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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 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 6,587.0 $3.3M 0.85% +101.0 +1.6% $500.41
22 JPM JPMORGAN CHASE & CO Financial Services 8,929.0 $2.9M 0.75% +80.0 +0.9% $327.31 +8.2%
23 AMAT APPLIED MATLS INC Technology 3,957.0 $2.9M 0.74% -731.0 -15.6% $723.09 -33.3%
24 AVGO BROADCOM INC Technology 6,413.0 $2.4M 0.62% +1K +28.4% $377.75 -1.6%
25 BKNG BOOKING HOLDINGS INC Consumer Cyclical 12,793.0 $2.3M 0.59% +12K +2554.2% $178.24 +13.6%
26 IAU ISHARES GOLD TR Financial Services 28,905.0 $2.2M 0.56% +3K +12.6% $75.51 +14.7%
27 PM PHILIP MORRIS INTL INC Consumer Defensive 11,488.0 $2.1M 0.54% -2K -11.7% $180.91 +5.3%
28 META META PLATFORMS INC Communication Services 3,618.0 $2.0M 0.53% +78.0 +2.2% $563.26 +1.4%
29 SCHW SCHWAB CHARLES CORP Financial Services 22,065.0 $2.0M 0.52% +388.0 +1.8% $92.27 +17.1%
30 AMZN AMAZON COM INC Consumer Cyclical 8,286.0 $2.0M 0.51% +578.0 +7.5% $238.34 +7.5%
31 MSFT MICROSOFT CORP Technology 5,198.0 $1.9M 0.50% +286.0 +5.8% $373.05 +35.4%
32 QUAL ISHARES TR 7,419.0 $1.6M 0.42% -51K -87.3% $219.43 +2.4%
33 BK BANK OF NY MELLON CORP Financial Services 10,462.0 $1.5M 0.39% $144.61 -0.6%
34 WFC WELLS FARGO & CO Financial Services 18,117.0 $1.5M 0.39% +384.0 +2.2% $82.64 +2.8%
35 ADI ANALOG DEVICES INC Technology 3,724.0 $1.5M 0.38% $397.12 -5.7%
36 AAPL APPLE INC Technology 5,094.0 $1.5M 0.38% +114.0 +2.3% $289.38 +8.7%
37 MUB ISHARES TR 13,128.0 $1.4M 0.36% +902.0 +7.4% $107.62 -2.1%
38 ESGU ISHARES TR 8,281.0 $1.4M 0.35% +454.0 +5.8% $163.67 +3.4%
39 BDX BECTON DICKINSON & CO Healthcare 8,902.0 $1.3M 0.35% +2K +32.9% $151.33 +24.3%
40 BLACKROCK ETF TRUST 16,608.0 $1.3M 0.34% +958.0 +6.1% $80.16
Page 2 of 7  ·  131 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%