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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 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & CO Healthcare 476.0 $571K 0.09% +17.0 +3.7% $1199.43 +4.6%
62 VB VANGUARD INDEX FDS 1,849.0 $560K 0.09% -485.0 -20.8% $303.07 +0.6%
63 DFLV DIMENSIONAL ETF TRUST 13,879.0 $549K 0.09% +3K +26.9% $39.54 +6.2%
64 AVRE AMERICAN CENTY ETF TR 11,555.0 $547K 0.09% +236.0 +2.1% $47.38 +1.9%
65 MGK VANGUARD WORLD FD 6,175.0 $543K 0.09% +5K +400.0% $87.91 +1.2%
66 ABBV ABBVIE INC Healthcare 2,146.0 $540K 0.09% +356.0 +19.9% $251.64 +5.3%
67 UNP UNION PAC CORP Industrials 1,944.0 $529K 0.09% -23.0 -1.2% $272.00 +13.3%
68 NVDA NVIDIA CORPORATION Technology 2,637.0 $528K 0.09% -321.0 -10.8% $200.07 +7.3%
69 QQQ INVESCO QQQ TR Financial Services 650.0 $479K 0.08% -85.0 -11.6% $736.83 -3.2%
70 VGT VANGUARD WORLD FD 3,988.0 $477K 0.08% +3K +699.2% $119.52 -0.9%
71 IBM INTERNATIONAL BUSINESS MACHS Technology 1,658.0 $466K 0.07% -247.0 -13.0% $281.14 -16.2%
72 AVDE AMERICAN CENTY ETF TR 5,071.0 $452K 0.07% +1K +25.7% $89.20 +5.7%
73 HEICO CORP NEW 1,752.0 $452K 0.07% -17.0 -1.0% $257.84
74 GEV GE VERNOVA INC Utilities 381.0 $448K 0.07% -131.0 -25.6% $1175.08 -18.6%
75 JNJ JOHNSON & JOHNSON Healthcare 1,642.0 $417K 0.07% -296.0 -15.3% $253.95 +6.4%
76 V VISA INC Financial Services 1,204.0 $413K 0.07% -154.0 -11.3% $343.05 +8.2%
77 ABT ABBOTT LABORATORIES Healthcare 4,039.0 $366K 0.06% $90.74 +28.5%
78 BP BP PLC Energy 9,813.0 $363K 0.06% +201.0 +2.1% $36.95 +21.1%
79 IVLU ISHARES TR 8,523.0 $356K 0.06% NEW $41.82 +6.3%
80 SO SOUTHERN CO Utilities 3,604.0 $345K 0.06% -29.0 -0.8% $95.72 -7.1%
Page 4 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%