Keewaydin Investments LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 96.5%; sector active share 85.4% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 97.9% | $336,942,769 |
| Industrials | 1.2% | $4,015,688 |
| Financial Services | 0.9% | $3,146,626 |
| Energy | 0.0% | $37,598 |
| Consumer Defensive | 0.0% | $14,623 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | −86,016 | 2,090,711 | $148,963,158 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −50,859 | 546,363 | $32,612,407 | |
| EWJ | iShares MSCI Japan ETF | −21,399 | 324,733 | $30,287,846 | |
| VOO | VANGUARD 500 INDEX FUND | −663 | 162,462 | $111,580,526 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 2,090,711 | $148,963,158 | 43.28% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 162,462 | $111,580,526 | 32.42% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 546,363 | $32,612,407 | 9.48% | |
| EWJ |
iShares MSCI Japan ETF
|
Reduced | 324,733 | $30,287,846 | 8.80% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 6,379 | $4,697,495 | 1.36% | |
| EVLV |
Evolv Technologies Holdings, Inc.
Industrials
|
Held | 692,360 | $4,015,688 | 1.17% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Added | 40,985 | $3,952,183 | 1.15% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 4 | $2,995,400 | 0.87% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
NEW | 7,548 | $2,793,061 | 0.81% | |
| VB |
Vanguard Index Funds
|
Held | 3,722 | $1,128,212 | 0.33% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
NEW | 4,983 | $293,897 | 0.09% | |
| EFA |
iShares MSCI EAFE ETF
|
Held | 2,640 | $274,243 | 0.08% | |
| RWR |
State Street(R) SPDR(R) Dow Jones(R) REIT ETF
|
Held | 1,950 | $220,291 | 0.06% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 462 | $151,226 | 0.04% | |
| VGK |
VANGUARD EUROPEAN STOCK INDEX FUND
|
Held | 1,575 | $139,450 | 0.04% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 275 | $37,598 | 0.01% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 108 | $14,623 | 0.00% | |
| AMLP |
Alerian MLP ETF
|
Added | 47,160 | $0 | 0.00% |
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.