Keystone Financial Group

CIK 0001729299 · Q2 2026

13F Equity AUM

$1.7B

+15.4% QoQ

Positions

566

+43 QoQ

AUM Rank

#2,549

Top 20%

Skill Alpha (FF)

+1.1%/yr^ns

No Clear Edge

Rank #1,793 · Top 22%

vs S&P +0.9%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 21.5%Top 10: 34.7%Top 20: 48.9%

AAPL5.8%

SPY4.8%

SPYM4.2%

STX3.6%

SPYG3.1%

VFLO3.0%

AMD2.8%

VTI2.7%

NVDA2.4%

TSLA2.4%

Others (556)65.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services59.3%

Technology21.0%

Consumer Cyclical5.5%

Communication Services3.5%

Healthcare2.4%

Other8.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 566Median: 0.04%Avg: 0.18%

0–0.5%

532(40.7%)

0.5–1%

13(9.3%)

1–3%

15(25.4%)

3–5%

5(18.7%)

5%+

1(5.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 566vs 20 funds

0%Low

566

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New61Increased263Decreased172Exited18

New Positions

IALT0.5%

+275K

ICSH0.2%

+73K

EFA0.1%

+18K

IYM0.1%

+9K

IJT0.1%

+9K

XSD0.1%

+3K

IJK0.1%

+13K

ON0.1%

+14K

FNX0.1%

+9K

IJJ0.1%

+9K

Increased

SPTL0.8%

+202K(+61%)

BLCR0.5%

+141K(+1654%)

VUG0.7%

+115K(+536%)

VOOG0.5%

+88K(+524%)

SPYM4.2%

+85K(+12%)

SPYG3.1%

+60K(+16%)

VO0.4%

+60K(+331%)

CGUS0.3%

+44K(+56%)

BUFR0.9%

+38K(+9%)

MLN0.4%

+38K(+10%)

Decreased

BIDD0.2%

-172,975(-61%)

JQUA0.2%

-142,673(-73%)

THRO0.4%

-77,070(-32%)

IEMG1.1%

-58,203(-20%)

BAI1.2%

-40,882(-10%)

HEFA0.3%

-32,399(-22%)

BINC0.1%

-28,771(-48%)

SPMB0.2%

-27,171(-16%)

SNVXX0.0%

-26,513(-5%)

XLU0.1%

-20,977(-41%)

Exited

SGUXX

-2,282,625

-106,237

-44,592

-4,684

-12,202

-6,344

-11,653

-6,884

-4,904

-12,042

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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