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Latest Keystone Financial Group Stock Portfolio

$1.46Billion– No. of Holdings #509

Keystone Financial Group Performance:
2026 Q1: -0.88%YTD: -0.88%2025: 16.19%
Performance for 2026 Q1 is -0.88%, and YTD is -0.88%, and 2025 is 16.19%.

About Keystone Financial Group and 13F Hedge Fund Stock Holdings

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Keystone Financial Group reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026.

The top stock holdings of Keystone Financial Group are AAPL, SPY, BIL. The fund has invested 6% of it's portfolio in APPLE INC and 5.4% of portfolio in STATE STREET SPDR S&P 500 ETF TRUST.

The fund managers got completely rid off ISHARES HIGH (DMXF), FIRST TRUST (AFLG) and VICTORYSHARES INTL (CDC) stocks. They significantly reduced their stock positions in INVESCO S&P 500 TOP 50 ETF (CSD), CSX CORP (CSX) and WARNER BROS DISCOVERY INCLASS SERIES A (WBD). Keystone Financial Group opened new stock positions in AMERICAN FUNDS WASHINGTON MUTUAL F2, AVANTIS INTL (AEMB) and ISHARES S&P (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES CURRENCY (ACWF), ISHARES TR (IJR) and ISHARES U.S. TREASURY BOND ETF (AMPS).
Keystone Financial Group Equity Portfolio Value
Last Reported on: 13 May, 2026

Keystone Financial Group Annual Return Estimates Vs S&P 500

Our best estimate is that Keystone Financial Group made a return of -0.88% in the last quarter. In trailing 12 months, it's portfolio return was 19.47%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
american funds washington mutual f25,472,560
american funds growth fund of amer f24,985,460
american funds income fund of amer f23,995,840
american funds capital world gr&inc f23,757,650
american funds american balanced f23,073,510
american funds capital income bldr f22,955,510
american funds invmt co of amer f22,422,920
avantis intl2,392,060
New stocks bought by Keystone Financial Group

Additions

Ticker% Inc.
ishares currency2,326
ishares tr1,062
ishares u.s. treasury bond etf466
ishares s&p451
invesco national378
ishares national336
state streer315
vanguard information technology index fund etf shares246
Additions to existing portfolio by Keystone Financial Group

Reductions

Ticker% Reduced
invesco s&p 500 top 50 etf-95.59
csx corp-73.1
warner bros discovery inclass series a-68.55
select sector spdr tr-66.46
main sector-50.4
ishares gold tr-48.24
vanguard extended marketindex fund etf shares-45.31
ishares high-44.35
Keystone Financial Group reduced stake in above stock

Sold off

None of the stocks were completely sold off by Keystone Financial Group

Sector Distribution

Keystone Financial Group has about 58.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others58.7
Technology19.1
Consumer Cyclical6
Communication Services3.9
Financial Services2.8
Healthcare2.4
Industrials1.8
Consumer Defensive1.8
Energy1.7
Utilities1.2

Market Cap. Distribution

Keystone Financial Group has about 39.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED58.7
MEGA-CAP29.8
LARGE-CAP10.1
MID-CAP1.2

Stocks belong to which Index?

About 37.2% of the stocks held by Keystone Financial Group either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others62.8
S&P 50036.1
RUSSELL 20001.1
Top 5 Winners (%)%
IBRX
immunitybio inc
287.4 %
STX
seagate technology h f
132.8 %
WDC
western digital
54.6 %
TER
teradyne inc
50.8 %
MPC
marathon petroleum
50.1 %
Top 5 Winners ($)$
STX
seagate technology h f
23.0 M
AMD
advanced micro devic
6.4 M
XOM
exxon mobil corp
2.6 M
CVX
chevron corporation
1.5 M
JNJ
johnson & johnson
1.5 M
Top 5 Losers (%)%
diginex ltd
-85.2 %
VAW
vanguard information technology index fund etf shares
-61.5 %
RGTI
rigetti computing
-36.4 %
DKNG
draftkings inc new class class a
-33.1 %
IONQ
ionq inc
-32.7 %
Top 5 Losers ($)$
PLTR
palantir technologies inclass class a
-8.2 M
TSLA
tesla inc
-6.6 M
MSFT
microsoft corp
-5.2 M
AAPL
apple inc
-4.8 M
BIL
state street
-3.2 M

Keystone Financial Group Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Keystone Financial Group

Keystone Financial Group has 509 stocks in it's portfolio. About 33.8% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. STX was the most profitable stock for Keystone Financial Group last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions