Holdings
Keeler Thomas Management LLC
As of Jun 30, 2026, Keeler Thomas Management LLC reported 75 positions worth US$137M. Largest: Nvidia Corporation, Microsoft Corp. and Generac Holdings Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 42,638 | US$8.53M | +3,957 | Jun 30, 2026 |
| Microsoft Corp. | 16,794 | US$6.26M | +1,042 | Jun 30, 2026 |
| Generac Holdings Inc. | 20,700 | US$6.06M | +762 | Jun 30, 2026 |
| Devon Energy Corporation | 121K | US$5M | +95,028 | Jun 30, 2026 |
| Amazon.com, Inc. | 17,296 | US$4.12M | +14,307 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 11,667 | US$3.82M | new | Jun 30, 2026 |
| Encompass Health Corporation | 36,694 | US$3.71M | new | Jun 30, 2026 |
| Pfizer, Inc. | 145K | US$3.49M | +10,959 | Jun 30, 2026 |
| Emcor Group, Inc. | 4,127 | US$3.42M | +265 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 9,537 | US$3.41M | −176 | Jun 30, 2026 |