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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 25 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 AMERICAN FUNDS NEW PERSP 3,289.0 $247K 0.01% $75.22
482 COP CONOCOPHILLIPS Energy 2,377.0 $247K 0.01% -572.0 -19.4% $103.96 +24.8%
483 NESTLE S A F 2,400.0 $246K 0.01% $102.69
484 SPHY STATE STREET 10,475.0 $246K 0.01% $23.44 -0.7%
485 PPG PPG INDUSTRIES Basic Materials 2,000.0 $243K 0.01% -28.0 -1.4% $121.29 -7.0%
486 BKNG BOOKING HOLDINGS Consumer Cyclical 1,356.0 $242K 0.01% NEW $178.26 +16.8%
487 BUG GLOBAL X 6,309.0 $241K 0.01% NEW $38.19 +10.2%
488 NRIM NORTHRIM BANCORP INC Financial Services 8,680.0 $241K 0.01% NEW $27.74 -3.5%
489 ROBO ROBO GLOBAL 2,798.0 $240K 0.01% NEW $85.67 -4.5%
490 NEA NUVEEN AMT Financial Services 20,359.0 $239K 0.01% $11.74 -3.7%
491 ODFL OLD DOMINION FREIGHT LIN Industrials 1,103.0 $239K 0.01% NEW $216.52 -3.9%
492 EBS EMERGENT BIOSOLUTIONS Healthcare 28,488.0 $239K 0.01% -300.0 -1.0% $8.38 -44.4%
493 JHANCOCK BOND I 17,466.0 $236K 0.01% NEW $13.51
494 SPHQ INVESCO S&P 2,606.0 $235K 0.01% -124.0 -4.5% $90.10 -3.8%
495 AZN ASTRAZENECA PLC Healthcare 1,232.0 $234K 0.01% $189.62 -15.6%
496 NOV NOV INC Energy 12,594.0 $234K 0.01% -794.0 -5.9% $18.55 +13.2%
497 CDL VICTORYSHARES US 3,002.0 $233K 0.01% $77.57 +4.3%
498 IGV ISHARES EXPANDED 2,560.0 $232K 0.01% NEW $90.60 +12.5%
499 BSCQ INVESCO BULLETSHARES 11,850.0 $231K 0.01% +400.0 +3.5% $19.53 +0.2%
500 SONO SONOS INC Technology 16,936.0 $229K 0.01% -146.0 -0.8% $13.53 +16.7%
Page 25 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%