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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 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XOM EXXON MOBIL CORP Energy 15,911.0 $1.9M 0.08% NEW $120.34 +27.0%
62 UMBF UMB FINL CORP Financial Services 12,367.0 $1.4M 0.06% NEW $115.47 +10.2%
63 DAR DARLING INGREDIENTS INC Consumer Defensive 37,500.0 $1.4M 0.06% NEW $36.00 +74.4%
64 JEPQ J P MORGAN EXCHANGE TRADED F 22,763.0 $1.3M 0.06% NEW $58.70 +1.8%
65 RNST RENASANT CORP Financial Services 33,600.0 $1.2M 0.05% NEW $35.45 +11.8%
66 BAC BANK AMERICA CORP Financial Services 19,529.0 $1.1M 0.05% NEW $55.00 -9.5%
67 NFLX NETFLIX INC Communication Services 11,450.0 $1.1M 0.05% NEW $93.76 -7.3%
68 XLF SELECT SECTOR SPDR TR 17,160.0 $940K 0.04% NEW $54.77 -6.6%
69 BSCQ INVESCO EXCH TRD SLF IDX FD 44,981.0 $881K 0.04% NEW $19.58 +0.0%
70 SPHQ INVESCO EXCHANGE TRADED FD T 10,074.0 $756K 0.03% NEW $75.05 +10.0%
71 EPD ENTERPRISE PRODS PARTNERS L Energy 22,822.0 $732K 0.03% NEW $32.06 +22.4%
72 TFLO ISHARES TR 13,168.0 $664K 0.03% NEW $50.46 +0.2%
73 DFUV DIMENSIONAL ETF TRUST 10,564.0 $492K 0.02% NEW $46.59 +11.9%
74 TMF DIREXION SHS ETF TR 10,327.0 $385K 0.02% NEW $37.32 -12.4%
75 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 60,000.0 $378K 0.02% NEW $6.30 -18.4%
76 T AT&T INC Communication Services 14,171.0 $352K 0.01% NEW $24.84 -0.7%
77 SOFI SOFI TECHNOLOGIES INC Financial Services 10,750.0 $281K 0.01% NEW $26.18 -38.8%
78 F FORD MTR CO Consumer Cyclical 21,174.0 $278K 0.01% NEW $13.12 +10.4%
79 CPNG COUPANG INC Consumer Cyclical 11,100.0 $262K 0.01% NEW $23.59 -29.7%
Page 4 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%