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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 62 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 UGI UGI CORP NEW Utilities 307.0 $11K 0.00% NEW $34.54 +8.8%
1222 KMX CARMAX INC Consumer Cyclical 200.0 $11K 0.00% NEW $52.89 +17.5%
1223 JXN JACKSON FINANCIAL INC Financial Services 103.0 $11K 0.00% NEW $102.39 +26.9%
1224 SWK STANLEY BLACK & DECKER INC Industrials 112.0 $11K 0.00% NEW $94.12 +6.3%
1225 HPQ HP INC Technology 479.0 $11K 0.00% NEW $21.94 +35.4%
1226 ICVT ISHARES TR 86.0 $10K 0.00% NEW $121.74 -4.8%
1227 SCCO SOUTHERN COPPER CORP Basic Materials 60.0 $10K 0.00% NEW $174.27 +23.9%
1228 ST SENSATA TECHNOLOGIES HLDG PL Technology 219.0 $10K 0.00% NEW $47.74 -10.3%
1229 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 208.0 $10K 0.00% NEW $49.98 +4.7%
1230 TGTX TG THERAPEUTICS INC Healthcare 189.0 $10K 0.00% NEW $54.94 -1.2%
1231 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 341.0 $10K 0.00% NEW $30.18 -1.4%
1232 MRCY MERCURY SYS INC Industrials 84.0 $10K 0.00% NEW $122.33 -25.3%
1233 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 114.0 $10K 0.00% NEW $90.01 +21.1%
1234 LVS LAS VEGAS SANDS CORP Consumer Cyclical 221.0 $10K 0.00% NEW $46.19 +1.8%
1235 BNOV INNOVATOR ETFS TRUST 213.0 $10K 0.00% NEW $47.81 +2.4%
1236 LIT GLOBAL X FDS 130.0 $10K 0.00% NEW $78.28 -2.1%
1237 HUT 8 CORP 88.0 $10K 0.00% NEW $115.44
1238 ALKS ALKERMES PLC Healthcare 193.0 $10K 0.00% NEW $52.39 -7.8%
1239 LNC LINCOLN NATL CORP IND Financial Services 286.0 $10K 0.00% NEW $35.35 +19.2%
1240 PR PERMIAN RESOURCES CORP Energy 546.0 $10K 0.00% NEW $18.41 +29.0%
Page 62 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%