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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 94 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 UDEC INNOVATOR ETFS TRUST 60.0 $3K NEW $41.68 +1.8%
1862 UE URBAN EDGE PPTYS Real Estate 109.0 $2K NEW $22.88 -5.9%
1863 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 69.0 $2K NEW $35.90 -4.2%
1864 RRR RED ROCK RESORTS INC Consumer Cyclical 38.0 $2K NEW $65.05 -6.1%
1865 PRDO PERDOCEO ED CORP Consumer Defensive 77.0 $2K NEW $32.00 +1.5%
1866 WMG WARNER MUSIC GROUP CORP Communication Services 91.0 $2K NEW $27.07 +0.1%
1867 FR FIRST INDL RLTY TR INC Real Estate 40.0 $2K NEW $61.30 +2.2%
1868 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 32.0 $2K NEW $76.44 -7.5%
1869 FG F&G ANNUITIES & LIFE INC Financial Services 92.0 $2K NEW $26.50 -14.6%
1870 SATS ECHOSTAR CORP Technology 24.0 $2K NEW $101.50 -8.9%
1871 PBI PITNEY BOWES INC Industrials 139.0 $2K NEW $17.52 -7.7%
1872 INTERNATIONAL BANCSHARES COR 32.0 $2K NEW $75.94
1873 HSTM HEALTHSTREAM INC Healthcare 89.0 $2K NEW $27.25 +4.9%
1874 NCNO NCINO INC Technology 148.0 $2K NEW $16.35 +24.5%
1875 WOR WORTHINGTON ENTERPRISES INC Industrials 45.0 $2K NEW $53.76 +4.9%
1876 CORZ CORE SCIENTIFIC INC NEW Technology 94.0 $2K NEW $25.59 -28.1%
1877 NVST ENVISTA HOLDINGS CORPORATION Healthcare 91.0 $2K NEW $26.35 +2.2%
1878 SEDG SOLAREDGE TECHNOLOGIES INC Energy 41.0 $2K NEW $58.44 -47.1%
1879 IAGG ISHARES TR 47.0 $2K NEW $50.60 -1.6%
1880 GSHD GOOSEHEAD INS INC Financial Services 49.0 $2K NEW $48.51 +45.7%
Page 94 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%