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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 6 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VRSN VERISIGN INC Technology 988.0 $240K 0.07% NEW $242.95 +2.0%
102 MA MASTERCARD INCORPORATED Financial Services 414.0 $236K 0.07% NEW $571.16 -14.5%
103 WMB WILLIAMS COS INC Energy 3,869.0 $233K 0.07% NEW $60.11 +24.7%
104 HHH HOWARD HUGHES HOLDINGS INC Real Estate 2,874.0 $229K 0.07% NEW $79.77 -15.7%
105 DFCF DIMENSIONAL ETF TRUST 5,284.0 $225K 0.07% NEW $42.56 -1.2%
106 EVR EVERCORE INC Financial Services 652.0 $222K 0.07% NEW $340.25 +7.8%
107 COF CAPITAL ONE FINL CORP Financial Services 907.0 $220K 0.07% NEW $242.45 -18.4%
108 CEG CONSTELLATION ENERGY CORP Utilities 616.0 $218K 0.07% NEW $353.44 -23.5%
109 NI NISOURCE INC Utilities 5,213.0 $218K 0.07% NEW $41.76 +13.2%
110 MTZ MASTEC INC Industrials 1,000.0 $217K 0.07% NEW $217.37 +79.6%
111 CVS CVS HEALTH CORP Healthcare 2,733.0 $217K 0.07% NEW $79.35 +28.0%
112 FANG DIAMONDBACK ENERGY INC Energy 1,442.0 $217K 0.07% NEW $150.33 +25.0%
113 AYI ACUITY INC Industrials 601.0 $216K 0.07% NEW $360.04 -17.0%
114 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,445.0 $212K 0.06% NEW $146.58 -30.0%
115 EXPE EXPEDIA GROUP INC Consumer Cyclical 739.0 $209K 0.06% NEW $283.31 -13.5%
116 GM GENERAL MTRS CO Consumer Cyclical 2,565.0 $209K 0.06% NEW $81.31 -2.9%
117 SF STIFEL FINL CORP Financial Services 1,662.0 $208K 0.06% NEW $125.22 -41.3%
118 GWRE GUIDEWIRE SOFTWARE INC Technology 1,017.0 $204K 0.06% NEW $200.93 -45.4%
119 CI THE CIGNA GROUP Healthcare 741.0 $204K 0.06% NEW $275.23 +2.9%
120 BLACKROCK ETF TRUST 3,725.0 $204K 0.06% NEW $54.66
Page 6 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%