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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 93 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 DRH DIAMONDROCK HOSPITALITY CO Real Estate 217.0 $3K NEW $12.18 +4.7%
1842 AVB AVALONBAY CMNTYS INC Real Estate 14.0 $3K NEW $188.71 -2.5%
1843 HIW HIGHWOODS PPTYS INC Real Estate 87.0 $3K NEW $30.16 +4.6%
1844 CURB CURBLINE PPTYS CORP Real Estate 86.0 $3K NEW $30.40 -2.5%
1845 AEHR AEHR TEST SYS Technology 27.0 $3K NEW $96.07 +9.4%
1846 RGEN REPLIGEN CORP Healthcare 19.0 $3K NEW $136.42 +33.8%
1847 INSP INSPIRE MED SYS INC Healthcare 58.0 $3K NEW $44.60 +36.5%
1848 WHG WESTWOOD HLDGS GROUP INC Financial Services 135.0 $3K NEW $19.12 +2.6%
1849 SR SPIRE INC Utilities 33.0 $3K NEW $78.09 +7.3%
1850 SEZL SEZZLE INC Financial Services 15.0 $3K NEW $171.60 -32.2%
1851 RNG RINGCENTRAL INC Technology 66.0 $3K NEW $38.98 +68.8%
1852 SWX SOUTHWEST GAS HLDGS INC Utilities 29.0 $3K NEW $88.69 +3.7%
1853 NUTX NUTEX HEALTH INC Healthcare 15.0 $3K NEW $170.87 +10.6%
1854 USEP INNOVATOR ETFS TRUST 62.0 $3K NEW $41.32 +1.5%
1855 GAMESTOP CORP 116.0 $3K NEW $22.08
1856 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 66.0 $3K NEW $38.77 -1.9%
1857 FRPT FRESHPET INC Consumer Defensive 43.0 $3K NEW $59.12 +25.6%
1858 GLPI GAMING & LEISURE P Real Estate 57.0 $3K NEW $44.53 -1.1%
1859 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 1,500.0 $3K NEW $1.68 -23.5%
1860 PATK PATRICK INDS INC Consumer Cyclical 28.0 $3K NEW $89.79 -5.4%
Page 93 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%