Keystone Financial Group

CIK

1729299

Location

LEXINGTON, KY

Portfolio Value

Small $684,119,913

Diversification

Diversified

Filing Date

Global Rank

#2,197 / 8,603 ▲ 40 · as of Mar 2026

Top Industry

Consumer Electronics 15.1%

3Y Alpha vs SPY

+2.4%

Period ended 3 months ago

Filed May 13, 2026 · 57d

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+87.0%

SPY

+76.0%

Annualised alpha

+2.5%

Max drawdown

−22.1%

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

254 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.7%

−0.7 pts

Top 5

40.0%

−2.8 pts

Top 10

55.4%

−3.1 pts

HHI

453

Diversified−47

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.0%	$253,416,185	46
Unclassified	16.2%	$110,850,820	11
Consumer Cyclical	12.4%	$84,716,793	20
Financial Services	9.3%	$63,379,119	44
Communication Services	6.5%	$44,705,118	8
Healthcare	5.6%	$38,043,480	32
Consumer Defensive	4.3%	$29,631,538	22
Industrials	3.7%	$25,549,137	29
Energy	2.4%	$16,661,746	14
Utilities	1.4%	$9,370,350	12
Basic Materials	0.9%	$5,888,878	12
Real Estate	0.3%	$1,906,749	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PRME	Prime Medicine, Inc.	+36,345	166,010	$577,714
ET	Energy Transfer LP	+35,723	106,237	$2,050,374
ACHR	Archer Aviation Inc.	+24,253	59,552	$307,883
TOST	Toast, Inc.	+18,200	35,880	$951,178
PLTR	Palantir Technologies Inc.	+17,485	266,312	$38,956,119
IONQ	IonQ, Inc.	+15,682	62,738	$1,808,736
NEA	Nuveen AMT-Free Quality Municipal Income Fund	+10,000	20,359	$228,631
DGNX	Diginex Ltd	+10,000	20,000	$76,800
CMG	Chipotle Mexican Grill Inc	+9,257	87,608	$2,804,332
IBIT	iShares Bitcoin Trust ETF	+9,232	30,051	$1,154,559
T	At&T Inc.	+8,793	248,670	$7,208,943
AGNC	AGNC Investment Corp.	+8,180	26,450	$265,293
PFE	Pfizer Inc	+8,124	76,033	$2,135,006
GLW	Corning Inc /Ny	+7,162	12,115	$1,647,276
HIMS	Hims & Hers Health, Inc.	+7,074	16,297	$338,325
BBAI	BigBear.ai Holdings, Inc.	+5,710	29,567	$104,075
ALB	Albemarle Corp	+5,303	7,578	$1,360,478
NKE	NIKE, Inc.	+4,836	47,463	$2,506,995
UBER	Uber Technologies, Inc	+4,548	7,531	$541,704
RCS	Pimco Strategic Income Fund, Inc.	+4,522	62,463	$334,801
LNC	Lincoln National Corp	+3,866	68,391	$2,427,880
QQQ	Invesco Qqq Trust, Series 1	+3,796	25,017	$14,439,312
DIS	Walt Disney Co	+3,713	38,553	$3,715,737
TSLA	Tesla, Inc.	+3,470	94,007	$34,947,102
CVX	Chevron Corp	+3,416	29,310	$6,064,239
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−49,035	52,609	$4,638,009
