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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 67 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 AVT AVNET INC Technology 93.0 $8K 0.00% NEW $88.82 -0.2%
1322 RWO SPDR INDEX SHS FDS 166.0 $8K 0.00% NEW $49.71 +1.6%
1323 HWKN HAWKINS INC Basic Materials 58.0 $8K 0.00% NEW $142.10 -16.3%
1324 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 46.0 $8K 0.00% NEW $178.96 +21.2%
1325 VSEC VSE CORP Industrials 36.0 $8K 0.00% NEW $228.50 -4.8%
1326 TOTL SSGA ACTIVE ETF TR 208.0 $8K 0.00% NEW $39.51 -1.9%
1327 WSFS WSFS FINL CORP Financial Services 107.0 $8K 0.00% NEW $76.73 +4.1%
1328 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 201.0 $8K 0.00% NEW $40.84 +10.5%
1329 NEOG NEOGEN CORP Healthcare 912.0 $8K 0.00% NEW $8.99 +32.9%
1330 HAS HASBRO INC Consumer Cyclical 99.0 $8K 0.00% NEW $82.59 +13.3%
1331 BSCX INVESCO EXCH TRD SLF IDX FD 387.0 $8K 0.00% NEW $21.04 -1.3%
1332 PARR PAR PAC HOLDINGS INC Energy 145.0 $8K 0.00% NEW $56.08 +40.9%
1333 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 42.0 $8K 0.00% NEW $193.24 +5.8%
1334 BC BRUNSWICK CORP Consumer Cyclical 96.0 $8K 0.00% NEW $84.24 -4.0%
1335 FOXA FOX CORP Communication Services 155.0 $8K 0.00% NEW $52.16 +31.4%
1336 WDFC WD 40 CO Basic Materials 33.0 $8K 0.00% NEW $243.64 -10.9%
1337 DAKT DAKTRONICS INC Technology 411.0 $8K 0.00% NEW $19.56 -1.8%
1338 ACMR ACM RESH INC Technology 63.0 $8K 0.00% NEW $126.89 -37.4%
1339 AX AXOS FINANCIAL INC Financial Services 82.0 $8K 0.00% NEW $97.39 -0.7%
1340 RDDT REDDIT INC Communication Services 46.0 $8K 0.00% NEW $173.59 -11.7%
Page 67 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%