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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 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CFO VICTORYSHARES US 54,525.0 $4.4M 0.26% -15K -21.8% $80.08 +3.6%
22 WMT WALMART INC Consumer Defensive 36,764.0 $4.2M 0.25% -341.0 -0.9% $113.26 +0.9%
23 CRWD CROWDSTRIKE HLDGS INC Technology 5,177.0 $4.0M 0.23% -63.0 -1.2% $190.78 +12.1%
24 JPMORGAN US 53,620.0 $3.9M 0.23% -143K -72.7% $72.28
25 IAU ISHARES GOLD TR Financial Services 48,897.0 $3.7M 0.22% -4K -7.1% $75.51 +10.1%
26 ABBV ABBVIE INC Healthcare 14,346.0 $3.6M 0.21% -5K -24.2% $251.64 -0.5%
27 PANW PALO ALTO NETWORKS INC Technology 10,392.0 $3.5M 0.21% -191.0 -1.8% $341.02 +10.2%
28 BIDD ISHARES INTL 112,128.0 $3.4M 0.20% -173K -60.7% $30.02 +3.5%
29 SPMB STATE STREET 144,536.0 $3.2M 0.19% -27K -15.8% $22.31 -1.6%
30 IXN ISHARES GLOBAL TECH ETF 21,922.0 $3.2M 0.19% -122.0 -0.6% $144.48 -0.3%
31 HD HOME DEPOT INC Consumer Cyclical 8,847.0 $3.1M 0.18% -1K -11.8% $352.70 -4.2%
32 ABT ABBOTT LABORATORIES Healthcare 31,927.0 $2.9M 0.17% -5K -13.4% $90.74 +21.6%
33 LRCX LAM RESEARCH CORP Technology 6,543.0 $2.8M 0.17% -5K -41.9% $433.31 -20.6%
34 MRK MERCK & CO. INC. Healthcare 19,960.0 $2.6M 0.15% -3K -14.1% $128.50 +5.8%
35 V VISA INC Financial Services 7,285.0 $2.5M 0.15% -1K -15.5% $343.07 +4.6%
36 AVDE AVANTIS INTL 27,717.0 $2.5M 0.15% -478.0 -1.7% $89.20 +5.7%
37 GE GE AEROSPACE Industrials 6,452.0 $2.4M 0.14% -54.0 -0.8% $373.71 -1.1%
38 AMERICAN FUNDS INVMT CO 32,871.0 $2.2M 0.13% -4K -10.7% $68.18
39 PEP PEPSICO INC Consumer Defensive 16,162.0 $2.2M 0.13% -3K -17.4% $135.40 +2.1%
40 CDC VICTORYSHARES U S 27,276.0 $2.0M 0.12% -6K -17.0% $74.37 +3.9%
Page 2 of 8  ·  151 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%