KEYNOTE FINANCIAL SERVICES LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2026127
Institutional-grade research for retail investors
13F Reported Value
ⓘ$188.0M
Holdings
174
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
KEYNOTE FINANCIAL SERVICES LLC disclosed 174 positions worth $188.0M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 5.1% of the equity portfolio. During the quarter the fund opened 9 new positions and exited 3 — including a new stake in $CALM and a full exit from $OTIS. The portfolio is most concentrated in Technology (22.3% of disclosed assets). All figures are sourced directly from KEYNOTE FINANCIAL SERVICES LLC’s Form 13F-HR filing with the SEC under CIK 2026127.
AI Fund Analysis
Stable
$AAPL5.1% weight
Held 6 quarters
VANGUARD BD INDEX FNDS
4.7% weight
Held 5 quarters
$ABBV4.5% weight
Held 6 quarters
$BRK-A2.9% weight
Held 6 quarters
$RTX2.8% weight
Held 6 quarters
$BRK-A5 quarters accumulating
$DNN5 quarters accumulating
$REGN5 quarters accumulating
$HRL5 quarters accumulating
$WHR5 quarters accumulating
Sector Allocation
TechnologyHealthcareFinancialsIndustrialsEnergyConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$9.5M37,525 sh VANGUARD BD INDEX FNDS
—Quality
$8.8M177,582 sh- 59.3#933
Quality
$8.5M39,267 sh - 64.5
Quality
$5.4M11,201 sh - 70.0
Quality
$5.3M27,560 sh - 80.2
Quality
$4.6M16,036 sh - 63.4
Quality
$4.0M5,695 sh - 83.7
Quality
$3.9M10,519 sh - 71.9
Quality
$3.5M121,557 sh - 41.5
Quality
$3.5M78,898 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $9.5M | 37,525 |
| VANGUARD BD INDEX FNDS | — | $8.8M | 177,582 |
| AbbVie Inc.$ABBV | 59.3#933 | $8.5M | 39,267 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $5.4M | 11,201 |
| RTX Corp$RTX | 70.0 | $5.3M | 27,560 |
 Alphabet Inc.$GOOG | 80.2 | $4.6M | 16,036 |
 Lumentum Holdings Inc.$LITE | 63.4 | $4.0M | 5,695 |
 MICROSOFT CORP$MSFT | 83.7 | $3.9M | 10,519 |
 AT&T INC.$T | 71.9 | $3.5M | 121,557 |
 INTEL CORP$INTC | 41.5 | $3.5M | 78,898 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of KEYNOTE FINANCIAL SERVICES LLC's 174 positions.
Showing top 10 of 174 holdings.
Sector Allocation
Technology
$41.9M
Healthcare
$34.2M
Financials
$21.7M
Industrials
$18.2M
Energy
$14.6M
Consumer Staples
$13.9M
Other
$12.6M
Consumer Discretionary
$7.9M
Full Holdings — KEYNOTE FINANCIAL SERVICES LLC (Q1 2026)
All 174 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $9.5M | 5.1% | -1% | 76.1 |
| 2 | — | VANGUARD BD INDEX FNDS | $8.8M | 4.7% | +21% | — |
| 3 | $ABBV | AbbVie Inc. | $8.5M | 4.5% | -0% | 59.3 |
| 4 | $BRK.B | BERKSHIRE HATHAWAY INC | $5.4M | 2.9% | +7% | 64.5 |
| 5 | $RTX | RTX Corp | $5.3M | 2.8% | -3% | 70 |
| 6 | $GOOG | Alphabet Inc. | $4.6M | 2.5% | +4% | 80.2 |
| 7 | $LITE | Lumentum Holdings Inc. | $4.0M | 2.1% | -8% | 63.4 |
| 8 | $MSFT | MICROSOFT CORP | $3.9M | 2.1% | +5% | 83.7 |
| 9 | $T | AT&T INC. | $3.5M | 1.9% | -1% | 71.9 |
