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Latest Keystone Financial Group Stock Portfolio

Keystone Financial Group Performance:
2025 Q4: -0.02%YTD: 13.71%2024: 17.94%
Performance for 2025 Q4 is -0.02%, and YTD is 13.71%, and 2024 is 17.94%.

About Keystone Financial Group and 13F Hedge Fund Stock Holdings

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Keystone Financial Group reported an equity portfolio of $1.4 Billions as of 31 Dec, 2025.

The top stock holdings of Keystone Financial Group are AAPL, SPY, PLTR. The fund has invested 6.9% of it's portfolio in APPLE INC and 5.9% of portfolio in SPDR S&P.

The fund managers got completely rid off UNILEVER PLC, NEWMONT CORP (NEM) and AMPHENOL CORP (APH) stocks. They significantly reduced their stock positions in GRAB HOLDINGS, RH (RH) and ONEOK INC (OKE). Keystone Financial Group opened new stock positions in CAPITAL GROUP (CGDV), ISHARES TR (AAXJ) and UNILEVER PLC. The fund showed a lot of confidence in some stocks as they added substantially to STATE STREET (GAL), NETFLIX INC (NFLX) and BANK AMERICA (BAC).

Keystone Financial Group Annual Return Estimates Vs S&P 500

Our best estimate is that Keystone Financial Group made a return of -0.02% in the last quarter. In trailing 12 months, it's portfolio return was 13.71%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
capital group1,936,210
ishares tr1,575,190
unilever plc1,286,750
capital group1,102,270
micron technology inc1,084,150
teradyne inc995,347
western digital990,551
first trust836,751
New stocks bought by Keystone Financial Group

Additions

Ticker% Inc.
state street2,205
netflix inc917
bank america563
ishares tr480
vanguard core276
warner bros236
first trust226
state street206
Additions to existing portfolio by Keystone Financial Group

Reductions

Ticker% Reduced
grab holdings-84.68
ge vernova-66.29
rh-45.39
oneok inc-38.84
jpmorgan us-38.81
marriott intl-36.81
anheuser busch-35.73
ishares currency-33.27
Keystone Financial Group reduced stake in above stock

Sold off

Ticker$ Sold
new gold-251,300
unilever plc-1,273,200
t rowe-487,800
invesco bulletshares-303,420
3d sys corp del-25,401
newmont corp-707,904
ishares ethereum-256,997
pacer data-231,112
Keystone Financial Group got rid off the above stocks

Sector Distribution

Keystone Financial Group has about 57.7% of it's holdings in Others sector.

Sector%
Others57.7
Technology19.5
Consumer Cyclical6.8
Communication Services4.3
Financial Services3
Healthcare2.5
Industrials1.7
Consumer Defensive1.7
Energy1.3

Market Cap. Distribution

Keystone Financial Group has about 40.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED57.7
MEGA-CAP26.8
LARGE-CAP13.8

Stocks belong to which Index?

About 36.5% of the stocks held by Keystone Financial Group either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others62.5
S&P 50036.5
Top 5 Winners (%)%
ARWR
arrowhead pharmaceutical
92.5 %
ALB
albemarle corp
66.5 %
ALB
albemarle corp
56.3 %
TEVA
teva pharmaceutical
51.4 %
ATI
ati inc
39.3 %
Top 5 Winners ($)$
AAPL
apple inc
4.7 M
GOOG
alphabet inc
2.6 M
TSLA
tesla inc
2.5 M
GOOG
alphabet inc
1.9 M
MDCP
victoryshares free
1.7 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.5 %
BIL
state street
-62.9 %
XLB
state street
-43.4 %
XLB
state street
-42.8 %
XLB
state street
-42.8 %
Top 5 Losers ($)$
NFLX
netflix inc
-17.9 M
XLB
state street
-1.9 M
MSFT
microsoft corp
-1.7 M
XLB
state street
-1.6 M
XLB
state street
-1.6 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 454 stocks in it's portfolio. About 36.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Keystone Financial Group last quarter.

Last Reported on: 06 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions