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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 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BINC BLACKROCK ETF TRUST II 53,254.0 $2.8M 0.81% -16K -23.4% $51.93 +0.7%
22 JPM JPMORGAN CHASE & CO Financial Services 8,849.0 $2.6M 0.76% $294.16 +13.6%
23 IAU ISHARES GOLD TR Financial Services 25,673.0 $2.3M 0.66% -40K -60.6% $88.16 -12.3%
24 PM PHILIP MORRIS INTL INC Consumer Defensive 13,005.0 $2.2M 0.63% +1K +8.6% $165.33 +8.1%
25 SCHW SCHWAB CHARLES CORP Financial Services 21,677.0 $2.0M 0.60% +2K +7.5% $93.98 -0.9%
26 BKNG BOOKING HOLDINGS INC Consumer Cyclical 482.0 $2.0M 0.59% +121.0 +33.5% $4206.10 -96.0%
27 META META PLATFORMS INC Communication Services 3,540.0 $2.0M 0.59% +199.0 +6.0% $572.10 -1.7%
28 MSFT MICROSOFT CORP Technology 4,912.0 $1.8M 0.53% +780.0 +18.9% $370.19 +1.0%
29 AMZN AMAZON COM INC Consumer Cyclical 7,708.0 $1.6M 0.47% +3K +68.9% $208.27 +12.4%
30 AMAT APPLIED MATLS INC Technology 4,688.0 $1.6M 0.47% -189.0 -3.9% $341.83 +71.4%
31 AVGO BROADCOM INC Technology 4,995.0 $1.5M 0.45% +401.0 +8.7% $309.49 +22.8%
32 COP CONOCOPHILLIPS Energy 11,000.0 $1.5M 0.43% +1K +11.2% $132.00 -16.7%
33 WFC WELLS FARGO & CO Financial Services 17,733.0 $1.4M 0.41% -995.0 -5.3% $79.61 +5.7%
34 MCK MCKESSON CORP Healthcare 1,578.0 $1.4M 0.40% +110.0 +7.5% $865.40 -11.7%
35 MUB ISHARES TR 12,226.0 $1.3M 0.38% -118.0 -1.0% $106.15 +1.0%
36 AAPL APPLE INC Technology 4,980.0 $1.3M 0.37% +85.0 +1.7% $253.80 +16.0%
37 BK BANK NEW YORK MELLON CORP Financial Services 10,438.0 $1.2M 0.36% -211.0 -2.0% $118.63 +19.6%
38 XOM EXXON MOBIL CORP Energy 7,166.0 $1.2M 0.36% +615.0 +9.4% $169.66 -17.6%
39 ADI ANALOG DEVICES INC Technology 3,710.0 $1.2M 0.35% -345.0 -8.5% $318.17 +28.1%
40 GD GENERAL DYNAMICS CORP Industrials 3,395.0 $1.2M 0.34% +318.0 +10.3% $343.20 +2.1%
Page 2 of 6  ·  119 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%