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Portfolio (Quarterly) Guide ↗

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

· CIK 0000752365
13F Portfolio $355M AUM 156 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 41 Added 67 Reduced 6 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CL COLGATE PALMOLIVE CO Consumer Defensive 2,832.0 $241K 0.07% +137.0 +5.1% $85.23 +4.0%
Page 3 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Healthcare 19.2%
Financial Services 17.3%
Communication Services 12.2%
Consumer Defensive 9.9%
Industrials 5.7%
Consumer Cyclical 4.1%
Energy 2.8%
Utilities 2.0%
Real Estate 0.4%