Keystone Financial Group

13F filer · CIK 0001729299

Reported Jul 29, 2026

Net seller this quarter

13F portfolio value$1.69BU.S. long equity reported on 13F

Positions29325 new · 12 closed

Net flow last quarter-$6.64MBuys minus sells

Top 10 positions weight27.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026293 positions
AAPLApple Inc.	$97.7M	5.80%	0.00%	-1.0%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$80.5M	4.78%	Not reported	-7.0%	Q4 2017
STXSeagate Technology Holdings plc	$61.1M	3.63%	0.03%	+1.0%	Q4 2017
AMDAdvanced Micro Devices Inc	$46.6M	2.76%	0.00%	0.0%	Q4 2017
NVDANvidia Corp	$40.1M	2.38%	0.00%	-7.3%	Q4 2017
TSLATesla, Inc.	$39.6M	2.35%	0.00%	+0.2%	Q4 2017
PLTRPalantir Technologies Inc.	$32M	1.90%	0.01%	+3.1%	Q2 2021
BRK.BBerkshire Hathaway Inc	$24.4M	1.45%	Not reported	+4.4%	Q4 2017
AMZNAmazon Com Inc	$23.9M	1.42%	0.00%	+1.3%	Q4 2017
JPMJPMorgan Chase & Co	$19.9M	1.18%	0.00%	+0.5%	Q4 2017
METAMeta Platforms, Inc.	$19.4M	1.15%	Not reported	+0.4%	Q4 2017
MSFTMicrosoft Corp	$17.7M	1.05%	0.00%	-4.3%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$17.1M	1.02%	Not reported	-7.1%	Q3 2018
GOOGAlphabet Inc.	$13.2M	0.78%	Not reported	-1.3%	Q4 2017
BRK.ABerkshire Hathaway Inc	$12.7M	0.75%	Not reported	Not reported	Q3 2018
JNJJohnson & Johnson	$12M	0.71%	0.00%	-3.2%	Q4 2017
GOOGLAlphabet Inc.	$11.5M	0.68%	0.00%	+2.5%	Q3 2018
SHLDSears Holdings Corp	$8.32M	0.49%	0.13%	+32.2%	Q1 2025
THROTheron Resource Group	$6.91M	0.41%	2.03%	-32.5%	Q2 2025
MUMicron Technology Inc	$6.7M	0.40%	0.00%	+36.2%	Q2 2023
XOMExxonMobil Holdings Corp	$6.55M	0.39%	0.00%	-10.0%	Q4 2017
BABoeing Co	$6.34M	0.38%	0.00%	+3.6%	Q4 2017
