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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 45 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 R RYDER SYS INC Industrials 100.0 $26K 0.00% NEW $263.77 -5.5%
882 SPYV SPDR SERIES TRUST 432.0 $26K 0.00% NEW $60.79 +4.5%
883 BINC BLACKROCK ETF TRUST II 501.0 $26K 0.00% NEW $52.34 -0.7%
884 DFAR DIMENSIONAL ETF TRUST 1,000.0 $26K 0.00% NEW $26.16 +1.4%
885 FPE FIRST TR EXCH TRADED FD III 1,458.0 $26K 0.00% NEW $17.88 -1.1%
886 CBOE CBOE GLOBAL MKTS INC Financial Services 107.0 $26K 0.00% NEW $242.67 +24.3%
887 ARES ARES MANAGEMENT CORPORATION Financial Services 233.0 $26K 0.00% NEW $111.31 +27.7%
888 VWOB VANGUARD WHITEHALL FDS 384.0 $26K 0.00% NEW $67.24 -2.1%
889 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 269.0 $26K 0.00% NEW $95.98 +26.2%
890 TOTALENERGIES SE 331.0 $26K 0.00% NEW $77.76
891 STNG SCORPIO TANKERS INC Energy 371.0 $26K 0.00% NEW $69.26 +14.2%
892 PCY INVESCO EXCH TRADED FD TR II 1,182.0 $26K 0.00% NEW $21.65 -2.7%
893 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 355.0 $25K 0.00% NEW $71.74 +1.0%
894 EMB ISHARES TR 263.0 $25K 0.00% NEW $96.44 -1.9%
895 OMC OMNICOM GROUP INC Communication Services 347.0 $25K 0.00% NEW $72.83 +20.6%
896 FORM FORMFACTOR INC Technology 158.0 $25K 0.00% NEW $159.93 -28.9%
897 RF REGIONS FINANCIAL CORP NEW Financial Services 835.0 $25K 0.00% NEW $30.21 +0.0%
898 IDCC INTERDIGITAL INC Technology 89.0 $25K 0.00% NEW $283.13 +19.0%
899 ALAB ASTERA LABS INC Technology 52.0 $25K 0.00% NEW $483.02 -41.2%
900 FTDR FRONTDOOR INC Consumer Cyclical 323.0 $25K 0.00% NEW $77.59 +5.7%
Page 45 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 62.1%
Financial Services 14.5%
Consumer Cyclical 5.0%
Industrials 4.4%
Healthcare 4.1%
Consumer Defensive 3.3%
Communication Services 2.4%
Energy 2.0%
Utilities 1.0%
Basic Materials 0.6%