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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 20 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VBR VANGUARD SMALL 1,539.0 $374K 0.02% -29.0 -1.9% $242.96 +3.0%
382 TPB TURNING PT BRANDS INC Consumer Defensive 4,405.0 $374K 0.02% -443.0 -9.1% $84.80 +4.1%
383 WBD WARNER BROS DISCOVERY INC Communication Services 13,890.0 $370K 0.02% -356.0 -2.5% $26.66 +7.0%
384 ROCHE HLDG LTD F 7,200.0 $370K 0.02% $51.35
385 VPLS VANGUARD MALVERN FDS 4,753.0 $369K 0.02% -60.0 -1.2% $77.57 -1.2%
386 XES STATE STREET 3,283.0 $368K 0.02% -680.0 -17.2% $112.09 +9.2%
387 ISRG INTUITIVE SURGICAL INC Healthcare 924.0 $367K 0.02% NEW $397.69 +0.0%
388 RCS PIMCO STRATEGIC INCOME FD Financial Services 66,759.0 $364K 0.02% +4K +6.9% $5.45 -3.1%
389 YUM YUM BRANDS INC Consumer Cyclical 2,275.0 $364K 0.02% $159.86 -8.7%
390 SHOP SHOPIFY INC Technology 3,178.0 $363K 0.02% +454.0 +16.7% $114.18 +28.4%
391 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,224.0 $359K 0.02% -54.0 -4.2% $293.25 +3.4%
392 EMLC VANECK JPM 14,006.0 $358K 0.02% +753.0 +5.7% $25.56 +1.0%
393 SPMO INVESCO S&P 2,209.0 $357K 0.02% +175.0 +8.6% $161.57 -8.2%
394 HEI HEICO CORP NEW Industrials 1,000.0 $356K 0.02% $356.19 +2.0%
395 AVEM AVANTIS EMERGING 3,685.0 $356K 0.02% +131.0 +3.7% $96.48 -3.6%
396 SCCO SOUTHERN COPPER Basic Materials 2,038.0 $355K 0.02% +20.0 +1.0% $174.26 +11.7%
397 HSY HERSHEY CO Consumer Defensive 2,011.0 $353K 0.02% +419.0 +26.3% $175.41 +7.6%
398 PDP INVESCO EXCHANGE TRADED FD T 2,321.0 $352K 0.02% $151.70 -8.9%
399 NVS NOVARTIS AG Healthcare 2,238.0 $351K 0.02% -42.0 -1.8% $156.73 +2.3%
400 MP MP MATERIALS Basic Materials 6,235.0 $349K 0.02% -525.0 -7.8% $56.01 +1.2%
Page 20 of 29  ·  567 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%