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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 64 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 ONEQ FIDELITY COMWLTH TR 94.0 $10K 0.00% NEW $103.22 -0.1%
1262 CORT CORCEPT THERAPEUTICS INC Healthcare 111.0 $10K 0.00% NEW $86.95 +40.6%
1263 BSCV INVESCO EXCH TRD SLF IDX FD 588.0 $10K 0.00% NEW $16.39 -0.8%
1264 MSA MSA SAFETY INC Industrials 55.0 $10K 0.00% NEW $174.58 +8.5%
1265 MAIN MAIN STR CAP CORP Financial Services 185.0 $10K 0.00% NEW $51.88 +12.4%
1266 BSJV INVESCO EXCH TRD SLF IDX FD 365.0 $10K 0.00% NEW $26.25 -0.7%
1267 AMH AMERICAN HOMES 4 RENT Real Estate 285.0 $10K 0.00% NEW $33.52 +2.5%
1268 RLAY RELAY THERAPEUTICS INC Healthcare 510.0 $10K 0.00% NEW $18.71 +3.9%
1269 BLDR BUILDERS FIRSTSOURCE INC Industrials 106.0 $9K 0.00% NEW $89.48 -21.5%
1270 MSM MSC INDL DIRECT INC Industrials 79.0 $9K 0.00% NEW $118.95 +0.7%
1271 MGY MAGNOLIA OIL & GAS CORP Energy 367.0 $9K 0.00% NEW $25.58 +10.0%
1272 GWRE GUIDEWIRE SOFTWARE INC Technology 76.0 $9K 0.00% NEW $123.05 +53.7%
1273 CGNX COGNEX CORP Technology 129.0 $9K 0.00% NEW $72.42 -16.4%
1274 DOCN DIGITALOCEAN HLDGS INC Technology 59.0 $9K 0.00% NEW $157.03 -26.4%
1275 ARMK ARAMARK Industrials 161.0 $9K 0.00% NEW $56.90 +5.0%
1276 RMBS RAMBUS INC DEL Technology 69.0 $9K 0.00% NEW $132.74 -31.3%
1277 UCTT ULTRA CLEAN HLDGS INC Technology 64.0 $9K 0.00% NEW $142.59 -46.4%
1278 BANF BANCFIRST CORP Financial Services 82.0 $9K 0.00% NEW $111.13 +1.6%
1279 HUN HUNTSMAN CORP Basic Materials 857.0 $9K 0.00% NEW $10.62 -6.1%
1280 LSTR LANDSTAR SYS INC Industrials 44.0 $9K 0.00% NEW $206.82 -9.8%
Page 64 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%