Sterneck Capital Management, LLC
•CIK: 1438574•Filing: Q4 2025
**Sterneck Capital Management, LLC** manages $222M across a diversified portfolio of 109 positions. The firm maintains significant exposure to technology and market-linked assets, highlighted by the top holding in AAPL at $23.2M. Further concentration includes substantial allocations to RSP ($19.5M) and SPEM ($12.3M). This positioning suggests a tactical focus on large-cap technology leaders and broad market index exposure.
Total AUM
$222.1M
QoQ Performance
+3.3%
Positions
95
Top 10 Concentration
51.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
RSP
SPEM
JPIN
AAPL10.5%
RSP8.8%
SPEM5.6%
JPIN5.2%
JPUS5.0%
GBIL3.7%
SPTM3.6%
SPY3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.5%
Technology22.8%
Financial3.5%
ETF3.2%
Consumer2.8%
Healthcare1.6%
Industrial1.0%
Communication0.9%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW11 new positions
↑36 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023