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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 7 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NATIONAL GRID PLC 4,590.0 $380K 0.18% $82.87
122 UNILEVER PLC 6,280.0 $378K 0.18% -710.0 -10.2% $60.12
123 RBC RBC BEARINGS INCORPORATED Industrials 555.0 $357K 0.17% -22.0 -3.8% $644.06 -24.1%
124 GE GE AEROSPACE Industrials 929.0 $347K 0.16% $373.93 -11.5%
125 PYPL PAYPAL HOLDINGS, INC. Financial Services 7,876.0 $340K 0.16% -967.0 -10.9% $43.18 +21.4%
126 VST VISTRA CORP. Utilities 2,136.0 $339K 0.16% NEW $158.63 -13.0%
127 WFC WELLS FARGO & COMPANY Financial Services 4,100.0 $339K 0.16% $82.64 +5.3%
128 CAPITAL ONE FINL CORP 1,669.0 $335K 0.16% $200.62
129 CAH CARDINAL HEALTH INC Healthcare 1,389.0 $330K 0.15% $237.56 +0.8%
130 SUPER MICRO COMPUTER INC 11,097.0 $325K 0.15% -831.0 -7.0% $29.33
131 KMI KINDER MORGAN INC Energy 10,155.0 $325K 0.15% $31.97 +0.4%
132 CRM SALESFORCE, INC. Technology 2,059.0 $323K 0.15% NEW $156.66 +64.8%
133 DE DEERE & CO Industrials 508.0 $322K 0.15% $634.33 +6.6%
134 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,244.0 $318K 0.15% +11.0 +0.9% $255.88 +18.9%
135 HYGV FLEXSHAR HG YLD VLU SCOR BD INDX ETF 7,840.0 $316K 0.15% +2K +26.2% $40.26 -1.0%
136 CME CME GROUP INC Financial Services 1,415.0 $312K 0.15% -80.0 -5.3% $220.83 +29.7%
137 COLD AMERICOLD REALTY TRUST Real Estate 19,871.0 $312K 0.15% +4K +28.1% $15.72 -6.2%
138 ICE INTERCONTINENTAL EXCHANGE Financial Services 2,464.0 $303K 0.14% NEW $123.11 +29.6%
139 GRMN GARMIN LTD Technology 1,275.0 $303K 0.14% $237.54 +15.8%
140 IVZ INVESCO LTD Financial Services 11,244.0 $297K 0.14% $26.39 +21.2%
Page 7 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%