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Portfolio (Quarterly) Guide ↗

Keating Financial Advisory Services, Inc.

· CIK 0002103443
13F Portfolio $760M AUM 2,608 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2608 New
Page 18 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 URI UNITED RENTALS INC Industrials 202.0 $229K 0.03% NEW $1132.89 -1.5%
342 MMM 3M CO Industrials 1,398.0 $226K 0.03% NEW $161.91 +11.8%
343 CW CURTISS WRIGHT CORP Industrials 297.0 $225K 0.03% NEW $757.76 -8.2%
344 SYK STRYKER CORPORATION Healthcare 693.0 $218K 0.03% NEW $314.84 +5.3%
345 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,291.0 $211K 0.03% NEW $92.09 -1.4%
346 ETN EATON CORP PLC Industrials 491.0 $209K 0.03% NEW $426.12 +1.2%
347 SO SOUTHERN CO Utilities 2,180.0 $209K 0.03% NEW $95.71 -3.8%
348 FDVV FIDELITY COVINGTON TRUST 3,430.0 $207K 0.03% NEW $60.29 +5.5%
349 WM WASTE MGMT INC DEL Industrials 908.0 $202K 0.03% NEW $222.88 +0.3%
350 BX BLACKSTONE INC Financial Services 1,690.0 $199K 0.03% NEW $117.67 +19.5%
351 FDX FEDEX CORP Industrials 635.0 $199K 0.03% NEW $313.13 +4.9%
352 ADI ANALOG DEVICES INC Technology 499.0 $198K 0.03% NEW $397.13 -5.2%
353 USHY ISHARES TR 5,313.0 $197K 0.03% NEW $37.02 -0.6%
354 WAB WABTEC Industrials 727.0 $196K 0.03% NEW $269.60 +9.3%
355 FYC FIRST TR EXCHANGE-TRADED ALP 1,538.0 $196K 0.03% NEW $127.34 -4.0%
356 DFUS DIMENSIONAL ETF TRUST 2,383.0 $195K 0.03% NEW $81.94 +2.4%
357 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,379.0 $195K 0.03% NEW $57.62 +14.6%
358 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 613.0 $195K 0.03% NEW $317.53 -5.5%
359 WFC WELLS FARGO & CO Financial Services 2,335.0 $193K 0.03% NEW $82.64 +5.8%
360 AEP AMERICAN ELEC PWR CO INC Utilities 1,407.0 $192K 0.03% NEW $136.81 -7.6%
Page 18 of 131  ·  2,608 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 61.0%
Financial Services 14.4%
Consumer Cyclical 5.0%
Industrials 4.3%
Healthcare 4.0%
Communication Services 4.0%
Consumer Defensive 3.2%
Energy 2.0%
Utilities 1.0%
Basic Materials 0.6%