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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 88 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 ITRI ITRON INC Technology 38.0 $3K NEW $86.53 +15.6%
1742 FCN FTI CONSULTING INC Industrials 22.0 $3K NEW $149.00 +4.5%
1743 FLR FLUOR CORP Industrials 62.0 $3K NEW $52.39 +0.1%
1744 ONB OLD NATL BANCORP IND Financial Services 125.0 $3K NEW $25.90 -0.4%
1745 SYNA SYNAPTICS INC Technology 26.0 $3K NEW $124.23 -21.4%
1746 BROOKFIELD ASSET MANAGMT LTD 72.0 $3K NEW $44.85
1747 BSEP INNOVATOR ETFS TRUST 61.0 $3K NEW $52.74 +2.3%
1748 BFEB INNOVATOR ETFS TRUST 61.0 $3K NEW $52.64 +2.1%
1749 KYMR KYMERA THERAPEUTICS INC Healthcare 28.0 $3K NEW $114.68 +4.5%
1750 FBP FIRST BANCORP CORPORATION Financial Services 123.0 $3K NEW $26.07 +9.4%
1751 DT DYNATRACE INC Technology 73.0 $3K NEW $43.90 +12.3%
1752 MATW MATTHEWS INTL CORP Industrials 119.0 $3K NEW $26.92 -21.0%
1753 HOPE HOPE BANCORP INC Financial Services 233.0 $3K NEW $13.68 +2.1%
1754 UFPT UFP TECHNOLOGIES INC Healthcare 12.0 $3K NEW $265.17 +16.6%
1755 MKTX MARKETAXESS HLDGS INC Financial Services 28.0 $3K NEW $113.50 +42.8%
1756 KWR QUAKER HOUGHTON Basic Materials 20.0 $3K NEW $158.85 +2.6%
1757 RIG TRANSOCEAN LTD Energy 649.0 $3K NEW $4.89 +21.0%
1758 INVX INNOVEX INTERNATIONAL INC Energy 128.0 $3K NEW $24.80 +18.2%
1759 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 118.0 $3K NEW $26.85 -5.1%
1760 CC CHEMOURS CO Basic Materials 154.0 $3K NEW $20.52 -22.2%
Page 88 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%