LOWLowes Companies Inc	$6.01M	0.36%	0.00%	+3.8%	Q4 2017
MCDMcdonalds Corp	$5.79M	0.34%	0.00%	-2.3%	Q4 2017
LLYELI LILLY & Co	$5.43M	0.32%	0.00%	+8.1%	Q2 2020
PGPROCTER & GAMBLE Co	$5.39M	0.32%	0.00%	+3.2%	Q4 2017
TAt&T Inc.	$5.37M	0.32%	0.00%	+4.4%	Q4 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.76M	0.28%	Not reported	+72.7%	Q1 2019
CVXChevron Corp	$4.63M	0.27%	0.00%	-4.6%	Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust	$4.48M	0.27%	Not reported	Not reported	Q1 2018
WMTWalmart Inc.	$4.16M	0.25%	0.00%	-0.9%	Q1 2018
CRWDCrowdStrike Holdings, Inc.	$3.95M	0.23%	0.00%	-1.2%	Q3 2024
DISWalt Disney Co	$3.93M	0.23%	0.00%	+5.9%	Q4 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$3.84M	0.23%	Not reported	+25.5%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.81M	0.23%	0.00%	+8.9%	Q1 2024
WDCWestern Digital Corp	$3.77M	0.22%	0.00%	+12.1%	Q4 2025
IAUIshares Gold Trust	$3.69M	0.22%	0.01%	-7.1%	Q4 2020
PMPhilip Morris International Inc.	$3.64M	0.22%	0.00%	+11.9%	Q4 2017
ABBVAbbVie Inc.	$3.61M	0.21%	0.00%	-24.2%	Q4 2017
IONQIonQ, Inc.	$3.57M	0.21%	0.02%	+6.8%	Q3 2022
PANWPalo Alto Networks Inc	$3.54M	0.21%	0.00%	-1.8%	Q2 2023
AVGOBroadcom Inc.	$3.35M	0.20%	0.00%	+7.9%	Q4 2020
CATCaterpillar Inc	$3.33M	0.20%	0.00%	+1.6%	Q1 2021
HDHome Depot, Inc.	$3.12M	0.19%	0.00%	-11.8%	Q4 2017
CMGChipotle Mexican Grill Inc	$3.09M	0.18%	0.01%	+3.9%	Q4 2017
INTCIntel Corp	$3M	0.18%	0.00%	+67.1%	Q4 2017
ABTAbbott Laboratories	$2.9M	0.17%	0.00%	-13.4%	Q4 2017
LRCXLam Research Corp	$2.84M	0.17%	0.00%	-41.9%	Q1 2021
FLXRVW Win Century Inc.	$2.81M	0.17%	0.04%	+55.1%	Q4 2024
CSCOCisco Systems, Inc.	$2.79M	0.17%	0.00%	+7.3%	Q3 2018

