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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 103 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 ETHA ISHARES ETHEREUM TR Financial Services 124.0 $1K NEW $11.89 +33.6%
2042 PATH UIPATH INC Technology 135.0 $1K NEW $10.87 +45.2%
2043 STNE STONECO LTD Technology 135.0 $1K NEW $10.84 -12.6%
2044 GTM ZOOMINFO TECHNOLOGIES INC Technology 498.0 $1K NEW $2.93 +30.4%
2045 ARLO ARLO TECHNOLOGIES INC Industrials 108.0 $1K NEW $13.48 +0.7%
2046 TFSL TFS FINL CORP Financial Services 82.0 $1K NEW $17.72 -2.3%
2047 IMMUNITYBIO INC 166.0 $1K NEW $8.75
2048 TFIN TRIUMPH FINANCIAL INC Financial Services 19.0 $1K NEW $76.32 -2.8%
2049 STEP STEPSTONE GROUP INC Financial Services 35.0 $1K NEW $41.37 +20.6%
2050 ATEX ANTERIX INC Communication Services 14.0 $1K NEW $102.93 -13.8%
2051 HLIT HARMONIC INC Technology 88.0 $1K NEW $16.33 -23.1%
2052 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 30.0 $1K NEW $47.73 -5.1%
2053 OHI OMEGA HEALTHCARE INVS INC Real Estate 30.0 $1K NEW $47.67 -1.6%
2054 IRTC IRHYTHM HOLDINGS INC Healthcare 12.0 $1K NEW $118.92 +4.9%
2055 PL PLANET LABS PBC Industrials 43.0 $1K NEW $33.14 -31.7%
2056 BIRKENSTOCK HOLDING PLC 33.0 $1K NEW $43.03
2057 WKC WORLD KINECT CORPORATION Energy 43.0 $1K NEW $32.93 +10.8%
2058 GIII G III APPAREL GROUP LTD Consumer Cyclical 42.0 $1K NEW $33.71 +1.1%
2059 E ENI SPA Energy 30.0 $1K NEW $46.87 +19.4%
2060 TNC TENNANT CO Industrials 16.0 $1K NEW $87.56 -22.3%
Page 103 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%