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Portfolio (Quarterly) Guide ↗

Keystone Financial Group

· CIK 0001729299
13F Portfolio $1.5B AUM 528 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 81 New 253 Added 102 Reduced 11 Exited
Page 13 of 13  ·  253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF 4,794.0 $264K 0.02% +325.0 +7.3% $54.99 +0.4%
242 SCHW SCHWAB CHARLES Financial Services 2,719.0 $256K 0.02% +679.0 +33.3% $93.98 -4.8%
243 SONO SONOS INC Technology 17,082.0 $252K 0.02% +1K +7.7% $14.75 -0.4%
244 USFR WISDOMTREE FLOATING 4,904.0 $247K 0.02% +43.0 +0.9% $50.34 +0.2%
245 SBUX STARBUCKS CORP Consumer Cyclical 2,666.0 $242K 0.02% +247.0 +10.2% $90.86 +17.1%
246 RWO STATE STREET 5,249.0 $240K 0.02% +508.0 +10.7% $45.77 +5.7%
247 WSC WILLSCOT HOLDINGS Industrials 13,552.0 $235K 0.02% +77.0 +0.6% $17.36 +50.5%
248 NEA NUVEEN AMT Financial Services 20,359.0 $229K 0.02% +10K +96.5% $11.23 +2.7%
249 EL ESTEE LAUDER Consumer Defensive 2,819.0 $202K 0.01% +154.0 +5.8% $71.78 +12.6%
250 METCB RAMACO RESOURCES Energy 14,788.0 $151K 0.01% +203.0 +1.4% $10.20 +0.7%
251 BBAI BIGBEAR AI HLDGS INC Technology 29,567.0 $104K 0.01% +6K +23.9% $3.52 +15.9%
252 RXRX RECURSION PHARMS Healthcare 16,000.0 $49K 0.00% +2K +14.3% $3.07 -1.0%
253 DGNX DIGINEX LTD Technology 20,000.0 $10K 0.00% +10K +100.0% $0.48 +101.0%
Page 13 of 13  ·  253 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 39.3%
Financial Services 21.6%
Consumer Cyclical 12.2%
Communication Services 8.0%
Healthcare 5.1%
Consumer Defensive 4.0%
Industrials 3.6%
Energy 3.6%
Utilities 1.4%
Basic Materials 0.8%