Skip to main content

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

Location
Dublin, OH
Portfolio Value
Micro $31,569,844
Diversification
Diversified
Filing Date
Global Rank
#7,362 / 8,608 ▲ 143 · as of Mar 2026
Top Industry
Semiconductors 29.6%
3Y Alpha vs SPY
-13.3%
Period ended 3 months ago
Filed May 4, 2026 · 2mo
12 quarters · since Dec 2021

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
+24.2%
SPY
+73.9%
Annualised alpha
-12.8%
Max drawdown
−33.8%

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

31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
26.2%
+1.5 pts
Top 5
67.0%
−2.0 pts
Top 10
78.6%
−3.5 pts
HHI
1,316
Dec 2021 → Mar 2026 · range 1,316 – 5,021
Diversified−49

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 39.2% $12,376,074
Unclassified 27.3% $8,628,355
Financial Services 11.8% $3,734,524
Energy 5.2% $1,655,914
Consumer Cyclical 5.2% $1,633,755
Communication Services 3.6% $1,137,364
Industrials 2.9% $900,397
Healthcare 2.5% $796,563
Utilities 1.6% $503,383
Consumer Defensive 0.6% $203,515

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
13 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
5 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
31 positions · $31,569,844 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History