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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 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CENCORA INC 1,082.0 $340K 0.10% +21.0 +2.0% $314.14
82 EVUS ISHARES TR 10,649.0 $339K 0.10% +3K +32.6% $31.83 +9.6%
83 MTZ MASTEC INC Industrials 1,032.0 $332K 0.10% +32.0 +3.2% $321.74 +21.4%
84 NTRS NORTHERN TR CORP Financial Services 2,218.0 $310K 0.09% -209.0 -8.6% $139.57 +26.3%
85 APH AMPHENOL CORP Technology 2,450.0 $310K 0.09% -90.0 -3.5% $126.35 +25.6%
86 YUMC YUM CHINA HLDGS INC Consumer Cyclical 6,218.0 $303K 0.09% +532.0 +9.4% $48.78 -14.9%
87 FANG DIAMONDBACK ENERGY INC Energy 1,528.0 $302K 0.09% +86.0 +6.0% $197.79 -5.0%
88 DMXF ISHARES TR 3,847.0 $290K 0.09% NEW $75.45 +10.0%
89 GLW CORNING INC Technology 2,062.0 $280K 0.08% -1K -34.6% $135.95 +42.8%
90 EMXC ISHARES INC 3,536.0 $278K 0.08% -1K -29.1% $78.65 +26.7%
91 WBD WARNER BROS DISCOVERY INC Communication Services 9,912.0 $272K 0.08% -2K -19.6% $27.46 -1.9%
92 QCOM QUALCOMM INC Technology 2,093.0 $270K 0.08% +213.0 +11.3% $128.80 +58.5%
93 ANET ARISTA NETWORKS INC Technology 2,188.0 $269K 0.08% -93.0 -4.1% $122.76 +32.1%
94 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,158.0 $267K 0.08% +419.0 +56.7% $230.89 +6.1%
95 AMG AFFILIATED MANAGERS GROUP Financial Services 961.0 $266K 0.08% +29.0 +3.1% $276.70 +26.6%
96 HWM HOWMET AEROSPACE INC Industrials 1,152.0 $266K 0.08% NEW $230.54 +19.3%
97 C CITIGROUP INC Financial Services 2,311.0 $262K 0.08% -109.0 -4.5% $113.40 +27.8%
98 SPDW SPDR INDEX SHS FDS 5,718.0 $261K 0.08% $45.65 +8.7%
99 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 3,211.0 $261K 0.08% +562.0 +21.2% $81.23 +1.0%
100 EBAY EBAY INC. Consumer Cyclical 2,818.0 $257K 0.07% -6K -67.0% $91.02 +19.7%
Page 5 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%