Steele Capital Management, Inc. Portfolio Holdings by Sector

Steele Capital Management, Inc.

$2.08 Trillion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Consumer Electronics \| Technology AAPL 1 stocks	$27.2 Million 1.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$18.9 Million 0.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$18.4 Million 0.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$14.4 Million 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$10.5 Million 0.51% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$2.39 Million 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$1.85 Million 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$1.71 Million 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive DAR 1 stocks	$1.42 Million 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services RNST 1 stocks	$1.21 Million 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$908,515 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD 1 stocks	$707,717 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$422,600 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F 1 stocks	$230,783 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs IVV FNDX SCHF VEA VOO QQQ SCHX VWO 63 stocks	$0 95.18% of portfolio	39	15	2	-	0 Calls 0 Puts

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