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 2057056) reported $629.2M across 206 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($39.5M, 6.28%), SGOV ($36.4M, 5.79%), AAPL ($34.2M, 5.43%), GOOGL ($31.2M, 4.96%), AMZN ($25.8M, 4.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | $39.5M | 6.28% | 106,738 | Trimmed |
| 2 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $36.4M | 5.79% | 362,033 | Added |
| 3 | AAPL | APPLE INC COM | $34.2M | 5.43% | 134,668 | Added |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | $31.2M | 4.96% | 108,544 | Trimmed |
| 5 | AMZN | AMAZON COM INC COM | $25.8M | 4.11% | 124,107 | Added |
| 6 | GOOG | ALPHABET INC CAP STK CL C | $23.4M | 3.72% | 81,617 | Added |
| 7 | NVDA | NVIDIA CORP COM | $21.8M | 3.46% | 124,981 | Added |
| 8 | QQQ | POWERSHARES QQQ TRUST, SERIES 1 | $20.2M | 3.21% | 35,004 | Trimmed |
| 9 | META | META PLATFORMS INC CL A | $18.6M | 2.96% | 32,505 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $17.4M | 2.77% | 71,328 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO COM | $16.9M | 2.68% | 57,401 | Trimmed |
| 12 | SPY | SPDR S&P 500 TRUST | $13.9M | 2.22% | 21,434 | Added |
| 13 | XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | $13.7M | 2.17% | 102,898 | Trimmed |
| 14 | CVX | CHEVRON CORP NEW COM | $10.4M | 1.66% | 50,361 | Trimmed |
| 15 | WMT | WAL-MART STORES INC COM | $10.4M | 1.66% | 83,954 | Trimmed |
| 16 | BAC | BANK AMER CORP COM | $9.7M | 1.54% | 198,306 | Trimmed |
| 17 | AMGN | AMGEN INC COM | $9.1M | 1.44% | 25,721 | Trimmed |
| 18 | D | DOMINION RES INC VA NEW COM | $8.8M | 1.40% | 142,127 | Added |
| 19 | COST | COSTCO WHSL CORP NEW COM | $8.0M | 1.27% | 8,007 | Trimmed |
| 20 | LLY | LILLY ELI & CO COM | $7.8M | 1.24% | 8,479 | Added |
| 21 | SO | SOUTHERN CO COM | $7.1M | 1.12% | 73,064 | Added |
| 22 | APO | APOLLO GLOBAL MGMT INC COM | $7.0M | 1.11% | 62,927 | Added |
| 23 | WM | WASTE MGMT INC DEL COM | $6.6M | 1.05% | 28,812 | Trimmed |
| 24 | UNP | UNION PAC CORP COM | $6.5M | 1.04% | 26,976 | Added |
| 25 | CAT | CATERPILLAR INC DEL COM | $6.6M | 1.04% | 9,250 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31