Capital Management Llc Schnieders - Portfolio overview

Capital Management Llc Schnieders has 224 reported holdings in this dataset, with the latest filing dated 2025-07-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 9.66%
2. AAPL - APPLE INC, 4.98%
3. AMZN - AMAZON COM INC, 4.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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