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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 59 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 CMC COMMERCIAL METALS CO Basic Materials 204.0 $13K 0.00% NEW $62.75 +5.7%
1162 WDAY WORKDAY INC Technology 104.0 $13K 0.00% NEW $122.42 +63.4%
1163 MWA MUELLER WTR PRODS INC Industrials 492.0 $13K 0.00% NEW $25.83 -3.4%
1164 DOW DOW HLDGS INC Basic Materials 463.0 $13K 0.00% NEW $27.36 +18.2%
1165 GTES GATES INDL CORP PLC Industrials 444.0 $12K 0.00% NEW $27.97 -7.4%
1166 PALL ABRDN PALLADIUM ETF TRUST Financial Services 562.0 $12K 0.00% NEW $22.08 +10.7%
1167 ALK ALASKA AIR GROUP INC Industrials 237.0 $12K 0.00% NEW $52.20 -22.6%
1168 AGM FEDERAL AGRIC MTG CORP Financial Services 62.0 $12K 0.00% NEW $199.27 +10.8%
1169 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 177.0 $12K 0.00% NEW $69.74 -15.6%
1170 GDV GABELLI DIVID & INCOME TR Financial Services 420.0 $12K 0.00% NEW $29.39 +3.4%
1171 TDW TIDEWATER INC NEW Energy 185.0 $12K 0.00% NEW $66.63 +42.9%
1172 XYL XYLEM INC Industrials 104.0 $12K 0.00% NEW $118.21 -4.1%
1173 ADC AGREE RLTY CORP Real Estate 162.0 $12K 0.00% NEW $75.77 -2.5%
1174 ESS ESSEX PPTY TR INC Real Estate 42.0 $12K 0.00% NEW $291.60 -0.9%
1175 ROAD CONSTRUCTION PARTNERS INC Industrials 103.0 $12K 0.00% NEW $118.77 -5.6%
1176 EXPAND ENERGY CORPORATION 134.0 $12K 0.00% NEW $91.19
1177 PYPL PAYPAL HLDGS INC Financial Services 281.0 $12K 0.00% NEW $43.18 +42.5%
1178 RVTY REVVITY INC Healthcare 109.0 $12K 0.00% NEW $111.26 +12.1%
1179 DIOD DIODES INC Technology 110.0 $12K 0.00% NEW $109.44 -14.1%
1180 BKU BANKUNITED INC Financial Services 248.0 $12K 0.00% NEW $48.45 -4.4%
Page 59 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%