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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 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWF ISHARES RUSSELL 656.0 $280K 0.02% -21.0 -3.1% $426.52 -70.9%
82 ADI ANALOG DEVICES Technology 858.0 $273K 0.02% -89.0 -9.4% $318.14 +34.0%
83 MAR MARRIOTT INTL Consumer Cyclical 795.0 $260K 0.02% -12.0 -1.5% $326.90 +8.7%
84 SPIP STATE STREET 9,945.0 $259K 0.02% -465.0 -4.5% $26.01 -0.3%
85 SECT MAIN SECTOR 4,272.0 $258K 0.02% -4K -50.4% $60.39 +13.5%
86 VXF VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES 1,125.0 $254K 0.02% -932.0 -45.3% $225.84 -0.4%
87 NOV NOV INC Energy 13,388.0 $252K 0.02% -98.0 -0.7% $18.81 +8.1%
88 EBS EMERGENT BIOSOLUTIONS Healthcare 28,788.0 $239K 0.02% -300.0 -1.0% $8.30 -0.7%
89 CSX CSX CORP Industrials 5,764.0 $237K 0.02% -16K -73.1% $41.05 +11.4%
90 CALF PACER U S 4,929.0 $221K 0.01% -214.0 -4.2% $44.87 +4.4%
91 NXPI NXP SEMICONDUCTORS N V F Technology 773.0 $219K 0.01% -169.0 -17.9% $283.10 +4.7%
92 KVUE KENVUE INC Consumer Defensive 12,469.0 $215K 0.01% -166.0 -1.3% $17.24 -0.1%
93 JNK STATE STREET 2,232.0 $214K 0.01% -18.0 -0.8% $95.71 +0.1%
94 WINN HARBOR LONG 7,530.0 $209K 0.01% -50.0 -0.7% $27.73 +17.2%
95 SPHQ INVESCO S&P 2,730.0 $205K 0.01% -15.0 -0.6% $75.19 +9.7%
96 DAL DELTA AIR LINES INC DEL Industrials 2,980.0 $201K 0.01% -55.0 -1.8% $67.40 +6.3%
97 F FORD MOTOR Consumer Cyclical 15,110.0 $174K 0.01% -2K -14.1% $11.54 +16.0%
98 FSK FS KKR Financial Services 15,444.0 $157K 0.01% -1K -7.0% $10.18 +6.6%
99 LUMN LUMEN TECHNOLOGIES Communication Services 21,768.0 $151K 0.01% -4K -15.5% $6.95 +43.5%
100 BGB BLACKSTONE STRATEGIC Financial Services 11,109.0 $124K 0.01% -400.0 -3.5% $11.15 +2.2%
Page 5 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%