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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 63 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 VOYA VOYA FINANCIAL INC Financial Services 111.0 $10K 0.00% NEW $90.53 +8.0%
1242 FFBC 1ST FINL BANCORP Financial Services 297.0 $10K 0.00% NEW $33.83 -2.4%
1243 BWA BORGWARNER INC Consumer Cyclical 151.0 $10K 0.00% NEW $66.40 +2.1%
1244 CAPR CAPRICOR THERAPEUTICS INC Healthcare 416.0 $10K 0.00% NEW $24.08 -73.9%
1245 WBS WEBSTER FINL CORP Financial Services 131.0 $10K 0.00% NEW $76.42 +1.5%
1246 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 38.0 $10K 0.00% NEW $263.26 +40.0%
1247 AA ALCOA CORP Basic Materials 191.0 $10K 0.00% NEW $52.14 -0.6%
1248 SMURFIT WESTROCK PLC 215.0 $10K 0.00% NEW $46.26
1249 BSCW INVESCO EXCH TRD SLF IDX FD 484.0 $10K 0.00% NEW $20.52 -1.2%
1250 KGS KODIAK GAS SVCS INC Energy 132.0 $10K 0.00% NEW $75.13 -18.2%
1251 UCON FIRST TR EXCHNG TRADED FD VI 398.0 $10K 0.00% NEW $24.88 -1.3%
1252 ASTS AST SPACEMOBILE INC Technology 111.0 $10K 0.00% NEW $88.86 -22.7%
1253 OVV OVINTIV INC Energy 187.0 $10K 0.00% NEW $52.65 +26.9%
1254 AMTM AMENTUM HOLDINGS INC Industrials 476.0 $10K 0.00% NEW $20.67 +4.0%
1255 LGND LIGAND PHARMACEUTICALS INC Healthcare 31.0 $10K 0.00% NEW $316.10 -9.4%
1256 TRU TRANSUNION Industrials 135.0 $10K 0.00% NEW $72.14 +17.3%
1257 TTMI TTM TECHNOLOGIES INC Technology 52.0 $10K 0.00% NEW $187.02 -40.9%
1258 DYNF BLACKROCK ETF TRUST 143.0 $10K 0.00% NEW $68.01 +1.6%
1259 LGOV FIRST TR EXCHANGE-TRADED FD 454.0 $10K 0.00% NEW $21.40 -2.8%
1260 MHK MOHAWK INDS INC Consumer Cyclical 80.0 $10K 0.00% NEW $121.33 +12.3%
Page 63 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%