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	Status
1	XOM	EXXON MOBIL CORP	Energy	48,696	$8.3M	2.21%	SOLD
2	CSCO	CISCO SYS INC	Technology	48,976	$3.8M	1.01%	SOLD
3	QCOM	QUALCOMM INC	Technology	26,197	$3.4M	0.90%	SOLD
4	ACN	ACCENTURE PLC IRELAND	Technology	1,085	$215K	0.06%	SOLD

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%