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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 33 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 NTRA NATERA INC Healthcare 213.0 $58K 0.01% NEW $271.45 +21.4%
642 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 152.0 $58K 0.01% NEW $380.37 -29.8%
643 KMI KINDER MORGAN INC DEL Energy 1,804.0 $58K 0.01% NEW $31.96 -2.4%
644 UJUL INNOVATOR ETFS TRUST 1,406.0 $57K 0.01% NEW $40.77 +1.3%
645 Q QNITY ELECTRONICS INC Technology 348.0 $57K 0.01% NEW $163.31 -21.1%
646 DDOG DATADOG INC Technology 218.0 $57K 0.01% NEW $260.36 -11.4%
647 HCA HCA HEALTHCARE INC Healthcare 145.0 $57K 0.01% NEW $389.89 +4.0%
648 DFIS DIMENSIONAL ETF TRUST 1,600.0 $56K 0.01% NEW $35.03 +6.3%
649 VRSK VERISK ANALYTICS INC Industrials 311.0 $56K 0.01% NEW $179.53 +4.9%
650 CAH CARDINAL HEALTH INC Healthcare 235.0 $56K 0.01% NEW $237.56 -2.8%
651 ENTERGY CORP NEW 486.0 $56K 0.01% NEW $114.86
652 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 975.0 $56K 0.01% NEW $57.22 +18.7%
653 SOMNIGROUP INTERNATIONAL INC 707.0 $55K 0.01% NEW $78.40
654 IHF ISHARES TR 995.0 $55K 0.01% NEW $55.33 +2.4%
655 MAS MASCO CORP Industrials 675.0 $55K 0.01% NEW $81.37 -9.0%
656 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 676.0 $55K 0.01% NEW $81.16 -7.9%
657 SPSM SPDR SERIES TRUST 949.0 $55K 0.01% NEW $57.67 -1.2%
658 MKL MARKEL GROUP INC Financial Services 28.0 $55K 0.01% NEW $1953.00 -8.0%
659 PCAR PACCAR INC Industrials 453.0 $54K 0.01% NEW $120.12 +7.9%
660 DAL DELTA AIR LINES INC Industrials 578.0 $54K 0.01% NEW $93.66 -13.1%
Page 33 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%