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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 6 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RKLB ROCKET LAB CORP Industrials 4,315.0 $439K 0.03% -2K -29.7% $101.65 -22.2%
102 AVUV AVANTIS U S 3,487.0 $435K 0.03% -206.0 -5.6% $124.77 +2.2%
103 IBB ISHARES BIOTECHNOLOGY 2,282.0 $434K 0.03% -75.0 -3.2% $190.19 +6.6%
104 EMR EMERSON ELECTRIC Industrials 2,973.0 $426K 0.03% -1K -27.9% $143.15 +11.4%
105 GSK GSK PLC Healthcare 7,781.0 $408K 0.02% -425.0 -5.2% $52.42 -2.8%
106 VBR VANGUARD SMALL 1,539.0 $374K 0.02% -29.0 -1.9% $242.96 +2.4%
107 TPB TURNING PT BRANDS INC Consumer Defensive 4,405.0 $374K 0.02% -443.0 -9.1% $84.80 +2.6%
108 WBD WARNER BROS DISCOVERY INC Communication Services 13,890.0 $370K 0.02% -356.0 -2.5% $26.66 +4.8%
109 VPLS VANGUARD MALVERN FDS 4,753.0 $369K 0.02% -60.0 -1.2% $77.57 -1.7%
110 XES STATE STREET 3,283.0 $368K 0.02% -680.0 -17.2% $112.09 +11.6%
111 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,224.0 $359K 0.02% -54.0 -4.2% $293.25 +3.8%
112 NVS NOVARTIS AG Healthcare 2,238.0 $351K 0.02% -42.0 -1.8% $156.73 -1.4%
113 MP MP MATERIALS Basic Materials 6,235.0 $349K 0.02% -525.0 -7.8% $56.01 +3.2%
114 COIN COINBASE GLOBAL Financial Services 2,281.0 $333K 0.02% -373.0 -14.1% $146.19 +1.2%
115 VHT VANGUARD HEALTH CARE 1,110.0 $332K 0.02% -9.0 -0.8% $299.04 +6.5%
116 BNDX VANGUARD TOTAL 6,756.0 $327K 0.02% -296.0 -4.2% $48.43 -1.8%
117 VIGI VANGUARD INTERNATIONAL 3,460.0 $323K 0.02% -105.0 -3.0% $93.37 +5.4%
118 RCL ROYAL CARIBBEAN Consumer Cyclical 1,017.0 $323K 0.02% -43.0 -4.1% $317.53 -5.9%
119 AB ALLIANCEBERNSTEIN HLD LP Financial Services 8,877.0 $313K 0.02% -10K -53.2% $35.22 +2.4%
120 HELO JPMORGAN HEDGED 4,363.0 $295K 0.02% -880.0 -16.8% $67.57 +3.1%
Page 6 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%