Q1 2026Reported May 13, 2026279 positions
AAPLApple Inc.	$87.9M	6.02%	0.00%	-0.2%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$78.6M	5.38%	Not reported	-1.4%	Q4 2017
STXSeagate Technology Holdings plc	$40.2M	2.75%	0.03%	-0.1%	Q4 2017
NVDANvidia Corp	$39.2M	2.68%	0.00%	+0.5%	Q4 2017
PLTRPalantir Technologies Inc.	$38.9M	2.66%	0.01%	+7.0%	Q2 2021
TSLATesla, Inc.	$35.5M	2.43%	0.00%	+3.8%	Q4 2017
AMZNAmazon Com Inc	$23.7M	1.62%	0.00%	+2.9%	Q4 2017
AMDAdvanced Micro Devices Inc	$23.5M	1.61%	0.00%	-3.2%	Q4 2017
BRK.BBerkshire Hathaway Inc	$22.4M	1.53%	Not reported	+2.6%	Q4 2017
METAMeta Platforms, Inc.	$20.5M	1.40%	Not reported	+4.2%	Q4 2017
MSFTMicrosoft Corp	$18.7M	1.28%	0.00%	+2.7%	Q4 2017
JPMJPMorgan Chase & Co	$18.6M	1.27%	0.00%	+2.7%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$14.5M	0.99%	Not reported	+17.9%	Q3 2018
BRK.ABerkshire Hathaway Inc	$12.2M	0.83%	Not reported	Not reported	Q3 2018
JNJJohnson & Johnson	$11.6M	0.79%	0.00%	+1.7%	Q4 2017
GOOGAlphabet Inc.	$11.5M	0.79%	Not reported	-3.7%	Q4 2017
GOOGLAlphabet Inc.	$9.76M	0.67%	0.00%	+6.7%	Q3 2018
XOMExxonMobil Holdings Corp	$9.02M	0.62%	0.00%	+1.1%	Q4 2017
THROTheron Resource Group	$8.6M	0.59%	3.00%	+8.8%	Q2 2025
SHLDSears Holdings Corp	$7.47M	0.51%	0.10%	+31.3%	Q1 2025
TAt&T Inc.	$6.63M	0.45%	0.00%	+3.7%	Q4 2017
MCDMcdonalds Corp	$6.54M	0.45%	0.00%	+6.4%	Q4 2017
BABoeing Co	$6.29M	0.43%	0.00%	+5.3%	Q4 2017
LOWLowes Companies Inc	$6.25M	0.43%	0.00%	+2.3%	Q4 2017
CVXChevron Corp	$6.06M	0.42%	0.00%	+13.2%	Q4 2017
PGPROCTER & GAMBLE Co	$5.17M	0.35%	0.00%	-2.4%	Q4 2017
IAUIshares Gold Trust	$4.64M	0.32%	0.01%	-48.2%	Q4 2020
WMTWalmart Inc.	$4.63M	0.32%	0.00%	-0.3%	Q1 2018
ABBVAbbVie Inc.	$4.11M	0.28%	0.00%	+0.2%	Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust	$4.04M	0.28%	Not reported	-1.4%	Q1 2018
DISWalt Disney Co	$3.95M	0.27%	0.00%	+10.7%	Q4 2017
LLYELI LILLY & Co	$3.87M	0.27%	0.00%	+17.4%	Q2 2020
ABTAbbott Laboratories	$3.48M	0.24%	0.00%	-2.8%	Q4 2017
GBTCGrayscale Bitcoin Trust ETF	$3.37M	0.23%	0.03%	+2.9%	Q1 2024
HDHome Depot, Inc.	$3.3M	0.23%	0.00%	+2.0%	Q4 2017
NFLXNetflix Inc	$3.12M	0.21%	0.00%	+10.3%	Q4 2017
PEPPepsico Inc	$3.04M	0.21%	0.00%	+4.3%	Q4 2017
PMPhilip Morris International Inc.	$2.97M	0.20%	0.00%	+2.6%	Q4 2017
CMGChipotle Mexican Grill Inc	$2.94M	0.20%	0.01%	+11.8%	Q4 2017
MRKMerck & Co., Inc.	$2.74M	0.19%	0.00%	+2.1%	Q3 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$2.71M	0.19%	Not reported	-5.8%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.63M	0.18%	0.00%	+28.9%	Q1 2024
VVisa Inc.	$2.61M	0.18%	0.00%	+16.1%	Q1 2019
KOCoca Cola Co	$2.6M	0.18%	0.00%	-0.2%	Q4 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.58M	0.18%	Not reported	+9.0%	Q1 2019
LNCLincoln National Corp	$2.58M	0.18%	0.04%	+6.0%	Q4 2020
AVGOBroadcom Inc.	$2.56M	0.18%	0.00%	+3.1%	Q4 2020
GLDSPDR Gold Trust	$2.44M	0.17%	0.00%	+11.0%	Q3 2020
LRCXLam Research Corp	$2.43M	0.17%	0.00%	+1.9%	Q1 2021
NKENIKE, Inc.	$2.21M	0.15%	0.00%	+11.3%	Q4 2017

