Keyes, Stange & Wooten Wealth Management, LLC
Filing Date
Global Rank
#6,902
/ 8,232
▲ 251
Top Industry
Consumer Electronics
9.3%
3Y Alpha vs SPY
-3.5%
Period ended 2 months ago
Filed Apr 27, 2026 · 48d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+42.6%
SPY
+52.9%
Annualised alpha
-3.5%
Max drawdown
−16.3%
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
53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.1%
−0.3 pts
Top 5
27.4%
−2.1 pts
Top 10
43.1%
−0.1 pts
HHI
309
Diversified−11
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.1% | $9,137,824 |
| Financial Services | 18.0% | $6,296,987 |
| Industrials | 12.8% | $4,487,673 |
| Consumer Cyclical | 9.0% | $3,148,241 |
| Healthcare | 8.8% | $3,094,263 |
| Communication Services | 6.6% | $2,315,240 |
| Consumer Defensive | 5.5% | $1,908,677 |
| Energy | 5.2% | $1,832,556 |
| Unclassified | 2.2% | $776,644 |
| Utilities | 2.1% | $744,526 |
| Real Estate | 1.8% | $620,793 |
| Basic Materials | 1.7% | $607,705 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +955 | 3,962 | $690,972 | |
| AAPL | Apple Inc. | +669 | 12,523 | $3,178,212 | |
| JPM | Jpmorgan Chase & Co | +514 | 6,716 | $1,975,578 | |
| V | Visa Inc. | +439 | 1,383 | $417,997 | |
| JNJ | Johnson & Johnson | +425 | 4,916 | $1,201,667 | |
| VZ | Verizon Communications Inc | +359 | 15,764 | $791,352 | |
| AMZN | Amazon Com Inc | +345 | 2,953 | $615,021 | |
| META | Meta Platforms, Inc. | +320 | 1,157 | $661,954 | |
| LLY | ELI LILLY & Co | +319 | 532 | $489,317 | |
| BRO | Brown & Brown, Inc. | +312 | 8,273 | $539,482 | |
| O | Realty Income Corp | +220 | 10,147 | $620,793 | |
| KO | Coca Cola Co | +194 | 4,394 | $334,163 | |
| AVGO | Broadcom Inc. | +141 | 4,811 | $1,489,052 | |
| AMD | Advanced Micro Devices Inc | +106 | 1,337 | $271,985 | |
| ABBV | AbbVie Inc. | +105 | 3,099 | $674,001 | |
| BBY | Best Buy Co Inc | +73 | 4,721 | $303,088 | |
| TSLA | Tesla, Inc. | +61 | 1,121 | $416,731 | |
| HD | Home Depot, Inc. | +26 | 2,661 | $875,176 | |
| NEE | Nextera Energy Inc | +13 | 8,016 | $744,526 | |
| BRK-B | Berkshire Hathaway Inc | +8 | 1,591 | $762,407 | |
| DRI | Darden Restaurants Inc | +8 | 3,489 | $683,983 | |
| ADI | Analog Devices Inc | +7 | 1,907 | $606,692 | |
| TJX | Tjx Companies Inc /De/ | +7 | 1,592 | $254,242 | |
| PEP | Pepsico Inc | +7 | 1,880 | $291,945 | |
| CMI | Cummins Inc | +1 | 1,098 | $590,745 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −551 | 1,214 | $349,097 | |
| UNH | Unitedhealth Group Inc | −411 | 956 | $258,684 | |
| JCI | Johnson Controls International plc | −390 | 7,471 | $978,327 | |
| WMT | Walmart Inc. | −315 | 10,320 | $1,282,569 | |
| MPC | Marathon Petroleum Corp | −256 | 5,740 | $1,401,593 | |
| PWR | Quanta Services, Inc. | −230 | 496 | $272,313 | |
| TT | Trane Technologies plc | −122 | 599 | $249,627 | |
| MSFT | Microsoft Corp | −98 | 4,126 | $1,527,321 | |
| DIS | Walt Disney Co | −74 | 5,321 | $512,837 | |
| CB | Chubb Ltd | −42 | 2,734 | $891,092 | |
| CME | Cme Group Inc. | −38 | 2,981 | $880,438 | |
| UNP | Union Pacific Corp | −18 | 2,537 | $615,526 | |
| MSI | Motorola Solutions, Inc. | −16 | 2,234 | $969,488 | |
| ETN | Eaton Corp plc | −8 | 3,026 | $1,082,309 | |
| APD | Air Products & Chemicals, Inc. | −5 | 2,092 | $607,705 | |
| GEV | GE Vernova Inc. | −3 | 453 | $395,423 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MDT | Medtronic plc | 7,046 | $676,838 | |
| BA | Boeing Co | 1,294 | $280,953 | |
| ORCL | Oracle Corp | 1,260 | $245,586 | |
| SHOP | Shopify Inc. | 1,452 | $233,728 | |
| WFC | Wells Fargo & Company/Mn | 2,363 | $220,231 | |
| PLTR | Palantir Technologies Inc. | 1,225 | $217,743 | |
| SSB | SouthState Bank Corp | 2,274 | $214,006 | |
| No positions match the current search. | ||||
3 positions ·
$1,832,556 total
· Energy only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities