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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 4 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ENB ENBRIDGE INC Energy 7,482.0 $406K 0.17% $54.21 -7.6%
62 CNC CENTENE CORP DEL Healthcare 6,192.0 $397K 0.17% $64.19 +4.4%
63 KVUE KENVUE INC Consumer Defensive 20,526.0 $392K 0.17% -163.0 -0.8% $19.11 -1.9%
64 RA BROOKFIELD REAL ASSETS INCOM Financial Services 29,864.0 $385K 0.17% -2K -7.2% $12.88 -2.9%
65 GXO GXO LOGISTICS INCORPORATED Industrials 7,497.0 $380K 0.16% -3K -30.6% $50.70 -4.7%
66 ENR ENERGIZER HLDGS INC Industrials 17,307.0 $371K 0.16% $21.44 -1.0%
67 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 39,473.0 $371K 0.16% -11K -21.9% $9.39 +33.1%
68 KD KYNDRYL HLDGS INC Technology 32,641.0 $369K 0.16% +10K +43.9% $11.31 +16.3%
69 UBER UBER TECHNOLOGIES INC Technology 5,066.0 $366K 0.16% +108.0 +2.2% $72.16 +5.0%
70 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,240.0 $364K 0.16% $293.18 +2.8%
71 LLY ELI LILLY & CO Healthcare 301.0 $361K 0.15% $1199.43 -4.3%
72 INTC INTEL CORP Technology 2,575.0 $360K 0.15% NEW $139.63 -31.4%
73 LILAK LIBERTY LATIN AMERICA LTD Communication Services 45,539.0 $355K 0.15% +13K +40.0% $7.79 +8.5%
74 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,694.0 $355K 0.15% +570.0 +18.2% $95.98 +18.0%
75 QQQ INVESCO QQQ TR Financial Services 471.0 $347K 0.15% $736.40 -2.4%
76 BX BLACKSTONE INC Financial Services 2,900.0 $341K 0.15% $117.67 +15.7%
77 BA BOEING CO Industrials 1,530.0 $331K 0.14% -656.0 -30.0% $216.47 -1.9%
78 WBD WARNER BROS DISCOVERY INC Communication Services 12,246.0 $326K 0.14% $26.66 +6.0%
79 WMT WALMART INC Consumer Defensive 2,866.0 $325K 0.14% $113.26 -5.4%
80 PNNT PENNANTPARK INVT CORP Financial Services 91,647.0 $318K 0.14% +14K +18.4% $3.47 +7.8%
Page 4 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%