Keystone Financial Services
Sector Allocation
- Other82.9%$322.0M
- Technology5.6%$21.8M
- Financials4.6%$17.9M
- Consumer Discretionary1.6%$6.2M
- Healthcare1.3%$5.1M
- Consumer Staples1.2%$4.8M
- Industrials0.8%$3.2M
- Energy0.8%$3.2M
- Communication Services0.6%$2.1M
- Materials0.3%$1.4M
AUM History
13fpro.ai/research/fund/keystone-financial-services-1865158
Conviction and streaks
Concentrating · top 10 = 61.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$68.8M
- ISHARES$29.5M
- ISHARES$26.9M
- BLACKROCK$25.9M
- ISHARES$22.8M
- ISHARES$15.6M
- ISHARES$13.5M
- BLACKROCK$13.1M
- ISHARES$11.0M
- BLACKROCK$10.2M
- BLACKROCK$9.1M
- ISHARES$8.8M
- BLACKROCK$8.8M
- BLACKROCK$7.7M
- ISHARES$7.2M
- ISHARES$7.1M
- ISHARES$6.9M
- BLACKROCK$5.3M
- BLACKROCK$4.1M
GOOG
$3.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/keystone-financial-services-1865158
Keystone Financial Services 13F holdings — Q2 2026
$388.4M portfolio (+14.0% QoQ) · 131 holdings · Q2 2026 13F · top 10 are 61% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$68.8M
17.7% of stocks
+65%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE UNIVRSL USD
$29.5M
7.6% of stocks
+30%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - S&P 500 GRWT ETF
$26.9M
6.9% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
BLACKROCK ETF TRUST - ISHARES US EQUIT
$25.9M
6.7% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - S&P 500 VAL ETF
$22.8M
5.9% of stocks
-18%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES INC - CORE MSCI EMKT
$15.6M
4.0% of stocks
-32%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - EAFE GRWTH ETF
$13.5M
3.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
BLACKROCK ETF TRUST - ISHA I IN TE ETF
$13.1M
3.4% of stocks
-20%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - MSCI USA MMENTM
$11.0M
2.8% of stocks
-26%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
BLACKROCK ETF TRUST - ISHA LA CORE ETF
$10.2M
2.6% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $68.8M | 17.7% | +65% | — | — | — | — | |
| 2 | ISHARES TR - CORE UNIVRSL USD | $29.5M | 7.6% | +30% | — | — | — | — | |
| 3 | ISHARES TR - S&P 500 GRWT ETF | $26.9M | 6.9% | -3% | — | — | — | — | |
| 4 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $25.9M | 6.7% | +0.6% | — | — | — | — | |
| 5 | ISHARES TR - S&P 500 VAL ETF | $22.8M | 5.9% | -18% | — | — | — | — | |
| 6 | ISHARES INC - CORE MSCI EMKT | $15.6M | 4.0% | -32% | — | — | — | — | |
| 7 | ISHARES TR - EAFE GRWTH ETF | $13.5M | 3.5% | +3% | — | — | — | — | |
| 8 | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $13.1M | 3.4% | -20% | — | — | — | — | |
| 9 | ISHARES TR - MSCI USA MMENTM | $11.0M | 2.8% | -26% | — | — | — | — | |
| 10 | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $10.2M | 2.6% | +11% | — | — | — | — |
All holdings — Keystone Financial Services (Q2 2026)
131 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | BLACKROCK ETF TRUST - ISHARES DEFENSEetf/fund | — | $9.1M | 2.3% | 285K | +21% | — | — | 13F |
| 12 | — | ISHARES TR - EAFE VALUE ETFetf/fund | — | $8.8M | 2.3% | 116K | -53% | — | — | 13F |
| 13 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETFetf/fund | — | $8.8M | 2.3% | 240K | New | — | — | 13F |
| 14 | — | BLACKROCK ETF TRUST - ISHA US THEM ETFetf/fund | — | $7.7M | 2.0% | 179K | -36% | — | — | 13F |
| 15 | — | ISHARES TR - US TREAS BD ETFetf/fund | — | $7.2M | 1.9% | 316K | +7% | — | — | 13F |
| 16 | — | ISHARES TR - 10-20 YR TRS ETFetf/fund | — | $7.1M | 1.8% | 70K | -22% | — | — | 13F |
| 17 | — | ISHARES TR - MBS ETFetf/fund | — | $6.9M | 1.8% | 73K | +6% | — | — | 13F |
| 18 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETFetf/fund | — | $5.3M | 1.4% | 190K | New | — | — | 13F |
| 19 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETFetf/fund | — | $4.1M | 1.1% | 82K | New | — | — | 13F |
| 20 | Alphabet Inc. | Technology | $3.5M | 0.9% | 9,839 | -9% | 9+ qtrs | 77.7 | 13F | |
| 21 | BERKSHIRE HATHAWAY INC | Financials | $3.3M | 0.8% | 6,587 | +2% | 9+ qtrsAdded 2 qtrs in a row | 73.5 | 13F | |
| 22 | JPMORGAN CHASE & CO | Financials | $2.9M | 0.8% | 8,929 | +0.9% | 9+ qtrs | 71.9 | 13F | |
| 23 | APPLIED MATERIALS INC /DE | Technology | $2.9M | 0.7% | 3,957 | -16% | 5 qtrsTrimmed 3 qtrs in a row | 71.6 | 13F | |
| 24 | Broadcom Inc. | Technology | $2.4M | 0.6% | 6,413 | +28% | 8 qtrsAdded 3 qtrs in a row | 84.5 | 13F | |
| 25 | Booking Holdings Inc. | Consumer Discretionary | $2.3M | 0.6% | 13K | +2554% | 9+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $IAU | ISHARES GOLD TRUST | Financials | $2.2M | 0.6% | 29K | +13% | |||
| 27 | $PM | Philip Morris International Inc. | Consumer Staples | $2.1M | 0.5% | 11K | -12% | |||
| 28 | $META | Meta Platforms, Inc. | Technology | $2.0M | 0.5% | 3,618 | +2% | |||
| 29 | $SCHW | SCHWAB CHARLES CORP | Financials | $2.0M | 0.5% | 22K | +2% | |||
| 30 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.0M | 0.5% | 8,286 | +7% | |||
| 31 | $MSFT | MICROSOFT CORP | Technology | $1.9M | 0.5% | 5,198 | +6% | |||
| 32 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.6M | 0.4% | 7,419 | -87% | |||
| 33 | $BNY | Bank of New York Mellon Corp | Financials | $1.5M | 0.4% | 10K | +0.2% | |||
| 34 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.5M | 0.4% | 18K | +2% | |||
| 35 | $ADI | ANALOG DEVICES INC | Technology | $1.5M | 0.4% | 3,724 | +0.4% | |||
| 36 | $AAPL | Apple Inc. | Technology | $1.5M | 0.4% | 5,094 | +2% | |||
| 37 | — | ISHARES TR - NATIONAL MUN ETF | — | $1.4M | 0.4% | 13K | +7% | |||
| 38 | — | ISHARES TR - ESG AWR MSCI USA | — | $1.4M | 0.3% | 8,281 | +6% | |||
| 39 | $BDX | BECTON DICKINSON & CO | Healthcare | $1.3M | 0.3% | 8,902 | +33% | |||
| 40 | — | BLACKROCK ETF TRUST - ISHA US AWAR ETF | — | $1.3M | 0.3% | 17K | +6% | |||
| 41 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.2M | 0.3% | 3,467 | +2% | |||
| 42 | $COP | CONOCOPHILLIPS | Energy | $1.2M | 0.3% | 11K | +2% | |||
| 43 | $MCK | MCKESSON CORP | Consumer Staples | $1.2M | 0.3% | 1,540 | -2% | |||
| 44 | $V | VISA INC. | Financials | $1.1M | 0.3% | 3,334 | +8% | |||
| 45 | $NVS | NOVARTIS AG | Healthcare | $1.1M | 0.3% | 7,155 | +1% | |||
| 46 | $GOOGL | Alphabet Inc. | Technology | $1.1M | 0.3% | 3,040 | -0.6% | |||
