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Portfolio (Quarterly) Guide ↗

Keystone Financial Group

· CIK 0001729299
13F Portfolio $1.4B AUM 454 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 454 New
Page 5 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMG CHIPOTLE MEXICAN Consumer Cyclical 78,351.0 $2.9M 0.21% NEW $37.00 -8.8%
82 LNC LINCOLN NATL CORP IN Financial Services 64,525.0 $2.9M 0.21% NEW $44.53 -22.8%
83 IJR ISHARES CORE 23,560.0 $2.8M 0.21% NEW $120.18 +11.8%
84 PM PHILIP MORRIS Consumer Defensive 17,514.0 $2.8M 0.21% NEW $160.40 +18.2%
85 NFLX NETFLIX INC Communication Services 29,685.0 $2.8M 0.21% NEW $93.76 -7.2%
86 RDVY FIRST TRUST 40,030.0 $2.8M 0.21% NEW $69.47 +6.2%
87 AVGO BROADCOM INC Technology 7,967.0 $2.8M 0.20% NEW $346.09 +21.6%
88 BINC ISHARES FLEXIBLE 52,036.0 $2.7M 0.20% NEW $52.77 -1.5%
89 NKE NIKE INC Consumer Cyclical 42,627.0 $2.7M 0.20% NEW $63.71 -34.3%
90 PEP PEPSICO INC Consumer Defensive 18,749.0 $2.7M 0.20% NEW $143.52 +3.9%
91 V VISA INC Financial Services 7,426.0 $2.6M 0.19% NEW $350.71 -7.1%
92 CGUS CAPITAL GROUP 61,361.0 $2.5M 0.18% NEW $40.23 +7.9%
93 MRK MERCK & COMPANY Healthcare 22,753.0 $2.4M 0.18% NEW $105.26 +5.8%
94 IXN ISHARES TR 22,795.0 $2.4M 0.18% NEW $105.00 +24.7%
95 KO COCA COLA CO Consumer Defensive 34,129.0 $2.4M 0.18% NEW $69.91 +15.6%
96 CRWD CROWDSTRIKE HOLDINGS Technology 4,987.0 $2.3M 0.17% NEW $468.76 +26.7%
97 VYM VANGUARD HIGH 16,010.0 $2.3M 0.17% NEW $143.52 +9.1%
98 IEFA ISHARES CORE 25,646.0 $2.3M 0.17% NEW $89.46 +7.4%
99 CGGR CAPITAL GROUP 51,430.0 $2.3M 0.17% NEW $44.47 +2.6%
100 SLV ISHARES SILVER Financial Services 34,788.0 $2.2M 0.17% NEW $64.42 +8.6%
Page 5 of 23  ·  454 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 38.4%
Financial Services 23.0%
Consumer Cyclical 13.3%
Communication Services 8.5%
Healthcare 5.2%
Consumer Defensive 3.7%
Industrials 3.3%
Energy 2.5%
Utilities 1.2%
Basic Materials 0.7%