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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 2 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OXY OCCIDENTAL PETROL CO Energy 49,261.0 $2.4M 1.12% -1K -2.7% $48.57 +25.5%
22 PFE PFIZER INC Healthcare 94,489.0 $2.3M 1.06% -910.0 -0.9% $24.08 +18.6%
23 AMGN AMGEN INC. Healthcare 6,280.0 $2.3M 1.06% -109.0 -1.7% $362.12 +21.0%
24 VZ VERIZON COMMUNICATIONS INC. Communication Services 52,989.0 $2.2M 1.05% -695.0 -1.3% $42.34 +18.8%
25 AMZN AMAZON.COM INC Consumer Cyclical 9,162.0 $2.2M 1.02% -115.0 -1.2% $238.34 +7.0%
26 JPM JPMORGAN CHASE & CO Financial Services 6,289.0 $2.1M 0.96% $327.33 +8.4%
27 NVDA NVIDIA CORP Technology 10,217.0 $2.0M 0.96% -123.0 -1.2% $200.09 +8.7%
28 QCOM QUALCOMM INC Technology 10,496.0 $1.9M 0.91% +345.0 +3.4% $184.79 -9.8%
29 BMY BRISTOL-MYERS SQUIBB Healthcare 33,564.0 $1.9M 0.91% +2K +4.8% $57.62 +16.1%
30 MRK MERCK & CO. INC. Healthcare 15,028.0 $1.9M 0.90% +424.0 +2.9% $128.50 +16.7%
31 PFF ISHARES PREFERRED INCOME SEC ETF IV 63,189.0 $1.9M 0.90% +11K +20.4% $30.49 -1.3%
32 MMM 3M COMPANY Industrials 11,830.0 $1.9M 0.90% +524.0 +4.6% $161.91 +5.1%
33 MTB M & T BANK CORP Financial Services 8,004.0 $1.9M 0.89% -460.0 -5.4% $238.00 -2.5%
34 DINO HF SINCLAIR CORP Energy 26,691.0 $1.9M 0.87% -1K -4.6% $69.65 +49.3%
35 MPC MARATHON PETE CORP Energy 6,669.0 $1.7M 0.80% -182.0 -2.7% $255.67 +49.8%
36 MO ALTRIA GROUP INC Consumer Defensive 23,585.0 $1.7M 0.80% -927.0 -3.8% $71.95 -3.3%
37 LAM RESEARCH CORP 3,773.0 $1.6M 0.77% -1K -25.6% $433.33
38 GOOG ALPHABET INC. 4,491.0 $1.6M 0.74% $353.33
39 UNM UNUM GROUP Financial Services 17,380.0 $1.6M 0.73% $89.40 +2.6%
40 GILD GILEAD SCIENCES INC Healthcare 12,178.0 $1.5M 0.72% +276.0 +2.3% $126.34 +18.7%
Page 2 of 10  ·  185 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%