Schnieders Capital Management LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $562 Million distributed in 224 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $55.1M, Apple Inc. with a value of $28.4M, Amazon Com Inc with a value of $24.3M, Meta Platforms, Inc. with a value of $21.5M, and Invesco Qqq Trust, Series 1 with a value of $20.9M.
Examining the 13F form we can see an increase of $100M in the current position value, from $462M to 562M.
Below you can find more details about Schnieders Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$562 Million
Technology: $143 Million
ETFs: $87.1 Million
Communication Services: $62.2 Million
Financial Services: $58.9 Million
Healthcare: $43 Million
Consumer Cyclical: $39.1 Million
Consumer Defensive: $37 Million
Utilities: $29.9 Million
Other: $62 Million
Stock Holdings Table Market Cap. of $200 Billions or more
