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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 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NTRS NORTHERN TR CORP Financial Services 2,218.0 $310K 0.09% -209.0 -8.6% $139.57 +26.3%
22 APH AMPHENOL CORP Technology 2,450.0 $310K 0.09% -90.0 -3.5% $126.35 +25.6%
23 GLW CORNING INC Technology 2,062.0 $280K 0.08% -1K -34.6% $135.95 +42.8%
24 EMXC ISHARES INC 3,536.0 $278K 0.08% -1K -29.1% $78.65 +26.7%
25 WBD WARNER BROS DISCOVERY INC Communication Services 9,912.0 $272K 0.08% -2K -19.6% $27.46 -1.9%
26 ANET ARISTA NETWORKS INC Technology 2,188.0 $269K 0.08% -93.0 -4.1% $122.76 +32.1%
27 C CITIGROUP INC Financial Services 2,311.0 $262K 0.08% -109.0 -4.5% $113.40 +27.8%
28 EBAY EBAY INC. Consumer Cyclical 2,818.0 $257K 0.07% -6K -67.0% $91.02 +19.7%
29 ESGD ISHARES TR 2,620.0 $251K 0.07% -362.0 -12.1% $95.63 +6.0%
30 ICVT ISHARES TR 2,383.0 $243K 0.07% -2K -42.9% $101.79 +19.7%
Page 2 of 2  ·  30 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%