Keystone Financial Group
Top Portfolio Positions
254 positions ·
$673,184,055 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
341,115 | $86,571,575 | 12.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
115,948 | $75,405,622 | 11.20% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
266,312 | $38,956,119 | 5.79% | |
| NVDA |
Nvidia Corp
Technology
|
216,175 | $37,700,920 | 5.60% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
94,007 | $34,947,102 | 5.19% | |
| STX |
Seagate Technology Holdings plc
Technology
|
62,749 | $24,582,548 | 3.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
98,937 | $20,605,608 | 3.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
34,282 | $19,613,760 | 2.91% | |
| MSFT |
Microsoft Corp
Technology
|
49,683 | $18,391,156 | 2.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
60,520 | $17,802,563 | 2.64% |
Portfolio Trend
24 quarters · across all stocks
Holdings in AB
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $710,873 | 18,987 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $729,119 | 18,948 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $725,300 | 18,977 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $782,670 | 19,169 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $700,267 | 18,279 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $425,719 | 11,478 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $258,707 | 7,379 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $323,825 | 7,788 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $374,702 | 7,969 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $394,578 | 8,079 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $483,454 | 9,751 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $505,827 | 10,864 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $467,323 | 11,686 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $415,810 | 12,313 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $378,397 | 13,994 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $385,609 | 14,156 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $275,522 | 14,821 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||