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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 7 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KMX CARMAX INC Consumer Cyclical 4,244.0 $224K 0.06% -8K -65.6% $52.89 +18.4%
122 MA MASTERCARD INCORPORATED Financial Services 434.0 $223K 0.06% +22.0 +5.3% $513.84 +15.2%
123 EPR EPR PPTYS Real Estate 3,796.0 $220K 0.06% NEW $58.02 +2.7%
124 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,166.0 $220K 0.06% NEW $188.34 -19.8%
125 EWBC EAST WEST BANCORP INC Financial Services 1,682.0 $217K 0.06% NEW $129.09 +0.4%
126 WWD WOODWARD INC Industrials 509.0 $217K 0.06% NEW $425.44 -18.6%
127 CBOE CBOE GLOBAL MKTS INC Financial Services 878.0 $213K 0.06% +92.0 +11.7% $242.79 +29.3%
128 INGR INGREDION INC Consumer Defensive 2,248.0 $213K 0.06% +17.0 +0.8% $94.71 +9.3%
129 APP APPLOVIN CORP Technology 400.0 $206K 0.05% NEW $515.23 -39.3%
130 CI THE CIGNA GROUP Healthcare 739.0 $204K 0.05% NEW $275.68 +0.7%
131 DCOR DIMENSIONAL ETF TRUST 2,460.0 $202K 0.05% NEW $81.98 +3.5%
Page 7 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%