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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 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CL COLGATE PALMOLIVE CO Consumer Defensive 211.0 $19K 0.00% NEW $91.68 -0.7%
122 PNC PNC FINL SVCS GROUP INC Financial Services 71.0 $17K 0.00% NEW $246.11 -1.2%
123 MRSH MARSH & MCLENNAN COS INC Financial Services 94.0 $16K 0.00% NEW $166.67 +15.2%
124 LVS LAS VEGAS SANDS CORP Consumer Cyclical 300.0 $14K 0.00% NEW $46.19 +1.8%
125 AMP AMERIPRISE FINL INC Financial Services 17.0 $8K 0.00% NEW $458.76 +21.1%
126 PH PARKER-HANNIFIN CORP Industrials 7.0 $7K 0.00% NEW $978.14 +2.4%
127 EVR EVERCORE INC Financial Services 16.0 $5K 0.00% NEW $341.44 -14.5%
128 QCOM QUALCOMM INC Technology 28.0 $5K 0.00% NEW $184.79 -13.0%
129 EOG EOG RES INC Energy 32.0 $4K 0.00% NEW $129.72 +18.0%
130 ITT ITT INC Industrials 13.0 $3K NEW $197.77 +5.2%
131 COF CAPITAL ONE FINL CORP Financial Services 11.0 $2K NEW $200.64 +8.6%
132 SNOW SNOWFLAKE INC Technology 7.0 $2K NEW $254.57 +30.7%
133 JCI JOHNSON CONTROLS INTERNATION Industrials 2.0 $330.0 NEW $165.00 -13.3%
134 GM GENERAL MTRS CO Consumer Cyclical 3.0 $231.0 NEW $77.00 +14.2%
135 SRE SEMPRA Utilities 2.0 $140.0 NEW $70.00 +18.4%
136 PCG PG&E CORP Utilities 6.0 $108.0 NEW $18.00 -2.2%
137 EIX EDISON INTL Utilities 1.0 $79.0 NEW $79.00 -9.4%
Page 7 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%