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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 13 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RIG TRANSOCEAN LTD Energy 10,000.0 $66K 0.01% $6.63 +14.3%
242 TE T1 ENERGY INC Industrials 13,382.0 $59K 0.01% NEW $4.39 +59.5%
243 ALT ALTIMMUNE INC Healthcare 18,500.0 $57K 0.01% $3.08 -11.0%
244 RCS PIMCO STRATEGIC INCOME FD Financial Services 10,000.0 $54K 0.01% $5.36 -1.3%
245 WHEELS UP EXPERIENCE INC 16,962.0 $9K 0.00% NEW $0.52
Page 13 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%