Sterneck Capital Management, LLC
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$222.7M
Holdings
116
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: New position (85.5k shares)
9.7%
02
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Increased +2.1% (101.7k → 103.9k shares)
9.0%
03
$JPIN
J P MORGAN EXCHANGE TRADED F
Q1 2026: Increased +1.9% (169.1k → 172.2k shares)
5.5%
04
$SPEM
SPDR INDEX SHS FDS
Q1 2026: Sold 1.2% (263.4k → 260.3k shares)
5.5%
05
$JPUS
J P MORGAN EXCHANGE TRADED F
Q1 2026: Increased +3.5% (89.0k → 92.1k shares)
5.4%
06
$GBIL
GOLDMAN SACHS ETF TR
Q1 2026: Sold 2.5% (83.1k → 80.9k shares)
3.6%
07
$SPTM
SPDR SERIES TRUST
Q1 2026: Increased +4.8% (97.5k → 102.2k shares)
3.6%
08
$AVUS
AMERICAN CENTY ETF TR
Q1 2026: Increased +4.0% (63.8k → 66.3k shares)
3.3%
09
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +4.2% (10.5k → 10.9k shares)
3.2%
10
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Increased +2.9% (60.6k → 62.4k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:30 UTC.