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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 5 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TMO THERMO FISHER SCIENTIFIC INC Healthcare 749.0 $375K 0.10% NEW $501.19 +25.8%
82 MTZ MASTEC INC Industrials 897.0 $373K 0.10% -135.0 -13.1% $416.06 -39.6%
83 ACN ACCENTURE PLC IRELAND Technology 2,969.0 $369K 0.10% +663.0 +28.8% $124.44 +50.6%
84 WDC WESTERN DIGITAL CORP Technology 572.0 $365K 0.09% -177.0 -23.6% $638.28 -27.6%
85 EMXC ISHARES INC 3,529.0 $361K 0.09% $102.30 -3.1%
86 DMXF ISHARES TR 4,255.0 $360K 0.09% +408.0 +10.6% $84.60 +2.8%
87 RTO RENTOKIL INITIAL PLC Industrials 12,516.0 $358K 0.09% +121.0 +1.0% $28.61 -18.0%
88 NTRS NORTHERN TR CORP Financial Services 2,057.0 $358K 0.09% -161.0 -7.3% $173.84 +7.2%
89 ENB ENBRIDGE INC Energy 6,466.0 $351K 0.09% $54.21 -7.9%
90 APH AMPHENOL CORP Technology 1,939.0 $342K 0.09% -511.0 -20.9% $176.32 -8.5%
91 QCOM QUALCOMM INC Technology 1,847.0 $341K 0.09% -246.0 -11.8% $184.82 -10.8%
92 ANET ARISTA NETWORKS INC Technology 2,008.0 $341K 0.09% -180.0 -8.2% $169.85 +18.4%
93 PEP PEPSICO INC Consumer Defensive 2,481.0 $336K 0.09% +50.0 +2.1% $135.40 +3.2%
94 ALLE ALLEGION PLC Industrials 2,385.0 $335K 0.09% $140.49 +13.7%
95 HWM HOWMET AEROSPACE INC Industrials 1,212.0 $326K 0.08% +60.0 +5.2% $268.95 -0.5%
96 AMG AFFILIATED MANAGERS GROUP Financial Services 957.0 $324K 0.08% $338.40 +9.5%
97 STIP ISHARES TR 3,117.0 $318K 0.08% NEW $102.16 -1.2%
98 EBAY EBAY INC. Consumer Cyclical 2,818.0 $315K 0.08% $111.75 -8.5%
99 VOO VANGUARD INDEX FDS 432.0 $297K 0.08% -504.0 -53.9% $686.87 +3.2%
100 IQVIA HLDGS INC 1,512.0 $292K 0.07% +27.0 +1.8% $193.22
Page 5 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%