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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 123 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 REPX RILEY EXPLORATION PERMIAN IN Energy 5.0 $165.0 NEW $33.00 +14.1%
2442 RCAT RED CAT HLDGS INC Technology 15.0 $160.0 NEW $10.67 -1.7%
2443 UUUU ENERGY FUELS INC Energy 11.0 $160.0 NEW $14.55 -1.9%
2444 BTDR BITDEER TECHNOLOGIES GROUP Technology 10.0 $159.0 NEW $15.90 -44.4%
2445 WLDN WILLDAN GROUP INC Industrials 2.0 $158.0 NEW $79.00 +7.2%
2446 ATLANTA BRAVES HLDGS INC 3.0 $156.0 NEW $52.00
2447 WPP WPP PLC NEW Communication Services 10.0 $155.0 NEW $15.50 +71.3%
2448 TPLC TIMOTHY PLAN 3.0 $151.0 NEW $50.33 +2.2%
2449 NWPX NWPX INFRASTRUCTURE INC Industrials 1.0 $150.0 NEW $150.00 -24.6%
2450 VPG VISHAY PRECISION GROUP INC Technology 1.0 $150.0 NEW $150.00 -55.4%
2451 SMMT SUMMIT THERAPEUTICS INC Healthcare 10.0 $146.0 NEW $14.60 -11.6%
2452 RHLD RESOLUTE HLDGS MGMT INC Industrials 1.0 $145.0 NEW $145.00 -7.8%
2453 GRPN GROUPON INC Communication Services 6.0 $144.0 NEW $24.00 -13.9%
2454 JOBY JOBY AVIATION INC Industrials 16.0 $143.0 NEW $8.94 -14.0%
2455 PTLO PORTILLOS INC Consumer Cyclical 30.0 $142.0 NEW $4.73 +1.6%
2456 AXGN AXOGEN INC Healthcare 3.0 $139.0 NEW $46.33 +7.6%
2457 HAMILTON INSURANCE GROUP LTD 4.0 $136.0 NEW $34.00
2458 DX DYNEX CAP INC Real Estate 10.0 $131.0 NEW $13.10 +0.1%
2459 LINE LINEAGE INC Real Estate 3.0 $130.0 NEW $43.33 -5.2%
2460 VERA VERA THERAPEUTICS INC Healthcare 3.0 $129.0 NEW $43.00 -25.3%
Page 123 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%