| 10 | $INTC | INTEL CORP | $3.5M | 1.9% | -7% | 41.5 |
| 11 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $3.3M | 1.8% | -0% | 66.3 |
| 12 |  $HTO | H2O AMERICA | $3.2M | 1.7% | -2% | 65.9 |
| 13 |  $JNJ | JOHNSON & JOHNSON | $3.0M | 1.6% | -2% | 72.8 |
| 14 |  $PG | PROCTER & GAMBLE Co | $2.8M | 1.5% | +7% | 72.9 |
| 15 |  $VZ | VERIZON COMMUNICATIONS INC | $2.7M | 1.4% | +12% | 71.6 |
| 16 |  $PFE | PFIZER INC | $2.7M | 1.4% | -3% | 69 |
| 17 |  $ABT | ABBOTT LABORATORIES | $2.6M | 1.4% | -1% | 67 |
| 18 |  $AMGN | AMGEN INC | $2.2M | 1.2% | -1% | 79.5 |
| 19 |  $CVS | CVS HEALTH Corp | $2.1M | 1.1% | -2% | 51.3 |
| 20 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.9M | 1.0% | -1% | 70.1 |
| 21 |  $AMZN | AMAZON COM INC | $1.9M | 1.0% | +19% | 74.6 |
| 22 |  $CAT | CATERPILLAR INC | $1.9M | 1.0% | -1% | 67.8 |
| 23 |  $XOM | EXXON MOBIL CORP | $1.9M | 1.0% | -1% | 61.8 |
| 24 |  $MU | MICRON TECHNOLOGY INC | $1.9M | 1.0% | -6% | 88.4 |
| 25 |  $COHR | COHERENT CORP. | $1.9M | 1.0% | -14% | 64 |
| 26 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 1.0% | +0% | 35.6 |
| 27 |  $LMT | LOCKHEED MARTIN CORP | $1.8M | 1.0% | -1% | 65 |
| 28 |  $NVDA | NVIDIA CORP | $1.8M | 1.0% | +8% | 90.2 |
| 29 |  $MRK | Merck & Co., Inc. | $1.8M | 0.9% | -0% | 70.9 |
| 30 |  $LLY | ELI LILLY & Co | $1.8M | 0.9% | -3% | 89.3 |
| 31 |  $MTB | M&T BANK CORP | $1.7M | 0.9% | -3% | 64.1 |
| 32 |  $DINO | HF Sinclair Corp | $1.7M | 0.9% | -0% | 54 |
| 33 |  $MPC | Marathon Petroleum Corp | $1.7M | 0.9% | -2% | 50.7 |
| 34 |  $GILD | GILEAD SCIENCES, INC. | $1.7M | 0.9% | -0% | 77.8 |
| 35 |  $MMM | 3M CO | $1.6M | 0.9% | -1% | 60.7 |
| 36 |  $MO | ALTRIA GROUP, INC. | $1.6M | 0.9% | -3% | 72.1 |
| 37 | — | ISHARES PREFERRED INCOME SEC ETF IV | $1.6M | 0.8% | +15% | — |
| 38 |  $AMAT | APPLIED MATERIALS INC /DE | $1.6M | 0.8% | -4% | 74.8 |
| 39 |  $O | REALTY INCOME CORP | $1.5M | 0.8% | +0% | 74.6 |
| 40 |  $CRK | COMSTOCK RESOURCES INC | $1.3M | 0.7% | -1% | 59.9 |
| 41 |  $QCOM | QUALCOMM INC/DE | $1.3M | 0.7% | +9% | 81.9 |
| 42 |  $GOOGL | Alphabet Inc. | $1.3M | 0.7% | -3% | 80.2 |
| 43 |  $UNM | Unum Group | $1.3M | 0.7% | +7% | 49.5 |
| 44 |  $ALSN | Allison Transmission Holdings Inc | $1.3M | 0.7% | -0% | 68.5 |
| 45 |  $SFM | Sprouts Farmers Market, Inc. | $1.2M | 0.7% | +26% | 73.4 |
| 46 |  $MCD | MCDONALDS CORP | $1.2M | 0.7% | +0% | 73.9 |
| 47 |  $DUK | Duke Energy CORP | $1.2M | 0.6% | -1% | 64 |
| 48 | $DNN | DENISON MINES CORP. | $1.2M | 0.6% | +6% | — |
| 49 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.2M | 0.6% | +0% | 68.4 |
| 50 |  $CVX | CHEVRON CORP | $1.1M | 0.6% | -1% | 54.7 |
| 51 |  $LRCX | LAM RESEARCH CORP | $1.1M | 0.6% | -0% | 82.4 |
| 52 |  $PM | Philip Morris International Inc. | $1.1M | 0.6% | -2% | 80.5 |
| 53 |  $LNC | LINCOLN NATIONAL CORP | $1.1M | 0.6% | +0% | 50.8 |
| 54 |  $CLF | CLEVELAND-CLIFFS INC. | $1.1M | 0.6% | +3% | 35.7 |
| 55 |  $PSX | Phillips 66 | $1.0M | 0.6% | -2% | 47.6 |
| 56 |  $KO | COCA COLA CO | $1.0M | 0.6% | -6% | 74 |
| 57 | — | FLEXSHARES ULTRA SHORT INC ETF | $1.0M | 0.6% | -8% | — |
| 58 |  $ULTA | Ulta Beauty, Inc. | $1.0M | 0.5% | +0% | 66.6 |
| 59 |  $ED | CONSOLIDATED EDISON INC | $933,961 | 0.5% | -6% | 71.6 |
| 60 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $908,478 | 0.5% | -1% | 66.7 |
| 61 | $REGN | REGENERON PHARMACEUTICALS, INC. | $879,264 | 0.5% | +0% | 75.1 |
| 62 |  $LYB | LyondellBasell Industries N.V. | $875,123 | 0.5% | -9% | — |
| 63 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $865,991 | 0.5% | -4% | 52.1 |
| 64 |  $PEP | PEPSICO INC | $844,933 | 0.5% | -0% | 62.7 |
| 65 |  $SWBI | SMITH & WESSON BRANDS, INC. | $842,962 | 0.5% | +0% | 30.6 |
| 66 |  $CI | Cigna Group | $815,722 | 0.4% | +3% | 66.8 |
| 67 | $HRL | HORMEL FOODS CORP /DE/ | $810,983 | 0.4% | +18% | 58.4 |
| 68 |  $CBOE | Cboe Global Markets, Inc. | $801,331 | 0.4% | +0% | 81.2 |
| 69 |  $WFC | WELLS FARGO & COMPANY/MN | $793,402 | 0.4% | -2% | — |
| 70 |  $TSN | TYSON FOODS, INC. | $774,542 | 0.4% | +3% | 51.9 |
| 71 |  $UPS | UNITED PARCEL SERVICE INC | $773,955 | 0.4% | -0% | 58.2 |
| 72 |  $MDT | Medtronic plc | $751,429 | 0.4% | -1% | — |
| 73 |  $AGQ | ProShares Trust II | $746,938 | 0.4% | +0% | — |
| 74 |  $META | Meta Platforms, Inc. | $746,630 | 0.4% | +8% | 80.9 |
| 75 |  $KHC | Kraft Heinz Co | $746,128 | 0.4% | -0% | 42.5 |
| 76 |  $COP | CONOCOPHILLIPS | $744,304 | 0.4% | -2% | 74.8 |
| 77 |  $CSCO | CISCO SYSTEMS, INC. | $714,061 | 0.4% | -3% | 72.3 |
| 78 |  $TSLA | Tesla, Inc. | $700,749 | 0.4% | -3% | 50.1 |
| 79 |  $SLV | iShares Silver Trust | $695,573 | 0.4% | -21% | — |
| 80 |  $NEE | NEXTERA ENERGY INC | $695,096 | 0.4% | +8% | 71.7 |
| 81 |  $HHH | Howard Hughes Holdings Inc. | $667,393 | 0.3% | +0% | 38.4 |
| 82 |  $GLD | SPDR GOLD TRUST | $667,380 | 0.3% | -9% | — |
| 83 |  $LKQ | LKQ CORP | $656,508 | 0.3% | -0% | 54.3 |
| 84 |  $UNFI | UNITED NATURAL FOODS INC | $654,181 | 0.3% | +0% | 50.1 |
| 85 | $WHR | WHIRLPOOL CORP /DE/ | $649,359 | 0.3% | +4% | 40.6 |
| 86 |  $STZ | CONSTELLATION BRANDS, INC. | $610,500 | 0.3% | +0% | 65 |
| 87 |  $PII | Polaris Inc. | $591,162 | 0.3% | -1% | 34.3 |
| 88 |  $STM | STMicroelectronics N.V. | $589,216 | 0.3% | -2% | — |
| 89 |  $TD | TORONTO DOMINION BANK | $588,973 | 0.3% | +0% | — |
| 90 |  $FLO | FLOWERS FOODS INC | $586,613 | 0.3% | +35% | 57.2 |
| 91 |  $GLW | CORNING INC /NY | $584,127 | 0.3% | +0% | 72.7 |
| 92 |  $VALE | Vale S.A. | $581,415 | 0.3% | -0% | — |
| 93 |  $ENB | ENBRIDGE INC | $552,282 | 0.3% | +1% | — |
| 94 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $549,691 | 0.3% | +6% | 76.6 |
| 95 |  $R | RYDER SYSTEM INC | $534,907 | 0.3% | +9% | 54.7 |
| 96 |  $ES | EVERSOURCE ENERGY | $534,426 | 0.3% | -1% | 67 |
