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Portfolio (Quarterly) Guide ↗

Keating Financial Advisory Services, Inc.

· CIK 0002103443
13F Portfolio $760M AUM 2,608 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2608 New
Page 117 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 PSI INVESCO EXCHANGE TRADED FD T 3.0 $563.0 NEW $187.67 -25.4%
2322 UFO PROCURE ETF TRUST II 11.0 $557.0 NEW $50.64 -7.7%
2323 DCO DUCOMMUN INC DEL Industrials 3.0 $556.0 NEW $185.33 +8.5%
2324 BLCR BLACKROCK ETF TRUST 11.0 $554.0 NEW $50.36 -1.6%
2325 IMNM IMMUNOME INC Healthcare 26.0 $551.0 NEW $21.19 +40.0%
2326 HZO MARINEMAX INC Consumer Cyclical 15.0 $549.0 NEW $36.60 +42.5%
2327 HTLD HEARTLAND EXPRESS INC Industrials 36.0 $548.0 NEW $15.22 -16.2%
2328 METALLUS INC 29.0 $542.0 NEW $18.69
2329 MQ MARQETA INC Technology 133.0 $540.0 NEW $4.06 +288.6%
2330 UHAL U HAUL HOLDING COMPANY Industrials 8.0 $524.0 NEW $65.50 +11.2%
2331 HYEM VANECK ETF TRUST 26.0 $523.0 NEW $20.12 -0.3%
2332 FRHC FREEDOM HOLDING CORP Financial Services 4.0 $522.0 NEW $130.50 +21.2%
2333 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 30.0 $522.0 NEW $17.40 +11.9%
2334 EFIV SPDR SERIES TRUST 7.0 $511.0 NEW $73.00 +3.2%
2335 MOS MOSAIC CO Basic Materials 24.0 $509.0 NEW $21.21 +4.7%
2336 AMSF AMERISAFE INC Financial Services 15.0 $507.0 NEW $33.80 -21.7%
2337 BILL BILL HOLDINGS INC Technology 14.0 $506.0 NEW $36.14 +32.5%
2338 GGZ GABELLI GLOBAL SMALL & MID C Financial Services 31.0 $505.0 NEW $16.29 +3.7%
2339 WU WESTERN UN CO Financial Services 65.0 $501.0 NEW $7.71 -6.5%
2340 LINC LINCOLN EDL SVCS CORP Consumer Defensive 10.0 $499.0 NEW $49.90 -46.1%
Page 117 of 131  ·  2,608 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 61.0%
Financial Services 14.4%
Consumer Cyclical 5.0%
Industrials 4.3%
Healthcare 4.0%
Communication Services 4.0%
Consumer Defensive 3.2%
Energy 2.0%
Utilities 1.0%
Basic Materials 0.6%