Keystone Financial Planning, Inc.
Filing Date
Global Rank
#4,436
/ 8,232
▲ 80
Top Industry
Tobacco
14.7%
3Y Alpha vs SPY
-1.8%
Period ended 2 months ago
Filed Apr 9, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+68.4%
SPY
+76.3%
Annualised alpha
-1.8%
Max drawdown
−9.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
36 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.8%
−0.0 pts
Top 5
34.3%
−1.3 pts
Top 10
62.2%
+0.2 pts
HHI
493
Diversified+4
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 25.7% | $39,735,493 |
| Consumer Defensive | 23.4% | $36,183,317 |
| Technology | 12.5% | $19,399,487 |
| Healthcare | 12.3% | $19,055,585 |
| Communication Services | 9.0% | $13,914,148 |
| Energy | 8.7% | $13,411,504 |
| Industrials | 3.7% | $5,664,896 |
| Consumer Cyclical | 3.6% | $5,504,690 |
| Utilities | 1.2% | $1,832,125 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| USB | US Bancorp De | +3,498 | 224,348 | $11,668,339 | |
| T | At&T Inc. | +2,596 | 66,109 | $1,916,499 | |
| BEN | Franklin Resources Inc | +2,344 | 105,886 | $2,501,027 | |
| GSK | GSK plc | +1,432 | 6,084 | $335,775 | |
| VZ | Verizon Communications Inc | +1,253 | 238,997 | $11,997,649 | |
| PNW | Pinnacle West Capital Corp | +831 | 13,957 | $1,406,167 | |
| XOM | Exxon Mobil Corp | +24 | 48,696 | $8,261,763 | |
| TJX | Tjx Companies Inc /De/ | +12 | 4,240 | $677,128 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CVX | Chevron Corp | −52,228 | 24,890 | $5,149,741 | |
| PM | Philip Morris International Inc. | −42,566 | 35,358 | $5,846,091 | |
| HLN | Haleon plc | −1,861 | 52,505 | $525,575 | |
| CSCO | Cisco Systems, Inc. | −344 | 48,976 | $3,800,047 | |
| PEG | Public Service Enterprise Group Inc | −144 | 5,262 | $425,958 | |
| CME | Cme Group Inc. | −4 | 32,037 | $9,462,127 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UL | Unilever PLC | 152,882 | $8,709,687 | |
| No positions match the current search. | ||||
2 positions ·
$1,832,125 total
· Utilities only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PNW |
Pinnacle West Capital Corp
Utilities
|
Added | 13,957 | $1,406,167 | 76.75% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Reduced | 5,262 | $425,958 | 23.25% |