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Portfolio (Quarterly) Guide ↗

Sterneck Capital Management, LLC

· CIK 0001438574
13F Portfolio $223M AUM 116 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 28 Added 33 Reduced 2 Exited
Page 3 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FDX FEDEX CORP Industrials 1,959.0 $698K 0.31% -30.0 -1.5% $356.18 +15.6%
42 NVDA NVIDIA CORPORATION Technology 3,945.0 $688K 0.31% $174.40 +21.9%
43 XLF SELECT SECTOR SPDR TR 13,377.0 $660K 0.30% $49.37 +4.2%
44 QXO QXO INC Industrials 33,118.0 $643K 0.29% +3K +10.9% $19.42 -10.4%
45 DFAI DIMENSIONAL ETF TRUST 16,270.0 $634K 0.28% $38.96 +7.3%
46 CG CARLYLE GROUP INC Financial Services 11,883.0 $575K 0.26% +5K +66.8% $48.39 -5.6%
47 PLTR PALANTIR TECHNOLOGIES INC Technology 3,890.0 $569K 0.26% -3K -43.5% $146.28 -9.4%
48 KHC KRAFT HEINZ CO Consumer Defensive 25,126.0 $565K 0.25% +2K +7.3% $22.49 +8.4%
49 GXO GXO LOGISTICS INCORPORATED Industrials 10,802.0 $560K 0.25% $51.85 -3.1%
50 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,840.0 $545K 0.24% -360.0 -5.8% $93.32 +5.0%
51 NFLX NETFLIX INC. Communication Services 5,622.0 $541K 0.24% NEW $96.15 -9.2%
52 GLD SPDR GOLD TR Financial Services 1,218.0 $524K 0.23% -132.0 -9.8% $430.29 -5.1%
53 HCA HCA HEALTHCARE INC Healthcare 1,097.0 $519K 0.23% -100.0 -8.3% $473.24 -17.1%
54 WFC WELLS FARGO & CO Financial Services 6,415.0 $511K 0.23% $79.61 -2.6%
55 VZ VERIZON COMMUNICATIONS INC Communication Services 10,104.0 $507K 0.23% -2K -13.6% $50.20 -3.9%
56 UPS UNITED PARCEL SVCS INC Industrials 4,811.0 $473K 0.21% -289.0 -5.7% $98.38 +6.2%
57 HON HONEYWELL INTL INC Industrials 2,081.0 $470K 0.21% $226.03 +2.4%
58 GSEW GOLDMAN SACHS ETF TR 5,444.0 $461K 0.21% +332.0 +6.5% $84.66 +8.9%
59 PH PARKER-HANNIFIN CORP Industrials 514.0 $460K 0.21% $895.24 -4.3%
60 CALY CALLAWAY GOLF CO Consumer Cyclical 32,891.0 $457K 0.20% +7K +25.8% $13.88 +13.6%
Page 3 of 6  ·  116 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 34.8%
Communication Services 19.3%
Financial Services 16.7%
Consumer Cyclical 9.4%
Industrials 6.6%
Healthcare 5.3%
Energy 3.5%
Consumer Defensive 3.3%
Basic Materials 1.1%