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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 72 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 DAR DARLING INGREDIENTS INC Consumer Defensive 121.0 $7K 0.00% NEW $54.62 +20.4%
1422 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 90.0 $7K 0.00% NEW $72.99 +7.9%
1423 BPOP POPULAR INC Financial Services 40.0 $7K 0.00% NEW $164.18 +3.0%
1424 MANH MANHATTAN ASSOCIATES INC Technology 47.0 $7K 0.00% NEW $139.26 +54.1%
1425 EFX EQUIFAX INC Industrials 41.0 $7K 0.00% NEW $158.73 +21.3%
1426 VRNS VARONIS SYS INC Technology 155.0 $7K 0.00% NEW $41.96 -1.7%
1427 IVZ INVESCO LTD Financial Services 246.0 $6K 0.00% NEW $26.39 +21.3%
1428 LXP INDUSTRIAL TRUST 120.0 $6K 0.00% NEW $53.88
1429 FENI FIDELITY COVINGTON TRUST 161.0 $6K 0.00% NEW $40.13 +4.0%
1430 INGR INGREDION INC Consumer Defensive 68.0 $6K 0.00% NEW $94.71 +12.8%
1431 EUFN ISHARES TR 165.0 $6K 0.00% NEW $38.99 +8.3%
1432 UNOV INNOVATOR ETFS TRUST 160.0 $6K 0.00% NEW $40.16 +2.0%
1433 FNDC SCHWAB STRATEGIC TR 132.0 $6K 0.00% NEW $48.56 +5.0%
1434 SNY SANOFI SA Healthcare 149.0 $6K 0.00% NEW $42.66 +7.5%
1435 MUR MURPHY OIL CORP Energy 195.0 $6K 0.00% NEW $32.56 +14.9%
1436 DDS DILLARDS INC Consumer Cyclical 12.0 $6K 0.00% NEW $528.42 +17.6%
1437 ACIW ACI WORLDWIDE INC Technology 125.0 $6K 0.00% NEW $50.29 +3.1%
1438 CNM CORE & MAIN INC Industrials 130.0 $6K 0.00% NEW $48.25 -7.0%
1439 STC STEWART INFORMATION SVCS COR Financial Services 95.0 $6K 0.00% NEW $66.02 +4.8%
1440 NE NOBLE CORP PLC Energy 168.0 $6K 0.00% NEW $37.30 +24.1%
Page 72 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%