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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
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KO COCA COLA CO Consumer Defensive 35,690.0 $2.9M 0.75% $81.27 +9.6%
22 HDV ISHARES TR 94,568.0 $2.6M 0.67% +74K +360.6% $27.41 +7.2%
23 GPC GENUINE PARTS CO Consumer Cyclical 20,764.0 $2.4M 0.63% $117.98 +15.9%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 8,519.0 $2.4M 0.62% $281.21 -15.1%
25 MCD MCDONALDS CORP Consumer Cyclical 6,046.0 $1.6M 0.42% -2K -28.6% $270.33 -3.8%
26 PNW PINNACLE WEST CAP CORP Utilities 13,957.0 $1.5M 0.39% $107.00 -8.5%
27 T AT&T INC Communication Services 65,675.0 $1.4M 0.35% -434.0 -0.7% $20.70 +22.8%
28 PG PROCTER & GAMBLE CO Consumer Defensive 9,021.0 $1.3M 0.34% $146.64 -2.4%
29 SNY SANOFI SA Healthcare 21,872.0 $933K 0.24% -144.0 -0.7% $42.66 +5.1%
30 LMT LOCKHEED MARTIN CORP Industrials 1,732.0 $882K 0.23% -191.0 -9.9% $509.46 +11.1%
31 CL COLGATE PALMOLIVE CO Consumer Defensive 8,875.0 $814K 0.21% $91.68 -0.8%
32 TJX TJX COS INC NEW Consumer Cyclical 4,253.0 $644K 0.17% $151.48 -11.4%
33 VNQ VANGUARD INDEX FDS 4,942.0 $477K 0.12% $96.43 +1.3%
34 CVS CVS HEALTH CORP Healthcare 4,521.0 $468K 0.12% $103.45 -10.2%
35 HLN HALEON PLC Healthcare 49,145.0 $459K 0.12% -3K -6.4% $9.33 +7.6%
36 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,983.0 $404K 0.10% -279.0 -5.3% $81.16 -9.6%
37 NVO NOVO-NORDISK A S Healthcare 7,014.0 $336K 0.09% NEW $47.94 -3.5%
38 BAC BANK OF AMER CORP Financial Services 5,881.0 $335K 0.09% $56.98 +7.4%
39 AMGN AMGEN INC Healthcare 612.0 $222K 0.06% $362.12 +20.7%
Page 2 of 2  ·  39 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
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%