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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
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PFE PFIZER INC Healthcare 25,886.0 $623K 0.27% -6K -18.5% $24.08 +18.1%
22 GM GENERAL MTRS CO Consumer Cyclical 7,632.0 $588K 0.25% -3K -26.4% $77.08 +13.9%
23 UPS UNITED PARCEL SVCS INC Industrials 4,688.0 $504K 0.22% -123.0 -2.6% $107.50 -4.8%
24 KHC KRAFT HEINZ CO Consumer Defensive 18,997.0 $449K 0.19% -6K -24.4% $23.62 +5.2%
25 CALY CALLAWAY GOLF CO Consumer Cyclical 22,873.0 $430K 0.18% -10K -30.5% $18.79 -15.4%
26 VZ VERIZON COMMUNICATIONS INC Communication Services 9,815.0 $416K 0.18% -289.0 -2.9% $42.34 +18.4%
27 KVUE KENVUE INC Consumer Defensive 20,526.0 $392K 0.17% -163.0 -0.8% $19.11 -1.9%
28 RA BROOKFIELD REAL ASSETS INCOM Financial Services 29,864.0 $385K 0.17% -2K -7.2% $12.88 -2.9%
29 GXO GXO LOGISTICS INCORPORATED Industrials 7,497.0 $380K 0.16% -3K -30.6% $50.70 -4.7%
30 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 39,473.0 $371K 0.16% -11K -21.9% $9.39 +33.1%
31 BA BOEING CO Industrials 1,530.0 $331K 0.14% -656.0 -30.0% $216.47 -1.9%
32 AIG AMERICAN INTL GROUP INC Financial Services 3,751.0 $280K 0.12% -1K -27.0% $74.53 +2.3%
33 MRK MERCK & CO INC Healthcare 2,137.0 $275K 0.12% -1K -38.8% $128.50 +17.0%
34 PM PHILIP MORRIS INTL INC Consumer Defensive 1,316.0 $238K 0.10% -65.0 -4.7% $180.91 +0.9%
35 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,895.0 $208K 0.09% -3K -57.4% $109.77 -4.4%
36 VBIL VANGUARD INSTL INDEX FD 2,723.0 $206K 0.09% -15.0 -0.6% $75.68 -0.2%
Page 2 of 2  ·  36 positions

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%