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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 22 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FORTINET INC 2,119.0 $326K 0.02% NEW $153.62
422 CEG CONSTELLATION ENERGY Utilities 1,308.0 $325K 0.02% +121.0 +10.2% $248.43 +10.4%
423 VIGI VANGUARD INTERNATIONAL 3,460.0 $323K 0.02% -105.0 -3.0% $93.37 +5.1%
424 CGMS CAPITAL GROUP 11,820.0 $323K 0.02% +2K +18.1% $27.33 -0.4%
425 RCL ROYAL CARIBBEAN Consumer Cyclical 1,017.0 $323K 0.02% -43.0 -4.1% $317.53 -5.3%
426 ALL ALLSTATE CORP Financial Services 1,353.0 $322K 0.02% $237.98 +9.1%
427 SPEU STATE STREET 5,850.0 $321K 0.02% $54.88 +3.9%
428 MINT PIMCO EHNANCED 3,185.0 $321K 0.02% +24.0 +0.8% $100.80 -0.1%
429 BWXT BWX TECHNOLOGIES INC Industrials 1,644.0 $320K 0.02% +599.0 +57.3% $194.65 -16.6%
430 BLCV ISHARES LARGE 7,610.0 $314K 0.02% +964.0 +14.5% $41.31 -4.2%
431 AB ALLIANCEBERNSTEIN HLD LP Financial Services 8,877.0 $313K 0.02% -10K -53.2% $35.22 +2.9%
432 LOGI LOGITECH INTL Technology 3,323.0 $312K 0.02% $94.03 +6.9%
433 XLY SELECT SECTOR SPDR TR 2,659.0 $312K 0.02% $117.30 +1.1%
434 RSG REPUBLIC SERVICES Industrials 1,452.0 $309K 0.02% +508.0 +53.8% $213.08 +3.7%
435 SECT MAIN SECTOR 4,272.0 $308K 0.02% $72.06 -0.2%
436 SHW SHERWIN-WILLIAMS CO Basic Materials 893.0 $307K 0.02% $344.32 +2.7%
437 CALM CAL MAINE FOODS INC Consumer Defensive 3,813.0 $307K 0.02% +902.0 +31.0% $80.56 -0.0%
438 SHAK SHAKE SHACK INC Consumer Cyclical 5,456.0 $306K 0.02% +2K +45.9% $56.02 +30.8%
439 LEU CENTRUS ENERGY CORP Energy 1,811.0 $304K 0.02% +403.0 +28.6% $167.87 +9.4%
440 BUFG FIRST TRUST 10,250.0 $300K 0.02% $29.32 +2.1%
Page 22 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%