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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 61 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 VNOM VIPER ENERGY INC Energy 262.0 $11K 0.00% NEW $42.40 +6.8%
1202 TDI TOUCHSTONE ETF TRUST 247.0 $11K 0.00% NEW $44.92 +5.5%
1203 RSPR INVESCO EXCHANGE TRADED FD T 303.0 $11K 0.00% NEW $36.56 +0.5%
1204 FNB F N B CORP Financial Services 580.0 $11K 0.00% NEW $19.08 -2.9%
1205 PXF INVESCO EXCH TRADED FD TR II 146.0 $11K 0.00% NEW $75.64 +5.5%
1206 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 218.0 $11K 0.00% NEW $50.53 -3.0%
1207 ALLY ALLY FINL INC Financial Services 239.0 $11K 0.00% NEW $45.95 -6.6%
1208 FULT FULTON FINL CORP PA Financial Services 454.0 $11K 0.00% NEW $24.19 -2.3%
1209 AN AUTONATION INC Consumer Cyclical 59.0 $11K 0.00% NEW $185.80 +7.4%
1210 EAT BRINKER INTL INC Consumer Cyclical 65.0 $11K 0.00% NEW $168.00 +46.5%
1211 MXL MAXLINEAR INC Technology 85.0 $11K 0.00% NEW $128.04 -48.0%
1212 MTCH MATCH GROUP INC NEW Communication Services 286.0 $11K 0.00% NEW $38.05 +7.4%
1213 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 278.0 $11K 0.00% NEW $39.05 +1.1%
1214 BOOT BOOT BARN HLDGS INC Consumer Cyclical 66.0 $11K 0.00% NEW $164.27 +0.8%
1215 SCHM SCHWAB STRATEGIC TR 294.0 $11K 0.00% NEW $36.87 -1.9%
1216 EMN EASTMAN CHEM CO Basic Materials 160.0 $11K 0.00% NEW $66.98 +10.6%
1217 TW TRADEWEB MKTS INC Financial Services 107.0 $11K 0.00% NEW $99.66 +7.4%
1218 AKAM AKAMAI TECHNOLOGIES INC Technology 90.0 $11K 0.00% NEW $118.21 -6.6%
1219 AUR AURORA INNOVATION INC Technology 1,559.0 $11K 0.00% NEW $6.82 -8.5%
1220 ECG EVERUS CONSTR GROUP Industrials 64.0 $11K 0.00% NEW $165.95 -24.1%
Page 61 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%