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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 129 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 CELH CELSIUS HLDGS INC Consumer Defensive 1.0 $29.0 NEW $29.00 +3.1%
2562 GLOB GLOBANT S A Technology 1.0 $29.0 NEW $29.00 +28.7%
2563 NRIM NORTHRIM BANCORP INC Financial Services 1.0 $28.0 NEW $28.00 -4.4%
2564 PPC PILGRIMS PRIDE CORP Consumer Defensive 1.0 $28.0 NEW $28.00 +1.8%
2565 LYTS LSI INDS INC OHIO Technology 1.0 $27.0 NEW $27.00 -10.6%
2566 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 1.0 $26.0 NEW $26.00 +2.1%
2567 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 1.0 $26.0 NEW $26.00 -3.3%
2568 PSTL POSTAL REALTY TRUST INC Real Estate 1.0 $25.0 NEW $25.00 -9.2%
2569 OLP ONE LIBERTY PPTYS INC Real Estate 1.0 $24.0 NEW $24.00 +0.4%
2570 RDW REDWIRE CORPORATION Industrials 2.0 $24.0 NEW $12.00 +7.8%
2571 COTY COTY INC Consumer Defensive 11.0 $24.0 NEW $2.18 +25.6%
2572 NTGR NETGEAR INC Technology 1.0 $23.0 NEW $23.00 -3.8%
2573 VERX VERTEX INC Technology 2.0 $23.0 NEW $11.50 +11.6%
2574 ASST STRIVE INC Communication Services 2.0 $22.0 NEW $11.00 +16.4%
2575 AELUMA INC 1.0 $22.0 NEW $22.00
2576 JBIO JADE BIOSCIENCES INC Healthcare 1.0 $22.0 NEW $22.00 +7.0%
2577 JMSB JOHN MARSHALL BANCORP INC Financial Services 1.0 $22.0 NEW $22.00 +4.4%
2578 EBF ENNIS INC Industrials 1.0 $21.0 NEW $21.00 +7.3%
2579 WSBF WATERSTONE FINL INC MD Financial Services 1.0 $21.0 NEW $21.00 +0.9%
2580 OCFC OCEANFIRST FINL CORP Financial Services 1.0 $20.0 NEW $20.00 -2.2%
Page 129 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%