Steele Capital Management, Inc. Portfolio Holdings by Sector

Steele Capital Management, Inc.

$2.33 Trillion
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Consumer Electronics \| Technology AAPL 1 stocks	$35.4 Million 1.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$21.9 Million 0.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$16.7 Million 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CPNG 2 stocks	$15.2 Million 0.66% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$11.9 Million 0.51% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$4.86 Million 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$3.28 Million 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$3.01 Million 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services UMBF RNST 2 stocks	$2.62 Million 0.11% of portfolio	1	1	-	-	0 Calls 0 Puts

Oil & Gas Integrated \| Energy XOM 1 stocks	$1.91 Million 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive DAR 1 stocks	$1.35 Million 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$1.07 Million 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$1.07 Million 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD 1 stocks	$731,680 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$352,013 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SOFI 1 stocks	$281,435 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F 1 stocks	$277,804 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs IVV FNDX SCHF VOO VEA QQQ SCHX VWO 56 stocks	$0 94.75% of portfolio	36	16	-	-	0 Calls 0 Puts

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