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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 6 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPTM STATE STREET 14,986.0 $1.4M 0.08% +5K +47.0% $90.79 +2.7%
102 BILS STATE STREET 13,331.0 $1.3M 0.08% +1K +8.1% $99.38 -0.1%
103 VFVA VANGUARD US 8,815.0 $1.3M 0.08% +71.0 +0.8% $148.43 +8.5%
104 UNILEVER PLC 21,400.0 $1.3M 0.08% +966.0 +4.7% $60.12
105 VIRTUS EQUITY 47,812.0 $1.3M 0.08% +1K +2.3% $26.86
106 MGV VANGUARD MEGA 7,800.0 $1.3M 0.08% +1K +19.8% $163.45 +3.0%
107 GRID FIRST TRUST 6,568.0 $1.3M 0.07% +1K +19.3% $191.75 -4.0%
108 MO ALTRIA GROUP Consumer Defensive 17,486.0 $1.3M 0.07% +4K +34.0% $71.95 -9.8%
109 BTI BRITISH AMERN Consumer Defensive 20,119.0 $1.2M 0.07% +878.0 +4.6% $61.76 -8.8%
110 RH RH Consumer Cyclical 7,094.0 $1.2M 0.07% +793.0 +12.6% $164.73 +4.1%
111 TOST TOAST INC Technology 41,230.0 $1.1M 0.07% +5K +14.9% $27.82 +27.0%
112 VV VANGUARD LARGE 3,303.0 $1.1M 0.07% +140.0 +4.4% $343.95 +2.9%
113 KMB KIMBERLY CLARK Consumer Defensive 10,253.0 $1.1M 0.07% +235.0 +2.4% $109.77 -0.6%
114 XLV SELECT SECTOR SPDR TR 6,944.0 $1.1M 0.07% +170.0 +2.5% $158.66 +7.0%
115 ORCL ORACLE CORP Technology 7,147.0 $1.0M 0.06% +220.0 +3.2% $146.56 -1.9%
116 UBER UBER TECHNOLOGIES INC Technology 14,366.0 $1.0M 0.06% +7K +90.8% $72.16 +5.5%
117 APAM ARTISAN PARTNERS Financial Services 29,067.0 $1.0M 0.06% +2K +5.6% $34.53 +20.9%
118 MGC VANGUARD MEGA 3,617.0 $990K 0.06% +2K +121.0% $273.64 +2.7%
119 TXN TEXAS INSTRS INC Technology 3,114.0 $928K 0.06% +909.0 +41.2% $298.08 -9.0%
120 SDVY FIRST TRUST SMID CAP 21,458.0 $926K 0.06% +126.0 +0.6% $43.14 +2.7%
Page 6 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%