Q4 2025Reported Feb 6, 2026258 positions
AAPLApple Inc.	$92.9M	6.87%	0.00%	-6.0%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$80.2M	5.93%	Not reported	-28.1%	Q4 2017
PLTRPalantir Technologies Inc.	$44.2M	3.27%	0.01%	-4.1%	Q2 2021
TSLATesla, Inc.	$40.7M	3.01%	0.00%	-1.4%	Q4 2017
NVDANvidia Corp	$40.1M	2.97%	0.00%	-2.0%	Q4 2017
MSFTMicrosoft Corp	$23.4M	1.73%	0.00%	-11.8%	Q4 2017
BRK.BBerkshire Hathaway Inc	$22.9M	1.70%	Not reported	+9.7%	Q4 2017
AMZNAmazon Com Inc	$22.2M	1.64%	0.00%	-4.5%	Q4 2017
METAMeta Platforms, Inc.	$21.7M	1.61%	Not reported	-6.8%	Q4 2017
JPMJPMorgan Chase & Co	$19M	1.41%	0.00%	-6.4%	Q4 2017
AMDAdvanced Micro Devices Inc	$17.7M	1.31%	0.01%	-6.6%	Q4 2017
STXSeagate Technology Holdings plc	$17.3M	1.28%	0.03%	-7.3%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$13M	0.96%	Not reported	-1.3%	Q3 2018
BRK.ABerkshire Hathaway Inc	$12.8M	0.95%	Not reported	-5.6%	Q3 2018
GOOGAlphabet Inc.	$12.3M	0.91%	Not reported	-5.7%	Q4 2017
JNJJohnson & Johnson	$9.94M	0.74%	0.00%	-6.6%	Q4 2017
GOOGLAlphabet Inc.	$9.21M	0.68%	0.00%	-6.7%	Q3 2018
THROTheron Resource Group	$8.41M	0.62%	2.76%	+4.0%	Q2 2025
IAUIshares Gold Trust	$8.25M	0.61%	0.01%	+19.3%	Q4 2020
XOMExxonMobil Holdings Corp	$6.33M	0.47%	0.00%	+4.0%	Q4 2017
MCDMcdonalds Corp	$6.3M	0.47%	0.00%	-7.8%	Q4 2017
LOWLowes Companies Inc	$6.19M	0.46%	0.00%	-7.3%	Q4 2017
TAt&T Inc.	$5.96M	0.44%	0.00%	-4.6%	Q4 2017
BABoeing Co	$5.83M	0.43%	0.00%	-8.7%	Q4 2017
PGPROCTER & GAMBLE Co	$5.23M	0.39%	0.00%	-9.6%	Q4 2017
SHLDSears Holdings Corp	$5.2M	0.38%	0.07%	+8.3%	Q1 2025
ABTAbbott Laboratories	$4.75M	0.35%	0.00%	-8.1%	Q4 2017
ABBVAbbVie Inc.	$4.32M	0.32%	0.00%	-3.9%	Q4 2017
WMTWalmart Inc.	$4.14M	0.31%	0.00%	-6.6%	Q1 2018
DISWalt Disney Co	$3.96M	0.29%	0.00%	-1.5%	Q4 2017
CVXChevron Corp	$3.95M	0.29%	0.00%	+3.4%	Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust	$3.89M	0.29%	Not reported	+63.7%	Q1 2018
GBTCGrayscale Bitcoin Trust ETF	$3.85M	0.28%	0.03%	+0.2%	Q1 2024
LLYELI LILLY & Co	$3.84M	0.28%	0.00%	-4.5%	Q2 2020
HDHome Depot, Inc.	$3.38M	0.25%	0.00%	-1.1%	Q4 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$2.98M	0.22%	Not reported	+9.7%	Q1 2018
CMGChipotle Mexican Grill Inc	$2.9M	0.21%	0.01%	-12.9%	Q4 2017
LNCLincoln National Corp	$2.87M	0.21%	0.03%	-8.0%	Q4 2020
PMPhilip Morris International Inc.	$2.81M	0.21%	0.00%	-9.6%	Q4 2017
NFLXNetflix Inc	$2.78M	0.21%	0.00%	+1.8%	Q4 2017
AVGOBroadcom Inc.	$2.76M	0.20%	0.00%	+3.7%	Q4 2020
NKENIKE, Inc.	$2.72M	0.20%	0.00%	-20.3%	Q4 2017
PEPPepsico Inc	$2.69M	0.20%	0.00%	-1.1%	Q4 2017
VVisa Inc.	$2.6M	0.19%	0.00%	+1.7%	Q1 2019
MRKMerck & Co., Inc.	$2.4M	0.18%	0.00%	-7.7%	Q3 2018
KOCoca Cola Co	$2.39M	0.18%	0.00%	-4.2%	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$2.34M	0.17%	0.00%	+4.3%	Q3 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.3M	0.17%	Not reported	-0.3%	Q1 2019
SLViShares Silver Trust	$2.24M	0.17%	0.01%	+115.2%	Q3 2020
IONQIonQ, Inc.	$2.11M	0.16%	0.01%	+25.7%	Q3 2022

