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Portfolio (Quarterly) Guide ↗

Keudell/Morrison Wealth Management

· CIK 0001785498
13F Portfolio $489M AUM 245 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 89 Added 88 Reduced 16 Exited
Page 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DEO DIAGEO PLC Consumer Defensive 3,010.0 $224K 0.05% -168.0 -5.3% $74.44 +12.2%
82 MFC MANULIFE FINL CORP Financial Services 6,341.0 $218K 0.04% -510.0 -7.4% $34.44 +17.0%
83 SLV ISHARES SILVER TR Financial Services 3,165.0 $216K 0.04% -400.0 -11.2% $68.14 -21.8%
84 JMST J P MORGAN EXCHANGE TRADED F 4,205.0 $214K 0.04% -23K -84.6% $50.98 -0.0%
85 ISRG INTUITIVE SURGICAL INC Healthcare 456.0 $210K 0.04% -61.0 -11.8% $460.99 -12.3%
86 EQIN COLUMBIA ETF TR I 4,250.0 $209K 0.04% -1K -20.4% $49.15 +5.0%
87 SCHW SCHWAB CHARLES CORP Financial Services 2,221.0 $209K 0.04% -87.0 -3.8% $93.98 -3.5%
88 HBAN HUNTINGTON BANCSHARES INC Financial Services 12,068.0 $189K 0.04% -133.0 -1.1% $15.65 +13.7%
Page 5 of 5  ·  88 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 26.0%
Healthcare 14.7%
Financial Services 12.4%
Communication Services 10.4%
Energy 8.6%
Consumer Cyclical 8.3%
Industrials 7.8%
Consumer Defensive 6.4%
Utilities 2.6%
Real Estate 2.1%