Keystone Financial Group

Keystone Financial Group reported 567 holdings worth US$1.69B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

Keystone Financial Group reported 567 holdings worth US$1.69B as of Jun 30, 2026. Largest: Apple Inc, Advanced Micro Devices Inc and Nvidia Corporation. Filed Jul 29, 2026 (Form 13F).

Holdings
567
Value as reported
US$1.69B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc338KUS$97.7M5.8%
Advanced Micro Devices Inc80,206US$46.6M2.8%
Nvidia Corporation201KUS$40.1M2.4%
Tesla, Inc.94,154US$39.6M2.3%
Berkshire Hathaway Inc.74,260US$37.2M2.2%
Palantir Technologies Inc.274KUS$32M1.9%
Alphabet Inc (google) Class C69,036US$24.7M1.5%
Amazon.com, Inc.100KUS$23.9M1.4%
Jp Morgan Chase & Co.60,800US$19.9M1.2%
Meta Platforms, Inc.34,432US$19.4M1.2%
Microsoft Corp.47,541US$17.7M1.1%
Johnson & Johnson47,287US$12M0.71%
Micron Technology, Inc.5,807US$6.7M0.40%
Exxon Mobil Corporation47,877US$6.55M0.39%
Boeing Company (the)29,287US$6.34M0.38%
Lowe's Companies, Inc.27,262US$6.01M0.36%
Mcdonald's Corporation21,402US$5.79M0.34%
Eli Lilly And Company4,531US$5.43M0.32%
Procter & Gamble Company (the)36,740US$5.39M0.32%
At&t Inc.260KUS$5.37M0.32%
Chevron Corporation27,951US$4.63M0.27%
Walmart Inc.36,764US$4.16M0.25%
Crowdstrike Holdings, Inc.5,177US$3.95M0.23%
Walt Disney Company (the)40,839US$3.93M0.23%
Taiwan Semiconductor Manufacturing Co., Ltd.7,974US$3.81M0.23%
Western Digital Corporation5,896US$3.77M0.22%
Wells Fargo & Company45,476US$3.76M0.22%
Philip Morris International Inc20,119US$3.64M0.22%
Abbvie Inc.14,346US$3.61M0.21%
Ionq, Inc.67,023US$3.57M0.21%
Palo Alto Networks, Inc.10,392US$3.54M0.21%
Broadcom Inc.8,859US$3.35M0.20%
Caterpillar, Inc.3,127US$3.33M0.20%
Home Depot, Inc. (the)8,847US$3.12M0.19%
Chipotle Mexican Grill, Inc.91,029US$3.09M0.18%
Intel Corporation21,452US$3M0.18%
Abbott Laboratories31,927US$2.9M0.17%
Lam Research Corporation6,543US$2.84M0.17%
Cisco Systems, Inc.23,792US$2.79M0.17%
Coca-cola Company (the)34,372US$2.79M0.17%
Merck & Company, Inc.19,960US$2.56M0.15%
Netflix, Inc.35,922US$2.56M0.15%
Lincoln National Corporation71,425US$2.52M0.15%
Visa Inc.7,285US$2.5M0.15%
Ge Aerospace6,452US$2.41M0.14%
Dell Technologies Inc.5,445US$2.35M0.14%
Nike, Inc.56,253US$2.31M0.14%
Marathon Petroleum Corporation8,770US$2.24M0.13%
Pepsico, Inc.16,162US$2.19M0.13%
Pfizer, Inc.80,610US$1.94M0.12%
Corning Incorporated6,998US$1.79M0.11%
Airbnb, Inc.11,962US$1.71M0.10%
Kla Corporation5,565US$1.68M0.10%
International Business Machines Corporation5,801US$1.63M0.10%
Duke Energy Corporation (holding Company)12,585US$1.59M0.09%
Lockheed Martin Corporation3,104US$1.58M0.09%
Enbridge Inc.28,284US$1.53M0.09%
Dominion Energy, Inc.22,438US$1.53M0.09%
Albemarle Corporation11,309US$1.53M0.09%
Bank Of America Corporation26,510US$1.51M0.09%
Costco Wholesale Corporation1,590US$1.49M0.09%
Nextera Energy, Inc.16,772US$1.47M0.09%
Deere & Company2,311US$1.47M0.09%
Verizon Communications Inc.32,672US$1.38M0.08%
On Semiconductor Corporation14,398US$1.36M0.08%
3m Company8,403US$1.36M0.08%
Southern Company (the)13,698US$1.31M0.08%
Unilever Plc21,400US$1.29M0.08%
Altria Group, Inc.17,486US$1.26M0.07%
British American Tobacco P.l.c.20,119US$1.24M0.07%
Qualcomm Incorporated6,448US$1.19M0.07%
International Paper Company30,673US$1.17M0.07%
Rh7,094US$1.17M0.07%
Toast, Inc.41,230US$1.15M0.07%
Fedex Corporation3,619US$1.13M0.07%
Barrick Mining Corporation30,699US$1.13M0.07%
Kimberly-clark Corporation10,253US$1.13M0.07%
Clorox Company (the)11,107US$1.06M0.06%
Applied Materials, Inc.1,450US$1.05M0.06%
Oracle Corporation7,147US$1.05M0.06%
Uber Technologies, Inc.14,366US$1.04M0.06%
Tjx Companies, Inc. (the)6,796US$1.03M0.06%
Norfolk Southern Corporation3,223US$1.01M0.06%
Artisan Partners Asset Management Inc.29,067US$1M0.06%
American Electric Power Company, Inc.7,331US$1M0.06%
The Bank Of New York Mellon Corporation6,897US$997K0.06%
U.s. Bancorp15,565US$940K0.06%
Teva Pharmaceutical Industries Limited27,491US$931K0.06%
Texas Instruments Incorporated3,114US$928K0.06%
United Parcel Service, Inc.8,213US$883K0.05%
Ge Vernova Inc.730US$858K0.05%
American Express Company2,514US$850K0.05%
Fortive Corporation13,715US$838K0.05%
Goldman Sachs Group, Inc. (the)828US$837K0.05%
Unitedhealth Group Incorporated2,007US$834K0.05%
Ralliant Corporation10,921US$804K0.05%
Waste Management, Inc.3,567US$795K0.05%
Diageo Plc9,406US$756K0.04%
The Travelers Companies, Inc.2,288US$755K0.04%
Realty Income Corporation12,046US$746K0.04%

Every holding of Keystone Financial Group

Source

View original at SEC

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