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Portfolio (Quarterly) Guide ↗

KEYNOTE FINANCIAL SERVICES LLC

· CIK 0002026127
13F Portfolio $214M AUM 185 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 46 Added 69 Reduced 8 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COLD AMERICOLD REALTY TRUST Real Estate 19,871.0 $312K 0.15% +4K +28.1% $15.72 -6.2%
42 NDAQ NASDAQ INC Financial Services 3,443.0 $271K 0.13% +18.0 +0.5% $78.82 +23.8%
43 SOUN SOUNDHOUND AI INC Technology 40,588.0 $263K 0.12% +3K +8.8% $6.47 +5.9%
44 PATH UIPATH INC Technology 20,641.0 $224K 0.10% +2K +8.3% $10.87 +66.9%
45 GPK GRAPHIC PACKAGING HOLDING COMPANY Consumer Cyclical 12,014.0 $127K 0.06% +507.0 +4.4% $10.57 +2.6%
46 CELULARITY INC 29,920.0 $18K 0.01% +600.0 +2.0% $0.60
Page 3 of 3  ·  46 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
Technology 27.5%
Healthcare 18.9%
Financial Services 9.5%
Industrials 9.3%
Consumer Defensive 8.6%
Energy 6.6%
Communication Services 6.5%
Consumer Cyclical 5.8%
Utilities 4.1%
Real Estate 1.8%