| 97 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $504,137 | 0.3% | +8% | 69.5 |
| 98 |  $SWKHL | SWK Holdings Corp | $501,328 | 0.3% | -0% | — |
| 99 |  $WMT | Walmart Inc. | $461,327 | 0.3% | +0% | 63.2 |
| 100 |  $DIS | Walt Disney Co | $458,962 | 0.2% | -7% | 68.9 |
| 101 |  $Q | Qnity Electronics, Inc. | $450,444 | 0.2% | -1% | — |
| 102 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $442,787 | 0.2% | +2% | 64.9 |
| 103 |  $CME | CME GROUP INC. | $441,548 | 0.2% | +5% | 74.5 |
| 104 |  $EMR | EMERSON ELECTRIC CO | $438,262 | 0.2% | +0% | 65.9 |
| 105 |  $RGA | REINSURANCE GROUP OF AMERICA INC | $429,553 | 0.2% | +6% | 53.3 |
| 106 |  $BIRK | Birkenstock Holding plc | $416,309 | 0.2% | +0% | — |
| 107 |  $APD | Air Products & Chemicals, Inc. | $413,948 | 0.2% | +0% | 41.2 |
| 108 |  $GIS | GENERAL MILLS INC | $411,827 | 0.2% | +18% | 64.1 |
| 109 |  $SO | SOUTHERN CO | $409,534 | 0.2% | +3% | 65.1 |
| 110 |  $HD | HOME DEPOT, INC. | $405,192 | 0.2% | +2% | 69.2 |
| 111 |  $CALM | CAL-MAINE FOODS INC | $402,636 | 0.2% | NEW | 85.7 |
| 112 |  $PYPL | PayPal Holdings, Inc. | $399,969 | 0.2% | +24% | 70.5 |
| 113 |  $UL | UNILEVER PLC | $398,220 | 0.2% | +3% | — |
| 114 |  $PH | Parker-Hannifin Corp | $397,487 | 0.2% | +0% | 73.8 |
| 115 |  $AMD | ADVANCED MICRO DEVICES INC | $396,892 | 0.2% | +0% | 78.8 |
| 116 |  $NGG | NATIONAL GRID PLC | $388,314 | 0.2% | +0% | — |
| 117 |  $BGC | BGC Group, Inc. | $370,867 | 0.2% | +28% | 69.9 |
| 118 |  $BA | BOEING CO | $362,832 | 0.2% | +1% | 51.8 |
| 119 |  $F | FORD MOTOR CO | $353,497 | 0.2% | +4% | 58.5 |
| 120 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $345,709 | 0.2% | -6% | 55.4 |
| 121 |  $KMI | KINDER MORGAN, INC. | $340,497 | 0.2% | +4% | 74.6 |
| 122 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $332,276 | 0.2% | +0% | 60.7 |
| 123 |  $CARR | CARRIER GLOBAL Corp | $330,446 | 0.2% | -5% | 61.5 |
| 124 | $WFC | WELLS FARGO & COMPANY/MN | $326,401 | 0.2% | +0% | — |
| 125 |  $TROW | PRICE T ROWE GROUP INC | $322,251 | 0.2% | +11% | 75.8 |
| 126 |  $FDX | FEDEX CORP | $315,219 | 0.2% | +0% | 60.3 |
| 127 |  $RBC | RBC Bearings INC | $313,380 | 0.2% | -9% | 67.1 |
| 128 | — | CAPITAL ONE FINL CORP | $304,476 | 0.2% | +15% | — |
| 129 |  $DVN | DEVON ENERGY CORP/DE | $302,272 | 0.2% | NEW | 70.2 |
| 130 |  $GRMN | GARMIN LTD | $295,813 | 0.2% | +0% | — |
| 131 |  $CAH | CARDINAL HEALTH INC | $293,510 | 0.2% | +0% | 58.6 |
| 132 |  $NDAQ | NASDAQ, INC. | $290,748 | 0.1% | +0% | 78.5 |
| 133 |  $DE | DEERE & CO | $286,156 | 0.1% | +0% | 57.4 |
| 134 |  $EXPE | Expedia Group, Inc. | $284,687 | 0.1% | -6% | 65.7 |
| 135 |  $IVZ | Invesco Ltd. | $273,117 | 0.1% | -4% | — |
| 136 |  $RMD | RESMED INC | $272,743 | 0.1% | +0% | 79.8 |
| 137 |  $SMCI | Super Micro Computer, Inc. | $271,601 | 0.1% | -0% | 61.9 |
| 138 |  $WY | WEYERHAEUSER CO | $271,246 | 0.1% | +0% | 52.9 |
| 139 |  $OKE | ONEOK INC /NEW/ | $267,826 | 0.1% | NEW | 72 |
