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Kathryn Moran

Steele Capital Management, Inc.

Assets Managed
$2.414B
Holdings
86
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
3.62%(2Q avg: 3.48%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Steele Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Steele Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.414B in assets, with a quarterly growth rate of 3.62% and a 2-quarter average growth rate of 3.48%. The portfolio is managed by Kathryn Moran, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.16%
10.2%
$246.104M
376,762 shares@ $653.21 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 3.07%
7.27%
$175.459M
6.3M shares@ $27.86 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 2.74%
7.09%
$171.057M
6.911M shares@ $24.75 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.99%
5.72%
$137.91M
2.152M shares@ $64.09 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.26%
5.55%
$133.791M
223,899 shares@ $597.56 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.93%
4.82%
$116.274M
201,452 shares@ $577.18 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 2.46%
4.35%
$104.79M
4.083M shares@ $25.67 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 3.6%
4.3%
$103.691M
1.918M shares@ $54.05 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 11.46%
4.26%
$102.772M
1.296M shares@ $79.27 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 2.03%
3.92%
$94.536M
952,311 shares@ $99.27 avg price

1-10 of 86