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Stonekeep Investments, LLC

Location
SANTE FE, NM
Portfolio Value
Micro $26,579,820
Diversification
Diversified
Filing Date
Global Rank
#7,161 / 8,232 ▲ 187
Top Industry
Auto Manufacturers 17.8%
3Y Alpha vs SPY
+1.0%
Period ended 2 months ago
Filed Apr 7, 2026 · 2mo
8 quarters · since Jun 2024

Clone Performance

Aug 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
+41.3%
SPY
+39.3%
Annualised alpha
+1.0%
Max drawdown
−29.5%

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

37 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
17.5%
−2.4 pts
Top 5
55.8%
−3.4 pts
Top 10
70.8%
−3.6 pts
HHI
777
Jun 2024 → Mar 2026 · range 776 – 961
Diversified−111

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 35.6% $9,468,525
Consumer Cyclical 31.5% $8,361,265
Communication Services 13.6% $3,612,110
Financial Services 6.8% $1,810,606
Healthcare 4.7% $1,260,705
Utilities 3.0% $798,695
Unclassified 1.9% $509,216
Industrials 1.6% $438,387
Basic Materials 0.8% $210,182
Real Estate 0.4% $110,129

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
3 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
8 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
4 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
37 positions · $26,579,820 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History