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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 89 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 GNTX GENTEX CORP Consumer Cyclical 125.0 $3K NEW $25.27 -5.0%
1762 IAC PEOPLE INC Technology 68.0 $3K NEW $46.16 -0.0%
1763 BLUEROCK PVT REAL ESTATE FD 240.0 $3K NEW $13.01
1764 KNF KNIFE RIVER CORP Basic Materials 37.0 $3K NEW $83.65 -20.8%
1765 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 104.0 $3K NEW $29.74 -15.1%
1766 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 62.0 $3K NEW $49.85 +17.0%
1767 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 329.0 $3K NEW $9.39 +22.4%
1768 CNX CNX RES CORP Energy 91.0 $3K NEW $33.93 +7.5%
1769 KMT KENNAMETAL INC Industrials 88.0 $3K NEW $35.05 -14.1%
1770 ASGN EVERFORTH INC Technology 172.0 $3K NEW $17.87 +17.3%
1771 LAUR LAUREATE ED INC Consumer Defensive 84.0 $3K NEW $36.32 +3.3%
1772 RBRK RUBRIK INC. Technology 38.0 $3K NEW $80.29 +19.0%
1773 BXP BXP INC Real Estate 46.0 $3K NEW $66.30 +2.0%
1774 NSIT INSIGHT ENTERPRISES INC Technology 25.0 $3K NEW $121.80 +20.3%
1775 FBK FB FINL CORP Financial Services 55.0 $3K NEW $55.35 +6.4%
1776 HSBC HSBC HLDGS PLC Financial Services 32.0 $3K NEW $95.09 +9.7%
1777 VICR VICOR CORP Technology 8.0 $3K NEW $379.75 -44.9%
1778 AKR ACADIA RLTY TR Real Estate 145.0 $3K NEW $20.91 +1.0%
1779 ALV AUTOLIV INC Consumer Cyclical 26.0 $3K NEW $116.15 +7.4%
1780 TBBK BANCORP INC DEL Financial Services 48.0 $3K NEW $62.65 +7.9%
Page 89 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 61.0%
Financial Services 14.4%
Consumer Cyclical 5.0%
Industrials 4.3%
Healthcare 4.0%
Communication Services 4.0%
Consumer Defensive 3.2%
Energy 2.0%
Utilities 1.0%
Basic Materials 0.6%