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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 85 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 BEPC BROOKFIELD RENEWABLE CORP Utilities 101.0 $4K NEW $37.12 -10.4%
1682 VERSIGENT PLC 89.0 $4K NEW $42.01
1683 EPAM EPAM SYS INC Technology 47.0 $4K NEW $79.34 +39.1%
1684 NURE NUSHARES ETF TR 115.0 $4K NEW $32.34 -0.4%
1685 TDC TERADATA CORP DEL Technology 107.0 $4K NEW $34.65 -20.1%
1686 PHIN PHINIA INC Consumer Cyclical 45.0 $4K NEW $82.38 -11.7%
1687 ACT ENACT HLDGS INC Financial Services 81.0 $4K NEW $45.72 +7.6%
1688 XTEN BONDBLOXX ETF TRUST 81.0 $4K NEW $45.58 -2.9%
1689 NWL NEWELL BRANDS INC Consumer Defensive 599.0 $4K NEW $6.14 -0.8%
1690 SCHZ SCHWAB STRATEGIC TR 159.0 $4K NEW $23.13 -1.6%
1691 CPK CHESAPEAKE UTILS CORP Utilities 30.0 $4K NEW $122.47 +9.5%
1692 XLG INVESCO EXCHANGE TRADED FD T 60.0 $4K NEW $61.23 +1.4%
1693 RUSHB RUSH ENTERPRISES INC 48.0 $4K NEW $76.50
1694 LEG LEGGETT & PLATT INC Consumer Cyclical 312.0 $4K NEW $11.71 -19.7%
1695 PB PROSPERITY BANCSHARES INC Financial Services 50.0 $4K NEW $73.04 -0.4%
1696 AWR AMER STATES WTR CO Utilities 44.0 $4K NEW $82.64 +7.3%
1697 GTY GETTY RLTY CORP NEW Real Estate 109.0 $4K NEW $33.36 -0.7%
1698 ALGM ALLEGRO MICROSYSTEMS INC Technology 52.0 $4K NEW $69.62 -46.6%
1699 GEO GEO GROUP INC Industrials 122.0 $4K NEW $29.55 +10.7%
1700 XHR XENIA HOTELS & RESORTS INC Real Estate 177.0 $4K NEW $20.36 -4.6%
Page 85 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%