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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 6 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EXPD EXPEDITORS INTL WASH INC Industrials 1,775.0 $289K 0.07% NEW $163.01 +17.0%
102 SPDW SPDR INDEX SHS FDS 5,718.0 $288K 0.07% $50.39 +3.3%
103 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,112.0 $285K 0.07% -46.0 -4.0% $255.88 +24.6%
104 C CITIGROUP INC Financial Services 2,011.0 $281K 0.07% -300.0 -13.0% $139.94 -5.2%
105 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 3,264.0 $275K 0.07% +53.0 +1.6% $84.21 -8.8%
106 FANG DIAMONDBACK ENERGY INC Energy 1,547.0 $272K 0.07% +19.0 +1.2% $175.78 +14.1%
107 NI NISOURCE INC Utilities 5,695.0 $271K 0.07% +290.0 +5.4% $47.55 -13.9%
108 WBD WARNER BROS DISCOVERY INC Communication Services 9,912.0 $264K 0.07% $26.66 +8.3%
109 ARW ARROW ELECTRS INC Technology 1,234.0 $263K 0.07% NEW $213.41 -2.1%
110 WMG WARNER MUSIC GROUP CORP Communication Services 9,559.0 $259K 0.07% +82.0 +0.9% $27.07 +4.1%
111 LFUS LITTELFUSE INC Technology 566.0 $258K 0.07% NEW $455.33 -7.5%
112 YUMC YUM CHINA HLDGS INC Consumer Cyclical 6,232.0 $255K 0.07% $40.87 +9.9%
113 EME EMCOR GROUP INC Industrials 304.0 $252K 0.07% -18.0 -5.6% $829.88 -6.6%
114 CRUS CIRRUS LOGIC INC Technology 1,695.0 $252K 0.07% $148.53 -25.3%
115 WPC WP CAREY INC Real Estate 3,477.0 $249K 0.06% NEW $71.50 -1.6%
116 VRSN VERISIGN INC Technology 972.0 $245K 0.06% -16.0 -1.6% $251.56 +17.2%
117 XLI SELECT SECTOR SPDR TR 1,285.0 $238K 0.06% $185.23 -3.5%
118 DFCF DIMENSIONAL ETF TRUST 5,460.0 $230K 0.06% +109.0 +2.0% $42.21 -1.3%
119 NVT NVENT ELEC PLC Industrials 1,347.0 $228K 0.06% NEW $169.61 -8.3%
120 FTCB FIRST TR EXCHANGE-TRADED FD 10,914.0 $228K 0.06% +929.0 +9.3% $20.86 -1.3%
Page 6 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%