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Portfolio (Quarterly) Guide ↗

Keystone Financial Planning, Inc.

· CIK 0001596906
13F Portfolio $345M AUM 44 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCD MCDONALDS CORP Consumer Cyclical 8,468.0 $2.6M 0.75% NEW $305.65 -7.6%
22 GPC GENUINE PARTS CO Consumer Cyclical 20,764.0 $2.6M 0.74% NEW $122.96 -20.4%
23 IBM INTERNATIONAL BUSINESS MACHS Technology 8,519.0 $2.5M 0.73% NEW $296.21 -14.3%
24 KO COCA COLA CO Consumer Defensive 35,697.0 $2.5M 0.72% NEW $69.91 +16.5%
25 BEN FRANKLIN RESOURCES INC Financial Services 103,542.0 $2.5M 0.72% NEW $23.89 +29.8%
26 JNJ JOHNSON & JOHNSON Healthcare 9,569.0 $2.0M 0.57% NEW $206.95 +13.2%
27 T AT&T INC Communication Services 63,513.0 $1.6M 0.46% NEW $24.84 +1.7%
28 PG PROCTER AND GAMBLE CO Consumer Defensive 9,021.0 $1.3M 0.38% NEW $143.31 +0.8%
29 PNW PINNACLE WEST CAP CORP Utilities 13,126.0 $1.2M 0.34% NEW $88.70 +16.1%
30 SNY SANOFI SA Healthcare 22,016.0 $1.1M 0.31% NEW $48.46 -8.6%
31 LMT LOCKHEED MARTIN CORP Industrials 1,923.0 $930K 0.27% NEW $483.67 +10.2%
32 CL COLGATE PALMOLIVE CO Consumer Defensive 8,875.0 $701K 0.20% NEW $79.02 +14.7%
33 TJX TJX COS INC NEW Consumer Cyclical 4,228.0 $650K 0.19% NEW $153.63 +3.0%
34 EMR EMERSON ELEC CO Industrials 4,582.0 $608K 0.18% NEW $132.72 +2.8%
35 HLN HALEON PLC Healthcare 54,366.0 $550K 0.16% NEW $10.11 -8.1%
36 VNQ VANGUARD INDEX FDS 4,942.0 $437K 0.13% NEW $88.49 +9.4%
37 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 5,406.0 $434K 0.13% NEW $80.30 -1.0%
38 CVS CVS HEALTH CORP Healthcare 4,521.0 $359K 0.10% NEW $79.36 +17.5%
39 BAC BANK AMERICA CORP Financial Services 5,881.0 $323K 0.09% NEW $55.00 -5.8%
40 VTRS VIATRIS INC Healthcare 25,402.0 $316K 0.09% NEW $12.45 +33.7%
Page 2 of 3  ·  44 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
Financial Services 24.4%
Consumer Defensive 24.1%
Technology 14.5%
Healthcare 11.7%
Energy 10.6%
Communication Services 6.8%
Industrials 3.6%
Consumer Cyclical 3.5%
Utilities 1.0%