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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 7 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MRK MERCK & CO. INC. Healthcare 19,960.0 $2.6M 0.15% -3K -14.1% $128.50 +5.1%
122 NFLX NETFLIX INC Communication Services 35,922.0 $2.6M 0.15% +3K +9.7% $71.40 +10.3%
123 IEFA ISHARES CORE MSCI EAFE 26,529.0 $2.6M 0.15% +502.0 +1.9% $96.58 +3.6%
124 LNC LINCOLN NATL CORP IND Financial Services 71,425.0 $2.5M 0.15% +3K +4.4% $35.35 +28.0%
125 V VISA INC Financial Services 7,285.0 $2.5M 0.15% -1K -15.5% $343.07 +6.4%
126 AVDE AVANTIS INTL 27,717.0 $2.5M 0.15% -478.0 -1.7% $89.20 +4.7%
127 GE GE AEROSPACE Industrials 6,452.0 $2.4M 0.14% -54.0 -0.8% $373.71 -0.4%
128 DELL DELL TECHNOLOGIES INC Technology 5,445.0 $2.3M 0.14% +4K +278.6% $431.43 +7.7%
129 NKE NIKE INC Consumer Cyclical 56,253.0 $2.3M 0.14% +9K +18.5% $41.05 -2.0%
130 CGBL CAPITAL GROUP 60,729.0 $2.3M 0.14% +14K +28.6% $37.96 +0.4%
131 MPC MARATHON PETROLEUM Energy 8,770.0 $2.2M 0.13% $255.68 +42.6%
132 AMERICAN FUNDS INVMT CO 32,871.0 $2.2M 0.13% -4K -10.7% $68.18
133 PEP PEPSICO INC Consumer Defensive 16,162.0 $2.2M 0.13% -3K -17.4% $135.40 +3.7%
134 VGT VANGUARD WORLD FD 18,163.0 $2.2M 0.13% +10K +131.2% $119.52 +0.3%
135 FMB FIRST TRUST 40,306.0 $2.1M 0.12% +4K +12.4% $51.37 -2.0%
136 MGK VANGUARD MEGA CAP GROWTH 23,265.0 $2.0M 0.12% +18K +349.5% $87.91 +1.7%
137 CDC VICTORYSHARES U S 27,276.0 $2.0M 0.12% -6K -17.0% $74.37 +4.7%
138 IWL ISHARES RUSSELL 10,685.0 $2.0M 0.12% +4K +70.7% $184.95 +2.8%
139 PFE PFIZER INC Healthcare 80,610.0 $1.9M 0.12% +5K +6.0% $24.08 +13.1%
140 EEM ISHARES MSCI 27,894.0 $1.9M 0.11% -10K -25.5% $68.41 -4.2%
Page 7 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%