BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Keystone Financial Services

· CIK 0001865158
13F Portfolio $341M AUM 259 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 53 Added 30 Reduced 19 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COP CONOCOPHILLIPS Energy 11,000.0 $1.5M 0.43% +1K +11.2% $132.00 -16.7%
22 MCK MCKESSON CORP Healthcare 1,578.0 $1.4M 0.40% +110.0 +7.5% $865.40 -11.7%
23 AAPL APPLE INC Technology 4,980.0 $1.3M 0.37% +85.0 +1.7% $253.80 +16.0%
24 XOM EXXON MOBIL CORP Energy 7,166.0 $1.2M 0.36% +615.0 +9.4% $169.66 -18.4%
25 GD GENERAL DYNAMICS CORP Industrials 3,395.0 $1.2M 0.34% +318.0 +10.3% $343.20 +2.1%
26 CMCSA COMCAST CORP NEW Communication Services 36,719.0 $1.1M 0.31% +4K +12.9% $28.71 -20.6%
27 BDX BECTON DICKINSON & CO Healthcare 6,699.0 $1.1M 0.31% +1K +25.0% $157.23 -8.5%
28 V VISA INC Financial Services 3,101.0 $937K 0.28% +237.0 +8.3% $302.26 +8.1%
29 UNILEVER PLC 15,948.0 $909K 0.27% +1K +9.1% $56.97
30 GOOGL ALPHABET INC Communication Services 3,057.0 $879K 0.26% +178.0 +6.2% $287.55 +20.4%
31 MDT MEDTRONIC PLC Healthcare 9,794.0 $849K 0.25% +970.0 +11.0% $86.65 -6.9%
32 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,241.0 $807K 0.24% +215.0 +21.0% $650.26 +12.8%
33 SNY SANOFI SA Healthcare 15,866.0 $764K 0.22% +1K +8.4% $48.18 -13.7%
34 VTI VANGUARD INDEX FDS 2,258.0 $725K 0.21% +15.0 +0.7% $320.87 +13.3%
35 OMC OMNICOM GROUP INC Communication Services 9,358.0 $705K 0.21% +2K +23.2% $75.31 -3.1%
36 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,031.0 $595K 0.17% +400.0 +24.5% $292.77 +35.0%
37 KMX CARMAX INC Consumer Cyclical 12,325.0 $512K 0.15% +777.0 +6.7% $41.58 +24.8%
38 ESGE ISHARES INC 10,062.0 $458K 0.13% +455.0 +4.7% $45.47 +17.9%
39 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,276.0 $431K 0.13% +22.0 +1.8% $338.03 +29.1%
40 PEP PEPSICO INC Consumer Defensive 2,431.0 $378K 0.11% +201.0 +9.0% $155.29 -8.5%
Page 2 of 3  ·  53 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
Financial Services 25.6%
Technology 19.4%
Communication Services 15.1%
Healthcare 10.8%
Consumer Cyclical 9.6%
Industrials 7.4%
Energy 6.1%
Consumer Defensive 5.5%
Utilities 0.5%