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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CB CHUBB LTD Financial Services 997.0 $340K 0.02% NEW $340.78 +1.3%
22 SECU ISHARES SECURITIZED 6,599.0 $329K 0.02% NEW $49.86 -0.5%
23 NOW SERVICENOW INC Technology 3,291.0 $327K 0.02% NEW $99.28 +21.1%
24 FORTINET INC 2,119.0 $326K 0.02% NEW $153.62
25 CGHM CAPITAL GROUP 11,303.0 $292K 0.02% NEW $25.85 -1.9%
26 GPIX GOLDMAN SACHS 5,093.0 $283K 0.02% NEW $55.57 +1.1%
27 CGDG CAPITAL GROUP 7,391.0 $277K 0.02% NEW $37.51 +3.2%
28 RVTY REVVITY INC Healthcare 2,480.0 $276K 0.02% NEW $111.26 +2.9%
29 FEDEX FGHT HLDG CO INC 1,780.0 $269K 0.02% NEW $151.00
30 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,168.0 $262K 0.02% NEW $223.97 +21.5%
31 WDAY WORKDAY INC Technology 2,071.0 $254K 0.01% NEW $122.42 +57.7%
32 TTWO TAKE-TWO INTERACTIVE Communication Services 1,012.0 $253K 0.01% NEW $250.00 -1.1%
33 JEPI JPMORGAN 4,391.0 $248K 0.01% NEW $56.49 +2.5%
34 BKNG BOOKING HOLDINGS Consumer Cyclical 1,356.0 $242K 0.01% NEW $178.26 +18.4%
35 BUG GLOBAL X 6,309.0 $241K 0.01% NEW $38.19 +10.5%
36 NRIM NORTHRIM BANCORP INC Financial Services 8,680.0 $241K 0.01% NEW $27.74 -3.8%
37 ROBO ROBO GLOBAL 2,798.0 $240K 0.01% NEW $85.67 -4.0%
38 ODFL OLD DOMINION FREIGHT LIN Industrials 1,103.0 $239K 0.01% NEW $216.52 -3.6%
39 JHANCOCK BOND I 17,466.0 $236K 0.01% NEW $13.51
40 IGV ISHARES EXPANDED 2,560.0 $232K 0.01% NEW $90.60 +13.4%
Page 2 of 4  ·  61 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%