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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 4 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTI VANGUARD INDEX FDS 1,833.0 $678K 0.17% -425.0 -18.8% $370.13 +2.8%
62 RTX RTX CORPORATION Industrials 3,536.0 $671K 0.17% -64.0 -1.8% $189.73 +11.8%
63 VB VANGUARD INDEX FDS 2,128.0 $645K 0.17% -216.0 -9.2% $303.12 +0.4%
64 FERG FERGUSON ENTERPRISES INC Industrials 2,696.0 $640K 0.17% +55.0 +2.1% $237.37 -1.7%
65 AMRIZE LTD 11,021.0 $587K 0.15% +205.0 +1.9% $53.30
66 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,218.0 $582K 0.15% -58.0 -4.5% $477.69 -10.5%
67 SUSC ISHARES TR 23,977.0 $555K 0.14% -4K -13.0% $23.15 -1.6%
68 AON AON PLC Financial Services 1,588.0 $527K 0.14% +135.0 +9.3% $331.69 +5.4%
69 DFAX DIMENSIONAL ETF TRUST 14,202.0 $523K 0.14% $36.84 +4.3%
70 TLT ISHARES TR 5,979.0 $517K 0.13% +397.0 +7.1% $86.42 -3.8%
71 ORCL ORACLE CORP Technology 3,469.0 $508K 0.13% +82.0 +2.4% $146.56 +3.7%
72 IYW ISHARES TR 1,920.0 $484K 0.12% -25.0 -1.3% $252.19 +0.6%
73 ESGE ISHARES INC 8,577.0 $469K 0.12% -1K -14.8% $54.69 -0.6%
74 SYSB ISHARES TR 5,243.0 $465K 0.12% -149.0 -2.8% $88.72 -1.3%
75 EAGG ISHARES TR 9,547.0 $453K 0.12% NEW $47.41 -1.2%
76 OEF ISHARES TR 1,234.0 $452K 0.12% -66.0 -5.1% $366.03 +4.1%
77 GLW CORNING INC Technology 1,738.0 $444K 0.11% -324.0 -15.7% $255.38 -40.2%
78 IAGG ISHARES TR 8,421.0 $426K 0.11% -103K -92.4% $50.60 -1.6%
79 EVUS ISHARES TR 11,932.0 $419K 0.11% +1K +12.1% $35.11 +6.3%
80 SNDK SANDISK CORP Technology 176.0 $400K 0.10% NEW $2273.73 -34.7%
Page 4 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%