— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

200 SOUTH LOS ROBLES AVENUE SUITE 510, PASADENA, CA 91101 • 626-584-6168

Q4 2025 · Filed 2026-01-29
Market Value
$640M
Holdings
225
New Purchases
9
Added To
57
Closed
12
Reduced
74
Top 10 Concentration
43.4%
Turnover
9.3%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 28.8%
Technology 19.8%
Communication Services 12.5%
Healthcare 7.8%
Utilities 7.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 63 $450M 70.3%
Large Cap 130 $175M 27.3%
Mid Cap 16 $8M 1.3%
Small Cap 14 $7M 1.0%
Micro Cap 2 $564K 0.1%

Portfolio Analytics

Avg Market Cap
$292.2B
Median Market Cap
$85.7B
Avg P/E
36.5
Median P/E
24.8
Avg Dividend Yield
0.03%
Avg Beta
0.95
# Stocks
175
# ETFs / Funds
50

Top Holdings (225 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 8.37% 110,837 $54M $483.62 $53M -258 -0.2%
2 AAPL 5.61% 132,224 $36M $271.86 $2M -448 -0.3%
3 GOOGL 5.33% 109,054 $34M $313.00 $8M -281 -0.3%
4 AMZN 4.27% 118,563 $27M $230.82 $2M +1,151 +1.0%
5 GOOG 4.00% 81,570 $26M $313.80 $6M -45 -0.1%
6 META 3.42% 33,196 $22M $660.09 -$414K +2,794 +9.2%
7 QQQ 3.38% 35,189 $22M $614.31 -$1M -2,705 -7.1%
8 NVDA 3.18% 109,066 $20M $186.50 -$2M -9,258 -7.8%
9 JPM 3.00% 59,676 $19M $322.22 $259K -462 -0.8%
10 SGOV 2.84% 180,918 $18M $100.38 $13M +131,783 +268.2%
11 XLK 2.40% 106,938 $15M $143.97 $349K +53,554 +100.3%
12 JNJ 2.31% 71,506 $15M $206.95 $1M -2,060 -2.8%
13 SPY 2.25% 21,139 $14M $681.91 $106K -340 -1.6%
14 BAC 1.71% 199,530 $11M $55.00 $1M +9,207 +4.8%
15 IBM 1.71% 36,955 $11M $296.21 $395K -440 -1.2%
16 WMT 1.56% 89,681 $10M $111.41 $763K +140 +0.2%
17 LLY 1.42% 8,443 $9M $1,074.68 $3M +12 +0.1%
18 AMGN 1.32% 25,736 $8M $327.31 $1M -73 -0.3%
19 D 1.30% 141,698 $8M $58.59 $179K +8,900 +6.7%
20 APO 1.29% 56,960 $8M $144.76 $747K +697 +1.2%
21 CVX 1.23% 51,548 $8M $152.41 $66K +1,383 +2.8%
22 ORCL 1.20% 39,395 $8M $194.91 -$7M -13,461 -25.5%
23 COST 1.14% 8,477 $7M $862.34 -$560K -25 -0.3%
24 V 1.07% 19,548 $7M $350.71 $517K +980 +5.3%
25 WM 0.99% 28,958 $6M $219.71 -$52K -87 -0.3%
26 ABT 0.98% 50,286 $6M $125.29 -$368K +500 +1.0%
27 UNP 0.91% 25,262 $6M $231.32 $198K +1,376 +5.8%
28 CAT 0.84% 9,378 $5M $572.87 $859K -80 -0.8%
29 SO 0.83% 60,780 $5M $87.20 -$312K +1,563 +2.6%
30 AVGO 0.81% 14,891 $5M $346.10 $342K +305 +2.1%
31 VGT 0.80% 6,763 $5M $753.74 $85K +50 +0.7%
32 DUK 0.77% 42,287 $5M $117.21 $1M +11,249 +36.2%
33 TSLA 0.77% 10,957 $5M $449.72 $658K +1,357 +14.1%
34 WFC 0.74% 51,171 $5M $93.20 $1M +7,154 +16.2%
35 BRK-B 0.73% 9,350 $5M $502.65 $125K +250 +2.8%
36 ES 0.72% 68,554 $5M $67.33 $14K +3,875 +6.0%
37 XOM 0.68% 35,995 $4M $120.34 $268K -50 -0.1%
38 NEE 0.63% 49,906 $4M $80.28 $243K +50 +0.1%
39 MCD 0.60% 12,663 $4M $305.62 $22K
40 HD 0.60% 11,104 $4M $344.10 -$955K -683 -5.8%
41 RTX 0.59% 20,700 $4M $183.40 $333K
42 DIA 0.58% 7,752 $4M $480.57 $130K
43 ABBV 0.57% 16,068 $4M $228.49 $108K +677 +4.4%
44 MU 0.57% 12,704 $4M $285.41 $480K -6,100 -32.4%
