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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
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,218.0 $582K 0.15% -58.0 -4.5% $477.69 -10.5%
22 SUSC ISHARES TR 23,977.0 $555K 0.14% -4K -13.0% $23.15 -1.6%
23 IYW ISHARES TR 1,920.0 $484K 0.12% -25.0 -1.3% $252.19 +0.6%
24 ESGE ISHARES INC 8,577.0 $469K 0.12% -1K -14.8% $54.69 -0.6%
25 SYSB ISHARES TR 5,243.0 $465K 0.12% -149.0 -2.8% $88.72 -1.3%
26 OEF ISHARES TR 1,234.0 $452K 0.12% -66.0 -5.1% $366.03 +4.1%
27 GLW CORNING INC Technology 1,738.0 $444K 0.11% -324.0 -15.7% $255.38 -40.2%
28 IAGG ISHARES TR 8,421.0 $426K 0.11% -103K -92.4% $50.60 -1.6%
29 MTZ MASTEC INC Industrials 897.0 $373K 0.10% -135.0 -13.1% $416.06 -39.6%
30 WDC WESTERN DIGITAL CORP Technology 572.0 $365K 0.09% -177.0 -23.6% $638.28 -27.6%
31 NTRS NORTHERN TR CORP Financial Services 2,057.0 $358K 0.09% -161.0 -7.3% $173.84 +7.2%
32 APH AMPHENOL CORP Technology 1,939.0 $342K 0.09% -511.0 -20.9% $176.32 -8.5%
33 QCOM QUALCOMM INC Technology 1,847.0 $341K 0.09% -246.0 -11.8% $184.82 -10.8%
34 ANET ARISTA NETWORKS INC Technology 2,008.0 $341K 0.09% -180.0 -8.2% $169.85 +18.4%
35 VOO VANGUARD INDEX FDS 432.0 $297K 0.08% -504.0 -53.9% $686.87 +3.2%
36 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,112.0 $285K 0.07% -46.0 -4.0% $255.88 +24.6%
37 C CITIGROUP INC Financial Services 2,011.0 $281K 0.07% -300.0 -13.0% $139.94 -5.2%
38 EME EMCOR GROUP INC Industrials 304.0 $252K 0.07% -18.0 -5.6% $829.88 -6.6%
39 VRSN VERISIGN INC Technology 972.0 $245K 0.06% -16.0 -1.6% $251.56 +17.2%
40 KMX CARMAX INC Consumer Cyclical 4,244.0 $224K 0.06% -8K -65.6% $52.89 +18.4%
Page 2 of 2  ·  40 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 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%