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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 7 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VTHR VANGUARD RUSSELL 2,745.0 $910K 0.05% +130.0 +5.0% $331.43 +2.4%
122 BOTZ GLOBAL X 23,209.0 $881K 0.05% +1K +5.2% $37.94 -3.7%
123 CIBR FIRST TRUST 9,703.0 $872K 0.05% +3K +46.5% $89.85 +8.5%
124 AXP AMERICAN EXPRESS Financial Services 2,514.0 $850K 0.05% +262.0 +11.6% $338.21 +0.1%
125 UNH UNITEDHEALTH GROUP INC Healthcare 2,007.0 $834K 0.05% +167.0 +9.1% $415.72 -5.2%
126 SPSM STATE STREET SPDR 14,433.0 $832K 0.05% +233.0 +1.6% $57.67 -0.4%
127 CGCB CAPITAL GROUP 31,343.0 $821K 0.05% +1K +4.4% $26.18 -1.3%
128 EFG ISHARES MSCI EAFE GROWTH 6,565.0 $817K 0.05% +2K +42.0% $124.42 +0.3%
129 ESGV VANGUARD ESG 6,102.0 $807K 0.05% +770.0 +14.4% $132.24 +2.5%
130 SPTS STATE STREET 26,787.0 $777K 0.05% +8K +41.5% $29.01 -0.2%
131 SCHD SCHWAB STRATEGIC TR 24,141.0 $766K 0.04% +10K +67.5% $31.71 +8.8%
132 DEO DIAGEO PLC Consumer Defensive 9,406.0 $756K 0.04% +137.0 +1.5% $80.38 +13.2%
133 TRV TRAVELERS COS Financial Services 2,288.0 $755K 0.04% +76.0 +3.4% $330.13 +11.5%
134 O REALTY INCOME Real Estate 12,046.0 $746K 0.04% +298.0 +2.5% $61.96 +0.4%
135 COWZ PACER US CASH COWS 100 11,989.0 $746K 0.04% +939.0 +8.5% $62.20 +13.2%
136 CGMU CAPITAL GROUP 27,104.0 $745K 0.04% +454.0 +1.7% $27.47 -1.4%
137 CTBI COMMUNITY TR BANCORP INC Financial Services 10,091.0 $730K 0.04% +3K +38.8% $72.36 +7.9%
138 EFV ISHARES MSCI 9,490.0 $726K 0.04% +3K +56.5% $76.55 +6.1%
139 WFC WELLS FARGO & CO Financial Services 8,697.0 $719K 0.04% +1K +17.1% $82.64 +5.8%
140 HIMS HIMS & HERS Healthcare 20,498.0 $711K 0.04% +4K +25.8% $34.67 -21.0%
Page 7 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%