45 IVV 0.56% 5,274 $4M $684.98 -$173K -382 -6.8%
46 PG 0.52% 23,209 $3M $143.31 -$417K -1,150 -4.7%
47 PEP 0.46% 20,638 $3M $143.52 -$2M -11,585 -36.0%
48 UNH 0.46% 8,893 $3M $330.11 $174K +895 +11.2%
49 AMAT 0.45% 11,207 $3M $256.99 $586K
50 GLD 0.42% 6,710 $3M $396.31 $455K +510 +8.2%
51 KMI 0.40% 92,299 $3M $27.49 $665K +26,150 +39.5%
52 XLF 0.33% 38,036 $2M $54.77 $61K +500 +1.3%
53 AMD 0.32% 9,575 $2M $214.16 $428K -455 -4.5%
54 USB 0.29% 34,658 $2M $53.36 $167K -150 -0.4%
55 O 0.27% 30,872 $2M $56.37 -$136K
56 EPD 0.27% 53,147 $2M $32.06 $42K
57 NWE 0.26% 25,948 $2M $64.54 $286K +2,250 +9.5%
58 KO 0.26% 23,660 $2M $69.91 -$61K -2,197 -8.5%
59 GE 0.26% 5,336 $2M $308.04 $72K +112 +2.1%
60 TWLO 0.25% 11,320 $2M $142.24 +11,320 NEW
61 C 0.25% 13,705 $2M $116.69 $244K +350 +2.6%
62 DIS 0.25% 13,940 $2M $113.77 -$427K -3,637 -20.7%
63 PM 0.25% 9,857 $2M $160.40 -$2K +100 +1.0%
64 IWF 0.24% 3,304 $2M $473.30 $16K
65 WELL 0.24% 8,394 $2M $185.61 $61K -10 -0.1%
66 EVRG 0.24% 21,345 $2M $72.49 -$79K -50 -0.2%
67 SLV 0.24% 23,625 $2M $64.42 $1M +13,650 +136.8%
68 NFLX 0.24% 16,090 $2M $93.76 -$1M +13,980 +662.6%
69 WSM 0.22% 7,726 $1M $178.59 -$183K -270 -3.4%
70 HON 0.21% 7,050 $1M $195.09 -$371K -1,245 -15.0%
71 QCOM 0.21% 8,001 $1M $171.05 $14K -143 -1.8%
72 QQQX 0.21% 47,715 $1M $28.52 $34K -590 -1.2%
73 BAC-PL 0.21% 1,064 $1M $1,252.00 -$30K
74 MA 0.21% 2,308 $1M $570.88 -$132K -240 -9.4%
75 PLD 0.20% 10,228 $1M $127.66 $77K -500 -4.7%
76 WFC-PL 0.20% 1,033 $1M $1,212.00 -$23K
77 PNW 0.19% 13,998 $1M $88.70 +13,998 NEW
78 NSC 0.19% 4,275 $1M $288.72 -$50K
79 AEP 0.19% 10,541 $1M $115.31 $94K +575 +5.8%
80 NNN 0.19% 30,341 $1M $39.63 -$93K -100 -0.3%
81 XLC 0.19% 10,183 $1M $117.72 -$7K
82 PLTR 0.18% 6,658 $1M $177.75 -$6K +139 +2.1%
83 VICI 0.18% 41,400 $1M $28.12 -$186K
84 VZ 0.18% 28,179 $1M $40.73 -$91K -5 -0.0%
85 STAG 0.18% 30,828 $1M $36.76 $35K -300 -1.0%
86 SOXX 0.18% 3,760 $1M $301.15 $113K
87 CSCO 0.17% 14,182 $1M $77.03 -$62K -2,696 -16.0%
88 EGP 0.16% 5,727 $1M $178.14 $47K -25 -0.4%
89 SMH 0.15% 2,694 $970K $360.17 $86K -15 -0.6%
90 DE 0.15% 2,060 $959K $465.57 $10K -15 -0.7%
91 IYW 0.14% 4,632 $925K $199.68 $37K +100 +2.2%
92 GEV 0.14% 1,379 $901K $653.57 -$41K -154 -10.1%
93 OEF 0.14% 2,588 $888K $342.97 $31K +14 +0.5%
94 NI 0.14% 20,784 $868K $41.76 -$37K -127 -0.6%
95 MRK 0.13% 7,626 $803K $105.27 $205K +500 +7.0%
96 HACK 0.12% 9,523 $765K $80.37 -$10K +585 +6.5%
97 BRK-A 0.12% 1 $755K $754,800.00 $600
98 XLI 0.12% 4,843 $751K $155.12 $4K
99 GS 0.11% 821 $722K $879.14 $68K
100 DLR 0.11% 4,658 $721K $154.71 -$85K

New Positions

SymbolValue% Port
TWLO $2M 0.25%
PNW $1M 0.19%
WTRG $655K 0.10%
IAU $527K 0.08%
VST $496K 0.08%
AHR $330K 0.05%
STT $219K 0.03%
CINF $202K 0.03%
APH $202K 0.03%

Sold Out Positions

SymbolValue% Port
LYB —%
EPR —%
UL —%
RKT —%
ESS —%
CSX —%
IWM —%
SBUX —%
SIL —%
ARM —%
XLP —%
FI —%
View SEC EDGAR Filings for SCHNIEDERS CAPITAL MANAGEMENT, LLC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms