Institutional Fund
Keystone Financial Group
Lexington, KYCIK 17292996 filings on record
Portfolio Value
$1.46B
Q1 2026
Holdings
524
Reported positions
New Buys
81
Opened this quarter
QoQ Change
+8.1%
from $1.35B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.0%
- Spdr S&P 500 ETF Tr5.4%
- Spdr Series Trust3.7%
- Victory Portfolios II2.9%
- Seagate Technology Hldngs Pl2.8%
- Nvidia Corporation2.7%
- Other76.5%
Portfolio Holdings
524 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 341.1K | $87.93M | 6.0% | −512 | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 115.9K | $78.62M | 5.4% | −1.7K | Reduced |
| 3 | Spdr Series Trust | 714.1K | $54.66M | 3.7% | +190.2K | Added |
| 4 | Victory Portfolios II | 1.08M | $42.63M | 2.9% | +32.3K | Added |
| 5 | Seagate Technology Hldngs Pl | 62.7K | $40.23M | 2.8% | −68 | Reduced |
| 6 | Nvidia Corporation | 216.2K | $39.19M | 2.7% | +974 | Added |
| 7 | Vanguard Index Fds | 121.3K | $39.11M | 2.7% | +1.5K | Added |
| 8 | Palantir Technologies Inc | 266.3K | $38.91M | 2.7% | +17.5K | Added |
| 9 | Spdr Series Trust | 382.6K | $37.46M | 2.6% | +32.9K | Added |
| 10 | Tesla Inc | 94.0K | $35.53M | 2.4% | +3.5K | Added |
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