Portfolio (Quarterly) Guide ↗

Keener Financial Planning LLC

· CIK 0002004495

13F Portfolio $238M AUM 58 positions Filed May 1, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 16 Added 13 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GBCI	GLACIER BANCORP INC NEW	Financial Services	4,945	$217K	0.09%	SOLD
2	EXPE	EXPEDIA GROUP INC	Consumer Cyclical	750	$212K	0.09%	SOLD

Sector Allocation

Technology 47.2%

Energy 25.4%

Financial Services 7.6%

Healthcare 6.6%

Communication Services 5.1%

Consumer Defensive 4.3%

Industrials 2.1%

Consumer Cyclical 1.7%