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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 16 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 XNTK STATE STREET 1,905.0 $486K 0.03% $255.28 +30.4%
302 WEC WEC ENERGY GROUP INC Utilities 4,152.0 $481K 0.03% +2K +64.4% $115.83 -5.8%
303 TFC TRUIST FINANCIAL Financial Services 10,459.0 $481K 0.03% +2K +23.6% $45.97 +2.1%
304 BROWN FORMAN CORP CL B 18,086.0 $478K 0.03% +1K +7.6% $26.44
305 BX BLACKSTONE INC Financial Services 4,141.0 $476K 0.03% +518.0 +14.3% $114.98 +1.8%
306 CTBI COMMUNITY TR BANCORP INC Financial Services 7,270.0 $472K 0.03% -3K -28.6% $64.93 -1.4%
307 PEBO PEOPLES BANCORP INC Financial Services 14,359.0 $472K 0.03% NEW $32.87 +0.5%
308 XLI SELECT SECTOR SPDR TR 2,911.0 $471K 0.03% -6K -66.5% $161.74 +5.6%
309 COIN COINBASE GLOBAL Financial Services 2,654.0 $463K 0.03% +393.0 +17.4% $174.61 +8.5%
310 XES STATE STREET 3,963.0 $461K 0.03% $116.34 +14.8%
311 ECL ECOLAB INC Basic Materials 1,719.0 $457K 0.03% -18.0 -1.0% $265.95 -6.9%
312 RALLIANT CORP 10,989.0 $457K 0.03% +2K +25.2% $41.59
313 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,530.0 $457K 0.03% +162.0 +2.2% $60.65 -5.5%
314 GSK GSK PLC Healthcare 8,206.0 $453K 0.03% -871.0 -9.6% $55.19 -10.0%
315 EFV ISHARES MSCI 6,062.0 $451K 0.03% NEW $74.35 +5.2%
316 ADBE ADOBE INC Technology 1,852.0 $451K 0.03% +829.0 +81.0% $243.27 +5.1%
317 TXN TEXAS INSTRS INC Technology 2,205.0 $449K 0.03% +314.0 +16.6% $203.59 +48.7%
318 SCHD SCHWAB STRATEGIC TR 14,412.0 $442K 0.03% +2K +14.2% $30.68 +4.4%
319 VLU STATE STREET 2,053.0 $441K 0.03% $214.96 +8.2%
320 HIMS HIMS & HERS HEALTH INC CLASS CLASS A Healthcare 16,297.0 $440K 0.03% +7K +76.7% $27.00 -7.2%
Page 16 of 27  ·  524 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%