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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 57 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 IESC IES HOLDINGS INC Industrials 19.0 $14K 0.00% NEW $734.68 -6.8%
1122 ALB ALBEMARLE CORP Basic Materials 103.0 $14K 0.00% NEW $135.03 +6.1%
1123 EQR EQUITY RESIDENTIAL Real Estate 204.0 $14K 0.00% NEW $67.93 -6.3%
1124 UPGD INVESCO EXCHANGE TRADED FD T 169.0 $14K 0.00% NEW $81.93 +2.8%
1125 BR BROADRIDGE FINL SOLUTIONS IN Technology 101.0 $14K 0.00% NEW $136.95 +33.0%
1126 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 82.0 $14K 0.00% NEW $168.54 -9.5%
1127 WWJD NORTHERN LTS FD TR IV 362.0 $14K 0.00% NEW $38.13 +8.3%
1128 BANK OF AMER CORP 11.0 $14K 0.00% NEW $1254.55
1129 NETL ETF SER SOLUTIONS 516.0 $14K 0.00% NEW $26.70 -0.4%
1130 INGERSOLL RAND INC 168.0 $14K 0.00% NEW $81.99
1131 GVA GRANITE CONSTR INC Industrials 87.0 $14K 0.00% NEW $158.08 -21.7%
1132 ROBT FIRST TR EXCHANGE TRADED FD 243.0 $14K 0.00% NEW $56.26 +6.0%
1133 G GENPACT LIMITED Technology 497.0 $14K 0.00% NEW $27.50 +35.0%
1134 NVR NVR INC Consumer Cyclical 2.0 $14K 0.00% NEW $6813.50 -6.7%
1135 MSTR STRATEGY INC Technology 156.0 $14K 0.00% NEW $86.93 +37.2%
1136 BDC BELDEN INC Technology 113.0 $14K 0.00% NEW $119.91 +2.1%
1137 ROKU ROKU INC Communication Services 98.0 $14K 0.00% NEW $138.14 +14.0%
1138 AIZ ASSURANT INC Financial Services 50.0 $13K 0.00% NEW $268.54 +5.8%
1139 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 25.0 $13K 0.00% NEW $536.96 -3.8%
1140 VSNT VERSANT MEDIA GROUP INC Industrials 372.0 $13K 0.00% NEW $35.99 +7.7%
Page 57 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%