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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 $2,084,248,675
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 373,596 $231,965,671 11.13%
2.
Schwab Strategic Trust
 FNDF 6,060,172 $148,716,612 7.14%
3.
Schwab Strategic Trust
 FNDF 6,700,587 $148,377,591 7.12%
4.
Vanguard Tax-Managed Fds
 2,114,289 $120,535,618 5.78%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 210,509 $119,865,698 5.75%
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)