| 140 |  $FIX | COMFORT SYSTEMS USA INC | $267,524 | 0.1% | -32% | 79.5 |
| 141 |  $GE | GENERAL ELECTRIC CO | $263,733 | 0.1% | -1% | 74.8 |
| 142 |  $SOUN | SOUNDHOUND AI, INC. | $256,395 | 0.1% | +7% | 32.3 |
| 143 |  $WPC | W. P. Carey Inc. | $252,132 | 0.1% | +0% | 62.1 |
| 144 |  $DEA | Easterly Government Properties, Inc. | $250,945 | 0.1% | -9% | 51 |
| 145 | — | FLEXSHAR HG YLD VLU SCOR BD INDX ETF | $248,773 | 0.1% | -14% | — |
| 146 |  $V | VISA INC. | $244,210 | 0.1% | +0% | 83.5 |
| 147 |  $TFC | TRUIST FINANCIAL CORP | $243,825 | 0.1% | +12% | — |
| 148 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $240,001 | 0.1% | +52% | 67.3 |
| 149 |  $SITE | SiteOne Landscape Supply, Inc. | $234,007 | 0.1% | +0% | 47 |
| 150 | — | ISHARES MORNINGSTAR U.S. EQUITY ETF | $228,244 | 0.1% | NEW | — |
| 151 |  $FCX | FREEPORT-MCMORAN INC | $226,832 | 0.1% | NEW | 73.1 |
| 152 |  $AZN | ASTRAZENECA PLC | $223,647 | 0.1% | -50% | — |
| 153 |  $DG | DOLLAR GENERAL CORP | $221,550 | 0.1% | -0% | 60.4 |
| 154 |  $SPGI | S&P Global Inc. | $221,177 | 0.1% | +0% | 79.4 |
| 155 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $218,355 | 0.1% | +9% | 62 |
| 156 | — | ALLY FINL INC | $218,158 | 0.1% | +0% | — |
| 157 |  $PATH | UiPath, Inc. | $211,577 | 0.1% | +1% | 67.7 |
| 158 |  $ALB | ALBEMARLE CORP | $210,050 | 0.1% | -18% | 50.2 |
| 159 |  $ELV | Elevance Health, Inc. | $206,389 | 0.1% | -4% | 59.4 |
| 160 |  $COST | COSTCO WHOLESALE CORP /NEW | $205,265 | 0.1% | NEW | 67 |
| 161 |  $AMT | AMERICAN TOWER CORP /MA/ | $205,025 | 0.1% | NEW | 69.8 |
| 162 |  $KEY | KEYCORP /NEW/ | $200,099 | 0.1% | -0% | 70.4 |
| 163 |  $BBAI | BigBear.ai Holdings, Inc. | $184,761 | 0.1% | -1% | 12.7 |
| 164 |  $COLD | AMERICOLD REALTY TRUST | $177,802 | 0.1% | NEW | 37.1 |
| 165 |  $VTRS | Viatris Inc | $168,064 | 0.1% | +0% | 47.1 |
| 166 |  $LYG | Lloyds Banking Group plc | $122,732 | 0.1% | +0% | — |
| 167 | — | ALGONQUIN POWER & UTILITIES CORP | $119,730 | 0.1% | -13% | — |
| 168 |  $GPK | GRAPHIC PACKAGING HOLDING CO | $114,380 | 0.1% | NEW | 46.3 |
| 169 |  $LUMN | Lumen Technologies, Inc. | $94,457 | 0.1% | -8% | 39.8 |
| 170 |  $SENS | Senseonics Holdings, Inc. | $67,772 | 0.0% | -1% | 26.7 |
| 171 |  $MVST | Microvast Holdings, Inc. | $65,970 | 0.0% | -1% | 50.3 |
| 172 |  $NWL | NEWELL BRANDS INC. | $43,108 | 0.0% | +0% | 41.3 |
| 173 |  $CELU | Celularity Inc | $38,996 | 0.0% | +16% | 22.4 |
| 174 |  $PLTK | Playtika Holding Corp. | $28,634 | 0.0% | +0% | 46.7 |
New Positions (9)
$CALM CAL-MAINE FOODS INC$402,636$DVN DEVON ENERGY CORP/DE$302,272$OKE ONEOK INC /NEW/$267,826 ISHARES MORNINGSTAR U.S. EQUITY ETF$228,244
$FCX FREEPORT-MCMORAN INC$226,832$COST COSTCO WHOLESALE CORP /NEW$205,265$AMT AMERICAN TOWER CORP /MA/$205,025$COLD AMERICOLD REALTY TRUST$177,802$GPK GRAPHIC PACKAGING HOLDING CO$114,380
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