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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 6 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SSNC SS&C TECH HLDGS Technology 7,096.0 $479K 0.14% $67.57 -2.5%
102 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,033.0 $477K 0.13% $157.28 -15.1%
103 DUK DUKE ENERGY CORP NEW Utilities 3,624.0 $475K 0.13% +318.0 +9.6% $130.95 -4.3%
104 VBIL VANGUARD INSTL INDEX FD 6,257.0 $473K 0.13% -4K -36.5% $75.65 -0.0%
105 FEOE RBB FUND TRUST 9,290.0 $469K 0.13% NEW $50.46 +4.2%
106 BLK BLACKROCK INC Financial Services 482.0 $464K 0.13% -18.0 -3.6% $961.71 +7.7%
107 NZF NUVEEN MUN CR INCOME FD Financial Services 37,009.0 $451K 0.13% $12.18 +3.9%
108 TMO THERMO FISHER SCIENTIFIC INC Healthcare 915.0 $450K 0.13% -8.0 -0.9% $491.53 -5.7%
109 BAC BANK AMERICA CORP Financial Services 9,166.0 $447K 0.13% $48.75 +18.5%
110 INTC INTEL CORP Technology 9,673.0 $427K 0.12% -1K -11.2% $44.13 +207.2%
111 VBR VANGUARD INDEX FDS 1,946.0 $423K 0.12% -66.0 -3.3% $217.23 +10.1%
112 VXUS VANGUARD STAR FDS 5,420.0 $418K 0.12% -297.0 -5.2% $77.11 +9.9%
113 VRP INVESCO EXCH TRADED FD TR II 17,371.0 $417K 0.12% -3K -14.2% $23.98 +1.2%
114 QXO QXO INC Industrials 21,395.0 $415K 0.12% +2K +13.1% $19.42 -15.3%
115 NVS NOVARTIS AG Healthcare 2,677.0 $409K 0.12% +30.0 +1.1% $152.75 -0.2%
116 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,394.0 $405K 0.11% $290.49 -2.7%
117 ETX EATON VANCE MUN INCOME TERM Financial Services 21,875.0 $402K 0.11% -11K -33.3% $18.36 +1.9%
118 TEL TE CONNECTIVITY PLC Technology 1,894.0 $396K 0.11% $209.02 -1.7%
119 DUHP DIMENSIONAL ETF TRUST 10,687.0 $393K 0.11% -892.0 -7.7% $36.76 +11.0%
120 MRSH MARSH & MCLENNAN COS INC Financial Services 2,194.0 $381K 0.11% -14.0 -0.6% $173.45 -5.4%
Page 6 of 8  ·  156 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%