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Portfolio (Quarterly) Guide ↗

KEYNOTE FINANCIAL SERVICES LLC

· CIK 0002026127
13F Portfolio $179M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 168 New
Page 6 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EMR EMERSON ELECTRIC CO Industrials 3,345.0 $444K 0.25% NEW $132.72 +5.3%
102 GIS GENERAL MILLS INC Consumer Defensive 9,347.0 $435K 0.24% NEW $46.50 -27.6%
103 ZBH ZIMMER BIOMET HLDGS INC Healthcare 4,810.0 $433K 0.24% NEW $89.92 -6.1%
104 AMD ADVANCED MICRO DEVICES INC Technology 1,951.0 $418K 0.23% NEW $214.16 +131.4%
105 HD HOME DEPOT INC Consumer Cyclical 1,213.0 $417K 0.23% NEW $344.10 -7.6%
106 PYPL PAYPAL HOLDINGS, INC. Financial Services 7,139.0 $417K 0.23% NEW $58.38 -25.0%
107 WMT WALMART INC Consumer Defensive 3,712.0 $414K 0.23% NEW $111.41 +6.4%
108 RGA REINSURANCE GRP OF AMERICA INC Financial Services 1,988.0 $404K 0.23% NEW $203.46 +1.6%
109 BA BOEING CO Industrials 1,798.0 $390K 0.22% NEW $217.12 +3.3%
110 PH PARKER-HANNIFIN CORP Industrials 444.0 $390K 0.22% NEW $878.96 -2.5%
111 CME CME GROUP INC Financial Services 1,423.0 $389K 0.22% NEW $273.08 +2.2%
112 F FORD MOTOR CO Consumer Cyclical 29,532.0 $387K 0.22% NEW $13.12 +21.0%
113 WFC WELLS FARGO & COMPANY Financial Services 4,100.0 $382K 0.21% NEW $93.20 -16.8%
114 GLW CORNING INC Technology 4,296.0 $376K 0.21% NEW $87.56 +118.1%
115 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,308.0 $371K 0.21% NEW $283.31 -20.0%
116 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 7,335.0 $367K 0.20% NEW $50.01 -38.7%
117 SO THE SOUTHERN COMPANY Utilities 4,138.0 $361K 0.20% NEW $87.20 +7.5%
118 NATIONAL GRID PLC 4,590.0 $355K 0.20% NEW $77.35
119 APD AIR PRODUCTS AND CHEMICALS, INC. Basic Materials 1,425.0 $352K 0.20% NEW $247.02 +15.7%
120 CAPITAL ONE FINL CORP 1,448.0 $351K 0.20% NEW $242.36
Page 6 of 9  ·  168 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 21.4%
Healthcare 20.8%
Financial Services 10.4%
Industrials 9.8%
Consumer Defensive 8.4%
Communication Services 8.3%
Energy 6.6%
Consumer Cyclical 6.4%
Utilities 4.0%
Basic Materials 2.1%