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Portfolio (Quarterly) Guide ↗

KEYNOTE FINANCIAL SERVICES LLC

· CIK 0002026127
13F Portfolio $188M AUM 174 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 45 Added 64 Reduced 3 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TFC TRUIST FINANCIAL CORP Financial Services 5,304.0 $244K 0.13% +564.0 +11.9% $45.97 +5.5%
42 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A Technology 3,912.0 $240K 0.13% +1K +52.0% $61.35 -13.9%
43 DOC HEALTHPEAK PROPERTIES, INC. Real Estate 13,290.0 $218K 0.12% +1K +9.0% $16.43 +21.7%
44 PATH UIPATH INC Technology 19,061.0 $212K 0.11% +240.0 +1.3% $11.10 -0.2%
45 CELULARITY INC 29,320.0 $39K 0.02% +4K +15.8% $1.33
Page 3 of 3  ·  45 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 20.6%
Healthcare 19.7%
Industrials 9.7%
Financial Services 9.3%
Consumer Defensive 9.0%
Energy 8.9%
Communication Services 8.3%
Consumer Cyclical 5.9%
Utilities 4.3%
Basic Materials 2.1%