Steele Capital Management, Inc.
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$2.4B
Holdings
86
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
10.2%
02
$FNDX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
7.3%
03
$SCHF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
7.1%
04
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
5.7%
05
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
5.5%
06
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
4.8%
07
$SCHX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.3%
08
$VWO
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
4.3%
09
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
4.3%
10
$AGG
ISHARES TR
Held since at least Q1 2024
3.9%
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 08:27 UTC.