Grufity logo
Grufity logo

Latest Keystone Financial Group Stock Portfolio

$1.69Billion | No. of Holdings #553

Keystone Financial Group Performance

2026 Q2+7.08%
YTD+6.14%
2025+16.19%

About Keystone Financial Group and 13F Hedge Fund Stock Holdings

On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Keystone Financial Group reported an equity portfolio of $1.7 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Keystone Financial Group are AAPL, SPY, BIL. The fund has invested 5.8% of it's portfolio in APPLE INC and 4.8% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off SCHWAB GOVERNMENT MONEY ULTRA, ENERGY TRANSFER (ET) and ENTERPRISE PRODS PART LP (EPD) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ALBEMARLE CORP (ALB) and JPMORGAN US (BBAX). Keystone Financial Group opened new stock positions in ISHARES SYSTEMATIC (BECO), ISHARES ULTRA (ACWF) and ISHARES MSCI EAFE ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES LARGE (BECO), VANGUARD INDEX FDS (VB) and VANGUARD S&P (IVOG).
Keystone Financial Group Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$1.69Billion
  as of Jul 29, 2026

Keystone Financial Group Annual Return Estimates Vs S&P 500

Our best estimate is that Keystone Financial Group made a return of 7.08% in the last quarter. In trailing 12 months, it's portfolio return was 19.9%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares systematic7,701,520
ishares ultra3,668,990
ishares msci eafe etf1,899,760
spdr series trust1,712,380
ishares s&p1,635,730
ishares u s1,613,320
ishares s&p mid-cap 4001,535,310
ishares s&p1,395,900
New stocks bought by Keystone Financial Group

Additions

Ticker% Inc.
ishares large1,653
vanguard index fds536
vanguard s&p524
ishares core400
vanguard mega cap growth349
vanguard mid330
ishares russell310
dell technologies inc278
Additions to existing portfolio by Keystone Financial Group

Reductions

Ticker% Reduced
ishares tr-79.28
albemarle corp-75.39
jpmorgan us-72.68
welltower inc-63.97
ishares intl-60.67
alliancebernstein hld lp-53.25
ishares flexible-47.77
norfolk southern-45.44
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 59.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Defensive
Sector%
Others59.8
Technology20.8
Consumer Cyclical5.5
Communication Services3.4
Financial Services2.6
Healthcare2.1
Industrials1.7
Consumer Defensive1.6

Market Cap. Distribution

Keystone Financial Group has about 39.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED59.8
MEGA-CAP28.4
LARGE-CAP10.9

Stocks belong to which Index?

About 36.9% 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%
Others63.1
S&P 50035.8
RUSSELL 20001.1
Top 5 Winners (%)%
BB
blackberry ltd
290.4 %
MU
micron technology inc
150.4 %
INTC
intel corp
120.6 %
WDC
western digital corp
120.0 %
AMAT
applied matls inc
109.9 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
23.1 M
STX
seagate technology hldngs pl
20.4 M
AAPL
apple inc
10.7 M
BIL
state street
8.7 M
BIL
spdr series trust
8.6 M
Top 5 Losers (%)%
AMPS
ishares core
-70.3 %
VB
vanguard index fds
-70.2 %
IVOG
vanguard s&p
-69.5 %
VB
vanguard mid
-61.2 %
EDV
vanguard mega cap growth
-60.7 %
Top 5 Losers ($)$
VB
vanguard index fds
-27.6 M
IVOG
vanguard s&p
-19.7 M
VB
vanguard mid
-9.9 M
PLTR
palantir technologies inc
-8.0 M
EDV
vanguard mega cap growth
-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 553 stocks in it's portfolio. About 34.7% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for Keystone Financial Group last quarter.

$1.68BTotal Value
500Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Keystone Financial Group, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Aerospace

Ishares Aerospace

AAXJ
Keystone Financial Group's holding in Ishares Aerospace over time
0.19%13,087
$3.17M
0.19%
increased 63.16 percentadded
AAXJ
Ishares National

Ishares National

AAXJ
Keystone Financial Group's holding in Ishares National over time
0.11%17,150
$1.85M
0.11%
increased 75.79 percentadded
AAXJ
Ishares Msci Eafe Growth

Ishares Msci Eafe Growth

AAXJ
Keystone Financial Group's holding in Ishares Msci Eafe Growth over time
0.05%6,565
$816.8K
0.05%
increased 42.01 percentadded
AAXJ
Ishares Msci

Ishares Msci

AAXJ
Keystone Financial Group's holding in Ishares Msci over time
0.04%9,490
$726.5K
0.04%
increased 56.55 percentadded
AAXJ
Ishares Preferred And

Ishares Preferred And

AAXJ
Keystone Financial Group's holding in Ishares Preferred And over time
0.03%17,623
$537.3K
0.03%
increased 8.32 percentadded
AAXJ
Ishares 10-20yr

Ishares 10-20yr

AAXJ
Keystone Financial Group's holding in Ishares 10-20yr over time
0.03%5,257
$527.5K
0.03%
increased 99.28 percentadded
AAXJ
Ishares Intl

Ishares Intl

AAXJ
Keystone Financial Group's holding in Ishares Intl over time
0.03%12,515
$518.5K
0.03%
increased 6.85 percentadded
ACES
Alps Sector Dividend

Alps Sector Dividend

ACES
Keystone Financial Group's holding in Alps Sector Dividend over time
0.03%7,632
$520.6K
0.03%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Keystone Financial Group's holding in Alps Etf Tr over time
0.03%8,104
$420.2K
0.03%
increased 12.7 percentadded
ACES
Alps Medical

Alps Medical

ACES
Keystone Financial Group's holding in Alps Medical over time
0.01%4,000
$258.6K
0.01%
unchanged 0 percentunchanged
ACWF
Ishares Currency

Ishares Currency

ACWF
Keystone Financial Group's holding in Ishares Currency over time
0.33%117,305
$5.50M
0.33%
decreased 21.64 percentreduced
ACWF
Ishares Core

Ishares Core

ACWF
Keystone Financial Group's holding in Ishares Core over time
0.24%53,379
$4.05M
0.24%
increased 4.4 percentadded
ACWF
Ishares Ultra

Ishares Ultra

ACWF
Keystone Financial Group's holding in Ishares Ultra over time
0.22%72,538
$3.67M
0.22%
new position