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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 8 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EASTERLY GOVERNMENT PROPERTIES, INC. 11,710.0 $292K 0.14% $24.93
142 V VISA INC. Financial Services 808.0 $277K 0.13% $343.09 +8.6%
143 DOC HEALTHPEAK PROPERTIES, INC. Real Estate 12,728.0 $272K 0.13% -562.0 -4.2% $21.40 -2.7%
144 NDAQ NASDAQ INC Financial Services 3,443.0 $271K 0.13% +18.0 +0.5% $78.82 +23.8%
145 ELV ELEVANCE HEALTH INC Healthcare 697.0 $270K 0.13% -8.0 -1.1% $386.73 +4.2%
146 SCHW CHARLES SCHWAB CORP. Financial Services 2,913.0 $269K 0.13% NEW $92.27 +17.4%
147 WPC W.P. CAREY INC. Real Estate 3,710.0 $265K 0.12% $71.50 -1.9%
148 TFC TRUIST FINANCIAL CORP Financial Services 5,319.0 $265K 0.12% $49.82 -0.8%
149 ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 2,540.0 $263K 0.12% $103.65 +1.8%
150 SOUN SOUNDHOUND AI INC Technology 40,588.0 $263K 0.12% +3K +8.8% $6.47 +5.9%
151 UNH UNITEDHEALTH GROUP INC. Healthcare 630.0 $262K 0.12% NEW $415.63 -4.7%
152 CRSP CRISPR THERAPEUTICS AG Healthcare 4,758.0 $260K 0.12% NEW $54.54 +4.2%
153 FDX FEDEX CORP Industrials 825.0 $258K 0.12% -60.0 -6.8% $313.13 +3.8%
154 OKE ONEOK Energy 2,963.0 $258K 0.12% $86.94 +10.1%
155 ALLY FINL INC 5,561.0 $256K 0.12% $45.95
156 APLD APPLIED DIGITAL CORP Technology 6,836.0 $255K 0.12% NEW $37.30 -34.9%
157 HII HUNTINGTON INGALLS INDS INC Industrials 910.0 $255K 0.12% $279.89 +4.5%
158 DVN DEVON ENERGY CORP Energy 5,959.0 $246K 0.12% -48.0 -0.8% $41.32 +18.7%
159 WY WEYERHAEUSER COMPANY Real Estate 10,203.0 $244K 0.11% -900.0 -8.1% $23.94 -2.3%
160 TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO. ADR Technology 497.0 $237K 0.11% NEW $477.57 -13.3%
Page 8 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%