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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFUV DIMENSIONAL ETF TRUST 10,564.0 $512K 0.02% $48.46 +10.8%
82 SCHJ SCHWAB STRATEGIC TR 17,264.0 $427K 0.02% NEW $24.73 -0.3%
83 TMF DIREXION SHARES ETF TRUST 10,327.0 $372K 0.01% $36.06 -5.0%
84 T AT&T INC Communication Services 12,780.0 $371K 0.01% -1K -9.8% $28.99 -13.2%
85 F FORD MTR CO Consumer Cyclical 21,174.0 $244K 0.01% $11.54 +32.9%
86 CPNG COUPANG INC Consumer Cyclical 11,100.0 $210K 0.01% $18.88 -17.2%
Page 5 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%