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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 $569,664,741
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 110,674 $55,050,378 9.66%
2.
Apple Inc.
 AAPL 138,285 $28,371,875 4.98%
3.
Amazon Com Inc
 AMZN 110,945 $24,340,224 4.27%
4.
Meta Platforms Inc.
 META 29,084 $21,466,610 3.77%
5.
Invesco Qqq Tr
 37,837 $20,872,403 3.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)