Steele Capital Management, Inc.
All 13F Filings
- Location
- Dubuque, IA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,414,179
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 86 | 2,414,179 | 13F-HR | Steele Capital Management, Inc. |
| Q4 2025 | 1/27/2026 | 79 | 2,329,968 | 13F-HR | Steele Capital Management, Inc. |
| Q3 2025 | 10/24/2025 | 82 | 2,254,885 | 13F-HR | Steele Capital Management, Inc. |
| Q2 2025 | 7/22/2025 | 80 | 2,084,249 | 13F-HR | Steele Capital Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 119.4 K | 4.9% | 0 | 1.184 M | -1.184 M |
| ETFs | 2.293 M | 95.1% | 1.267 M | 0 | 1.267 M |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
2,414,179
Holdings
86
QoQ value change ($000)
84,211
(3.6%)
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.