Keystone Financial Group, Inc.

CIK

2053642

Location

ATLANTA, GA

Portfolio Value

Micro $14,795,483

Diversification

Highly concentrated

Filing Date

Global Rank

#7,932 / 8,517 ▼ 320

Top Industry

Banks - Regional 62.4%

3Y Alpha vs SPY

-4.2%

Period ended 46 days ago

Filed Jul 21, 2026 · 25d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+19.3%

SPY

+27.3%

Annualised alpha

-5.0%

Max drawdown

−13.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

49.9%

+22.9 pts

Top 5

69.1%

−13.5 pts

Top 10

80.7%

−8.2 pts

HHI

2,636

Highly concentrated+882

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	68.9%	$10,197,873	8
Technology	11.0%	$1,632,923	7
Healthcare	7.4%	$1,094,337	7
Utilities	5.3%	$791,546	4
Industrials	3.2%	$472,152	8
Consumer Defensive	1.4%	$206,220	4
Unclassified	0.9%	$137,785	4
Consumer Cyclical	0.6%	$86,210	5
Energy	0.5%	$78,625	2
Basic Materials	0.5%	$78,359	1
Communication Services	0.1%	$19,453	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
TFC	Truist Financial Corp	+227	22,041	$1,098,082
UCB	United Community Banks Inc	+144	18,245	$640,217
CSCO	Cisco Systems, Inc.	+13	3,047	$357,900
WEC	Wec Energy Group, Inc.	+10	2,432	$283,984
ATO	Atmos Energy Corp	+7	1,143	$196,904
PFE	Pfizer Inc	+5	318	$7,657
JNJ	Johnson & Johnson	+5	1,609	$408,637
NVDA	Nvidia Corp	+4	3,477	$695,712
ICE	Intercontinental Exchange, Inc.	+4	881	$108,459
AMGN	Amgen Inc	+4	916	$331,701
AAPL	Apple Inc.	+4	250	$72,340
MMM	3M Co	+4	914	$147,985
TRV	Travelers Companies, Inc.	+3	1,139	$376,006
EOG	Eog Resources Inc	+2	233	$30,227
EMR	Emerson Electric Co	+2	677	$96,912
TXN	Texas Instruments Inc	+2	623	$185,697
XOM	ExxonMobil Holdings Corp	+2	354	$48,398
MRK	Merck & Co., Inc.	+1	133	$17,090
GS	Goldman Sachs Group Inc	+1	205	$207,330
MSFT	Microsoft Corp	+1	780	$290,955
LIN	Linde PLC	+1	151	$78,359
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−6,750	810	$43,310
FBK	FB Financial Corp	−897	133,253	$7,375,553
HON	Honeywell International Inc	−342	345	$77,245
ABBV	AbbVie Inc.	−94	1,045	$262,963
BRK-B	Berkshire Hathaway Inc	−28	728	$364,283
GLD	Spdr Gold Trust	−5	159	$58,572
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	345	$76,176
HTZ	Hertz Global Holdings, Inc	7,635	$17,293
QUCY	Quantum Cyber N.V.	5,300	$8,321
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	48,461	$10,422,022
VIGI	Vanguard International Dividend Appreciation ETF	102,741	$9,088,468
VCRM	Vanguard Core Tax-Exempt Bond ETF	59,661	$4,483,524
VBIL	Vanguard 0-3 Month Treasury Bill ETF	3,366	$254,637
VB	Vanguard Morningstar Small-Cap ETF	236	$61,813
VEA	Vanguard FTSE Developed Markets ETF	677	$43,382
RGTI	Rigetti Computing, Inc.	2,000	$28,080
BAI	iShares A.I. Innovation and Tech Active ETF	601	$19,802
LIF	Life360, Inc.	470	$19,185
IBIT	iShares Bitcoin Trust ETF	173	$6,646
DRI	Darden Restaurants Inc	15	$2,940
AAMI	Acadian Asset Management Inc.	45	$2,448
GME	GameStop Corp.	60	$1,382
GE	General Electric Co	4	$1,135
LOGI	Logitech International S.A.	5	$455
NKE	NIKE, Inc.	4	$211
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	11	$185
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 tracked positions · $14,795,483 total · as of Jun 30, 2026

