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Portfolio (Quarterly) Guide ↗

Steele Capital Management, Inc.

· CIK 0001646695
13F Portfolio $2.4B AUM 86 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 30 Added 25 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 60,000 $378K 0.02% SOLD
2 SOFI SOFI TECHNOLOGIES INC Financial Services 10,750 $281K 0.01% SOLD
Sector Allocation
Financial Services 59.7%
Technology 26.8%
Consumer Cyclical 5.6%
Industrials 2.4%
Communication Services 1.8%
Energy 1.5%
Healthcare 1.2%
Consumer Defensive 1.0%