Top 50 Schnieders Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 9.66% | 110.7K | $55.1M | +4.23%(+4.50K) | — | 2025-06-30 | |
| AAPL | APPLE INC | 4.98% | 138.3K | $28.4M | -8.13%(-12.23K) | — | 2025-06-30 | |
| AMZN | AMAZON COM INC | 4.27% | 110.9K | $24.3M | +20.46%(+18.84K) | — | 2025-06-30 | |
| META | META PLATFORMS INC | 3.77% | 29.1K | $21.5M | +33.87%(+7.36K) | — | 2025-06-30 | |
| QQQ | INVESCO QQQ TR | 3.66% | 37.8K | $20.9M | -0.17%(-63) | — | 2025-06-30 | |
| GOOGL | ALPHABET INC | 3.41% | 110.1K | $19.4M | +3.47%(+3.70K) | — | 2025-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.31% | 119.4K | $18.9M | +52.60%(+41.15K) | — | 2025-06-30 | |
| JPM | JPMORGAN CHASE & CO. | 3.09% | 60.7K | $17.6M | +0.94%(+565) | — | 2025-06-30 | |
| GOOG | ALPHABET INC | 2.54% | 81.7K | $14.5M | +0.01%(+10) | — | 2025-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.39% | 53.7K | $13.6M | -3.91%(-2.19K) | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.75% | +60.41% |
| Top 20 Holdings Unweighted | +20.28% | +66.16% |
Sign up free to track Schnieders Capital Management Llc, compare funds side by side, and get alerts the moment positions change.