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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 11 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TOST TOAST INC Technology 41,230.0 $1.1M 0.07% +5K +14.9% $27.82 +25.6%
202 VV VANGUARD LARGE 3,303.0 $1.1M 0.07% +140.0 +4.4% $343.95 +2.8%
203 FDX FEDEX CORP Industrials 3,619.0 $1.1M 0.07% $313.15 +4.9%
204 B BARRICK MINING Basic Materials 30,699.0 $1.1M 0.07% -396.0 -1.3% $36.73 +14.6%
205 KMB KIMBERLY CLARK Consumer Defensive 10,253.0 $1.1M 0.07% +235.0 +2.4% $109.77 -1.9%
206 XTN STATE STREET 9,622.0 $1.1M 0.07% NEW $115.65 -6.3%
207 AMERICAN FUNDS NEW WORLD 10,237.0 $1.1M 0.07% $108.27
208 MOAT VANECK MORNINGSTAR 10,621.0 $1.1M 0.07% $103.96 +7.7%
209 XLV SELECT SECTOR SPDR TR 6,944.0 $1.1M 0.07% +170.0 +2.5% $158.66 +7.0%
210 SLYV STATE STREET 10,085.0 $1.1M 0.07% -180.0 -1.8% $109.12 +1.0%
211 MDYV STATE STREET 11,483.0 $1.1M 0.07% $94.85 +0.9%
212 QYLD GLOBAL X 57,970.0 $1.1M 0.06% $18.43 -1.2%
213 CLX CLOROX COMPANY Consumer Defensive 11,107.0 $1.1M 0.06% $95.44 +10.6%
214 AMAT APPLIED MATLS INC Technology 1,450.0 $1.0M 0.06% -44.0 -3.0% $723.22 -28.9%
215 FTCS FIRST TRUST CAPITAL 11,161.0 $1.0M 0.06% -606.0 -5.2% $93.92 +7.4%
216 ORCL ORACLE CORP Technology 7,147.0 $1.0M 0.06% +220.0 +3.2% $146.56 -2.7%
217 UBER UBER TECHNOLOGIES INC Technology 14,366.0 $1.0M 0.06% +7K +90.8% $72.16 +3.5%
218 TJX TJX COS INC NEW Consumer Cyclical 6,796.0 $1.0M 0.06% $151.51 -0.4%
219 NSC NORFOLK SOUTHERN Industrials 3,223.0 $1.0M 0.06% -3K -45.4% $314.57 +7.7%
220 APAM ARTISAN PARTNERS Financial Services 29,067.0 $1.0M 0.06% +2K +5.6% $34.53 +20.7%
Page 11 of 29  ·  567 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%