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
Holdings in RCS
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $334,801 | 62,463 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $322,731 | 57,941 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $409,328 | 53,930 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $375,352 | 53,930 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $337,062 | 53,930 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $407,136 | 53,430 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $410,876 | 53,430 | Shares | Sole | 2025-02-19 | |
| 2024-03-31 | $71,587 | 11,755 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $61,590 | 10,130 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $52,676 | 10,130 | Shares | Sole | 2023-08-07 | |
| No 13F history on record for this holder in this stock. | ||||||