Sterneck Capital Management LLC

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Assets, Funds, Holdings

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Sterneck Capital Management LLC
CRD #111463
SEC #801-45256
CIK #1438574
AUM $218.7 MM (90% Disc, 100% US)
Employees5 (80% Investors, 0% Brokers)
Phone816-531-2254
Address4510 Belleview Avenue
Kansas City, MO 64111
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 10.8
VZ 237,920.0 5.5
VOD 49,900.0 5.5
SPY 5.2
IBM 122,540.0 4.6
JRI 433.3 4.6
T 220,140.0 4.4
JPUS 4.4
GILD 82,070.0 4.0
FB 491,090.0 3.8
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Sterneck Value & Opportunity LP
9.4
View All
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