WBD	Warner Bros. Discovery, Inc.	−31,047	14,246	$391,195
CSX	Csx Corp	−15,667	5,764	$236,612
B	Barrick Mining Corp	−6,072	31,095	$1,268,365
LUMN	Lumen Technologies, Inc.	−4,000	21,768	$151,287
TEVA	Teva Pharmaceutical Industries Ltd	−3,853	30,491	$918,388
CTBI	Community Trust Bancorp Inc /Ky/	−2,905	7,270	$441,434
AMD	Advanced Micro Devices Inc	−2,650	80,199	$16,314,881
SLV	iShares Silver Trust	−2,545	32,243	$2,197,038
F	Ford Motor Co	−2,479	15,110	$174,369
NIE	Virtus Equity & Convertible Income Fund	−1,871	46,742	$1,091,893
SPY	Spdr S&P 500 ETF Trust	−1,695	115,948	$75,405,622
AIRG	Airgain Inc	−1,500	15,261	$83,935
FSK	FS KKR Capital Corp	−1,156	15,444	$157,219
ABT	Abbott Laboratories	−1,059	36,886	$3,787,085
PG	PROCTER & GAMBLE Co	−875	35,599	$5,141,918
GSK	GSK plc	−871	8,206	$452,889
DKNG	DraftKings Inc.	−825	30,079	$650,307
EVRG	Evergy, Inc.	−765	4,057	$332,349
CSCO	Cisco Systems, Inc.	−630	22,182	$1,721,101
TJX	Tjx Companies Inc /De/	−600	6,789	$1,084,203
BP	Bp PLC	−580	6,363	$299,061
ALL	Allstate Corp	−566	1,352	$280,323
GRAB	Grab Holdings Ltd	−530	21,630	$79,165
GILD	Gilead Sciences, Inc.	−519	3,863	$538,386
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
CLX	Clorox Co /De/	11,105	$1,150,811
PEBO	Peoples Bancorp Inc	14,359	$471,980
SHEL	Shell plc	4,541	$422,313
SHAK	Shake Shack Inc.	3,740	$330,877
VLO	Valero Energy Corp/Tx	1,212	$299,460
XEL	Xcel Energy Inc	3,521	$279,708
NOC	Northrop Grumman Corp /De/	405	$276,307
CPRT	Copart Inc	7,394	$245,480
LEU	Centrus Energy Corp	1,408	$244,414
AZN	Astrazeneca PLC	1,237	$243,961
PPL	PPL Corp	6,336	$242,035
DELL	Dell Technologies Inc.	1,438	$236,018
CALM	Cal-Maine Foods Inc	2,911	$230,405
MSI	Motorola Solutions, Inc.	516	$223,928
PAYX	Paychex Inc	2,425	$223,391
FE	Firstenergy Corp	4,323	$219,003
PPG	Ppg Industries Inc	2,028	$216,752
BWXT	BWX Technologies, Inc.	1,045	$213,692
UTG	Reaves Utility Income Fund	5,420	$212,897
ADSK	Autodesk, Inc.	873	$208,996
PYPL	PayPal Holdings, Inc.	4,465	$201,951
BPRE	Bluerock Private Real Estate Fund	10,035	$166,681
PURR	Hyperliquid Strategies Inc	11,000	$55,990
AIMD	Ainos, Inc.	14,550	$20,224
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
KKR	KKR & Co. Inc.	2,174	$277,141
AXON	Axon Enterprise, Inc.	456	$258,976
TGT	Target Corp	2,512	$245,548
CRM	Salesforce, Inc.	890	$235,769
CHDN	Churchill Downs Inc	1,951	$221,984
SMCI	Super Micro Computer, Inc.	6,915	$202,402
UPXI	Upexi, Inc.	27,325	$45,906
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

