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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
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 201,452.0 $116.3M 4.82% -4K -1.9% $577.18 +26.5%
2 SCHA SCHWAB STRATEGIC TR 2,262,086.0 $65.8M 2.73% -11K -0.5% $29.09 +16.8%
3 JCPB J P MORGAN EXCHANGE TRADED F 483,143.0 $22.7M 0.94% -18K -3.6% $47.08 -0.6%
4 IUSV ISHARES TR 209,516.0 $21.4M 0.89% -1K -0.7% $102.25 +7.9%
5 NVDA NVIDIA CORPORATION Technology 116,270.0 $20.3M 0.84% -912.0 -0.8% $174.41 +23.2%
6 XLE SELECT SECTOR SPDR TR 264,736.0 $16.2M 0.67% -7K -2.7% $61.26 -5.5%
7 AMZN AMAZON COM INC Consumer Cyclical 62,209.0 $13.0M 0.54% -3K -3.9% $208.27 +27.4%
8 SCHE SCHWAB STRATEGIC TR 292,361.0 $9.6M 0.40% -2K -0.6% $32.95 +10.6%
9 IDEV ISHARES TR 111,400.0 $9.3M 0.39% -2K -1.4% $83.57 +8.4%
10 XLY SELECT SECTOR SPDR TR 57,360.0 $6.3M 0.26% -5K -7.3% $108.98 +9.6%
11 DE DEERE & CO Industrials 10,005.0 $5.7M 0.23% -400.0 -3.8% $564.93 -6.3%
12 SCHG SCHWAB STRATEGIC TR 176,330.0 $5.1M 0.21% -9K -4.9% $29.13 +18.7%
13 MSFT MICROSOFT CORP Technology 13,607.0 $5.0M 0.21% -641.0 -4.5% $370.16 +12.4%
14 SPDW SPDR INDEX SHS FDS 85,629.0 $3.9M 0.16% -567.0 -0.7% $45.65 +12.0%
15 PLTR PALANTIR TECHNOLOGIES INC Technology 25,802.0 $3.8M 0.16% -2K -7.8% $146.28 -6.6%
16 EQWL INVESCO EXCHANGE TRADED FD T 26,679.0 $3.1M 0.13% -759.0 -2.8% $115.24 +10.5%
17 SCHV SCHWAB STRATEGIC TR 95,505.0 $2.9M 0.12% -4K -4.5% $30.50 +10.2%
18 GOOG ALPHABET INC Communication Services 10,124.0 $2.9M 0.12% -317.0 -3.0% $286.85 +34.2%
19 ABBV ABBVIE INC Healthcare 12,799.0 $2.8M 0.12% -382.0 -2.9% $217.49 -2.0%
20 TFI SPDR SERIES TRUST 57,217.0 $2.6M 0.11% -1K -1.7% $45.34 +0.1%
Page 1 of 2  ·  25 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
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%