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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 74 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 FELE FRANKLIN ELEC INC Industrials 56.0 $6K 0.00% NEW $107.20 -2.9%
1462 ACWI ISHARES TR 38.0 $6K 0.00% NEW $156.97 +2.4%
1463 NMIH NMI HLDGS INC Financial Services 145.0 $6K 0.00% NEW $41.09 +9.9%
1464 INDB INDEPENDENT BK CORP MASS Financial Services 71.0 $6K 0.00% NEW $83.72 +0.0%
1465 MDU MDU RES GROUP INC Industrials 279.0 $6K 0.00% NEW $21.21 -5.9%
1466 AR ANTERO RESOURCES CORP Energy 168.0 $6K 0.00% NEW $35.14 +8.0%
1467 CRL CHARLES RIV LABS INTL INC Healthcare 26.0 $6K 0.00% NEW $226.81 +30.1%
1468 SAIA SAIA INC Industrials 14.0 $6K 0.00% NEW $421.14 -14.0%
1469 MAC MACERICH CO Real Estate 234.0 $6K 0.00% NEW $25.19 -3.2%
1470 PTCT PTC THERAPEUTICS INC Healthcare 72.0 $6K 0.00% NEW $81.57 -14.4%
1471 FCPT FOUR CORNERS PPTY TR INC Real Estate 239.0 $6K 0.00% NEW $24.55 +2.8%
1472 TKO TKO GROUP HOLDINGS INC Communication Services 29.0 $6K 0.00% NEW $201.31 -4.1%
1473 LAD LITHIA MTRS INC Consumer Cyclical 20.0 $6K 0.00% NEW $290.50 +27.6%
1474 POOL POOL CORP Industrials 27.0 $6K 0.00% NEW $214.89 -12.5%
1475 JBT MAREL CORPORATION 40.0 $6K 0.00% NEW $145.00
1476 TEX TEREX CORP NEW Industrials 80.0 $6K 0.00% NEW $72.39 -8.2%
1477 SIVR ABRDN SILVER ETF TRUST Financial Services 103.0 $6K 0.00% NEW $56.22 +17.2%
1478 LBRT LIBERTY ENERGY INC Energy 221.0 $6K 0.00% NEW $26.19 -26.1%
1479 CHEF CHEFS WHSE INC Consumer Defensive 60.0 $6K 0.00% NEW $96.10 +15.1%
1480 HTH HILLTOP HLDGS INC Financial Services 149.0 $6K 0.00% NEW $38.66 +0.0%
Page 74 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%