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Home > Institutional Investor > Schnieders Capital Management Llc > Profile

Instuitional Investor - Schnieders Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Schnieders Capital Management Llc
Portfolio Value $504,469,524
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 110,380 $46,525,190 9.22%
2.
Apple Inc.
 AAPL 155,691 $38,988,089 7.72%
3.
Amazon Com Inc
 AMZN 96,207 $21,106,854 4.18%
4.
Alphabet Inc.
 GOOGL 107,102 $20,274,432 4.01%
5.
Invesco Qqq Tr
 37,901 $19,376,128 3.84%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)