Steele Capital Management, Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.08 Trillion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $232B, Schwab Fundamental U S Large C with a value of $149B, Schwab Strategic Tr Intl Eqty with a value of $148B, Vanguard Ftse Developed Market with a value of $121B, and Vanguard Index Fds S&P 500 ETF with a value of $120B.

Examining the 13F form we can see an increase of $163B in the current position value, from $1.92T to 2.08T.

Steele Capital Management, Inc. is based out at Dubuque, IA

Below you can find more details about Steele Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.08 Trillion
Technology: $56.6 Billion
Financial Services: $20.5 Billion
Consumer Cyclical: $14.7 Billion
Energy: $2.42 Billion
Healthcare: $2.39 Billion
Communication Services: $2.27 Billion
Consumer Defensive: $1.42 Billion
ETFs: $0
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $2.08 Trillion
  • Prior Value $1.92 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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