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Portfolio (Quarterly) Guide ↗

KEATING INVESTMENT COUNSELORS INC

· CIK 0001020580
13F Portfolio $404M AUM 59 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 7 Added 33 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Harbour Energy PLC 804,612.0 $3.2M 0.80% NEW $4.00
2 FLO Flowers Foods, Inc. Consumer Defensive 183,930.0 $1.5M 0.37% NEW $8.15 -8.1%
3 COST Costco Whsl Corp New Consumer Defensive 850.0 $847K 0.21% NEW $996.43 -2.2%
4 SHEL Shell PLC Energy 2,575.0 $239K 0.06% NEW $93.00 -6.8%

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
Energy 35.9%
Basic Materials 27.4%
Communication Services 10.5%
Consumer Defensive 10.4%
Healthcare 7.1%
Industrials 6.1%
Consumer Cyclical 1.6%
Technology 0.8%
Financial Services 0.3%