Long-term investor
Sterneck Capital Management, LLC @sterneckcapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001438574).
Record
- Tracked since 2025-06-30 (448 days), 77 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months n/a · 1 year +16.7% · all +16.7%
- Max drawdown n/a · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 10.2% · long · since 2025-06-30
- 46137V357 · 9.5% · long · since 2025-06-30
- 78463X509 · 5.6% · long · since 2025-06-30
- 46641Q407 · 5.5% · long · since 2025-06-30
- 46641Q209 · 5.2% · long · since 2025-06-30
- 78464A805 · 3.9% · long · since 2025-06-30
- 025072885 · 3.6% · long · since 2025-06-30
- 78462F103 · 3.5% · long · since 2025-06-30
- 381430529 · 3.4% · long · since 2025-06-30
- 025072877 · 3.3% · long · since 2025-06-30
- 46434V282 · 3.0% · long · since 2025-06-30
- 02079K107 · 3.0% · long · since 2025-06-30