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Portfolio (Quarterly) Guide ↗

Keystone Financial Services

· CIK 0001865158
13F Portfolio $388M AUM 283 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 56 Added 40 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BLACKROCK ETF TRUST 239,879.0 $8.8M 2.26% NEW $36.60
2 IALT BLACKROCK ETF TRUST 189,907.0 $5.3M 1.37% NEW $28.05 +3.6%
3 GGOV BLACKROCK ETF TRUST II 82,178.0 $4.1M 1.06% NEW $50.29 -0.1%
4 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,532.0 $681K 0.17% NEW $123.10 +31.0%
5 EAGG ISHARES TR 9,547.0 $453K 0.12% NEW $47.41 -1.2%
6 SNDK SANDISK CORP Technology 176.0 $400K 0.10% NEW $2273.73 -34.7%
7 TMO THERMO FISHER SCIENTIFIC INC Healthcare 749.0 $375K 0.10% NEW $501.19 +25.8%
8 STIP ISHARES TR 3,117.0 $318K 0.08% NEW $102.16 -1.2%
9 EXPD EXPEDITORS INTL WASH INC Industrials 1,775.0 $289K 0.07% NEW $163.01 +17.0%
10 ARW ARROW ELECTRS INC Technology 1,234.0 $263K 0.07% NEW $213.41 -2.1%
11 LFUS LITTELFUSE INC Technology 566.0 $258K 0.07% NEW $455.33 -7.5%
12 WPC WP CAREY INC Real Estate 3,477.0 $249K 0.06% NEW $71.50 -1.6%
13 NVT NVENT ELEC PLC Industrials 1,347.0 $228K 0.06% NEW $169.61 -8.3%
14 EPR EPR PPTYS Real Estate 3,796.0 $220K 0.06% NEW $58.02 +2.7%
15 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,166.0 $220K 0.06% NEW $188.34 -19.8%
16 EWBC EAST WEST BANCORP INC Financial Services 1,682.0 $217K 0.06% NEW $129.09 +0.4%
17 WWD WOODWARD INC Industrials 509.0 $217K 0.06% NEW $425.44 -18.6%
18 APP APPLOVIN CORP Technology 400.0 $206K 0.05% NEW $515.23 -39.3%
19 CI THE CIGNA GROUP Healthcare 739.0 $204K 0.05% NEW $275.68 +0.7%
20 DCOR DIMENSIONAL ETF TRUST 2,460.0 $202K 0.05% NEW $81.98 +3.5%

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 26.6%
Technology 25.6%
Healthcare 10.1%
Consumer Cyclical 9.5%
Communication Services 8.9%
Industrials 8.7%
Energy 4.7%
Consumer Defensive 4.5%
Real Estate 0.8%
Utilities 0.5%