Sterneck Capital Management, LLC
All 13F Filings
- Location
- Kansas City, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 233,416
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 103 | 233,416 | 13F-HR | Sterneck Capital Management, LLC |
| Q1 2026 | 4/16/2026 | 116 | 222,702 | 13F-HR | Sterneck Capital Management, LLC |
| Q4 2025 | 1/22/2026 | 109 | 222,059 | 13F-HR | Sterneck Capital Management, LLC |
| Q3 2025 | 10/24/2025 | 106 | 214,995 | 13F-HR | Sterneck Capital Management, LLC |
| Q2 2025 | 7/17/2025 | 99 | 197,115 | 13F-HR | Sterneck Capital Management, LLC |
| Q1 2014 | 5/15/2014 | 138 | 184,362 | 13F-HR | Sterneck Capital Management, LLC |
| Q4 2013 | 2/7/2014 | 143 | 164,992 | 13F-HR | Sterneck Capital Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 99.08 K | 42.4% | 0 | 9.854 K | -9.854 K |
| ETFs | 134.3 K | 57.6% | 20.58 K | 0 | 20.58 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
233,416
Holdings
103
QoQ value change ($000)
10,714
(4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.