KEYSTONE WEALTH PARTNERS
CIK
1845980
Location
CHANDLER, AZ
Portfolio Value
Micro
$5,632,086
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,522
/ 6,760
▼ 45
Top Industry
Oil & Gas Refining & Marketing
27.3%
3Y Alpha vs SPY
-4.1%
Period ended 4 years ago
Filed Apr 29, 2022 · 4y
6 quarters · since Dec 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
+59.3%
SPY
+76.3%
Annualised alpha
-4.0%
Max drawdown
−21.7%
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
9 positions · as of Mar 31, 2022 · Δ vs Dec 31, 2021Top Position
25.1%
+5.7 pts
Top 5
78.7%
+13.5 pts
Top 10
100.0%
+11.8 pts
HHI
1,535
Moderately concentrated+457
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 25.1% | $1,411,092 |
| Consumer Cyclical | 24.2% | $1,364,135 |
| Technology | 24.0% | $1,351,871 |
| Industrials | 13.9% | $784,937 |
| Unclassified | 8.1% | $456,156 |
| Healthcare | 4.7% | $263,895 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −917 | 5,242 | $915,305 | |
| JNJ | Johnson & Johnson | −566 | 1,489 | $263,895 | |
| MSFT | Microsoft Corp | −496 | 1,416 | $436,566 | |
| HD | Home Depot, Inc. | −217 | 3,295 | $986,292 | |
| SPY | Spdr S&P 500 ETF Trust | −77 | 1,010 | $456,156 | |
| GPN | Global Payments Inc | −15 | 4,868 | $666,137 | |
| MCD | Mcdonalds Corp | −5 | 1,528 | $377,843 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| V | Visa Inc. | 1,059 | $229,495 | |
| DIS | Walt Disney Co | 1,422 | $220,253 | |
| BSTZ | BlackRock Science & Technology Term Trust | 5,249 | $204,396 | |
| MCHP | Microchip Technology Inc | 2,329 | $202,762 | |
| INTC | Intel Corp | 3,935 | $202,652 | |
| BTX | BlackRock Technology & Private Equity Term Trust | 10,109 | $146,984 | |
| No positions match the current search. | ||||
9 positions ·
$5,632,086 total
· as of Mar 31, 2022
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MPC |
Marathon Petroleum Corp
Energy
|
Held | 16,504 | $1,411,092 | 25.05% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,295 | $986,292 | 17.51% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,242 | $915,305 | 16.25% | |
| GPN |
Global Payments Inc
Industrials
|
Reduced | 4,868 | $666,137 | 11.83% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,010 | $456,156 | 8.10% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,416 | $436,566 | 7.75% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,528 | $377,843 | 6.71% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,489 | $263,895 | 4.69% | |
| FAST |
Fastenal Co
Industrials
|
Held | 4,000 | $118,800 | 2.11% |