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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 1 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 37,817.0 $10.3M 5.75% NEW $271.86 +14.3%
2 ABBV ABBVIE INC Healthcare 39,413.0 $9.0M 5.04% NEW $228.49 -6.0%
3 VUSB VANGUARD BD INDEX FNDS 147,214.0 $7.3M 4.10% NEW $49.84 -0.1%
4 BERKSHIRE HATHAWAY INC. 10,515.0 $5.3M 2.96% NEW $502.65
5 RTX RTX CORP Industrials 28,360.0 $5.2M 2.91% NEW $183.40 -3.3%
6 MSFT MICROSOFT CORP Technology 10,060.0 $4.9M 2.72% NEW $483.60 -14.7%
7 GOOGL ALPHABET INC. Communication Services 15,481.0 $4.8M 2.71% NEW $313.00 +25.4%
8 ABT ABBOTT LABORATORIES Healthcare 25,248.0 $3.2M 1.77% NEW $125.29 -31.8%
9 INTC INTEL CORP Technology 84,417.0 $3.1M 1.74% NEW $36.90 +225.6%
10 T A T & T INC Communication Services 122,881.0 $3.1M 1.71% NEW $24.84 +0.5%
11 HTO H20 AMERICA Utilities 56,218.0 $2.8M 1.54% NEW $48.99 +18.3%
12 PG PROCTER & GAMBLE Consumer Defensive 18,160.0 $2.6M 1.46% NEW $143.31 +3.0%
13 JNJ JOHNSON & JOHNSON Healthcare 12,538.0 $2.6M 1.45% NEW $206.95 +11.9%
14 PFE PFIZER INC Healthcare 98,314.0 $2.4M 1.37% NEW $24.90 +5.0%
15 CVS CVS HEALTH CORP Healthcare 29,277.0 $2.3M 1.30% NEW $79.36 +15.4%
16 LITE LUMENTUM HOLDINGS INC Technology 6,213.0 $2.3M 1.28% NEW $368.59 +145.7%
17 LLY ELI LILLY AND CO Healthcare 1,967.0 $2.1M 1.18% NEW $1074.68 +0.8%
18 AMGN AMGEN INC. Healthcare 6,438.0 $2.1M 1.18% NEW $327.31 +3.4%
19 OXY OCCIDENTAL PETROL CO Energy 50,777.0 $2.1M 1.17% NEW $41.12 +39.5%
20 JPM JPMORGAN CHASE & CO Financial Services 6,289.0 $2.0M 1.13% NEW $322.22 -7.6%
Page 1 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%