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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ELV ELEVANCE HEALTH INC Healthcare 697.0 $270K 0.13% -8.0 -1.1% $386.73 +4.2%
62 FDX FEDEX CORP Industrials 825.0 $258K 0.12% -60.0 -6.8% $313.13 +3.8%
63 DVN DEVON ENERGY CORP Energy 5,959.0 $246K 0.12% -48.0 -0.8% $41.32 +18.7%
64 WY WEYERHAEUSER COMPANY Real Estate 10,203.0 $244K 0.11% -900.0 -8.1% $23.94 -2.3%
65 BBAI BIGBEAR AI HLDGS INC Technology 50,453.0 $185K 0.09% -2K -3.9% $3.67 -19.6%
66 LUMN LUMEN TECHNOLOGIES INC Communication Services 13,406.0 $103K 0.05% -185.0 -1.4% $7.68 -16.9%
67 ALGONQUIN POWER & UTILITIES CORP 13,500.0 $79K 0.04% -6K -30.8% $5.86
68 NWL NEWELL BRANDS INC Consumer Defensive 11,248.0 $69K 0.03% -1K -10.5% $6.14 -3.3%
69 MVST MICROVAST HLDGS INC Industrials 41,380.0 $48K 0.02% -3K -5.9% $1.17 -41.0%
Page 4 of 4  ·  69 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%