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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 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CHDN CHURCHILL DOWNS Consumer Cyclical 2,544.0 $228K 0.01% NEW $89.64 -0.2%
42 RSPT INVESCO S&P 3,500.0 $226K 0.01% NEW $64.50 +0.0%
43 FAST FASTENAL CO Industrials 4,623.0 $222K 0.01% NEW $48.03 +7.2%
44 FIRST TRUST 9,090.0 $217K 0.01% NEW $23.85
45 KKR KKR & CO Financial Services 2,349.0 $216K 0.01% NEW $91.77 +17.5%
46 FFA FIRST TRUST Financial Services 9,374.0 $210K 0.01% NEW $22.36 +4.5%
47 PWRD TCW TR 1,689.0 $208K 0.01% NEW $122.97 -9.9%
48 NVO NOVO NORDISK Healthcare 4,320.0 $207K 0.01% NEW $47.94 -4.5%
49 KNG FIRST TRUST 4,093.0 $207K 0.01% NEW $50.50 +2.7%
50 COHR COHERENT CORP Technology 524.0 $207K 0.01% NEW $394.47 -21.7%
51 FEMS FIRST TRUST EMERGING 4,476.0 $204K 0.01% NEW $45.66 -0.2%
52 ANET ARISTA NETWORKS Technology 1,200.0 $204K 0.01% NEW $169.88 +14.7%
53 FIRST EAGLE HIGH YIELD M 21,811.0 $178K 0.01% NEW $8.15
54 PDBC INVESCO OPTIMUM YIELD 10,084.0 $160K 0.01% NEW $15.88 +14.6%
55 EATON VANCE STRATEGIC IN 20,799.0 $142K 0.01% NEW $6.83
56 NUVEEN SHORT DURATION HI 14,866.0 $141K 0.01% NEW $9.46
57 HIPS GRANITESHARES HIPS 11,074.0 $128K 0.01% NEW $11.54 +2.0%
58 EATON VANCE SHORT DURATI 15,668.0 $113K 0.01% NEW $7.23
59 QS QUANTUMSCAPE CORP Consumer Cyclical 12,957.0 $98K 0.01% NEW $7.56 -24.3%
60 BRTX BIORESTORATIVE THERAPIES Healthcare 28,600.0 $11K 0.00% NEW $0.38 -42.3%
Page 3 of 4  ·  61 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%