254 positions · $684,119,913 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 254 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	341,115	-512	$86,571,575	−6.8%	12.65%
SPY	Spdr S&P 500 ETF Trust	Reduced	115,948	-1,695	$75,405,622	−6.0%	11.02%
PLTR	Palantir Technologies Inc. Technology	Added	266,312	+17,485	$38,956,119	−11.9%	5.69%
NVDA	Nvidia Corp Technology	Added	216,175	+974	$37,700,920	−6.1%	5.51%
TSLA	Tesla, Inc. Consumer Cyclical	Added	94,007	+3,470	$34,947,102	−14.2%	5.11%
STX	Seagate Technology Holdings plc Technology	Reduced	62,749	-68	$24,582,548	+42.1%	3.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	46,784	+1,181	$22,418,892	−2.2%	3.28%
AMZN	Amazon Com Inc Consumer Cyclical	Added	98,937	+2,826	$20,605,608	−7.1%	3.01%
META	Meta Platforms, Inc. Communication Services	Added	34,282	+1,391	$19,613,760	−9.7%	2.87%
MSFT	Microsoft Corp Technology	Added	49,683	+1,324	$18,391,156	−21.4%	2.69%
JPM	Jpmorgan Chase & Co Financial Services	Added	60,520	+1,570	$17,802,563	−6.3%	2.60%
AMD	Advanced Micro Devices Inc Technology	Reduced	80,199	-2,650	$16,314,881	−8.0%	2.38%
QQQ	Invesco Qqq Trust, Series 1	Added	25,017	+3,796	$14,439,312	+10.8%	2.11%
JNJ	Johnson & Johnson Healthcare	Added	48,854	+825	$11,941,871	+20.1%	1.75%
GOOGL	Alphabet Inc. Communication Services	Added	31,389	+1,973	$9,026,220	−2.0%	1.32%
T	At&T Inc. Communication Services	Added	248,670	+8,793	$7,208,943	+21.0%	1.05%
MCD	Mcdonalds Corp Consumer Cyclical	Added	21,914	+1,315	$6,810,652	+8.2%	1.00%
LOW	Lowes Companies Inc Consumer Cyclical	Added	26,264	+582	$6,205,657	+0.2%	0.91%
CVX	Chevron Corp Energy	Added	29,310	+3,416	$6,064,239	+53.7%	0.89%
BA	Boeing Co Industrials	Added	28,269	+1,411	$5,626,379	−3.5%	0.82%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	35,599	-875	$5,141,918	−1.6%	0.75%
IAU	Ishares Gold Trust	Reduced	52,609	-49,035	$4,638,009	−43.8%	0.68%
WMT	Walmart Inc. Consumer Defensive	Reduced	37,105	-99	$4,611,409	+11.3%	0.67%
ABBV	AbbVie Inc. Healthcare	Added	18,934	+34	$4,117,955	−4.6%	0.60%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	6,364	-91	$3,925,060	+0.8%	0.57%
LLY	ELI LILLY & Co Healthcare	Added	4,193	+620	$3,856,595	+0.4%	0.56%
ABT	Abbott Laboratories Healthcare	Reduced	36,886	-1,059	$3,787,085	−20.3%	0.55%
DIS	Walt Disney Co Communication Services	Added	38,553	+3,713	$3,715,737	−6.3%	0.54%
HD	Home Depot, Inc. Consumer Cyclical	Added	10,028	+194	$3,298,108	−2.5%	0.48%
NFLX	Netflix Inc Communication Services	Added	32,752	+3,067	$3,149,104	+13.1%	0.46%
GBTC	Grayscale Bitcoin Trust ETF	Added	57,942	+1,630	$3,057,019	−20.6%	0.45%
PEP	Pepsico Inc Consumer Defensive	Added	19,562	+813	$3,037,782	+12.9%	0.44%
PM	Philip Morris International Inc. Consumer Defensive	Added	17,973	+459	$2,971,655	+5.8%	0.43%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Added	87,608	+9,257	$2,804,332	−3.3%	0.41%
MRK	Merck & Co., Inc. Healthcare	Added	23,222	+469	$2,793,374	+16.6%	0.41%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	5,850	-359	$2,709,661	−9.2%	0.40%
V	Visa Inc. Financial Services	Added	8,618	+1,192	$2,604,704	+0.0%	0.38%
KO	Coca Cola Co Consumer Defensive	Reduced	34,056	-73	$2,589,958	+8.6%	0.38%
AVGO	Broadcom Inc. Technology	Added	8,211	+244	$2,541,386	−7.8%	0.37%
NKE	NIKE, Inc. Consumer Cyclical	Added	47,463	+4,836	$2,506,995	−7.7%	0.37%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	7,322	+1,641	$2,474,469	+43.3%	0.36%
GLD	Spdr Gold Trust	Added	5,659	+561	$2,435,011	+20.5%	0.36%
LNC	Lincoln National Corp Financial Services	Added	68,391	+3,866	$2,427,880	−15.5%	0.35%
LRCX	Lam Research Corp Technology	Added	11,257	+207	$2,405,170	+27.2%	0.35%
SLV	iShares Silver Trust	Reduced	32,243	-2,545	$2,197,038	−2.0%	0.32%
CAT	Caterpillar Inc Industrials	Added	3,078	+543	$2,180,639	+50.2%	0.32%
MPC	Marathon Petroleum Corp Energy	Added	8,761	+9	$2,139,260	+50.3%	0.31%
PFE	Pfizer Inc Healthcare	Added	76,033	+8,124	$2,135,006	+26.3%	0.31%
ET	Energy Transfer LP Energy	Added	106,237	+35,723	$2,050,374	+76.3%	0.30%
LMT	Lockheed Martin Corp Industrials	Added	3,319	+151	$2,005,970	+30.9%	0.29%