Latest Keystone Financial Group Stock Portfolio

Keystone Financial Group Performance:

2025 Q2: 5.97%YTD: 2.71%2024: 16.34%

Performance for 2025 Q2 is 5.97%, and YTD is 2.71%, and 2024 is 16.34%.

About Keystone Financial Group and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Keystone Financial Group reported an equity portfolio of $1.1 Billions as of 30 Jun, 2025.

The top stock holdings of Keystone Financial Group are SPY, AAPL, BIL. The fund has invested 6.7% of it's portfolio in SPDR S&P 500 ETF and 6.7% of portfolio in APPLE INC.

The fund managers got completely rid off BARRICK GOLD, FIRST TRUST (FAUS) and INVESCO S&P (CSD) stocks. They significantly reduced their stock positions in LINCOLN NATL CORP IN (LNC), SPDR NUVEEN (BIL) and ISHARES CORE (IJR). Keystone Financial Group opened new stock positions in ISHARES U S (BECO), ISHARES CORE (AGT) and SCHWAB GOVERNMENT MONEY ULTRA. The fund showed a lot of confidence in some stocks as they added substantially to ELI LILLY AND CO (LLY), O REILLY AUTOMOTIVE (ORLY) and ISHARES CURRENCY (ACWF).

Keystone Financial Group Annual Return Estimates Vs S&P 500

Our best estimate is that Keystone Financial Group made a return of 5.97% in the last quarter. In trailing 12 months, it's portfolio return was 8.76%.

New Buys

Ticker	$ Bought
ishares u s	7,121,870
ishares core	3,806,980
schwab government money ultra	2,218,180
barrick mining	1,190,090
schwab government money inv	920,223
ishares s&p	919,340
nrg energy	537,349
schwab fundamental	528,424

New stocks bought by Keystone Financial Group

Additions

Ticker	% Inc.
eli lilly and co	1,663
o reilly automotive	1,418
ishares currency	98.53
utilities select	73.03
stanley black	69.52
ishares msci	67.09
emergent biosolutions	61.95
ishares preferred incomesec etf	61.71

Additions to existing portfolio by Keystone Financial Group

Reductions

Ticker	% Reduced
lincoln natl corp in	-85.62
spdr nuveen	-85.4
ishares core	-75.94
ishares msci	-65.39
pepsico inc	-49.97
unitedhealth group inc	-39.68
industrial select	-35.25
spdr index	-33.45

Keystone Financial Group reduced stake in above stock

Sold off

Ticker	$ Sold
barrick gold	-1,146,320
warner bros discovery in	-145,760
first trust	-688,506
annaly capital	-245,344
nuveen global	-137,456
ppl corp	-208,762
first trust	-315,082
invesco s&p	-325,937

Keystone Financial Group got rid off the above stocks

Sector Distribution

Keystone Financial Group has about 56.7% of it's holdings in Others sector.

Sector	%
Others	56.7
Technology	18.8
Consumer Cyclical	7.3
Communication Services	4.6
Financial Services	3.2
Healthcare	2.7
Consumer Defensive	2
Industrials	1.8
Energy	1.4
Utilities	1.2

Market Cap. Distribution

Keystone Financial Group has about 41.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	56.7
MEGA-CAP	27.6
LARGE-CAP	14.1

Stocks belong to which Index?

About 38.7% of the stocks held by Keystone Financial Group either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	61.3
S&P 500	37.6
RUSSELL 2000	1.1

Top 5 Winners (%)		%
BBAI	bigbear ai	108.3 %
COIN	coinbase global	103.5 %
EDIT	editas medicine	89.7 %
IONQ	ionq inc	71.5 %
AVGO	broadcom inc	64.6 %

Top 5 Winners ($)		$
PLTR	palantir technologies inclass a	12.9 M
NVDA	nvidia corp	11.1 M
SPY	spdr s&p 500 etf	7.3 M
MSFT	microsoft corp	5.8 M
META	meta platforms	4.6 M

Top 5 Losers (%)		%
ORLY	o reilly automotive	-49.5 %
UNH	unitedhealth group inc	-40.6 %
LLY	eli lilly and co	-33.8 %
SLVM	sylvamo corp	-25.3 %
BDX	becton dickinson	-24.8 %

Top 5 Losers ($)		$
AAPL	apple inc	-3.7 M
LLY	eli lilly and co	-2.4 M
UNH	unitedhealth group inc	-0.6 M
XOM	exxon mobil	-0.6 M
PEP	pepsico inc	-0.6 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 430 stocks in it's portfolio. About 36.3% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for Keystone Financial Group last quarter.

Last Reported on: 13 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	SPY	spdr s&p 500 etf	6.70	120,144	74,284,000	reduced	-4.34
Historical Trend of SPDR S&P 500 ETF Position Held By Keystone Financial Group What % of Portfolio is SPY?: Number of SPY shares held: Change in No. of Shares Held:
	AAPL	apple inc	6.68	354,157	74,031,500	added	2.4

	BIL	spdr portfolio	3.33	506,955	36,850,500	reduced	-14.68

	NVDA	nvidia corp	3.21	216,428	35,544,700	added	1.87

	VB	vanguard total stock market etf	3.15	114,747	34,880,300	added	6.34

	PLTR	palantir technologies inclass a	3.07	248,767	34,014,000	added	0.54

	BIL	spdr portfolio	2.91	338,467	32,262,700	reduced	-10.55

	TSLA	tesla inc	2.58	86,226	28,610,000	added	2.64

	MDCP	victoryshares free	2.48	777,879	27,498,100	added	7.86

	MSFT	microsoft corp	2.23	49,459	24,694,500	added	0.19

	META	meta platforms	2.15	31,578	23,822,200	added	1.08

	AMZN	amazon com	1.86	93,963	20,672,300	added	2.32

	VB	vanguard s&p 500 etf	1.77	34,395	19,631,200	added	4.77

	BBAX	jpmorgan us	1.76	324,328	19,475,900	added	0.06

		berkshire hathaway class b	1.74	39,766	19,257,000	added	16.24

	BECO	ishares u s	1.73	351,727	19,155,100	added	0.39

	JPM	jpmorgan chase & co	1.42	54,285	15,732,400	added	2.53

		berkshire hathaway inc dclass a	1.09	17.00	12,138,500	unchanged	0.00

	AMD	advanced micro devic	1.08	76,356	12,016,400	added	2.51

	QQQ	invesco qqq	1.02	20,587	11,356,600	added	11.72