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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 122 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 WLFC WILLIS LEASE FIN CORP Industrials 1.0 $229.0 NEW $229.00 -74.6%
2422 GLRY NORTHERN LTS FD TR IV 5.0 $218.0 NEW $43.60 -6.7%
2423 CRSP CRISPR THERAPEUTICS AG Healthcare 4.0 $218.0 NEW $54.50 -2.5%
2424 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 28.0 $217.0 NEW $7.75 +4.1%
2425 NVEC NVE CORP Technology 2.0 $209.0 NEW $104.50 +11.0%
2426 ACM AECOM Industrials 3.0 $209.0 NEW $69.67 -11.0%
2427 GOLD GOLD COM INC Financial Services 5.0 $208.0 NEW $41.60 +1.6%
2428 BEAM BEAM THERAPEUTICS INC Healthcare 6.0 $206.0 NEW $34.33 -22.8%
2429 CMPR CIMPRESS PLC Communication Services 2.0 $203.0 NEW $101.50 -12.5%
2430 IRT INDEPENDENCE RLTY TR INC Real Estate 12.0 $200.0 NEW $16.67 -0.8%
2431 CSTM CONSTELLIUM SE Basic Materials 6.0 $191.0 NEW $31.83 -11.8%
2432 EE EXCELERATE ENERGY INC Utilities 5.0 $190.0 NEW $38.00 -2.2%
2433 SFIX STITCH FIX INC Consumer Cyclical 46.0 $189.0 NEW $4.11 -18.2%
2434 OUSTER INC 3.0 $188.0 NEW $62.67
2435 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 12.0 $177.0 NEW $14.75 -12.3%
2436 TSHA TAYSHA GENE THERAPIES INC Healthcare 26.0 $177.0 NEW $6.81 -8.4%
2437 PATHWARD FINANCIAL INC 2.0 $174.0 NEW $87.00
2438 OLED UNIVERSAL DISPLAY CORP Technology 2.0 $173.0 NEW $86.50 -1.5%
2439 BKE BUCKLE INC Consumer Cyclical 4.0 $169.0 NEW $42.25 +2.7%
2440 RH RH Consumer Cyclical 1.0 $165.0 NEW $165.00 +4.2%
Page 122 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%