Keystone Financial Group, Inc.
Keystone Financial Group, Inc. reported 122 holdings worth US$191M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Keystone Financial Group, Inc. reported 122 holdings worth US$191M as of Jun 30, 2026. Largest: Fb Financial Corporation, Truist Financial Corporation and Nvidia Corporation. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 122
- Value as reported
- US$191M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Fb Financial Corporation | 133K | US$7.38M | 3.9% |
| Truist Financial Corporation | 22,041 | US$1.1M | 0.58% |
| Nvidia Corporation | 3,477 | US$696K | 0.37% |
| United Community Banks, Inc. | 18,245 | US$645K | 0.34% |
| Johnson & Johnson | 1,609 | US$409K | 0.21% |
| The Travelers Companies, Inc. | 1,139 | US$376K | 0.20% |
| Berkshire Hathaway Inc. | 728 | US$364K | 0.19% |
| Cisco Systems, Inc. | 3,047 | US$358K | 0.19% |
| Amgen Inc. | 916 | US$332K | 0.17% |
| Microsoft Corp. | 780 | US$291K | 0.15% |
| Wec Energy Group, Inc. | 2,432 | US$284K | 0.15% |
| Southern Company (the) | 2,875 | US$275K | 0.14% |
| Abbvie Inc. | 1,045 | US$263K | 0.14% |
| Goldman Sachs Group, Inc. (the) | 205 | US$208K | 0.11% |
| Atmos Energy Corporation | 1,143 | US$197K | 0.10% |
| Texas Instruments Incorporated | 623 | US$186K | 0.10% |
| 3m Company | 914 | US$148K | 0.08% |
| Intercontinental Exchange Inc. | 881 | US$108K | 0.06% |
| Emerson Electric Company | 677 | US$96,948 | 0.05% |
| Apple Inc | 250 | US$72,331 | 0.04% |
| Procter & Gamble Company (the) | 474 | US$69,507 | 0.04% |
| Pepsico, Inc. | 453 | US$61,336 | 0.03% |
| Home Depot, Inc. (the) | 145 | US$51,205 | 0.03% |
| Kimberly-clark Corporation | 437 | US$48,529 | 0.03% |
| Exxon Mobil Corporation | 354 | US$48,462 | 0.03% |
| Nrg Energy, Inc. | 243 | US$35,561 | 0.02% |
| Norfolk Southern Corporation | 110 | US$34,745 | 0.02% |
| Tesla, Inc. | 75 | US$31,545 | 0.02% |
| Eog Resources, Inc. | 233 | US$30,200 | 0.02% |
| Pinnacle Financial Partners, Inc. | 277 | US$27,944 | 0.01% |
| Walmart Inc. | 242 | US$27,409 | 0.01% |
| Samsara Inc. | 600 | US$19,458 | 0.01% |
| Hertz Global Holdings, Inc | 7,635 | US$17,293 | <0.01% |
| Merck & Company, Inc. | 133 | US$17,145 | <0.01% |
| Ge Vernova Inc. | 14 | US$16,455 | <0.01% |
| At&t Inc. | 717 | US$14,842 | <0.01% |
| Qualys, Inc. | 79 | US$10,862 | <0.01% |
| Pfizer, Inc. | 318 | US$7,654 | <0.01% |
| Rocket Lab Corporation | 54 | US$5,489 | <0.01% |
| Warner Bros. Discovery, Inc. - Series A | 173 | US$4,612 | <0.01% |
| Coupang, Inc. | 200 | US$3,474 | <0.01% |
| Lucid Group, Inc. | 8 | US$54 | <0.01% |
| Nike, Inc. | 0 | US$2 | <0.01% |
| Darden Restaurants, Inc. | 0 | US$0 | 0.00% |
| Gamestop Corporation | 0 | US$0 | 0.00% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Life360, Inc. | 0 | US$0 | 0.00% |
| Rigetti Computing, Inc. | 0 | US$0 | 0.00% |
| Acadian Asset Management Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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