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Portfolio (Quarterly) Guide ↗

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

· CIK 0000752365
13F Portfolio $373M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 155 New
Page 5 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FITB FIFTH THIRD BANCORP Financial Services 15,954.0 $747K 0.20% NEW $46.81 +16.0%
82 VBIL VANGUARD INSTL INDEX FD 9,857.0 $744K 0.20% NEW $75.43 +0.3%
83 MO ALTRIA GROUP INC Consumer Defensive 12,892.0 $743K 0.20% NEW $57.66 +23.2%
84 LMT LOCKHEED MARTIN CORP Industrials 1,515.0 $733K 0.20% NEW $483.60 +3.6%
85 SRCE 1ST SOURCE CORP Financial Services 11,554.0 $722K 0.19% NEW $62.49 +25.9%
86 PYLD PIMCO ETF TR 26,747.0 $714K 0.19% NEW $26.68 -0.9%
87 XPO XPO INC Industrials 5,219.0 $709K 0.19% NEW $135.91 +47.3%
88 CB CHUBB LIMITED Financial Services 2,258.0 $705K 0.19% NEW $312.12 +6.1%
89 DKS DICKS SPORTING GOODS INC Consumer Cyclical 3,533.0 $699K 0.19% NEW $197.97 +20.5%
90 VZ VERIZON COMMUNICATIONS INC Communication Services 16,711.0 $681K 0.18% NEW $40.73 +14.4%
91 BXSL BLACKSTONE SECD LENDING FD Financial Services 25,632.0 $675K 0.18% NEW $26.33 -10.0%
92 DLR DIGITAL RLTY TR INC Real Estate 4,312.0 $667K 0.18% NEW $154.71 +27.3%
93 PFE PFIZER INC Healthcare 25,946.0 $646K 0.17% NEW $24.90 +0.1%
94 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 7,079.0 $619K 0.17% NEW $87.42 -24.6%
95 ETX EATON VANCE MUN INCOME 2028 Financial Services 32,775.0 $613K 0.16% NEW $18.70 -0.0%
96 GD GENERAL DYNAMICS CORP Industrials 1,808.0 $609K 0.16% NEW $336.66 +3.6%
97 GS GOLDMAN SACHS GROUP INC Financial Services 691.0 $607K 0.16% NEW $879.12 +25.4%
98 BLK BLACKROCK INC Financial Services 500.0 $535K 0.14% NEW $1070.34 -4.4%
99 TMO THERMO FISHER SCIENTIFIC INC Healthcare 923.0 $535K 0.14% NEW $579.45 -19.7%
100 VB VANGUARD INDEX FDS 2,034.0 $525K 0.14% NEW $257.99 +15.1%
Page 5 of 8  ·  155 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 28.2%
Healthcare 19.3%
Financial Services 18.3%
Communication Services 12.5%
Consumer Defensive 8.6%
Industrials 5.1%
Consumer Cyclical 4.0%
Energy 1.9%
Utilities 1.6%
Real Estate 0.4%