Steele Capital Management, Inc. has disclosed its investment holdings in a recent filing, revealing a total portfolio value exceeding $2.6 billion as of September 30, 2026. This report is significant as it provides insight into the firm’s investment strategies and highlights its positions in several major companies.

The filing indicates that Steele Capital Management is actively managing a diverse portfolio, which includes substantial investments in well-known firms such as Apple Inc., Amazon.com Inc., and Alphabet Inc. This update is particularly relevant for stakeholders in the financial services sector, as it reflects ongoing trends in asset management and investment strategies.

Background

Steele Capital Management, Inc. is a financial services firm based in Dubuque, Iowa. The company operates under the Central Index Key (CIK) 0001646695 and has been filing various reports with the SEC, including the recent 13F-HR form submitted on November 2, 2026. The firm’s fiscal year ends on December 31, and it is categorized as an investment management entity.

What the Filing Says

According to the filing, Steele Capital Management reported total holdings valued at $2,696,828,001. The report includes a detailed list of the firm’s investments, highlighting its focus on technology and consumer goods sectors. Notable holdings include:

  • Apple Inc. - $43,290,441
  • Amazon.com Inc. - $15,427,529
  • Alphabet Inc. - $3,555,556

The filing states, "The total value of the securities held as of the reporting date is $2,696,828,001." This figure underscores the firm's robust investment strategy and its significant presence in the market.

Impact

This update is likely to affect various stakeholders, including investors, analysts, and competitors within the financial services industry. Competitors may analyze Steele's investment choices to gauge market trends and adjust their strategies accordingly. Additionally, the filing may influence investor confidence in Steele Capital Management as a leading firm in asset management.

What's Next

The filing does not specify what actions Steele Capital Management plans to take next. However, it is expected that the firm will continue to monitor its investments and adjust its portfolio in response to market conditions.