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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 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 3,300.0 $1.2M 0.19% -423.0 -11.4% $357.40 -3.5%
42 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,482.0 $1.1M 0.18% -19.0 -1.3% $746.85 +2.5%
43 VBR VANGUARD INDEX FDS 4,374.0 $1.1M 0.17% -351.0 -7.4% $243.00 +2.5%
44 MU MICRON TECHNOLOGY INC Technology 916.0 $1.1M 0.17% NEW $1153.96 -16.2%
45 GOOG ALPHABET INC 2,968.0 $1.0M 0.17% -533.0 -15.2% $353.31
46 IWV ISHARES TR 2,439.0 $1.0M 0.17% -13.0 -0.5% $426.42 +2.4%
47 DFNM DIMENSIONAL ETF TRUST 20,491.0 $990K 0.16% +2K +8.2% $48.34 -1.6%
48 JPM JPMORGAN CHASE & CO Financial Services 2,807.0 $919K 0.15% -463.0 -14.2% $327.33 +7.4%
49 AVUS AMERICAN CENTY ETF TR 7,049.0 $903K 0.15% +455.0 +6.9% $128.08 +2.0%
50 ITOT ISHARES TR 5,079.0 $834K 0.14% -172.0 -3.3% $164.27 +2.3%
51 BERKSHIRE HATHAWAY INC DEL 1,538.0 $770K 0.12% -199.0 -11.5% $500.38
52 UNH UNITEDHEALTH GROUP INC Healthcare 1,850.0 $769K 0.12% -117.0 -6.0% $415.63 -6.1%
53 CDNS CADENCE DESIGN SYSTEM INC Technology 2,001.0 $751K 0.12% -192.0 -8.8% $375.33 -15.0%
54 WRB BERKLEY W R CORP Financial Services 9,974.0 $703K 0.11% $70.53 -2.7%
55 DFAW DIMENSIONAL ETF TRUST 8,267.0 $684K 0.11% +4K +97.7% $82.79 +3.1%
56 IEFA ISHARES TR 6,876.0 $664K 0.11% -58.0 -0.8% $96.57 +4.4%
57 AMZN AMAZON COM INC Consumer Cyclical 2,712.0 $646K 0.10% -728.0 -21.2% $238.38 +8.5%
58 MA MASTERCARD INCORPORATED Financial Services 1,254.0 $644K 0.10% +723.0 +136.2% $513.60 +13.1%
59 IWM ISHARES TR 2,086.0 $627K 0.10% +75.0 +3.7% $300.45 -0.2%
60 GE GE AEROSPACE Industrials 1,629.0 $609K 0.10% -71.0 -4.2% $373.83 -6.8%
Page 3 of 7  ·  137 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%