KEYNOTE FINANCIAL SERVICES LLC
Top Portfolio Positions
151 positions ·
$160,126,928 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
37,525 | $9,523,469 | 5.95% |
| ABBV |
AbbVie Inc.
Healthcare
|
39,267 | $8,540,179 | 5.33% |
| RTX |
RTX Corp
Industrials
|
27,560 | $5,316,324 | 3.32% |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,036 | $4,611,312 | 2.88% |
| LITE |
Lumentum Holdings Inc.
Technology
|
5,695 | $4,002,218 | 2.50% |
| MSFT |
Microsoft Corp
Technology
|
10,519 | $3,893,818 | 2.43% |
| T |
At&T Inc.
Communication Services
|
121,557 | $3,523,937 | 2.20% |
| INTC |
Intel Corp
Technology
|
78,898 | $3,481,768 | 2.17% |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
50,610 | $3,289,650 | 2.05% |
| HTO |
H2o America
Utilities
|
55,044 | $3,229,431 | 2.02% |
Holdings in CELU
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,995 | 29,320 | Shares | Sole | 2026-05-13 | |
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