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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 42 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 OPCH OPTION CARE HEALTH INC Healthcare 1,479.0 $31K 0.00% NEW $20.97 +12.0%
822 NTRS NORTHERN TR CORP Financial Services 178.0 $31K 0.00% NEW $173.84 +5.0%
823 APOS APOLLO GLOBAL MGMT INC Financial Services 261.0 $31K 0.00% NEW $118.31 -78.5%
824 SANM SANMINA CORP Technology 122.0 $31K 0.00% NEW $253.08 -24.6%
825 POET POET TECHNOLOGIES INC Technology 3,000.0 $31K 0.00% NEW $10.28 -19.6%
826 INSTALLED BLDG PRODS INC 134.0 $31K 0.00% NEW $229.84
827 EEM ISHARES TR 448.0 $31K 0.00% NEW $68.41 -2.6%
828 PEN PENUMBRA INC Healthcare 97.0 $31K 0.00% NEW $315.75 +2.5%
829 KEY KEYCORP Financial Services 1,328.0 $31K 0.00% NEW $23.05 -5.2%
830 ESGU ISHARES TR 187.0 $31K 0.00% NEW $163.67 +2.0%
831 TPR TAPESTRY INC Consumer Cyclical 209.0 $31K 0.00% NEW $146.38 -11.3%
832 OXY OCCIDENTAL PETE CORP Energy 627.0 $30K 0.00% NEW $48.55 +26.7%
833 EMLC VANECK ETF TRUST 1,189.0 $30K 0.00% NEW $25.56 +0.6%
834 GLDM WORLD GOLD TR Financial Services 382.0 $30K 0.00% NEW $79.42 +12.8%
835 INNOVATOR ETFS TRUST 1,000.0 $30K 0.00% NEW $30.08
836 ED CONSOLIDATED EDISON INC Utilities 271.0 $30K 0.00% NEW $110.63 -2.1%
837 FICO FAIR ISAAC CORP Technology 25.0 $30K 0.00% NEW $1194.80 -3.8%
838 MDT MEDTRONIC PLC Healthcare 381.0 $30K 0.00% NEW $78.23 +18.0%
839 XLB SELECT SECTOR SPDR TR 586.0 $30K 0.00% NEW $50.83 +3.1%
840 FISV FISERV INC Technology 607.0 $30K 0.00% NEW $49.05 +4.8%
Page 42 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%