Steele Capital Management, Inc. Portfolio Holdings by Sector

Steele Capital Management, Inc.

$2.25 Trillion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Consumer Electronics \| Technology AAPL 1 stocks	$33.5 Million 1.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$22.3 Million 0.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$16.9 Million 0.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$14.4 Million 0.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$12.2 Million 0.54% of portfolio	1	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$4.8 Million 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$3.05 Million 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services UMBF RNST 2 stocks	$2.71 Million 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$2.55 Million 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$1.79 Million 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive DAR 1 stocks	$1.16 Million 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$990,496 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD 1 stocks	$713,651 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$399,975 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SOFI 1 stocks	$284,015 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F 1 stocks	$262,248 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs IVV FNDX SCHF VOO QQQ VEA SCHX VWO 62 stocks	$0 94.75% of portfolio	21	33	-	-	0 Calls 0 Puts

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