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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 81 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 NLR VANECK ETF TRUST 39.0 $5K 0.00% NEW $115.97 +3.4%
1602 KSS KOHLS CORP Consumer Cyclical 255.0 $5K 0.00% NEW $17.72 -0.7%
1603 OMF ONEMAIN HLDGS INC Financial Services 74.0 $5K 0.00% NEW $60.97 +3.6%
1604 CSGP COSTAR GROUP INC Real Estate 159.0 $5K 0.00% NEW $28.32 +13.9%
1605 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 62.0 $4K 0.00% NEW $72.52 +11.5%
1606 ACWX ISHARES TR 59.0 $4K 0.00% NEW $76.10 +2.4%
1607 FUL FULLER H B CO Basic Materials 77.0 $4K 0.00% NEW $58.29 +0.7%
1608 LAZ LAZARD INC Financial Services 107.0 $4K 0.00% NEW $41.94 +5.3%
1609 KEX KIRBY CORP Industrials 33.0 $4K 0.00% NEW $135.97 +2.9%
1610 SCI SERVICE CORP INTL Consumer Cyclical 59.0 $4K 0.00% NEW $75.97 +9.6%
1611 SITM SITIME CORP Technology 6.0 $4K 0.00% NEW $745.50 -17.5%
1612 URNM SPROTT FDS TR 85.0 $4K 0.00% NEW $52.59 +10.7%
1613 BGC BGC GROUP INC Financial Services 418.0 $4K 0.00% NEW $10.69 +10.9%
1614 INNOVATOR ETFS TRUST 169.0 $4K 0.00% NEW $26.42
1615 VFC V F CORP Consumer Cyclical 267.0 $4K 0.00% NEW $16.68 -13.9%
1616 INDS PACER FDS TR 111.0 $4K 0.00% NEW $40.05 +3.4%
1617 HCSG HEALTHCARE SVCS GROUP INC Healthcare 181.0 $4K 0.00% NEW $24.56 -7.3%
1618 BOH BANK HAWAII CORP Financial Services 54.0 $4K 0.00% NEW $81.48 -4.9%
1619 INNOVATOR ETFS TRUST 169.0 $4K 0.00% NEW $25.98
1620 INNOVATOR ETFS TRUST 155.0 $4K 0.00% NEW $28.21
Page 81 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%