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Portfolio (Quarterly) Guide ↗

Keudell/Morrison Wealth Management

· CIK 0001785498
13F Portfolio $489M AUM 245 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 89 Added 88 Reduced 16 Exited
Page 12 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,410.0 $222K 0.04% $157.28 -0.8%
222 COP CONOCOPHILLIPS Energy 1,656.0 $219K 0.04% NEW $132.00 -5.7%
223 MFC MANULIFE FINL CORP Financial Services 6,341.0 $218K 0.04% -510.0 -7.4% $34.44 +11.0%
224 VKTX VIKING THERAPEUTICS INC Healthcare 6,650.0 $216K 0.04% +700.0 +11.8% $32.54 -11.8%
225 SLV ISHARES SILVER TR Financial Services 3,165.0 $216K 0.04% -400.0 -11.2% $68.14 -1.8%
226 JMST J P MORGAN EXCHANGE TRADED F 4,205.0 $214K 0.04% -23K -84.6% $50.98 -0.2%
227 LIN LINDE PLC Basic Materials 430.0 $213K 0.04% NEW $495.76 +3.0%
228 PGF INVESCO EXCHANGE TRADED FD T 15,278.0 $210K 0.04% NEW $13.76 -0.1%
229 ISRG INTUITIVE SURGICAL INC Healthcare 456.0 $210K 0.04% -61.0 -11.8% $460.99 -4.6%
230 EQIN COLUMBIA ETF TR I 4,250.0 $209K 0.04% -1K -20.4% $49.15 +2.2%
231 SCHW SCHWAB CHARLES CORP Financial Services 2,221.0 $209K 0.04% -87.0 -3.8% $93.98 -1.7%
232 IBB ISHARES TR 1,235.0 $209K 0.04% NEW $168.85 -2.8%
233 NSC NORFOLK SOUTHN CORP Industrials 719.0 $206K 0.04% $287.00 +11.5%
234 PSX PHILLIPS 66 Energy 1,125.0 $205K 0.04% NEW $182.18 -1.3%
235 CVS CVS HEALTH CORP Healthcare 2,852.0 $205K 0.04% +34.0 +1.2% $71.82 +33.7%
236 COLB COLUMBIA BKG SYS INC Financial Services 7,443.0 $204K 0.04% $27.43 +5.8%
237 XLI SELECT SECTOR SPDR TR 1,245.0 $201K 0.04% NEW $161.73 +4.3%
238 HBAN HUNTINGTON BANCSHARES INC Financial Services 12,068.0 $189K 0.04% -133.0 -1.1% $15.65 -0.5%
239 F FORD MTR CO Consumer Cyclical 12,709.0 $147K 0.03% $11.54 +12.9%
240 SMR NUSCALE PWR CORP Utilities 10,909.0 $118K 0.02% NEW $10.84 -3.3%
Page 12 of 13  ·  245 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 26.0%
Healthcare 14.7%
Financial Services 12.4%
Communication Services 10.4%
Energy 8.6%
Consumer Cyclical 8.3%
Industrials 7.8%
Consumer Defensive 6.4%
Utilities 2.6%
Real Estate 2.1%