Portfolio (Quarterly) Guide ↗

Keenan, LLC

· CIK 0002111703

13F Portfolio $119M AUM 42 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 15 Added 17 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	ASTRAZENECA PLC	—	4,532	$417K	0.37%	SOLD

Sector Allocation

Technology 45.0%

Healthcare 31.3%

Consumer Cyclical 16.0%

Communication Services 6.7%

Energy 1.0%