SEC 13F Intelligence

Sterneck Capital Management, LLC / TCAI

Sterneck Capital Management, LLC’s Tortoise Ai Infrastructure Etf Position

Does Sterneck Capital Management, LLC own Tortoise Ai Infrastructure Etf (TCAI)? Yes122.9K shares worth $4M (+1.91% of its 13F portfolio) as of Q1 2026, up from 119.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
122.9K
% of Portfolio
+1.91%
Quarters Held
2
currently held

Position History TCAI

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026122.9K$4M+1.91%
Q4 2025119.6K$4M+1.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sterneck Capital Management, LLC’s full portfolio or all institutional holders of TCAI.