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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHE SCHWAB STRATEGIC TR 292,361.0 $9.6M 0.40% -2K -0.6% $32.95 +10.6%
42 IDEV ISHARES TR 111,400.0 $9.3M 0.39% -2K -1.4% $83.57 +8.4%
43 SPYI NEOS ETF TRUST 161,913.0 $8.0M 0.33% +2K +1.1% $49.37 +8.6%
44 XLY SELECT SECTOR SPDR TR 57,360.0 $6.3M 0.26% -5K -7.3% $108.98 +9.6%
45 NLR VANECK ETF TRUST 43,990.0 $5.9M 0.24% +10K +30.6% $133.19 +1.1%
46 DE DEERE & CO Industrials 10,005.0 $5.7M 0.23% -400.0 -3.8% $564.93 -6.3%
47 VGSH VANGUARD SCOTTSDALE FDS 96,314.0 $5.6M 0.23% NEW $58.54 -0.4%
48 IEMG ISHARES INC 77,388.0 $5.4M 0.22% $69.75 +19.9%
49 SCHG SCHWAB STRATEGIC TR 176,330.0 $5.1M 0.21% -9K -4.9% $29.13 +18.7%
50 MSFT MICROSOFT CORP Technology 13,607.0 $5.0M 0.21% -641.0 -4.5% $370.16 +12.4%
51 ITA ISHARES TR 23,017.0 $5.0M 0.21% +2K +9.7% $218.75 +4.9%
52 VXUS VANGUARD STAR FDS 60,780.0 $4.7M 0.19% NEW $77.11 +11.7%
53 SCHM SCHWAB STRATEGIC TR 151,201.0 $4.7M 0.19% $30.96 +13.7%
54 SPDW SPDR INDEX SHS FDS 85,629.0 $3.9M 0.16% -567.0 -0.7% $45.65 +12.0%
55 PLTR PALANTIR TECHNOLOGIES INC Technology 25,802.0 $3.8M 0.16% -2K -7.8% $146.28 -6.6%
56 EQWL INVESCO EXCHANGE TRADED FD T 26,679.0 $3.1M 0.13% -759.0 -2.8% $115.24 +10.5%
57 SCHV SCHWAB STRATEGIC TR 95,505.0 $2.9M 0.12% -4K -4.5% $30.50 +10.2%
58 GOOG ALPHABET INC Communication Services 10,124.0 $2.9M 0.12% -317.0 -3.0% $286.85 +34.2%
59 VTEB VANGUARD MUN BD FDS 57,116.0 $2.8M 0.12% +861.0 +1.5% $49.89 +0.4%
60 ABBV ABBVIE INC Healthcare 12,799.0 $2.8M 0.12% -382.0 -2.9% $217.49 -2.0%
Page 3 of 5  ·  86 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%