Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SCHNIEDERS CAPITAL MANAGEMENT LLC (CIK 1603937) reported $569.7M across 224 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: MSFT ($55.1M, 9.66%), AAPL ($28.4M, 4.98%), AMZN ($24.3M, 4.27%), META ($21.5M, 3.77%), QQQ ($20.9M, 3.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $55.1M | 9.66% | 110,674 | Added |
| 2 | AAPL | APPLE INC | $28.4M | 4.98% | 138,285 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $24.3M | 4.27% | 110,945 | Added |
| 4 | META | META PLATFORMS INC | $21.5M | 3.77% | 29,084 | Added |
| 5 | QQQ | INVESCO QQQ TR | $20.9M | 3.66% | 37,837 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $19.4M | 3.41% | 110,124 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $18.9M | 3.31% | 119,371 | Added |
| 8 | JPM | JPMORGAN CHASE & CO. | $17.6M | 3.09% | 60,730 | Added |
| 9 | GOOG | ALPHABET INC | $14.5M | 2.54% | 81,653 | Added |
| 10 | XLK | SELECT SECTOR SPDR TR | $13.6M | 2.39% | 53,719 | Trimmed |
| 11 | SPY | SPDR S&P 500 ETF TR | $13.2M | 2.33% | 21,441 | Trimmed |
| 12 | ORCL | ORACLE CORP | $11.6M | 2.03% | 52,856 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $11.3M | 1.98% | 73,680 | Added |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $10.9M | 1.91% | 36,842 | Trimmed |
| 15 | BAC | BANK AMERICA CORP | $9.0M | 1.58% | 189,673 | Trimmed |
| 16 | WMT | WALMART INC | $8.9M | 1.57% | 91,341 | Added |
| 17 | COST | COSTCO WHSL CORP NEW | $8.4M | 1.48% | 8,502 | Added |
| 18 | APO | APOLLO GLOBAL MGMT INC | $8.0M | 1.40% | 56,063 | New |
| 19 | CVX | CHEVRON CORP NEW | $7.3M | 1.28% | 50,839 | Added |
| 20 | AMGN | AMGEN INC | $7.2M | 1.27% | 25,859 | Added |
| 21 | D | DOMINION ENERGY INC | $7.0M | 1.24% | 124,573 | Added |
| 22 | ABT | ABBOTT LABS | $6.8M | 1.20% | 50,286 | Trimmed |
| 23 | WM | WASTE MGMT INC DEL | $6.7M | 1.18% | 29,468 | Trimmed |
| 24 | V | VISA INC | $6.5M | 1.14% | 18,367 | Added |
| 25 | LLY | ELI LILLY & CO | $6.2M | 1.09% | 7,993 | Added |
Source: SEC Form 13F filings · as of 2025-06-30