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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 105 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 CVI CVR ENERGY INC Energy 48.0 $1K NEW $27.54 +33.3%
2082 SVRA SAVARA INC Healthcare 213.0 $1K NEW $6.16 -9.4%
2083 SLAB SILICON LABORATORIES INC Technology 6.0 $1K NEW $218.50 +0.2%
2084 DFIC DIMENSIONAL ETF TRUST 35.0 $1K NEW $37.26 +5.0%
2085 PSKY PARAMOUNT SKYDANCE CORP Communication Services 132.0 $1K NEW $9.86 +7.5%
2086 UEC URANIUM ENERGY CORP Energy 122.0 $1K NEW $10.66 +9.1%
2087 DEI DOUGLAS EMMETT INC Real Estate 110.0 $1K NEW $11.80 +0.2%
2088 Z ZILLOW GROUP INC Communication Services 41.0 $1K NEW $31.51 +16.1%
2089 XPEL XPEL INC Consumer Cyclical 26.0 $1K NEW $49.62 +2.9%
2090 BJRI BJS RESTAURANTS INC Consumer Cyclical 21.0 $1K NEW $60.71 +6.6%
2091 DBX DROPBOX INC Technology 46.0 $1K NEW $27.48 +23.7%
2092 FLO FLOWERS FOODS INC Consumer Defensive 160.0 $1K NEW $7.90 -5.6%
2093 GSK GSK PLC Healthcare 24.0 $1K NEW $52.42 +0.9%
2094 WD WALKER & DUNLOP INC Financial Services 23.0 $1K NEW $54.70 -24.0%
2095 GAP GAP INC Consumer Cyclical 67.0 $1K NEW $18.69 +7.6%
2096 EVTC EVERTEC INC Technology 45.0 $1K NEW $27.78 +7.1%
2097 NPK NATIONAL PRESTO INDS INC Industrials 10.0 $1K NEW $125.00 +18.4%
2098 INVA INNOVIVA INC Healthcare 55.0 $1K NEW $22.71 -5.4%
2099 TRIP TRIPADVISOR INC Consumer Cyclical 91.0 $1K NEW $13.71 -24.2%
2100 ANIP ANI PHARMACEUTICALS INC Healthcare 15.0 $1K NEW $82.80 -5.8%
Page 105 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%