Keener Financial Planning LLC

CIK

2004495

Location

KELLER, TX

Portfolio Value

Micro $6,163,253

Diversification

Diversified

Filing Date

Global Rank

#7,617 / 8,232 ▲ 165

Top Industry

Oil & Gas Integrated 25.5%

3Y Alpha vs SPY

-3.0%

Period ended 2 months ago

Filed May 1, 2026 · 44d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

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

Cloned portfolio

+44.1%

SPY

+52.9%

Annualised alpha

-3.0%

Max drawdown

−19.9%

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

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

Top Position

25.1%

+3.6 pts

Top 5

72.6%

+2.3 pts

Top 10

90.8%

+2.7 pts

HHI

1,397

Diversified+175

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.5%	$6,163,253	5
Energy	25.1%	$3,320,924	1
Financial Services	8.7%	$1,148,954	2
Healthcare	6.5%	$860,712	2
Consumer Defensive	4.2%	$557,644	1
Communication Services	3.5%	$462,396	1
Industrials	2.1%	$278,285	1
Unclassified	1.8%	$243,227	1
Consumer Cyclical	1.7%	$220,153	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
MSFT	Microsoft Corp	+490	4,268	$1,579,885
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	−2,149	19,574	$3,320,924
NVDA	Nvidia Corp	−1,971	7,176	$1,251,494
AAPL	Apple Inc.	−564	10,712	$2,718,598
UNP	Union Pacific Corp	−236	1,147	$278,285
WMT	Walmart Inc.	−44	4,487	$557,644
BRK-B	Berkshire Hathaway Inc	−11	836	$400,611
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
GBCI	Glacier Bancorp, Inc.	4,945	$217,827
EXPE	Expedia Group, Inc.	750	$212,482
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $6,163,253 total · Technology only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	10,712	-564	$2,718,598	−11.3%	44.11%
MSFT	Microsoft Corp Technology	Added	4,268	+490	$1,579,885	−13.5%	25.63%
NVDA	Nvidia Corp Technology	Reduced	7,176	-1,971	$1,251,494	−26.6%	20.31%
AMD	Advanced Micro Devices Inc Technology	Held	2,009	0	$408,690	−5.0%	6.63%
AVGO	Broadcom Inc. Technology	Held	661	0	$204,586	−10.6%	3.32%