Keenan, LLC
Top Portfolio Positions
14 positions ·
$6,364,572 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
5,662 | $1,436,958 | 22.58% | |
| NVDA |
Nvidia Corp
Technology
|
4,979 | $868,337 | 13.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,172 | $660,632 | 10.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
2,104 | $514,301 | 8.08% | |
| AZN |
Astrazeneca PLC
Healthcare
|
2,266 | $446,900 | 7.02% | |
| BFLY |
Butterfly Network, Inc.
Healthcare
|
89,175 | $360,267 | 5.66% | |
| CHWY |
Chewy, Inc.
Consumer Cyclical
|
13,299 | $359,073 | 5.64% | |
| INSM |
INSMED Inc
Healthcare
|
2,121 | $346,825 | 5.45% | |
| TAK |
Takeda Pharmaceutical Co Ltd
Healthcare
|
17,513 | $324,340 | 5.10% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
1,391 | $282,971 | 4.45% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BFLY
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $360,267 | 89,175 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $338,865 | 89,175 | Shares | Sole | 2026-03-04 | |
| No 13F history on record for this holder in this stock. | ||||||