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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 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEE NEXTERA ENERGY INC Utilities 3,924.0 $344K 0.06% -435.0 -10.0% $87.77 -4.7%
82 IWD ISHARES TR 1,420.0 $344K 0.06% -12.0 -0.8% $242.50 +6.1%
83 GD GENERAL DYNAMICS CORP Industrials 964.0 $342K 0.06% -14.0 -1.4% $354.40 +8.4%
84 VV VANGUARD INDEX FDS 964.0 $332K 0.05% $343.91 +2.5%
85 AVIG AMERICAN CENTY ETF TR 7,722.0 $320K 0.05% $41.41 -1.7%
86 BSV VANGUARD BD INDEX FDS 3,987.0 $311K 0.05% $77.91 -0.4%
87 USB US BANCORP Financial Services 5,088.0 $307K 0.05% -104.0 -2.0% $60.40 +2.7%
88 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,015.0 $300K 0.05% $33.29 +31.2%
89 RTX RTX CORPORATION Industrials 1,540.0 $292K 0.05% $189.70 +10.7%
90 VONG VANGUARD SCOTTSDALE FDS 2,081.0 $266K 0.04% $127.81 -1.4%
91 TSLA TESLA INC Consumer Cyclical 570.0 $240K 0.04% +56.0 +10.9% $420.56 -13.7%
92 SOXX ISHARES TR 369.0 $236K 0.04% NEW $640.76 -18.8%
93 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 484.0 $231K 0.04% NEW $477.54 -12.3%
94 PG PROCTER & GAMBLE CO Consumer Defensive 1,571.0 $230K 0.04% -114.0 -6.8% $146.64 -1.3%
95 CSCO CISCO SYS INC Technology 1,931.0 $227K 0.04% NEW $117.44 -5.5%
96 NFLX NETFLIX INC. Communication Services 3,084.0 $220K 0.04% -489.0 -13.7% $71.40 +11.5%
97 AMAT APPLIED MATLS INC Technology 299.0 $216K 0.04% NEW $723.00 -31.9%
98 ESLT ELBIT SYS LTD Industrials 282.0 $214K 0.04% NEW $758.72 -2.3%
99 VRT VERTIV HOLDINGS CO Industrials 553.0 $185K 0.03% NEW $334.57 -21.7%
100 VZ VERIZON COMMUNICATIONS INC Communication Services 4,160.0 $176K 0.03% NEW $42.34 +16.8%
Page 5 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%