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Portfolio (Quarterly) Guide ↗

Keystone Financial Group

· CIK 0001729299
13F Portfolio $1.5B AUM 528 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 81 New 253 Added 102 Reduced 11 Exited
Page 4 of 13  ·  253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PZA INVESCO NATIONAL 126,574.0 $2.9M 0.20% +100K +378.8% $22.98 -0.2%
62 RDVY FIRST TRUST 41,404.0 $2.8M 0.19% +1K +3.4% $68.28 +7.8%
63 MRK MERCK & CO. INC. Healthcare 23,222.0 $2.7M 0.19% +469.0 +2.1% $118.17 -5.3%
64 CGGR CAPITAL GROUP 66,088.0 $2.7M 0.18% +15K +28.5% $40.19 +13.3%
65 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,322.0 $2.6M 0.18% +2K +28.9% $359.70 +9.9%
66 V VISA INC Financial Services 8,618.0 $2.6M 0.18% +1K +16.1% $302.55 +9.2%
67 VYM VANGUARD WHITEHALL FDS 17,451.0 $2.6M 0.18% +1K +9.0% $148.10 +5.4%
68 LNC LINCOLN NATL CORP IND Financial Services 68,391.0 $2.6M 0.18% +4K +6.0% $37.74 -7.1%
69 AVGO BROADCOM INC Technology 8,211.0 $2.6M 0.17% +244.0 +3.1% $312.17 +34.4%
70 GLD SPDR GOLD TR Financial Services 5,659.0 $2.4M 0.17% +561.0 +11.0% $430.29 -2.9%
71 LRCX LAM RESEARCH CORP Technology 11,257.0 $2.4M 0.17% +207.0 +1.9% $215.74 +28.4%
72 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 56,326.0 $2.4M 0.16% +12K +26.9% $42.57 +11.7%
73 IVW ISHARES S&P 21,111.0 $2.4M 0.16% +17K +451.5% $113.11 +19.8%
74 IEFA ISHARES CORE MSCI EAFE ETF 26,027.0 $2.4M 0.16% +381.0 +1.5% $91.15 +5.0%
75 IWM ISHARES TR 9,535.0 $2.4M 0.16% +9K +1062.8% $248.00 +11.2%
76 XLU SELECT SECTOR SPDR TR 51,403.0 $2.4M 0.16% +4K +7.8% $45.89 -5.0%
77 CDC VICTORYSHARES U S 32,864.0 $2.3M 0.16% +1K +3.5% $71.43 +0.8%
78 GOVT ISHARES U.S. TREASURY BOND ETF 96,979.0 $2.2M 0.15% +80K +466.4% $22.91 -1.5%
79 SOXX ISHARES SEMICONDUCTOR 6,747.0 $2.2M 0.15% +1K +24.1% $328.66 +50.2%
80 NKE NIKE INC Consumer Cyclical 47,463.0 $2.2M 0.15% +5K +11.3% $46.64 -9.1%
Page 4 of 13  ·  253 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
Technology 39.3%
Financial Services 21.6%
Consumer Cyclical 12.2%
Communication Services 8.0%
Healthcare 5.1%
Consumer Defensive 4.0%
Industrials 3.6%
Energy 3.6%
Utilities 1.4%
Basic Materials 0.8%