Holdings
Keystone Financial Planning, Inc.
As of Sep 30, 2026, Keystone Financial Planning, Inc. reported 34 positions worth US$177M. Largest: Chevron Corporation, Microsoft Corp. and U.s. Bancorp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Chevron Corporation | 81,529 | US$16.6M | −315 | Sep 30, 2026 |
| Microsoft Corp. | 27,488 | US$14.1M | +620 | Sep 30, 2026 |
| U.s. Bancorp | 225K | US$13M | −1,158 | Sep 30, 2026 |
| Bank Of Nova Scotia | 135K | US$12.3M | −1,521 | Sep 30, 2026 |
| Cme Group Inc. | 43,310 | US$11.3M | +45 | Sep 30, 2026 |
| Verizon Communications Inc. | 233K | US$10.7M | −2,057 | Sep 30, 2026 |
| Gsk Plc | 211K | US$10.2M | +15,642 | Sep 30, 2026 |
| Unilever Plc | 160K | US$9.73M | −323 | Sep 30, 2026 |
| Bristol-myers Squibb Company | 155K | US$9.68M | −1,594 | Sep 30, 2026 |
| Ppl Corporation | 283K | US$9.3M | new | Sep 30, 2026 |