Keystone Financial Group
Top Portfolio Positions
255 positions ·
$694,135,836 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
341,115 | $86,571,575 | 12.47% | |
| SPY |
Spdr S&P 500 ETF Trust
|
115,948 | $75,405,622 | 10.86% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
266,312 | $38,956,119 | 5.61% | |
| NVDA |
Nvidia Corp
Technology
|
216,175 | $37,700,920 | 5.43% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
94,007 | $34,947,102 | 5.03% | |
| STX |
Seagate Technology Holdings plc
Technology
|
62,749 | $24,582,548 | 3.54% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
46,784 | $22,418,892 | 3.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
98,937 | $20,605,608 | 2.97% | |
| META |
Meta Platforms, Inc.
Communication Services
|
34,282 | $19,613,760 | 2.83% | |
| MSFT |
Microsoft Corp
Technology
|
49,683 | $18,391,156 | 2.65% |
Portfolio Trend
24 quarters · across all stocks
Holdings in PCN
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,000 | 10,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $127,600 | 10,000 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $126,900 | 10,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $136,500 | 10,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $134,200 | 10,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $141,900 | 10,000 | Shares | Sole | 2025-02-19 | |
| No 13F history on record for this holder in this stock. | ||||||