Keystone Financial Services, LLC
Filing Date
Global Rank
#7,826
/ 8,586
▲ 98
Top Industry
Insurance - Diversified
20.7%
3Y Alpha vs SPY
-7.9%
Period ended 3 months ago
Filed Apr 21, 2026 · 56d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+15.2%
SPY
+25.8%
Annualised alpha
-7.6%
Max drawdown
−19.5%
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
21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.1%
−0.8 pts
Top 5
62.2%
−2.8 pts
Top 10
83.2%
−3.6 pts
HHI
1,006
Diversified−102
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 31.5% | $5,378,401 |
| Technology | 21.4% | $3,645,538 |
| Financial Services | 19.0% | $3,246,994 |
| Consumer Cyclical | 10.8% | $1,841,087 |
| Industrials | 8.4% | $1,428,546 |
| Energy | 4.6% | $782,132 |
| Communication Services | 4.3% | $737,844 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETH | Grayscale Ethereum Staking Mini ETF | +12,808 | 24,566 | $487,880 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | +1,904 | 7,079 | $212,299 | |
| SOFI | SoFi Technologies, Inc. | +600 | 52,201 | $828,951 | |
| NVDA | Nvidia Corp | +279 | 10,010 | $1,745,744 | |
| AMZN | Amazon Com Inc | +258 | 3,362 | $700,203 | |
| QQQ | Invesco Qqq Trust, Series 1 | +149 | 6,227 | $3,594,099 | |
| TSLA | Tesla, Inc. | +92 | 1,678 | $623,796 | |
| MSFT | Microsoft Corp | +67 | 753 | $278,738 | |
| XOM | Exxon Mobil Corp | +14 | 4,610 | $782,132 | |
| META | Meta Platforms, Inc. | +12 | 404 | $231,140 | |
| GOOGL | Alphabet Inc. | +10 | 954 | $274,332 | |
| MELI | Mercadolibre Inc | +2 | 171 | $295,662 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 positions ·
$3,645,538 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 10,010 | $1,745,744 | 47.89% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,592 | $1,419,193 | 38.93% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 753 | $278,738 | 7.65% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 2,038 | $201,863 | 5.54% |