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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 40 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ON ON SEMICONDUCTOR CORP Technology 376.0 $36K 0.01% NEW $94.54 -20.7%
782 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,037.0 $35K 0.01% NEW $34.00 +4.8%
783 CLX CLOROX CO DEL Consumer Defensive 368.0 $35K 0.01% NEW $95.44 +10.9%
784 HUBB HUBBELL INC Industrials 67.0 $35K 0.01% NEW $523.19 -9.0%
785 GIB CGI INC Technology 541.0 $35K 0.01% NEW $64.57 +15.3%
786 PDI PIMCO DYNAMIC INCOME FD Financial Services 2,091.0 $35K 0.01% NEW $16.70 -10.4%
787 SF STIFEL FINL CORP Financial Services 500.0 $35K 0.01% NEW $69.77 +16.1%
788 CFG CITIZENS FINL GROUP INC Financial Services 497.0 $35K 0.01% NEW $70.07 +0.5%
789 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 399.0 $35K 0.01% NEW $87.22 +9.1%
790 SKYY FIRST TR EXCHANGE-TRADED FD 258.0 $35K 0.01% NEW $134.56 +18.4%
791 SCHB SCHWAB STRATEGIC TR 1,194.0 $35K 0.01% NEW $28.96 +2.2%
792 ACGL ARCH CAP GROUP LTD Financial Services 355.0 $34K 0.01% NEW $97.06 +2.8%
793 IWR ISHARES TR 305.0 $34K 0.00% NEW $110.32 +2.8%
794 DOV DOVER CORP Industrials 150.0 $34K 0.00% NEW $224.28 -10.1%
795 TDS TELEPHONE & DATA SYS INC Communication Services 907.0 $34K 0.00% NEW $37.01 -5.5%
796 RL RALPH LAUREN CORP Consumer Cyclical 83.0 $33K 0.00% NEW $401.41 -5.3%
797 STE STERIS PLC Healthcare 158.0 $33K 0.00% NEW $210.57 +11.8%
798 DG DOLLAR GEN CORP Consumer Defensive 289.0 $33K 0.00% NEW $115.11 +6.3%
799 FXO FIRST TR EXCHANGE-TRADED FD 529.0 $33K 0.00% NEW $62.46 +5.5%
800 EA ELECTRONIC ARTS INC Communication Services 160.0 $33K 0.00% NEW $205.04 +2.3%
Page 40 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%