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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 6 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 Q QNITY ELECTRONICS INC Technology 3,904.0 $450K 0.24% -27.0 -0.7% $115.38 +37.9%
102 ZBH ZIMMER BIOMET HLDGS INC Healthcare 4,897.0 $443K 0.23% +87.0 +1.8% $90.42 -6.6%
103 CME CME GROUP INC Financial Services 1,495.0 $442K 0.23% +72.0 +5.1% $295.35 -5.5%
104 EMR EMERSON ELECTRIC CO Industrials 3,345.0 $438K 0.23% $131.02 +6.6%
105 RGA REINSURANCE GRP OF AMERICA INC Financial Services 2,104.0 $430K 0.23% +116.0 +5.8% $204.16 +1.3%
106 BIRKENSTOCK HOLDING PLC 11,619.0 $416K 0.22% $35.83
107 APD AIR PRODUCTS AND CHEMICALS, INC. Basic Materials 1,425.0 $414K 0.22% $290.49 -1.6%
108 GIS GENERAL MILLS INC Consumer Defensive 11,065.0 $412K 0.22% +2K +18.4% $37.22 -9.6%
109 SO THE SOUTHERN COMPANY Utilities 4,243.0 $410K 0.22% +105.0 +2.5% $96.52 -2.9%
110 HD HOME DEPOT INC Consumer Cyclical 1,232.0 $405K 0.21% +19.0 +1.6% $328.89 -3.4%
111 CALM CAL MAINE FOODS INC Consumer Defensive 5,087.0 $403K 0.21% NEW $79.15 -3.9%
112 PYPL PAYPAL HOLDINGS, INC. Financial Services 8,843.0 $400K 0.21% +2K +23.9% $45.23 -3.3%
113 UNILEVER PLC 6,990.0 $398K 0.21% +177.0 +2.6% $56.97
114 PH PARKER-HANNIFIN CORP Industrials 444.0 $397K 0.21% $895.24 -4.3%
115 AMD ADVANCED MICRO DEVICES INC Technology 1,951.0 $397K 0.21% $203.43 +143.6%
116 NATIONAL GRID PLC 4,590.0 $388K 0.21% $84.60
117 BGC BGC GROUP INC Financial Services 37,921.0 $371K 0.20% +8K +28.3% $9.78 +7.8%
118 BA BOEING CO Industrials 1,823.0 $363K 0.19% +25.0 +1.4% $199.03 +12.7%
119 F FORD MOTOR CO Consumer Cyclical 30,632.0 $353K 0.19% +1K +3.7% $11.54 +37.6%
120 HII HUNTINGTON INGALLS INDS INC Industrials 910.0 $346K 0.18% -59.0 -6.1% $379.90 -16.4%
Page 6 of 9  ·  174 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%