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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 3 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ESGU ISHARES TR 7,827.0 $1.1M 0.33% -726.0 -8.5% $141.42 +13.6%
42 BLACKROCK ETF TRUST 15,650.0 $1.1M 0.32% -2K -11.1% $70.14
43 NVS NOVARTIS AG Healthcare 7,059.0 $1.1M 0.32% -849.0 -10.7% $152.75 +0.4%
44 CMCSA COMCAST CORP NEW Communication Services 36,719.0 $1.1M 0.31% +4K +12.9% $28.71 -20.6%
45 BDX BECTON DICKINSON & CO Healthcare 6,699.0 $1.1M 0.31% +1K +25.0% $157.23 -8.5%
46 V VISA INC Financial Services 3,101.0 $937K 0.28% +237.0 +8.3% $302.26 +8.7%
47 UNILEVER PLC 15,948.0 $909K 0.27% +1K +9.1% $56.97
48 GOOGL ALPHABET INC Communication Services 3,057.0 $879K 0.26% +178.0 +6.2% $287.55 +20.4%
49 MDT MEDTRONIC PLC Healthcare 9,794.0 $849K 0.25% +970.0 +11.0% $86.65 -6.9%
50 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,241.0 $807K 0.24% +215.0 +21.0% $650.26 +12.8%
51 DFAC DIMENSIONAL ETF TRUST 19,970.0 $776K 0.23% $38.86 +12.2%
52 SNY SANOFI SA Healthcare 15,866.0 $764K 0.22% +1K +8.4% $48.18 -13.7%
53 VTI VANGUARD INDEX FDS 2,258.0 $725K 0.21% +15.0 +0.7% $320.87 +13.3%
54 DSI ISHARES TR 5,950.0 $721K 0.21% -512.0 -7.9% $121.19 +14.8%
55 OMC OMNICOM GROUP INC Communication Services 9,358.0 $705K 0.21% +2K +23.2% $75.31 -3.1%
56 RTX RTX CORPORATION Industrials 3,600.0 $694K 0.20% $192.89 -3.4%
57 SUSC ISHARES TR 27,565.0 $638K 0.19% $23.14 -0.1%
58 QQQ INVESCO QQQ TR Financial Services 1,077.0 $621K 0.18% $576.97 +23.7%
59 FERG FERGUSON ENTERPRISES INC Industrials 2,641.0 $616K 0.18% NEW $233.30 +0.3%
60 VB VANGUARD INDEX FDS 2,344.0 $614K 0.18% $261.92 +12.6%
Page 3 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%