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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 3 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GD GENERAL DYNAMICS CORP Industrials 3,467.0 $1.2M 0.32% +72.0 +2.1% $354.25 +7.3%
42 COP CONOCOPHILLIPS Energy 11,274.0 $1.2M 0.30% +274.0 +2.5% $103.96 +24.6%
43 MCK MCKESSON CORP Healthcare 1,540.0 $1.2M 0.30% -38.0 -2.4% $755.65 +17.8%
44 V VISA INC Financial Services 3,334.0 $1.1M 0.29% +233.0 +7.5% $343.12 +10.6%
45 NVS NOVARTIS AG Healthcare 7,155.0 $1.1M 0.29% +96.0 +1.4% $156.72 -1.3%
46 GOOGL ALPHABET INC Communication Services 3,040.0 $1.1M 0.28% -17.0 -0.6% $357.36 -4.7%
47 XOM EXXON MOBIL CORP Energy 7,316.0 $1.0M 0.26% +150.0 +2.1% $136.73 +14.4%
48 UNILEVER PLC 16,254.0 $977K 0.25% +306.0 +1.9% $60.12
49 MDT MEDTRONIC PLC Healthcare 11,949.0 $935K 0.24% +2K +22.0% $78.23 +15.0%
50 CMCSA COMCAST CORP NEW Communication Services 37,470.0 $920K 0.24% +751.0 +2.0% $24.55 +7.6%
51 DSI ISHARES TR 6,355.0 $905K 0.23% +405.0 +6.8% $142.39 +4.4%
52 DFAC DIMENSIONAL ETF TRUST 19,745.0 $876K 0.23% -225.0 -1.1% $44.36 +3.2%
53 BINC BLACKROCK ETF TRUST II 15,842.0 $829K 0.21% -37K -70.2% $52.34 -0.5%
54 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,092.0 $809K 0.21% +61.0 +3.0% $386.78 +3.2%
55 QQQ INVESCO QQQ TR Financial Services 1,077.0 $793K 0.20% $736.14 -2.0%
56 XLK SELECT SECTOR SPDR TR 3,943.0 $751K 0.19% $190.53 -1.0%
57 SPY STATE STR SPDR S&P 500 ETF T Financial Services 961.0 $717K 0.18% -280.0 -22.6% $746.50 +3.3%
58 USXF ISHARES TR 10,177.0 $707K 0.18% +441.0 +4.5% $69.45 -0.5%
59 OMC OMNICOM GROUP INC Communication Services 9,594.0 $699K 0.18% +236.0 +2.5% $72.83 +20.7%
60 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,532.0 $681K 0.17% NEW $123.10 +31.0%
Page 3 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%