SCHMEIDLER A R & CO INC
RIA/Wealth
SCHMEIDLER A R & CO INC is a RIA/Wealth based in Kaysville, UT led by Stephen Robert Burke, reporting $1.8B in AUM as of Q3 2025 with AAPL as the largest holding (6% allocation).
Managing PartnerStephen Robert Burke
- Portfolio Value
- $1.3B
- Positions
- 201
- Top Holding
- AAPL at 6.29%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SCHMEIDLER A R & CO INC's portfolio (40% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $84.4M | 6.29% | -$7.2M Sold | 0.00% 331.4K shares | |
Internet Content & Information Communication Services | $61.3M | 4.57% | -$7.2M Sold | 0.00% 252.3K shares | |
Semiconductors Technology | $58.8M | 4.38% | -$7.1M Sold | 0.03% 439.1K shares | |
Gold Basic Materials | $56.8M | 4.23% | -$1.5M Sold | 0.06% 673.2K shares | |
Computer Hardware Technology | $49.4M | 3.69% | -$11.2M Sold | 0.12% 411.9K shares | |
Aerospace & Defense Industrials | $49.1M | 3.66% | -$16.6M Sold | 0.32% 537.9K shares | |
Semiconductors Technology | $47.6M | 3.55% | -$9.7M Sold | 0.03% 284.7K shares | |
Construction Materials Basic Materials | $45.0M | 3.35% | -$5.7M Sold | 0.06% 375.4K shares | |
Semiconductors Technology | $42.7M | 3.18% | -$328.6K Sold | 0.00% 129.4K shares | |
Semiconductors Technology | $41.8M | 3.12% | -$8.3M Sold | 0.00% 224.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SCHMEIDLER A R & CO INC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for SCHMEIDLER A R & CO INC
GthenA