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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 MDT MEDTRONIC PLC Healthcare 126,411.0 $9.9M 2.55% NEW $78.23 +15.0%
2 EXXON MOBIL CORP 47,994.0 $6.6M 1.69% NEW $136.72
3 NVO NOVO-NORDISK A S Healthcare 7,014.0 $336K 0.09% NEW $47.94 -3.5%

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%