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Sue Bryant

Schnieders Capital Management, Llc.

Assets Managed
$761.82M
Holdings
246
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
21.09%(2Q avg: 9.58%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Schnieders Capital Management, Llc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 246 positions.

Assets under management

The assets under management (AUM) of Schnieders Capital Management, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 761.82M in assets, with a quarterly growth rate of 21.09% and a 2-quarter average growth rate of 9.58%. The portfolio is managed by Sue Bryant, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 9.74%
5.62%
$42.76M
147,775 shares@ $289.36 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 13.12%
5.42%
$41.227M
409,530 shares@ $100.67 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 4.61%
5.33%
$40.575M
113,538 shares@ $357.37 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.82%
5.33%
$40.537M
108,672 shares@ $373.03 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 8.69%
4.23%
$32.149M
134,888 shares@ $238.35 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 6.14%
4.02%
$30.606M
86,622 shares@ $353.33 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.18%
3.46%
$26.303M
131,455 shares@ $200.09 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.07%
3.42%
$26.051M
35,376 shares@ $736.41 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 0.61%
2.59%
$19.722M
103,518 shares@ $190.52 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 7.67%
2.57%
$19.503M
76,793 shares@ $253.98 avg price

1-10 of 246