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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
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI VANGUARD INDEX FDS 632.0 $203K 0.17% $320.57 +13.9%
42 CLNE CLEAN ENERGY FUELS CORP Energy 25,616.0 $64K 0.05% +500.0 +2.0% $2.48 -18.1%
Page 3 of 3  ·  42 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 45.0%
Healthcare 31.3%
Consumer Cyclical 16.0%
Communication Services 6.7%
Energy 1.0%