Q3 2025Reported Nov 17, 2025241 positions
SPYSPDR S&P 500 ETF Trust	$110M	8.38%	Not reported	+36.2%	Q4 2017
AAPLApple Inc.	$94M	7.18%	0.00%	+2.6%	Q4 2017
PLTRPalantir Technologies Inc.	$47.3M	3.61%	0.01%	+4.3%	Q2 2021
NVDANvidia Corp	$41.1M	3.14%	0.00%	+1.5%	Q4 2017
TSLATesla, Inc.	$38.8M	2.97%	0.00%	+6.4%	Q4 2017
MSFTMicrosoft Corp	$28.3M	2.17%	0.00%	+10.9%	Q4 2017
METAMeta Platforms, Inc.	$23.3M	1.78%	Not reported	+11.8%	Q4 2017
AMZNAmazon Com Inc	$23.3M	1.78%	0.00%	+7.1%	Q4 2017
BRK.BBerkshire Hathaway Inc	$20.9M	1.60%	Not reported	+4.5%	Q4 2017
JPMJPMorgan Chase & Co	$19.9M	1.52%	0.00%	+16.1%	Q4 2017
AMDAdvanced Micro Devices Inc	$18.8M	1.44%	0.01%	+16.2%	Q4 2017
STXSeagate Technology Holdings plc	$18.1M	1.38%	0.03%	+16.6%	Q4 2017
BRK.ABerkshire Hathaway Inc	$13.7M	1.04%	Not reported	+5.9%	Q3 2018
QQQInvesco QQQ Trust, Series 1	$12.9M	0.99%	Not reported	+4.5%	Q3 2018
GOOGAlphabet Inc.	$10.4M	0.80%	Not reported	+8.9%	Q4 2017
JNJJohnson & Johnson	$9.77M	0.75%	0.00%	+10.1%	Q4 2017
THROTheron Resource Group	$7.94M	0.61%	2.66%	+4.8%	Q2 2025
GOOGLAlphabet Inc.	$7.88M	0.60%	0.00%	+11.6%	Q3 2018
MCDMcdonalds Corp	$6.87M	0.52%	0.00%	+11.0%	Q4 2017
LOWLowes Companies Inc	$6.7M	0.51%	0.00%	+11.2%	Q4 2017
TAt&T Inc.	$6.64M	0.51%	0.00%	+11.0%	Q4 2017
IAUIshares Gold Trust	$6.2M	0.47%	0.01%	+36.4%	Q4 2020
PGPROCTER & GAMBLE Co	$6.15M	0.47%	0.00%	+10.7%	Q4 2017
BABoeing Co	$5.9M	0.45%	0.00%	+16.0%	Q4 2017
XOMExxonMobil Holdings Corp	$5.71M	0.44%	0.00%	+0.9%	Q4 2017
ABTAbbott Laboratories	$5.4M	0.41%	0.00%	+11.3%	Q4 2017
SHLDSears Holdings Corp	$5.21M	0.40%	0.07%	+1302.3%	Q1 2025
GBTCGrayscale Bitcoin Trust ETF	$4.6M	0.35%	0.02%	+3.5%	Q1 2024
ABBVAbbVie Inc.	$4.56M	0.35%	0.00%	+7.6%	Q4 2017
WMTWalmart Inc.	$4.11M	0.31%	0.00%	+34.6%	Q1 2018
CVXChevron Corp	$3.89M	0.30%	0.00%	+15.3%	Q4 2017
HDHome Depot, Inc.	$3.89M	0.30%	0.00%	-1.7%	Q4 2017
DISWalt Disney Co	$3.86M	0.29%	0.00%	+9.5%	Q4 2017
NKENIKE, Inc.	$3.56M	0.27%	0.00%	+13.9%	Q4 2017
NFLXNetflix Inc	$3.47M	0.27%	0.00%	-6.7%	Q4 2017
PMPhilip Morris International Inc.	$3.12M	0.24%	0.00%	+16.3%	Q4 2017
CMGChipotle Mexican Grill Inc	$3.07M	0.23%	0.01%	+17.6%	Q4 2017
LLYELI LILLY & Co	$3.06M	0.23%	0.00%	-93.4%	Q2 2020
LNCLincoln National Corp	$2.9M	0.22%	0.04%	+706.3%	Q4 2020
PEPPepsico Inc	$2.67M	0.20%	0.00%	+18.4%	Q4 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$2.63M	0.20%	Not reported	+1.5%	Q1 2018
AVGOBroadcom Inc.	$2.54M	0.19%	0.00%	+2.6%	Q4 2020
VVisa Inc.	$2.49M	0.19%	0.00%	+0.2%	Q1 2019
KOCoca Cola Co	$2.38M	0.18%	0.00%	+4.5%	Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust	$2.35M	0.18%	Not reported	-38.5%	Q1 2018
CRWDCrowdStrike Holdings, Inc.	$2.35M	0.18%	0.00%	+32.3%	Q3 2024
IONQIonQ, Inc.	$2.3M	0.18%	0.01%	+27.1%	Q3 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.26M	0.17%	Not reported	+0.5%	Q1 2019
PFEPfizer Inc	$2.15M	0.16%	0.00%	-11.5%	Q4 2017
MRKMerck & Co., Inc.	$2.12M	0.16%	0.00%	-9.0%	Q3 2018

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