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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 41 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 PAA PLAINS ALL AMERN PIPELINE L Energy 1,472.0 $33K 0.00% NEW $22.26 +10.5%
802 STT STATE STR CORP Financial Services 193.0 $33K 0.00% NEW $169.60 +7.9%
803 NI NISOURCE INC Utilities 684.0 $33K 0.00% NEW $47.55 -12.4%
804 TWLO TWILIO INC Communication Services 157.0 $32K 0.00% NEW $206.33 +6.6%
805 SNOW SNOWFLAKE INC Technology 127.0 $32K 0.00% NEW $254.50 +26.2%
806 SPOT SPOTIFY TECHNOLOGY S A Communication Services 70.0 $32K 0.00% NEW $459.13 +16.1%
807 XRN CHIRON REAL ESTATE INC Financial Services 856.0 $32K 0.00% NEW $37.52 -1.3%
808 AIG AMERICAN INTL GROUP INC Financial Services 430.0 $32K 0.00% NEW $74.53 +1.6%
809 ILMN ILLUMINA INC Healthcare 182.0 $32K 0.00% NEW $175.83 +21.3%
810 TTD THE TRADE DESK INC Technology 1,766.0 $32K 0.00% NEW $18.08 -26.3%
811 XPO XPO INC Industrials 155.0 $32K 0.00% NEW $205.29 -4.1%
812 LYV LIVE NATION ENTERTAINMENT IN Communication Services 173.0 $32K 0.00% NEW $183.11 -0.6%
813 UAUG INNOVATOR ETFS TRUST 752.0 $32K 0.00% NEW $42.09 +1.8%
814 SMCI SUPER MICRO COMPUTER INC Technology 1,079.0 $32K 0.00% NEW $29.33 +24.4%
815 MTB M & T BK CORP Financial Services 132.0 $31K 0.00% NEW $238.01 +0.1%
816 ESPO VANECK ETF TRUST 350.0 $31K 0.00% NEW $89.75 +8.7%
817 AXON AXON ENTERPRISE INC Industrials 56.0 $31K 0.00% NEW $560.61 +9.6%
818 A AGILENT TECHNOLOGIES INC Healthcare 236.0 $31K 0.00% NEW $132.83 +17.7%
819 IYG ISHARES TR 345.0 $31K 0.00% NEW $90.47 +5.8%
820 FBND FIDELITY MERRIMACK STR TR 686.0 $31K 0.00% NEW $45.49 -1.2%
Page 41 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%