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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 106 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 CRK COMSTOCK RES INC Energy 83.0 $1K NEW $14.92 -9.2%
2102 CDP COPT DEFENSE PROPERTIES Real Estate 34.0 $1K NEW $36.38 +1.2%
2103 QLYS QUALYS INC Technology 9.0 $1K NEW $137.44 +35.8%
2104 CRI CARTERS INC Consumer Cyclical 30.0 $1K NEW $41.17 -9.6%
2105 FTRE FORTREA HLDGS INC Healthcare 71.0 $1K NEW $17.39 +4.3%
2106 LKFN LAKELAND FINL CORP Financial Services 20.0 $1K NEW $61.70 -2.6%
2107 VSS VANGUARD INTL EQUITY INDEX F 8.0 $1K NEW $154.25 +3.2%
2108 ETON PHARMACEUTICALS INC 34.0 $1K NEW $36.21
2109 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 8.0 $1K NEW $152.88 -1.9%
2110 ADTRAN HOLDINGS INC 88.0 $1K NEW $13.90
2111 CCS CENTURY COMMUNITIES INC Consumer Cyclical 17.0 $1K NEW $71.65 -1.1%
2112 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 39.0 $1K NEW $31.21 +2.9%
2113 COMP COMPASS INC Technology 98.0 $1K NEW $12.33 +3.8%
2114 SEI SOLARIS ENERGY INFRAS INC Energy 15.0 $1K NEW $80.47 -26.9%
2115 XENE XENON PHARMACEUTICALS INC Healthcare 20.0 $1K NEW $60.35 +3.3%
2116 VTIP VANGUARD MALVERN FDS 24.0 $1K NEW $50.25 -0.9%
2117 BROWN FORMAN CORP 44.0 $1K NEW $27.36
2118 ERIE ERIE INDTY CO Financial Services 5.0 $1K NEW $239.80 +11.5%
2119 LBRDK LIBERTY BROADBAND CORP Communication Services 36.0 $1K NEW $33.25 +8.3%
2120 XNCR XENCOR INC Healthcare 74.0 $1K NEW $16.09 +71.0%
Page 106 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%