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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 90 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 SUI SUN CMNTYS INC Real Estate 25.0 $3K NEW $119.92 +2.0%
1782 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 57.0 $3K NEW $52.37 -14.4%
1783 FEDERATED HERMES INC 54.0 $3K NEW $55.22
1784 MBX MBX BIOSCIENCES INC Healthcare 54.0 $3K NEW $55.20 +20.2%
1785 BDEC INNOVATOR ETFS TRUST 56.0 $3K NEW $53.20 +1.9%
1786 KNSL KINSALE CAP GROUP INC Financial Services 9.0 $3K NEW $329.78 +15.6%
1787 RGTI RIGETTI COMPUTING INC Technology 153.0 $3K NEW $19.32 -16.8%
1788 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 100.0 $3K NEW $29.53 -8.7%
1789 STEL STELLAR BANCORP INC Financial Services 75.0 $3K NEW $39.32 +0.0%
1790 DRS LEONARDO DRS INC Industrials 69.0 $3K NEW $42.67 -3.9%
1791 WRBY WARBY PARKER INC Healthcare 97.0 $3K NEW $30.34 -9.5%
1792 BIO BIO RAD LABS INC Healthcare 10.0 $3K NEW $293.60 +28.2%
1793 MCI BARINGS CORPORATE INVS Financial Services 167.0 $3K NEW $17.52 +3.9%
1794 CWT CALIFORNIA WTR SVC GROUP Utilities 60.0 $3K NEW $48.65 +2.8%
1795 GOVT ISHARES TR 128.0 $3K NEW $22.78 -1.3%
1796 ADUS ADDUS HOMECARE CORP Healthcare 29.0 $3K NEW $100.48 +20.0%
1797 IPAR INTERPARFUMS INC Consumer Defensive 26.0 $3K NEW $111.85 +2.6%
1798 ITGR INTEGER HLDGS CORP Healthcare 31.0 $3K NEW $93.45 +34.0%
1799 APPF APPFOLIO INC Technology 18.0 $3K NEW $160.33 +36.5%
1800 HRL HORMEL FOODS CORP Consumer Defensive 116.0 $3K NEW $24.82 -3.0%
Page 90 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%