| 47 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.0M | 0.3% | 7,316 | +2% | |||
| 48 | $UL | UNILEVER PLC | Consumer Staples | $977K | 0.3% | 16K | +2% | |||
| 49 | $MDT | Medtronic plc | Healthcare | $935K | 0.2% | 12K | +22% | |||
| 50 | $CCZ | COMCAST CORP | Communication Services | $920K | 0.2% | 37K | +2% | |||
| 51 | — | ISHARES TR - ESG MSCI KLD ETF | — | $905K | 0.2% | 6,355 | +7% | |||
| 52 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $876K | 0.2% | 20K | -1% | |||
| 53 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $829K | 0.2% | 16K | -70% | |||
| 54 | $ELV | Elevance Health, Inc. | Healthcare | $809K | 0.2% | 2,092 | +3% | |||
| 55 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $793K | 0.2% | 1,077 | — | |||
| 56 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $751K | 0.2% | 3,943 | — | |||
| 57 | $SPY | SPDR S&P 500 ETF TRUST | — | $717K | 0.2% | 961 | -23% | |||
| 58 | — | ISHARES TR - ESG MSCI USA ETF | — | $707K | 0.2% | 10K | +5% | |||
| 59 | $OMC | OMNICOM GROUP INC. | Communication Services | $699K | 0.2% | 9,594 | +3% | |||
| 60 | $ICE | Intercontinental Exchange, Inc. | Financials | $681K | 0.2% | 5,532 | New | |||
| 61 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $678K | 0.2% | 1,833 | -19% | |||
| 62 | $RTX | RTX Corp | Industrials | $671K | 0.2% | 3,536 | -2% | |||
| 63 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $645K | 0.2% | 2,128 | -9% | |||
| 64 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $640K | 0.2% | 2,696 | +2% | |||
| 65 | $AMRZ | Amrize Ltd | Materials | $587K | 0.1% | 11K | +2% | |||
| 66 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $582K | 0.1% | 1,218 | -5% | |||
| 67 | — | ISHARES TR - ESG AWRE USD ETF | — | $555K | 0.1% | 24K | -13% | |||
| 68 | $AON | Aon plc | Financials | $527K | 0.1% | 1,588 | +9% | |||
| 69 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $523K | 0.1% | 14K | — | |||
| 70 | — | ISHARES TR - 20 YR TR BD ETF | — | $517K | 0.1% | 5,979 | +7% | |||
| 71 | $ORCL | ORACLE CORP | Technology | $508K | 0.1% | 3,469 | +2% | |||
| 72 | — | ISHARES TR - U.S. TECH ETF | — | $484K | 0.1% | 1,920 | -1% | |||
| 73 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $469K | 0.1% | 8,577 | -15% | |||
| 74 | — | ISHARES TR - SYSTEMATIC BD ET | — | $465K | 0.1% | 5,243 | -3% | |||
| 75 | — | ISHARES TR - ESG AWR US AGRGT | — | $453K | 0.1% | 9,547 | New | |||
| 76 | — | ISHARES TR - S&P 100 ETF | — | $452K | 0.1% | 1,234 | -5% | |||
| 77 | $GLW | CORNING INC /NY | Materials | $444K | 0.1% | 1,738 | -16% | |||
| 78 | — | ISHARES TR - CORE INTL AGGR | — | $426K | 0.1% | 8,421 | -92% | |||
| 79 | — | ISHARES TR - ESG AWR MSCI USA | — | $419K | 0.1% | 12K | +12% | |||
| 80 | $SNDK | Sandisk Corp | Technology | $400K | 0.1% | 176 | New | |||
| 81 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $375K | 0.1% | 749 | New | |||
| 82 | $MTZ | MASTEC INC | Energy | $373K | 0.1% | 897 | -13% | |||
| 83 | $ACN | Accenture plc | Technology | $369K | 0.1% | 2,969 | +29% | |||
| 84 | $WDC | WESTERN DIGITAL CORP | Technology | $365K | 0.1% | 572 | -24% | |||
| 85 | — | ISHARES INC - MSCI EMRG CHN | — | $361K | 0.1% | 3,529 | -0.2% | |||
