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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 47 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 DLTR DOLLAR TREE INC Consumer Defensive 196.0 $24K 0.00% NEW $120.95 +7.8%
922 WTS WATTS WATER TECHNOLOGIES INC Industrials 60.0 $23K 0.00% NEW $391.45 -4.5%
923 BURL BURLINGTON STORES INC Consumer Cyclical 74.0 $23K 0.00% NEW $316.80 +3.4%
924 MDYG SPDR SERIES TRUST 209.0 $23K 0.00% NEW $112.09 -1.7%
925 BRO BROWN & BROWN INC Financial Services 365.0 $23K 0.00% NEW $64.15 +13.3%
926 HYLB DBX ETF TR 641.0 $23K 0.00% NEW $36.52 -0.5%
927 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 209.0 $23K 0.00% NEW $111.79 -6.3%
928 SPE SPECIAL OPPORTUNITIES FD INC Financial Services 1,730.0 $23K 0.00% NEW $13.47 -0.7%
929 OKTA OKTA INC Technology 170.0 $23K 0.00% NEW $136.45 -1.5%
930 WCC WESCO INTL INC Industrials 67.0 $23K 0.00% NEW $345.43 +0.3%
931 GKOS GLAUKOS CORP Healthcare 165.0 $23K 0.00% NEW $139.76 +33.5%
932 PNW PINNACLE WEST CAP CORP Utilities 215.0 $23K 0.00% NEW $107.20 -8.8%
933 ESGE ISHARES INC 420.0 $23K 0.00% NEW $54.69 -1.3%
934 IYT ISHARES TR 264.0 $23K 0.00% NEW $86.75 +0.1%
935 UNILEVER PLC 380.0 $23K 0.00% NEW $60.12
936 MDB MONGODB INC Technology 68.0 $23K 0.00% NEW $335.90 +26.9%
937 CGEN COMPUGEN LTD Healthcare 10,670.0 $23K 0.00% NEW $2.14 +23.1%
938 GH GUARDANT HEALTH INC Healthcare 152.0 $23K 0.00% NEW $150.03 +12.6%
939 MINT PIMCO ETF TR 226.0 $23K 0.00% NEW $100.81 -0.1%
940 EATON VANCE TAX-MANAGED GLOB 2,359.0 $23K 0.00% NEW $9.64
Page 47 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%