Keystone Financial Planning, Inc.
Keystone Financial Planning, Inc. reported 39 holdings worth US$388M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 15, 2026
Keystone Financial Planning, Inc. reported 39 holdings worth US$388M as of Jun 30, 2026. Largest: U.s. Bancorp, Chevron Corporation and Bank Of Nova Scotia. Filed Jul 15, 2026 (Form 13F).
- Holdings
- 39
- Value as reported
- US$388M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| U.s. Bancorp | 226K | US$13.7M | 3.5% |
| Chevron Corporation | 81,844 | US$13.6M | 3.5% |
| Bank Of Nova Scotia | 136K | US$11.9M | 3.1% |
| Gsk Plc | 196K | US$10.3M | 2.6% |
| British American Tobacco P.l.c. | 165K | US$10.2M | 2.6% |
| Microsoft Corp. | 26,868 | US$10M | 2.6% |
| Verizon Communications Inc. | 235K | US$9.94M | 2.6% |
| Unilever Plc | 161K | US$9.65M | 2.5% |
| Cme Group Inc. | 43,265 | US$9.55M | 2.5% |
| Bristol-myers Squibb Company | 157K | US$9.03M | 2.3% |
| T. Rowe Price Group, Inc. | 67,277 | US$7.65M | 2.0% |
| Altria Group, Inc. | 105K | US$7.59M | 2.0% |
| Pfizer, Inc. | 242K | US$5.83M | 1.5% |
| United Parcel Service, Inc. | 44,932 | US$4.83M | 1.2% |
| Philip Morris International Inc | 25,244 | US$4.57M | 1.2% |
| Franklin Resources, Inc. | 106K | US$3.52M | 0.91% |
| Coca-cola Company (the) | 35,690 | US$2.9M | 0.75% |
| Genuine Parts Company | 20,764 | US$2.45M | 0.63% |
| International Business Machines Corporation | 8,519 | US$2.4M | 0.62% |
| Mcdonald's Corporation | 6,046 | US$1.63M | 0.42% |
| Pinnacle West Capital Corporation | 13,957 | US$1.49M | 0.38% |
| At&t Inc. | 65,675 | US$1.36M | 0.35% |
| Procter & Gamble Company (the) | 9,021 | US$1.32M | 0.34% |
| Sanofi Sa | 21,872 | US$933K | 0.24% |
| Lockheed Martin Corporation | 1,732 | US$882K | 0.23% |
| Colgate-palmolive Company | 8,875 | US$814K | 0.21% |
| Tjx Companies, Inc. (the) | 4,253 | US$644K | 0.17% |
| Cvs Health Corporation | 4,521 | US$468K | 0.12% |
| Haleon Plc | 49,145 | US$459K | 0.12% |
| Public Service Enterprise Group Incorporated | 4,983 | US$404K | 0.10% |
| Novo Nordisk A/s Class B | 7,014 | US$336K | 0.09% |
| Bank Of America Corporation | 5,881 | US$335K | 0.09% |
| Amgen Inc. | 612 | US$222K | 0.06% |
| Cisco Systems, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Qualcomm Incorporated | 0 | US$0 | 0.00% |
Source
View original at SEC
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