Keystone Financial Group, Inc.
Filing Date
Global Rank
#7,570
/ 8,232
▲ 146
Top Industry
Banks - Regional
62.4%
3Y Alpha vs SPY
-5.2%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
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
+16.2%
SPY
+23.4%
Annualised alpha
-5.2%
Max drawdown
−14.6%
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
57 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
48.6%
−6.4 pts
Top 5
67.3%
−3.9 pts
Top 10
79.1%
−2.0 pts
HHI
2,504
Highly concentrated−628
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 66.7% | $9,570,986 |
| Technology | 9.7% | $1,386,127 |
| Healthcare | 7.3% | $1,049,563 |
| Utilities | 5.6% | $803,242 |
| Unclassified | 4.4% | $628,365 |
| Industrials | 3.0% | $424,271 |
| Consumer Defensive | 1.5% | $211,042 |
| Energy | 0.6% | $93,115 |
| Consumer Cyclical | 0.6% | $83,955 |
| Basic Materials | 0.5% | $74,364 |
| Communication Services | 0.2% | $25,535 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLV | iShares Silver Trust | +3,105 | 7,560 | $515,138 | |
| TFC | Truist Financial Corp | +75 | 21,814 | $1,002,789 | |
| SO | Southern Co | +13 | 2,875 | $277,495 | |
| WEC | Wec Energy Group, Inc. | +8 | 2,422 | $280,394 | |
| ATO | Atmos Energy Corp | +6 | 1,136 | $209,841 | |
| JNJ | Johnson & Johnson | +6 | 1,604 | $392,081 | |
| MMM | 3M Co | +5 | 910 | $132,159 | |
| PFE | Pfizer Inc | +5 | 313 | $8,789 | |
| QQQ | Invesco Qqq Trust, Series 1 | +5 | 20 | $11,543 | |
| HON | Honeywell International Inc | +4 | 687 | $155,282 | |
| AMGN | Amgen Inc | +4 | 912 | $320,887 | |
| ABBV | AbbVie Inc. | +3 | 1,139 | $247,721 | |
| TRV | Travelers Companies, Inc. | +3 | 1,136 | $331,348 | |
| ICE | Intercontinental Exchange, Inc. | +3 | 877 | $137,934 | |
| TXN | Texas Instruments Inc | +3 | 621 | $120,560 | |
| EOG | Eog Resources Inc | +2 | 231 | $33,395 | |
| XOM | Exxon Mobil Corp | +2 | 352 | $59,720 | |
| EMR | Emerson Electric Co | +2 | 675 | $88,438 | |
| NRG | Nrg Energy, Inc. | +1 | 243 | $35,512 | |
| MRK | Merck & Co., Inc. | +1 | 132 | $15,878 | |
| GLD | Spdr Gold Trust | +1 | 164 | $70,567 | |
| HD | Home Depot, Inc. | +1 | 145 | $47,689 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FBK | FB Financial Corp | −26,797 | 134,150 | $6,967,751 | |
| AAPL | Apple Inc. | −704 | 246 | $62,432 | |
| CSCO | Cisco Systems, Inc. | −383 | 3,034 | $235,408 | |
| UCB | United Community Banks Inc | −221 | 18,101 | $570,000 | |
| LIF | Life360, Inc. | −218 | 470 | $19,185 | |
| GS | Goldman Sachs Group Inc | −29 | 204 | $172,581 | |
| NVDA | Nvidia Corp | −5 | 3,473 | $605,691 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SOLS | Solstice Advanced Materials Inc. | 169 | $8,210 | |
| No positions match the current search. | ||||
1 positions ·
$74,364 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LIN |
Linde PLC
Basic Materials
|
NEW | 150 | $74,364 | 100.00% |