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Portfolio (Quarterly) Guide ↗

Keystone Financial Group

· CIK 0001729299
13F Portfolio $1.7B AUM 567 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 230 Added 151 Reduced 18 Exited
Page 11 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RIO RIO TINTO PLC Basic Materials 3,445.0 $327K 0.02% +33.0 +1.0% $94.93 +1.7%
202 CEG CONSTELLATION ENERGY Utilities 1,308.0 $325K 0.02% +121.0 +10.2% $248.43 +11.4%
203 CGMS CAPITAL GROUP 11,820.0 $323K 0.02% +2K +18.1% $27.33 -0.8%
204 MINT PIMCO EHNANCED 3,185.0 $321K 0.02% +24.0 +0.8% $100.80 -0.1%
205 BWXT BWX TECHNOLOGIES INC Industrials 1,644.0 $320K 0.02% +599.0 +57.3% $194.65 -14.4%
206 BLCV ISHARES LARGE 7,610.0 $314K 0.02% +964.0 +14.5% $41.31 -4.2%
207 RSG REPUBLIC SERVICES Industrials 1,452.0 $309K 0.02% +508.0 +53.8% $213.08 +2.3%
208 CALM CAL MAINE FOODS INC Consumer Defensive 3,813.0 $307K 0.02% +902.0 +31.0% $80.56 +1.5%
209 SHAK SHAKE SHACK INC Consumer Cyclical 5,456.0 $306K 0.02% +2K +45.9% $56.02 +28.7%
210 LEU CENTRUS ENERGY CORP Energy 1,811.0 $304K 0.02% +403.0 +28.6% $167.87 +5.6%
211 MSI MOTOROLA SOLUTIONS Technology 715.0 $297K 0.02% +199.0 +38.6% $415.36 +12.6%
212 NOC NORTHROP GRUMMAN Industrials 580.0 $296K 0.02% +175.0 +43.2% $509.53 +14.7%
213 MLPA GLOBAL X 5,456.0 $290K 0.02% +38.0 +0.7% $53.08 +6.7%
214 SPTI STATE STREET 10,050.0 $285K 0.02% +548.0 +5.8% $28.39 -1.0%
215 FIS FIDELITY NATIONAL Technology 7,068.0 $275K 0.02% +603.0 +9.3% $38.88 +7.8%
216 RWO STATE STREET 5,460.0 $271K 0.02% +211.0 +4.0% $49.71 +1.7%
217 IUSV ISHARES CORE 2,413.0 $266K 0.02% +429.0 +21.6% $110.13 +4.5%
218 FE FIRSTENERGY CORP Utilities 5,579.0 $265K 0.02% +1K +29.1% $47.54 +0.9%
219 ADSK AUTODESK INC Technology 1,346.0 $262K 0.02% +473.0 +54.2% $194.42 +27.4%
220 CPRT COPART INC Industrials 9,283.0 $262K 0.02% +2K +25.6% $28.19 +14.7%
Page 11 of 12  ·  230 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 44.5%
Financial Services 20.2%
Consumer Cyclical 11.6%
Communication Services 7.3%
Healthcare 5.0%
Industrials 3.6%
Consumer Defensive 3.5%
Energy 2.2%
Utilities 1.3%
Basic Materials 0.6%