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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 2 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FMB FIRST TRUST 35,858.0 $1.8M 0.12% -2K -5.6% $50.66 +0.3%
22 CSCO CISCO SYS INC Technology 22,182.0 $1.8M 0.12% -630.0 -2.8% $80.25 +44.0%
23 CFA VICTORYSHARES US 18,970.0 $1.7M 0.12% -2K -9.5% $91.48 +3.0%
24 VEU VANGUARD INTL EQUITY INDEX F 19,071.0 $1.4M 0.10% -235.0 -1.2% $75.10 +7.9%
25 WDC WESTERN DIGITAL Technology 5,260.0 $1.4M 0.10% -490.0 -8.5% $270.51 +80.8%
26 TER TERADYNE INC Technology 4,684.0 $1.4M 0.10% -458.0 -8.9% $296.48 +20.3%
27 FYX FIRST TRUST 11,490.0 $1.4M 0.09% -3K -20.5% $119.36 +8.0%
28 B BARRICK MINING Basic Materials 31,095.0 $1.3M 0.09% -6K -16.3% $40.79 -0.4%
29 VEA VANGUARD FTSE 17,187.0 $1.1M 0.07% -2K -12.0% $64.08 +7.8%
30 VIRTUS EQUITY 46,742.0 $1.1M 0.07% -2K -3.9% $23.36
31 TJX TJX COS INC NEW Consumer Cyclical 6,789.0 $1.1M 0.07% -600.0 -8.1% $157.30 -6.3%
32 UPS UNITED PARCEL SVC INC CLASS CLASS B Industrials 9,515.0 $954K 0.07% -360.0 -3.6% $100.23 -1.8%
33 TEVA TEVA PHARMACEUTICAL Healthcare 30,491.0 $918K 0.06% -4K -11.2% $30.12 +17.2%
34 ISHARES HIGH 18,653.0 $895K 0.06% -15K -44.4% $47.98
35 ITW ILLINOIS TOOL Industrials 3,296.0 $858K 0.06% -227.0 -6.4% $260.26 -3.6%
36 BK BANK NEW YORK MELLON COR Financial Services 6,977.0 $832K 0.06% -116.0 -1.6% $119.31 +13.2%
37 QCOM QUALCOMM INC Technology 6,448.0 $830K 0.06% -78.0 -1.2% $128.77 +55.4%
38 VONG VANGUARD RUSSELL 7,565.0 $830K 0.06% -47.0 -0.6% $109.69 +16.7%
39 OLLI OLLIES BARGAIN OUTLET HL Consumer Defensive 8,873.0 $780K 0.05% -54.0 -0.6% $87.91 -10.4%
40 XLP SELECT SECTOR SPDR TR 9,363.0 $768K 0.05% -687.0 -6.8% $81.98 +3.2%
Page 2 of 6  ·  102 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%