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

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FBK	FB Financial Corp Financial Services	Reduced	133,253	-897	$7,375,553	+5.9%	49.85%
TFC	Truist Financial Corp Financial Services	Added	22,041	+227	$1,098,082	+9.5%	7.42%
NVDA	Nvidia Corp Technology	Added	3,477	+4	$695,712	+14.9%	4.70%
UCB	United Community Banks Inc Financial Services	Added	18,245	+144	$640,217	+12.3%	4.33%
JNJ	Johnson & Johnson Healthcare	Added	1,609	+5	$408,637	+4.2%	2.76%
TRV	Travelers Companies, Inc. Financial Services	Added	1,139	+3	$376,006	+13.5%	2.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	728	-28	$364,283	+0.6%	2.46%
CSCO	Cisco Systems, Inc. Technology	Added	3,047	+13	$357,900	+52.0%	2.42%
AMGN	Amgen Inc Healthcare	Added	916	+4	$331,701	+3.4%	2.24%
MSFT	Microsoft Corp Technology	Added	780	+1	$290,955	+0.9%	1.97%
WEC	Wec Energy Group, Inc. Utilities	Added	2,432	+10	$283,984	+1.3%	1.92%
SO	Southern Co Utilities	Held	2,875	0	$275,166	−0.8%	1.86%
ABBV	AbbVie Inc. Healthcare	Reduced	1,045	-94	$262,963	+6.2%	1.78%
GS	Goldman Sachs Group Inc Financial Services	Added	205	+1	$207,330	+20.1%	1.40%
ATO	Atmos Energy Corp Utilities	Added	1,143	+7	$196,904	−6.2%	1.33%
TXN	Texas Instruments Inc Technology	Added	623	+2	$185,697	+54.0%	1.26%
MMM	3M Co Industrials	Added	914	+4	$147,985	+12.0%	1.00%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	881	+4	$108,459	−21.4%	0.73%
EMR	Emerson Electric Co Industrials	Added	677	+2	$96,912	+9.6%	0.66%
LIN	Linde PLC Basic Materials	Added	151	+1	$78,359	+5.4%	0.53%
HON	Honeywell International Inc Industrials	Reduced	345	-342	$77,245	−50.3%	0.52%
HONA	Honeywell Aerospace Inc. Industrials	NEW	345	NEW	$76,176	NEW	0.51%
AAPL	Apple Inc. Technology	Added	250	+4	$72,340	+15.9%	0.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	474	0	$69,507	+1.5%	0.47%
PEP	Pepsico Inc Consumer Defensive	Held	453	0	$61,336	−12.8%	0.41%
GLD	Spdr Gold Trust	Reduced	159	-5	$58,572	−17.0%	0.40%
MDT	Medtronic plc Healthcare	Held	741	0	$57,968	−9.7%	0.39%
HD	Home Depot, Inc. Consumer Cyclical	Held	145	0	$51,138	+7.2%	0.35%
XOM	ExxonMobil Holdings Corp Energy	Added	354	+2	$48,398	−19.0%	0.33%
KMB	Kimberly Clark Corp Consumer Defensive	Held	437	0	$47,969	+13.8%	0.32%
SLV	iShares Silver Trust	Reduced	810	-6,750	$43,310	−91.6%	0.29%
NRG	Nrg Energy, Inc. Utilities	Held	243	0	$35,492	−0.1%	0.24%
NSC	Norfolk Southern Corp Industrials	Held	110	0	$34,604	+9.6%	0.23%
TSLA	Tesla, Inc. Consumer Cyclical	Held	75	0	$31,545	+13.1%	0.21%
EOG	Eog Resources Inc Energy	Added	233	+2	$30,227	−9.5%	0.20%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	Held	277	0	$27,943	+17.1%	0.19%
WMT	Walmart Inc. Consumer Defensive	Held	242	0	$27,408	−8.9%	0.19%
BTC	Grayscale Bitcoin Mini Trust ETF	Held	816	0	$21,175	−13.5%	0.14%
IOT	Samsara Inc. Technology	Held	600	0	$19,458	+2.3%	0.13%
HTZ	Hertz Global Holdings, Inc Industrials	NEW	7,635	NEW	$17,293	NEW	0.12%
MRK	Merck & Co., Inc. Healthcare	Added	133	+1	$17,090	+7.6%	0.12%
GEV	GE Vernova Inc. Industrials	Held	14	0	$16,448	+34.6%	0.11%
T	At&T Inc. Communication Services	Held	717	0	$14,841	−28.6%	0.10%
QQQ	Invesco Qqq Trust, Series 1	Held	20	0	$14,728	+27.6%	0.10%
QLYS	Qualys, Inc. Technology	Held	79	0	$10,861	+56.5%	0.07%
QUCY	Quantum Cyber N.V. Healthcare	NEW	5,300	NEW	$8,321	NEW	0.06%
PFE	Pfizer Inc Healthcare	Added	318	+5	$7,657	−12.9%	0.05%
RKLB	Rocket Lab Corp Industrials	Held	54	0	$5,489	+58.3%	0.04%
WBD	Warner Bros. Discovery, Inc. Communication Services	Held	173	0	$4,612	−2.9%	0.03%
CPNG	Coupang, Inc. Consumer Cyclical	Held	200	0	$3,474	−8.0%	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.