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Portfolio (Quarterly) Guide ↗

Keystone Financial Services

· CIK 0001865158
13F Portfolio $331M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 121 New
Page 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APH AMPHENOL CORP NEW Technology 2,540.0 $343K 0.10% NEW $135.14 +17.4%
82 ENB ENBRIDGE INC Energy 7,083.0 $339K 0.10% NEW $47.83 +16.5%
83 NTRS NORTHERN TR CORP Financial Services 2,427.0 $332K 0.10% NEW $136.59 +29.0%
84 QCOM QUALCOMM INC Technology 1,880.0 $322K 0.10% NEW $171.07 +19.3%
85 PEP PEPSICO INC Consumer Defensive 2,230.0 $320K 0.10% NEW $143.52 -1.0%
86 ANET ARISTA NETWORKS INC Technology 2,281.0 $299K 0.09% NEW $131.01 +23.8%
87 IQVIA HLDGS INC 1,302.0 $293K 0.09% NEW $225.41
88 WMG WARNER MUSIC GROUP CORP Communication Services 9,433.0 $289K 0.09% NEW $30.67 -10.4%
89 ESGD ISHARES TR 2,982.0 $284K 0.09% NEW $95.10 +6.6%
90 C CITIGROUP INC Financial Services 2,420.0 $282K 0.09% NEW $116.68 +24.2%
91 GLW CORNING INC Technology 3,153.0 $276K 0.08% NEW $87.55 +121.7%
92 YUMC YUM CHINA HLDGS INC Consumer Cyclical 5,686.0 $271K 0.08% NEW $47.74 -13.0%
93 AMG AFFILIATED MANAGERS GROUP IN Financial Services 932.0 $269K 0.08% NEW $288.28 +21.5%
94 APP APPLOVIN CORP Technology 395.0 $266K 0.08% NEW $673.51 -30.7%
95 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,284.0 $262K 0.08% NEW $49.65 -28.9%
96 SOFI SOFI TECHNOLOGIES INC Financial Services 9,945.0 $260K 0.08% NEW $26.18 -34.0%
97 EVUS ISHARES TR 8,033.0 $257K 0.08% NEW $32.04 +8.9%
98 SPDW SPDR INDEX SHS FDS 5,718.0 $254K 0.08% NEW $44.41 +11.7%
99 INGR INGREDION INC Consumer Defensive 2,228.0 $246K 0.07% NEW $110.26 -11.1%
100 NFG NATIONAL FUEL GAS CO Energy 3,012.0 $241K 0.07% NEW $80.06 -3.7%
Page 5 of 7  ·  121 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 32.1%
Technology 18.1%
Communication Services 15.2%
Healthcare 10.2%
Consumer Cyclical 9.2%
Industrials 5.0%
Energy 4.8%
Consumer Defensive 4.3%
Utilities 0.8%
Real Estate 0.4%