 0.14% +14K +18.4% $3.47 +7.8%
19 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 14,116.0 $262K 0.11% +650.0 +4.8% $18.57 -26.9%
20 OLN OLIN CORP Basic Materials 11,100.0 $220K 0.09% +4K +58.2% $19.82 -12.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.1%
Financial Services 19.0%
Communication Services 14.9%
Consumer Cyclical 10.4%
Healthcare 4.8%
Industrials 4.7%
Consumer Defensive 2.6%
Energy 2.4%
Basic Materials 1.1%