Keystone Financial Group, Inc.
Top Portfolio Positions
56 positions ·
$13,988,290 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| FBK |
FB Financial Corp
Financial Services
|
134,150 | $6,967,751 | 49.81% |
| TFC |
Truist Financial Corp
Financial Services
|
21,814 | $1,002,789 | 7.17% |
| NVDA |
Nvidia Corp
Technology
|
3,473 | $605,691 | 4.33% |
| UCB |
United Community Banks Inc
Financial Services
|
18,101 | $570,000 | 4.07% |
| SLV |
iShares Silver Trust
|
7,560 | $515,138 | 3.68% |
| JNJ |
Johnson & Johnson
Healthcare
|
1,604 | $392,081 | 2.80% |
| TRV |
Travelers Companies, Inc.
Financial Services
|
1,136 | $331,348 | 2.37% |
| AMGN |
Amgen Inc
Healthcare
|
912 | $320,887 | 2.29% |
| MSFT |
Microsoft Corp
Technology
|
779 | $288,362 | 2.06% |
| WEC |
Wec Energy Group, Inc.
Utilities
|
2,422 | $280,394 | 2.00% |
Portfolio Trend
Holdings in FBK
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,967,751 | 134,150 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,980,842 | 160,947 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $9,317,052 | 167,152 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,296,392 | 50,693 | Shares | Sole | 2025-07-21 | |
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