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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 128 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 1.0 $36.0 NEW $36.00 -1.8%
2542 KBR KBR INC Industrials 1.0 $35.0 NEW $35.00 +7.3%
2543 CTEV CLARITEV CORPORATION Healthcare 1.0 $34.0 NEW $34.00 +4.0%
2544 CNOB CONNECTONE BANCORP INC Financial Services 1.0 $33.0 NEW $33.00 -0.7%
2545 SMA SMARTSTOP SELF STORAG REIT I Real Estate 1.0 $33.0 NEW $33.00 +3.3%
2546 NWFL NORWOOD FINANCIAL CORP Financial Services 1.0 $32.0 NEW $32.00 +6.5%
2547 TYRA TYRA BIOSCIENCES INC Healthcare 1.0 $32.0 NEW $32.00 -18.1%
2548 COHEN & STEERS QUALITY INCOM 2,170.0 $32.0 NEW $0.01
2549 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 3.0 $32.0 NEW $10.67 +3.1%
2550 HBT HBT FINL INC. Financial Services 1.0 $32.0 NEW $32.00 +15.4%
2551 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 1.0 $31.0 NEW $31.00 +23.2%
2552 CCC CCC INTELLIGENT SOLUTIONS HL Technology 6.0 $31.0 NEW $5.17 +29.5%
2553 CMP COMPASS MINERALS INTL INC Basic Materials 1.0 $31.0 NEW $31.00 -16.9%
2554 UA UNDER ARMOUR INC Consumer Cyclical 5.0 $31.0 NEW $6.20 -16.3%
2555 CRITICAL METALS CORP 3.0 $31.0 NEW $10.33
2556 NESR NATIONAL ENERGY SERVICES REU Energy 1.0 $30.0 NEW $30.00 +19.3%
2557 ATLO AMES NATL CORP Financial Services 1.0 $30.0 NEW $30.00 +6.3%
2558 AVTR AVANTOR INC Healthcare 3.0 $30.0 NEW $10.00 +35.0%
2559 CWCO CONSOLIDATED WATER CO INC Utilities 1.0 $30.0 NEW $30.00 +0.2%
2560 IIIN INSTEEL INDS INC Industrials 1.0 $30.0 NEW $30.00 +9.4%
Page 128 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%