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Portfolio (Quarterly) Guide ↗

Keystone Financial Planning, Inc.

· CIK 0001596906
13F Portfolio $374M AUM 40 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 8 Added 6 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PM PHILIP MORRIS INTL INC Consumer Defensive 35,358.0 $5.8M 1.56% -43K -54.6% $165.34 +10.1%
2 CVX CHEVRON CORPORATION Energy 24,890.0 $5.1M 1.38% -52K -67.7% $206.90 -10.6%
3 CSCO CISCO SYS INC Technology 48,976.0 $3.8M 1.01% -344.0 -0.7% $77.59 +51.2%
4 HDV ISHARES TR 20,530.0 $2.8M 0.74% -8K -28.0% $135.72 -79.6%
5 HLN HALEON PLC Healthcare 52,505.0 $526K 0.14% -2K -3.4% $10.01 -7.5%
6 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,262.0 $426K 0.11% -144.0 -2.7% $80.95 +0.1%

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
Financial Services 27.2%
Consumer Defensive 18.8%
Technology 13.3%
Healthcare 13.1%
Communication Services 9.5%
Energy 9.2%
Industrials 3.9%
Consumer Cyclical 3.8%
Utilities 1.3%