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Portfolio (Quarterly) Guide ↗

KEB ASSET MANAGEMENT, LLC

· CIK 0001903035
13F Portfolio $618M AUM 137 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 44 New 38 Added 41 Reduced 7 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GM GENERAL MTRS CO Consumer Cyclical 3.0 $231.0 NEW $77.00 +14.2%
42 SRE SEMPRA Utilities 2.0 $140.0 NEW $70.00 +18.4%
43 PCG PG&E CORP Utilities 6.0 $108.0 NEW $18.00 -2.2%
44 EIX EDISON INTL Utilities 1.0 $79.0 NEW $79.00 -9.4%
Page 3 of 3  ·  44 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
Consumer Defensive 33.6%
Technology 19.3%
Industrials 10.7%
Financial Services 10.5%
Communication Services 8.5%
Healthcare 5.6%
Utilities 5.2%
Energy 4.6%
Consumer Cyclical 1.9%
Basic Materials 0.2%