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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 $2,329,967,928
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 377,396 $258,493,709 11.09%
2.
Schwab Strategic Trust
 FNDF 6,112,690 $166,326,291 7.14%
3.
Schwab Strategic Trust
 FNDF 6,727,377 $161,726,135 6.94%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 218,957 $137,314,785 5.89%
5.
Vanguard Tax-Managed Fds
 2,110,333 $131,832,498 5.66%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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