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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 26 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CHDN CHURCHILL DOWNS Consumer Cyclical 2,544.0 $228K 0.01% NEW $89.64 -1.1%
502 PPL PPL CORP Utilities 6,233.0 $227K 0.01% -103.0 -1.6% $36.35 -2.0%
503 RSPT INVESCO S&P 3,500.0 $226K 0.01% NEW $64.50 -0.1%
504 BLV VANGUARD LONG 3,242.0 $223K 0.01% $68.93 -4.8%
505 UTG REAVES UTILITY Financial Services 5,475.0 $223K 0.01% +55.0 +1.0% $40.72 -3.3%
506 FAST FASTENAL CO Industrials 4,623.0 $222K 0.01% NEW $48.03 +6.7%
507 EL ESTEE LAUDER Consumer Defensive 2,785.0 $220K 0.01% -34.0 -1.2% $78.96 +6.7%
508 GEHC GE HEALTHCARE Healthcare 3,433.0 $220K 0.01% +212.0 +6.6% $64.02 +13.5%
509 CGIE CAPITAL GROUP 5,949.0 $219K 0.01% -828.0 -12.2% $36.78 +2.6%
510 AGG ISHARES CORE 2,199.0 $218K 0.01% $98.98 -1.7%
511 FIRST TRUST 9,090.0 $217K 0.01% NEW $23.85
512 XEL XCEL ENERGY Utilities 2,689.0 $216K 0.01% -832.0 -23.6% $80.30 -1.4%
513 KKR KKR & CO Financial Services 2,349.0 $216K 0.01% NEW $91.77 +16.8%
514 JNK STATE STREET 2,232.0 $215K 0.01% $96.36 -0.6%
515 FGD FIRST TRUST 6,664.0 $213K 0.01% +215.0 +3.3% $31.99 +10.2%
516 SDY STATE STREET SPDR S&P 1,398.0 $213K 0.01% -4K -72.2% $152.17 +3.6%
517 NXPI NXP SEMICONDUCTORS N V F Technology 749.0 $211K 0.01% -24.0 -3.1% $281.07 -18.7%
518 FFA FIRST TRUST Financial Services 9,374.0 $210K 0.01% NEW $22.36 +4.6%
519 PWRD TCW TR 1,689.0 $208K 0.01% NEW $122.97 -9.7%
520 NVO NOVO NORDISK Healthcare 4,320.0 $207K 0.01% NEW $47.94 -4.7%
Page 26 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%