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Home > Institutional Investor > Steele Capital Management, Inc. > Profile

Instuitional Investor - Steele Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Steele Capital Management, Inc.
Portfolio Value $1,920,788,223
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 368,797 $217,103,617 11.3%
2.
Schwab Strategic Trust
 FNDF 5,979,245 $141,588,522 7.37%
3.
Schwab Strategic Trust
 FNDF 6,562,833 $121,412,408 6.32%
4.
Vanguard Index Fds
 206,595 $111,315,458 5.79%
5.
Invesco Qqq Tr
 208,371 $106,525,661 5.54%
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)