| 86 | — | ISHARES TR - ESG EAFE ETF | — | $360K | 0.1% | 4,255 | +11% | |||
| 87 | $RTO | RENTOKIL INITIAL PLC /FI | Technology | $358K | 0.1% | 13K | +1.0% | |||
| 88 | $NTRS | NORTHERN TRUST CORP | Financials | $358K | 0.1% | 2,057 | -7% | |||
| 89 | $ENB | ENBRIDGE INC | Energy | $351K | 0.1% | 6,466 | +0.2% | |||
| 90 | $APH | AMPHENOL CORP /DE/ | Technology | $342K | 0.1% | 1,939 | -21% | |||
| 91 | $QCOM | QUALCOMM INC/DE | Technology | $341K | 0.1% | 1,847 | -12% | |||
| 92 | $ANET | Arista Networks, Inc. | Technology | $341K | 0.1% | 2,008 | -8% | |||
| 93 | $PEP | PEPSICO INC | Consumer Staples | $336K | 0.1% | 2,481 | +2% | |||
| 94 | $ALLE | Allegion plc | Industrials | $335K | 0.1% | 2,385 | -0.2% | |||
| 95 | $HWM | Howmet Aerospace Inc. | Materials | $326K | 0.1% | 1,212 | +5% | |||
| 96 | $AMG | AFFILIATED MANAGERS GROUP, INC. | Financials | $324K | 0.1% | 957 | -0.4% | |||
| 97 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $318K | 0.1% | 3,117 | New | |||
| 98 | $EBAY | EBAY INC | Consumer Discretionary | $315K | 0.1% | 2,818 | — | |||
| 99 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $297K | 0.1% | 432 | -54% | |||
| 100 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $292K | 0.1% | 1,512 | +2% | |||
| 101 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $289K | 0.1% | 1,775 | New | |||
| 102 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $288K | 0.1% | 5,718 | — | |||
| 103 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $285K | 0.1% | 1,112 | -4% | |||
| 104 | $C | CITIGROUP INC | Financials | $281K | 0.1% | 2,011 | -13% | |||
| 105 | $WH | WYNDHAM HOTELS & RESORTS, INC. | Consumer Discretionary | $275K | 0.1% | 3,264 | +2% | |||
| 106 | $FANG | Diamondback Energy, Inc. | Energy | $272K | 0.1% | 1,547 | +1% | |||
| 107 | $NI | NISOURCE INC. | Utilities | $271K | 0.1% | 5,695 | +5% | |||
| 108 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $264K | 0.1% | 9,912 | — | |||
| 109 | $ARW | ARROW ELECTRONICS, INC. | Technology | $263K | 0.1% | 1,234 | New | |||
| 110 | $WMG | Warner Music Group Corp. | Communication Services | $259K | 0.1% | 9,559 | +0.9% | |||
| 111 | $LFUS | LITTELFUSE INC /DE | Technology | $258K | 0.1% | 566 | New | |||
| 112 | $YUMC | Yum China Holdings, Inc. | Consumer Discretionary | $255K | 0.1% | 6,232 | +0.2% | |||
| 113 | $EME | EMCOR Group, Inc. | Industrials | $252K | 0.1% | 304 | -6% | |||
| 114 | $CRUS | CIRRUS LOGIC, INC. | Technology | $252K | 0.1% | 1,695 | -0.2% | |||
| 115 | $WPC | W. P. Carey Inc. | Real Estate | $249K | 0.1% | 3,477 | New | |||
| 116 | $VRSN | VERISIGN INC/CA | Technology | $245K | 0.1% | 972 | -2% | |||
| 117 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $238K | 0.1% | 1,285 | — | |||
| 118 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $230K | 0.1% | 5,460 | +2% | |||
| 119 | $NVT | nVent Electric plc | Industrials | $228K | 0.1% | 1,347 | New | |||
| 120 | — | FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | — | $228K | 0.1% | 11K | +9% | |||
| 121 | $KMX | CARMAX INC | Consumer Discretionary | $224K | 0.1% | 4,244 | -66% | |||
