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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 9 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RMD RESMED INC Healthcare 1,215.0 $237K 0.11% $194.88 +18.7%
162 TRV TRAVELERS COMPANIES, INC. Financial Services 707.0 $233K 0.11% NEW $330.12 +10.2%
163 KEY KEYCORP INC Financial Services 9,980.0 $230K 0.11% $23.05 -8.0%
164 PATH UIPATH INC Technology 20,641.0 $224K 0.10% +2K +8.3% $10.87 +66.9%
165 C CITIGROUP INC Financial Services 1,581.0 $221K 0.10% NEW $139.96 -5.3%
166 NOW SERVICENOW, INC. Technology 2,205.0 $219K 0.10% NEW $99.28 +43.9%
167 PRU PRUDENTIAL FINANCIAL, INC. Financial Services 2,024.0 $218K 0.10% NEW $107.93 +8.5%
168 MFC MANULIFE FINANCIAL CORP. Financial Services 5,376.0 $218K 0.10% NEW $40.51 +4.0%
169 ASTRAZENECA PLC 1,134.0 $215K 0.10% $189.62
170 DG DOLLAR GEN CORP NEW Consumer Defensive 1,866.0 $215K 0.10% $115.11 +13.9%
171 SPGI S&P GLOBAL INC Financial Services 520.0 $212K 0.10% $407.26 +8.1%
172 BIIB BIOGEN INC. Healthcare 977.0 $211K 0.10% NEW $216.06 -0.0%
173 AEP AMERICAN ELECTRIC POWER Utilities 1,520.0 $208K 0.10% NEW $136.81 -10.1%
174 KMB KIMBERLY CLARK CORP Consumer Defensive 1,883.0 $207K 0.10% NEW $109.77 -2.5%
175 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 1,764.0 $202K 0.09% $114.41 -14.8%
176 BBAI BIGBEAR AI HLDGS INC Technology 50,453.0 $185K 0.09% -2K -3.9% $3.67 -19.6%
177 LYG LLOYDS BANKING GROUP PLC Financial Services 24,400.0 $142K 0.07% $5.83 +1.4%
178 GPK GRAPHIC PACKAGING HOLDING COMPANY Consumer Cyclical 12,014.0 $127K 0.06% +507.0 +4.4% $10.57 +2.6%
179 LUMN LUMEN TECHNOLOGIES INC Communication Services 13,406.0 $103K 0.05% -185.0 -1.4% $7.68 -16.9%
180 ALGONQUIN POWER & UTILITIES CORP 13,500.0 $79K 0.04% -6K -30.8% $5.86
Page 9 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%