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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 7 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IJS ISHARES S&P 18,497.0 $2.2M 0.15% NEW $118.45 +6.5%
122 CAT CATERPILLAR INC Industrials 3,078.0 $2.2M 0.15% +543.0 +21.4% $708.53 +21.9%
123 MPC MARATHON PETROLEUM Energy 8,761.0 $2.1M 0.15% $244.19 +4.4%
124 PFE PFIZER INC Healthcare 76,033.0 $2.1M 0.15% +8K +12.0% $28.08 -9.8%
125 EEM ISHARES MSCI 37,439.0 $2.1M 0.15% NEW $56.79 +14.4%
126 ET ENERGY TRANSFER Energy 106,237.0 $2.1M 0.14% +36K +50.7% $19.30 +4.4%
127 CRWD CROWDSTRIKE HLDGS INC CLASS CLASS A Technology 5,240.0 $2.0M 0.14% +253.0 +5.1% $390.85 +52.0%
128 VCRB VANGUARD MALVERN FDS 25,660.0 $2.0M 0.14% +2K +7.3% $77.38 -1.2%
129 ALBEMARLE CORP 26,940.0 $1.9M 0.13% -2K -6.3% $71.85
130 LMT LOCKHEED MARTIN CORP Industrials 3,319.0 $1.9M 0.13% +151.0 +4.8% $568.53 -9.2%
131 PANW PALO ALTO NETWORKS INC Technology 10,583.0 $1.9M 0.13% +951.0 +9.9% $175.39 +38.5%
132 GE GE AEROSPACE Industrials 6,506.0 $1.8M 0.13% +82.0 +1.3% $283.77 -0.8%
133 JPMORGAN 36,211.0 $1.8M 0.12% +5K +14.6% $50.61
134 FMB FIRST TRUST 35,858.0 $1.8M 0.12% -2K -5.6% $50.66 +0.3%
135 FLXR TCW FLEXIBLE INCOME ETF 46,126.0 $1.8M 0.12% +6K +14.4% $39.27 -0.6%
136 IONQ IONQ INC Technology 62,738.0 $1.8M 0.12% +16K +33.3% $28.83 +80.2%
137 CSCO CISCO SYS INC Technology 22,182.0 $1.8M 0.12% -630.0 -2.8% $80.25 +47.3%
138 ITA ISHARES AEROSPACE 8,021.0 $1.8M 0.12% +684.0 +9.3% $218.75 +0.7%
139 CFA VICTORYSHARES US 18,970.0 $1.7M 0.12% -2K -9.5% $91.48 +3.6%
140 VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES 7,855.0 $1.7M 0.12% +6K +246.7% $216.37 -48.2%
Page 7 of 27  ·  524 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%