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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 95 of 131  ·  2,608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 DPZ DOMINOS PIZZA INC Consumer Cyclical 8.0 $2K NEW $296.00 +15.3%
1882 PRVA PRIVIA HEALTH GROUP INC Healthcare 92.0 $2K NEW $25.73 -17.3%
1883 THE BALDWIN INSURANCE GRP IN 89.0 $2K NEW $26.58
1884 HHH HOWARD HUGHES HOLDINGS INC Real Estate 33.0 $2K NEW $71.48 -4.6%
1885 GSAT GLOBALSTAR INC Communication Services 29.0 $2K NEW $81.28 +1.1%
1886 UMAY INNOVATOR ETFS TRUST 62.0 $2K NEW $38.00 +1.6%
1887 FLUTTER ENTMT PLC 23.0 $2K NEW $102.17
1888 BROWN FORMAN CORP 88.0 $2K NEW $26.65
1889 ONON ON HLDG AG Consumer Cyclical 66.0 $2K NEW $35.42 -15.7%
1890 EBC EASTERN BANKSHARES INC Financial Services 105.0 $2K NEW $22.24 +2.4%
1891 EWJ ISHARES INC 25.0 $2K NEW $93.28 +1.3%
1892 SIGI SELECTIVE INS GROUP INC Financial Services 24.0 $2K NEW $97.00 -7.2%
1893 NTB BANK OF N T BUTTERFIELD & SO Financial Services 39.0 $2K NEW $59.51 -1.5%
1894 QUBT QUANTUM COMPUTING INC Technology 239.0 $2K NEW $9.70 -16.6%
1895 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 140.0 $2K NEW $16.53 +23.5%
1896 REXR REXFORD INDL RLTY INC Real Estate 69.0 $2K NEW $33.51 +11.5%
1897 AAON AAON INC Industrials 18.0 $2K NEW $126.83 -37.2%
1898 LPX LOUISIANA PAC CORP Basic Materials 29.0 $2K NEW $78.66 -5.5%
1899 IOSP INNOSPEC INC Basic Materials 28.0 $2K NEW $81.39 +14.0%
1900 SEADRILL LTD 60.0 $2K NEW $37.82
Page 95 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%