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Portfolio (Quarterly) Guide ↗

Keystone Financial Group

· CIK 0001729299
13F Portfolio $1.7B AUM 567 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 230 Added 151 Reduced 18 Exited
Page 8 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TCAL T ROWE 31,871.0 $708K 0.04% +18K +123.5% $22.20 +4.0%
142 CMI CUMMINS INC Industrials 984.0 $702K 0.04% +411.0 +71.7% $713.01 -12.9%
143 NEAR ISHARES SHORT DURATION 13,623.0 $690K 0.04% +106.0 +0.8% $50.66 -0.2%
144 KR KROGER CO Consumer Defensive 12,394.0 $688K 0.04% +2K +14.6% $55.53 +1.5%
145 TFLO ISHARES TREASURY 13,273.0 $672K 0.04% +119.0 +0.9% $50.63 -0.1%
146 SPMD STATE STREET 9,786.0 $661K 0.04% +286.0 +3.0% $67.56 +0.2%
147 PNC PNC FINL SVCS GROUP INC Financial Services 2,659.0 $655K 0.04% +267.0 +11.2% $246.20 +3.3%
148 NOBL PROSHARES S&P 11,551.0 $649K 0.04% +6K +103.3% $56.16 +3.5%
149 VCIT VANGUARD INTERMEDIATE 7,541.0 $623K 0.04% +419.0 +5.9% $82.65 -1.9%
150 SPLV INVESCO S&P 8,138.0 $610K 0.04% +70.0 +0.9% $74.90 +1.5%
151 PULS PGIM ULTRA 12,155.0 $602K 0.04% +5K +68.8% $49.55 +0.2%
152 PEBO PEOPLES BANCORP INC Financial Services 14,542.0 $559K 0.03% +183.0 +1.3% $38.41 +6.7%
153 BLK BLACKROCK INC Financial Services 580.0 $558K 0.03% +236.0 +68.6% $961.55 +20.1%
154 BDX BECTON DICKINSON Healthcare 3,577.0 $541K 0.03% +27.0 +0.8% $151.33 +19.5%
155 WEC WEC ENERGY GROUP INC Utilities 4,609.0 $538K 0.03% +457.0 +11.0% $116.77 -4.9%
156 PFF ISHARES PREFERRED AND 17,623.0 $537K 0.03% +1K +8.3% $30.49 -0.1%
157 JEPQ JPMORGAN 8,696.0 $534K 0.03% +1K +14.1% $61.46 -2.5%
158 TLH ISHARES 10-20YR 5,257.0 $528K 0.03% +3K +99.3% $100.34 -4.0%
159 GILD GILEAD SCIENCES INC Healthcare 4,142.0 $523K 0.03% +279.0 +7.2% $126.34 +13.5%
160 IDV ISHARES INTL 12,515.0 $518K 0.03% +802.0 +6.8% $41.43 +7.6%
Page 8 of 12  ·  230 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 44.5%
Financial Services 20.2%
Consumer Cyclical 11.6%
Communication Services 7.3%
Healthcare 5.0%
Industrials 3.6%
Consumer Defensive 3.5%
Energy 2.2%
Utilities 1.3%
Basic Materials 0.6%