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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 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 11,034.0 $3.1M 1.33% -2K -17.0% $281.22 -16.5%
22 MSFT MICROSOFT CORP Technology 7,754.0 $2.9M 1.24% -1K -12.4% $373.02 +34.0%
23 JMBS JANUS DETROIT STR TR 62,219.0 $2.8M 1.20% +701.0 +1.1% $44.99 -1.9%
24 BERKSHIRE HATHAWAY INC DEL 5,292.0 $2.6M 1.13% -541.0 -9.3% $500.39
25 PGF INVESCO EXCHANGE TRADED FD T 153,735.0 $2.1M 0.90% +10K +6.8% $13.71 -3.0%
26 BLUEROCK PVT REAL ESTATE FD 153,165.0 $2.0M 0.85% +27K +21.9% $13.01
27 AZO AUTOZONE INC Consumer Cyclical 567.0 $1.8M 0.78% $3195.94 -6.7%
28 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,170.0 $1.6M 0.68% $501.36 +22.4%
29 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.64% $748850.00
30 QCOM QUALCOMM INC Technology 7,982.0 $1.5M 0.63% -2K -18.2% $184.79 -8.7%
31 DIS DISNEY WALT CO Communication Services 15,030.0 $1.4M 0.62% -823.0 -5.2% $96.25 +9.4%
32 JPM JPMORGAN CHASE & CO Financial Services 4,067.0 $1.3M 0.57% -1K -20.4% $327.30 +9.6%
33 TRV TRAVELERS COMPANIES INC Financial Services 3,895.0 $1.3M 0.55% $330.12 +11.9%
34 NUVEEN REAL ASSET INCOME & G 97,309.0 $1.3M 0.54% +2K +2.1% $12.96
35 AHRT AH RLTY TR INC Financial Services 161,427.0 $1.1M 0.49% +14K +9.2% $7.08 -6.6%
36 JAAA JANUS DETROIT STR TR 22,314.0 $1.1M 0.48% -8K -25.9% $50.49 +0.2%
37 WMB WILLIAMS COS INC Energy 11,709.0 $870K 0.37% $74.34 -0.3%
38 CVX CHEVRON CORPORATION Energy 4,514.0 $748K 0.32% -174.0 -3.7% $165.76 +25.8%
39 XLF SELECT SECTOR SPDR TR 13,319.0 $714K 0.31% $53.61 +8.4%
40 QXO QXO INC Industrials 41,034.0 $709K 0.30% +8K +23.9% $17.28 -22.7%
Page 2 of 6  ·  103 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%