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Portfolio (Quarterly) Guide ↗

Keystone Financial Planning, Inc.

· CIK 0001596906
13F Portfolio $388M AUM 39 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 7 Added 16 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 USB US BANCORP Financial Services 226,360.0 $13.7M 3.52% +2K +0.9% $60.40 +3.3%
2 CVX CHEVRON CORPORATION Energy 81,844.0 $13.6M 3.50% +57K +228.8% $165.76 +20.4%
3 GSK GSK PLC Healthcare 195,590.0 $10.3M 2.64% +190K +3114.8% $52.42 -4.1%
4 UNILEVER PLC 160,522.0 $9.7M 2.49% +8K +5.0% $60.12
5 CME CME GROUP INC Financial Services 43,265.0 $9.6M 2.46% +11K +35.0% $220.83 +27.2%
6 SPYD SPDR SERIES TRUST 197,430.0 $9.4M 2.43% +1K +0.6% $47.71 +4.8%
7 HDV ISHARES TR 94,568.0 $2.6M 0.67% +74K +360.6% $27.41 +7.2%

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
Financial Services 28.9%
Healthcare 23.2%
Consumer Defensive 17.0%
Energy 8.4%
Technology 7.7%
Communication Services 7.0%
Industrials 3.5%
Consumer Cyclical 2.9%
Utilities 1.2%