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Portfolio (Quarterly) Guide ↗

Steele Capital Management, Inc.

· CIK 0001646695
13F Portfolio $2.3B AUM 79 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 79 New
Page 3 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IDEV ISHARES TR 112,948.0 $9.3M 0.40% NEW $82.48 +6.5%
42 SPYI NEOS ETF TRUST 160,190.0 $8.4M 0.36% NEW $52.53 +1.9%
43 XLY SELECT SECTOR SPDR TR 61,896.0 $7.4M 0.32% NEW $119.41 -2.4%
44 MSFT MICROSOFT CORP Technology 14,248.0 $6.9M 0.30% NEW $483.61 -15.3%
45 SCHG SCHWAB STRATEGIC TR 185,382.0 $6.0M 0.26% NEW $32.62 +5.0%
46 IEMG ISHARES INC 77,124.0 $5.2M 0.22% NEW $67.22 +18.3%
47 PLTR PALANTIR TECHNOLOGIES INC Technology 27,987.0 $5.0M 0.21% NEW $177.75 -24.8%
48 DE DEERE & CO Industrials 10,405.0 $4.9M 0.21% NEW $467.18 +23.0%
49 SCHM SCHWAB STRATEGIC TR 151,201.0 $4.5M 0.20% NEW $30.07 +12.9%
50 ITA ISHARES TR 20,977.0 $4.5M 0.19% NEW $214.69 +1.1%
51 NLR VANECK ETF TRUST 33,695.0 $4.2M 0.18% NEW $124.20 +4.4%
52 SPDW SPDR INDEX SHS FDS 86,196.0 $3.8M 0.16% NEW $44.41 +10.7%
53 GOOG ALPHABET INC Communication Services 10,441.0 $3.3M 0.14% NEW $313.79 +26.6%
54 EQWL INVESCO EXCHANGE TRADED FD T 27,438.0 $3.2M 0.14% NEW $118.16 +4.9%
55 ABBV ABBVIE INC Healthcare 13,181.0 $3.0M 0.13% NEW $228.50 -7.9%
56 SCHV SCHWAB STRATEGIC TR 99,976.0 $3.0M 0.13% NEW $29.61 +10.0%
57 VTEB VANGUARD MUN BD FDS 56,255.0 $2.8M 0.12% NEW $50.29 -0.9%
58 TFI SPDR SERIES TRUST 58,217.0 $2.7M 0.11% NEW $45.71 -1.2%
59 SPAB SPDR SERIES TRUST 84,461.0 $2.2M 0.09% NEW $25.75 -1.8%
60 IGSB ISHARES TR 36,534.0 $1.9M 0.08% NEW $52.88 -1.2%
Page 3 of 4  ·  79 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 59.8%
Technology 27.4%
Consumer Cyclical 6.1%
Communication Services 1.9%
Industrials 1.9%
Healthcare 1.2%
Energy 1.1%
Consumer Defensive 0.5%