Sterneck Capital Management, LLC
Top Portfolio Positions
85 positions ·
$88,661,746 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
85,248 | $21,635,089 | 24.40% |
| SPY |
Spdr S&P 500 Etf Trust
|
10,920 | $7,101,712 | 8.01% |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,993 | $4,598,947 | 5.19% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,558 | $4,489,884 | 5.06% |
| META |
Meta Platforms, Inc.
Communication Services
|
6,980 | $3,993,467 | 4.50% |
| MSFT |
Microsoft Corp
Technology
|
8,855 | $3,277,855 | 3.70% |
| IBM |
International Business Machines Corp
Technology
|
13,290 | $3,221,363 | 3.63% |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
125,680 | $2,087,544 | 2.35% |
| AZO |
Autozone Inc
Consumer Cyclical
|
567 | $1,915,201 | 2.16% |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
3,170 | $1,558,150 | 1.76% |
Holdings in CLF
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $427,215 | 50,558 | Shares | Sole | 2026-04-17 | |
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