| 122 | $MA | Mastercard Inc | Financials | $223K | 0.1% | 434 | +5% | |||
| 123 | $EPR | EPR PROPERTIES | Real Estate | $220K | 0.1% | 3,796 | New | |||
| 124 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $220K | 0.1% | 1,166 | New | |||
| 125 | $EWBC | EAST WEST BANCORP INC | Financials | $217K | 0.1% | 1,682 | New | |||
| 126 | $WWD | Woodward, Inc. | Technology | $217K | 0.1% | 509 | New | |||
| 127 | $CBOE | Cboe Global Markets, Inc. | Financials | $213K | 0.1% | 878 | +12% | |||
| 128 | $INGR | Ingredion Inc | Consumer Staples | $213K | 0.1% | 2,248 | +0.8% | |||
| 129 | $APP | AppLovin Corp | Technology | $206K | 0.1% | 400 | New | |||
| 130 | $CI | Cigna Group | Healthcare | $204K | 0.1% | 739 | New | |||
| 131 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | — | $202K | 0.1% | 2,460 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 20 new, 60 added to, 44 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (20)
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF$8.8M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$5.3M
first bought this quarter
- BLACKROCK ETF TRUST II - ISHA GLO USD ETF$4.1M
first bought this quarter
$ICEIntercontinental Exchange, Inc.$681K
first bought this quarter
- ISHARES TR - ESG AWR US AGRGT$453K
first bought this quarter
$SNDKSandisk Corp$400K
first bought this quarter
+14 more in the Excel export
Added to (60)
- ISHARES TR - CORE S&P500 ETF+65%
now $68.8M
- ISHARES TR - CORE UNIVRSL USD+30%
now $29.5M
$BKNGBooking Holdings Inc.+2554%
now $2.3M · held 9+ qtrs, 2 adds in a row
- BLACKROCK ETF TRUST - ISHARES DEFENSE+21%
now $9.1M
- BLACKROCK ETF TRUST - ISHA LA CORE ETF+11%
now $10.2M
$AVGOBroadcom Inc.+28%
now $2.4M · held 8 qtrs, 3 adds in a row
+54 more in the Excel export
Trimmed (44)
- ISHARES TR - MSCI USA QLT FCT-87%
now $1.6M
- ISHARES TR - EAFE VALUE ETF-53%
now $8.8M
- ISHARES INC - CORE MSCI EMKT-32%
now $15.6M
- ISHARES TR - CORE INTL AGGR-92%
now $426K
- ISHARES TR - S&P 500 VAL ETF-18%
now $22.8M
- BLACKROCK ETF TRUST - ISHA US THEM ETF-36%
now $7.7M
+38 more in the Excel export
Holdings by quarter
Every 13F Keystone Financial Services has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Keystone Financial Services?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Keystone Financial Services's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-11.9%
Value-weighted move of the 10 largest stock positions
Turnover
17%
Last quarter; 41% over the last 4
Top 10 weight
61%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Keystone Financial Services disclosed 131 positions worth $388.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 20 new positions and exited 8 and a full exit from $SNY. The portfolio is most concentrated in Other (82.9% of disclosed assets). All figures are sourced directly from Keystone Financial Services’s Form 13F-HR filing with the SEC under CIK 1865158.
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AI-Powered Hedge Fund Analysis: Keystone Financial Services
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Every holding in Keystone Financial Services's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.