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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 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RNST RENASANT CORP Financial Services 27,000.0 $976K 0.04% -7K -19.6% $36.13 +14.6%
22 BAC BANK AMERICA CORP Financial Services 18,473.0 $901K 0.04% -1K -5.4% $48.75 +7.1%
23 BSCQ INVESCO EXCH TRD SLF IDX FD 42,500.0 $830K 0.03% -2K -5.5% $19.53 -0.0%
24 XLF SELECT SECTOR SPDR TR 16,460.0 $813K 0.03% -700.0 -4.1% $49.37 +5.1%
25 T AT&T INC Communication Services 12,780.0 $371K 0.01% -1K -9.8% $28.99 -13.7%
Page 2 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%