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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 104 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 MMS MAXIMUS INC Industrials 26.0 $1K NEW $53.77 +8.6%
2062 MST TIDAL TRUST II 194.0 $1K NEW $7.20 +24.4%
2063 RELX RELX PLC Communication Services 44.0 $1K NEW $31.66 +10.9%
2064 HAFC HANMI FINL CORP Financial Services 43.0 $1K NEW $32.40 -3.8%
2065 NG NOVAGOLD RESOURCES INC Basic Materials 233.0 $1K NEW $5.97 +41.7%
2066 BLACKROCK ETF TRUST 38.0 $1K NEW $36.61
2067 NHI NATIONAL HEALTH INVS INC Real Estate 18.0 $1K NEW $76.28 -2.9%
2068 IIPR INNOVATIVE INDL PPTYS INC Real Estate 22.0 $1K NEW $62.00 -9.4%
2069 ZD ZIFF DAVIS INC Communication Services 26.0 $1K NEW $52.38 +5.9%
2070 DIEBOLD NIXDORF INC 16.0 $1K NEW $85.00
2071 GPOR GULFPORT ENERGY CORP Energy 8.0 $1K NEW $169.75 +2.0%
2072 PSNL PERSONALIS INC Healthcare 101.0 $1K NEW $13.40 +18.0%
2073 HUDSON PACIFIC PROPERTIES IN 89.0 $1K NEW $15.19
2074 GPMT GRANITE PT MTG TR INC Real Estate 900.0 $1K NEW $1.50 -26.0%
2075 NBR NABORS INDUSTRIES LTD Energy 16.0 $1K NEW $84.00 +9.2%
2076 ATRC ATRICURE INC Healthcare 48.0 $1K NEW $27.98 +70.2%
2077 LEU CENTRUS ENERGY CORP Energy 8.0 $1K NEW $167.88 +9.4%
2078 IDT IDT CORP Communication Services 23.0 $1K NEW $58.17 +13.8%
2079 ORC ORCHID IS CAP INC Real Estate 192.0 $1K NEW $6.97 -2.7%
2080 EFC ELLINGTON FINANCIAL INC Real Estate 98.0 $1K NEW $13.61 +0.7%
Page 104 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%