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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 23 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SPHY STATE STREET 10,475.0 $244K 0.02% $23.32 -0.1%
442 SOLV SOLVENTUM CORP Healthcare 3,739.0 $244K 0.02% $65.31 +13.7%
443 AZN ASTRAZENECA PLC Healthcare 1,237.0 $244K 0.02% NEW $197.22 -6.7%
444 NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 2,400.0 $244K 0.02% NEW $101.48
445 SBUX STARBUCKS CORP Consumer Cyclical 2,666.0 $242K 0.02% +247.0 +10.2% $90.86 +17.6%
446 PPL PPL CORP Utilities 6,336.0 $242K 0.02% NEW $38.20 -8.7%
447 RWO STATE STREET 5,249.0 $240K 0.02% +508.0 +10.7% $45.77 +6.7%
448 BLCV ISHARES LARGE 6,646.0 $240K 0.02% NEW $36.12 +6.4%
449 EBS EMERGENT BIOSOLUTIONS Healthcare 28,788.0 $239K 0.02% -300.0 -1.0% $8.30 -4.3%
450 CSX CSX CORP Industrials 5,764.0 $237K 0.02% -16K -73.1% $41.05 +11.2%
451 AMERICAN FUNDS NEW PERSPECTIVE F2 3,289.0 $236K 0.02% NEW $71.90
452 DELL DELL TECHNOLOGIES Technology 1,438.0 $236K 0.02% NEW $164.13 +47.5%
453 WSC WILLSCOT HOLDINGS Industrials 13,552.0 $235K 0.02% +77.0 +0.6% $17.36 +41.0%
454 CALM CAL MAINE FOODS INC Consumer Defensive 2,911.0 $233K 0.02% NEW $80.18 -3.2%
455 GEHC GE HEALTHCARE Healthcare 3,221.0 $229K 0.02% $71.18 -14.6%
456 CGIE CAPITAL GROUP 6,777.0 $229K 0.02% NEW $33.82 +5.6%
457 NEA NUVEEN AMT Financial Services 20,359.0 $229K 0.02% +10K +96.5% $11.23 +0.7%
458 SPMO INVESCO S&P 2,034.0 $228K 0.02% NEW $112.12 +26.1%
459 BWXT BWX TECHNOLOGIES INC Industrials 1,045.0 $225K 0.01% NEW $214.93 -6.0%
460 MSI MOTOROLA SOLUTIONS Technology 516.0 $224K 0.01% NEW $434.30 -9.4%
Page 23 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%