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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 53 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 BLV VANGUARD BD INDEX FDS 249.0 $17K 0.00% NEW $68.93 -4.5%
1042 TKR TIMKEN CO Industrials 118.0 $17K 0.00% NEW $145.32 -13.9%
1043 ZTS ZOETIS INC Healthcare 238.0 $17K 0.00% NEW $71.86 +8.2%
1044 ITT ITT INC Industrials 86.0 $17K 0.00% NEW $197.76 +5.2%
1045 CBZ CBIZ INC Industrials 530.0 $17K 0.00% NEW $32.08 +70.4%
1046 ISD PGIM HIGH YIELD BOND FUND IN Financial Services 1,300.0 $17K 0.00% NEW $13.06 -6.1%
1047 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 456.0 $17K 0.00% NEW $37.21 +8.5%
1048 MOOG INC 40.0 $17K 0.00% NEW $423.85
1049 RPRX ROYALTY PHARMA PLC Healthcare 300.0 $17K 0.00% NEW $56.07 +9.3%
1050 IGLB ISHARES TR 336.0 $17K 0.00% NEW $50.04 -4.5%
1051 GFS GLOBALFOUNDRIES INC Technology 202.0 $17K 0.00% NEW $82.41 -41.7%
1052 CDE COEUR MNG INC Basic Materials 1,020.0 $17K 0.00% NEW $16.32 +28.5%
1053 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 190.0 $17K 0.00% NEW $87.04 +7.8%
1054 MYRG MYR GROUP INC Industrials 33.0 $17K 0.00% NEW $500.39 -37.9%
1055 BUNGE GLOBAL SA 154.0 $16K 0.00% NEW $106.73
1056 VCTR VICTORY CAP HLDGS INC DEL Financial Services 195.0 $16K 0.00% NEW $84.06 +37.6%
1057 CRUS CIRRUS LOGIC INC Technology 110.0 $16K 0.00% NEW $148.53 -22.4%
1058 INCY INCYTE CORP Healthcare 144.0 $16K 0.00% NEW $113.36 +12.7%
1059 SNX TD SYNNEX CORPORATION Technology 61.0 $16K 0.00% NEW $267.34 -6.4%
1060 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 938.0 $16K 0.00% NEW $17.35 -2.2%
Page 53 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%