Portfolio (Quarterly) Guide ↗

Keenan, LLC

· CIK 0002111703

13F Portfolio $142M AUM 45 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 12 Added 22 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BFLY	BUTTERFLY NETWORK INC	Healthcare	89,175	$360K	0.30%	SOLD
2	META	META PLATFORMS INC	Communication Services	376	$215K	0.18%	SOLD

Sector Allocation

Technology 54.8%

Healthcare 18.5%

Consumer Cyclical 14.3%

Industrials 8.0%

Communication Services 3.7%

Energy 0.7%