Portfolio (Quarterly) Guide ↗

Keystone Financial Services, LLC

· CIK 0002046033

13F Portfolio $147M AUM 54 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 2 New 28 Added 12 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LW	LAMB WESTON HLDGS INC	Consumer Defensive	6,237	$362K	0.25%	SOLD

Sector Allocation

Financial Services 40.7%

Technology 25.0%

Consumer Cyclical 13.4%

Industrials 9.5%

Communication Services 7.6%

Energy 3.7%