Keystone Global Partners, LLC
Net buyer this quarter
$265M
21
+$4.93M
8.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SMH | $5.68M | 2.15% | Not reported | +87.1% | Q2 2025 |
 VLUE | $4.68M | 1.77% | Not reported | +22.2% | Q1 2025 |
 NVDA | $2.56M | 0.97% | 0.00% | Not reported | Q1 2025 |
 QQQ | $2.23M | 0.84% | Not reported | Not reported | Q1 2025 |
 AAPL | $1.33M | 0.50% | 0.00% | Not reported | Q1 2025 |
 GOOG | $1.29M | 0.49% | Not reported | Not reported | Q1 2025 |
 TSLA | $964K | 0.36% | 0.00% | Not reported | Q1 2025 |
 SPY | $959K | 0.36% | Not reported | Not reported | Q1 2025 |
 MSFT | $744K | 0.28% | 0.00% | Not reported | Q1 2025 |
 VYM | $603K | 0.23% | Not reported | Not reported | Q1 2025 |
 TMDX | $478K | 0.18% | 0.02% | New | Q2 2026 |
 GBTC | $462K | 0.17% | 0.01% | Not reported | Q1 2025 |
 SHOP | $404K | 0.15% | 0.00% | Not reported | Q1 2025 |
| GLD | $368K | 0.14% | 0.00% | Not reported | Q1 2025 |
 AMZN | $339K | 0.13% | 0.00% | Not reported | Q1 2025 |
 AVGO | $314K | 0.12% | 0.00% | Not reported | Q1 2025 |
 SPCX | $309K | 0.12% | Not reported | New | Q2 2026 |
 AMD | $264K | 0.10% | 0.00% | Not reported | Q1 2025 |
 META | $222K | 0.08% | Not reported | Not reported | Q1 2025 |
 XMTR | $219K | 0.08% | 0.00% | Not reported | Q1 2025 |
| ETHA | $166K | 0.06% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| VLUE | $2.72M | 1.21% | Not reported | Not reported | Q1 2025 |
| NVDA | $2.23M | 0.99% | 0.00% | Not reported | Q1 2025 |
| SMH | $1.78M | 0.79% | Not reported | +19.0% | Q2 2025 |
| QQQ | $1.75M | 0.78% | Not reported | Not reported | Q1 2025 |
| AAPL | $1.17M | 0.52% | 0.00% | Not reported | Q1 2025 |
| GOOG | $1.04M | 0.46% | Not reported | Not reported | Q1 2025 |
| TSLA | $852K | 0.38% | 0.00% | Not reported | Q1 2025 |
| SPY | $835K | 0.37% | Not reported | Not reported | Q1 2025 |
| MSFT | $738K | 0.33% | 0.00% | Not reported | Q1 2025 |
| VYM | $565K | 0.25% | Not reported | Not reported | Q1 2025 |
| GBTC | $535K | 0.24% | 0.01% | Not reported | Q1 2025 |
| GLD | $429K | 0.19% | 0.00% | Not reported | Q1 2025 |
| SHOP | $420K | 0.19% | 0.00% | Not reported | Q1 2025 |
| AMZN | $297K | 0.13% | 0.00% | Not reported | Q1 2025 |
| AVGO | $257K | 0.11% | 0.00% | Not reported | Q1 2025 |
| META | $225K | 0.10% | Not reported | Not reported | Q1 2025 |
| Q4 2025 | |||||
| NVDA | $2.39M | 1.05% | 0.00% | -9.7% | Q1 2025 |
| QQQ | $1.86M | 0.82% | Not reported | -3.1% | Q1 2025 |
| SMH | $1.4M | 0.62% | Not reported | Not reported | Q2 2025 |
| AAPL | $1.25M | 0.55% | 0.00% | -0.2% | Q1 2025 |
| GOOG | $1.14M | 0.50% | Not reported | Not reported | Q1 2025 |
| TSLA | $1.03M | 0.45% | 0.00% | Not reported | Q1 2025 |
| MSFT | $965K | 0.42% | 0.00% | Not reported | Q1 2025 |
| SPY | $875K | 0.39% | Not reported | Not reported | Q1 2025 |
| GBTC | $694K | 0.31% | 0.00% | Not reported | Q1 2025 |
| SHOP | $570K | 0.25% | 0.00% | Not reported | Q1 2025 |
| VYM | $547K | 0.24% | Not reported | Not reported | Q1 2025 |
| GLD | $396K | 0.17% | 0.00% | Not reported | Q1 2025 |
| AMZN | $329K | 0.14% | 0.00% | Not reported | Q1 2025 |
| AVGO | $288K | 0.13% | 0.00% | Not reported | Q1 2025 |
| META | $260K | 0.11% | Not reported | Not reported | Q1 2025 |
| MDY | $205K | 0.09% | Not reported | Not reported | Q1 2025 |
| Q3 2025 | |||||
| NVDA | $2.64M | 1.35% | 0.00% | 0.0% | Q1 2025 |
| QQQ | $1.88M | 0.96% | Not reported | Not reported | Q1 2025 |
| AAPL | $1.17M | 0.60% | 0.00% | Not reported | Q1 2025 |
| MSFT | $1.03M | 0.53% | 0.00% | +0.1% | Q1 2025 |
| TSLA | $1.02M | 0.52% | 0.00% | Not reported | Q1 2025 |
| GBTC | $911K | 0.46% | 0.00% | Not reported | Q1 2025 |
| GOOG | $887K | 0.45% | Not reported | Not reported | Q1 2025 |
| SPY | $855K | 0.44% | Not reported | Not reported | Q1 2025 |
| VYM | $537K | 0.27% | Not reported | -0.9% | Q1 2025 |
| SHOP | $526K | 0.27% | 0.00% | Not reported | Q1 2025 |
| GLD | $355K | 0.18% | 0.00% | Not reported | Q1 2025 |
| AMZN | $313K | 0.16% | 0.00% | Not reported | Q1 2025 |
| META | $289K | 0.15% | Not reported | Not reported | Q1 2025 |
| AVGO | $274K | 0.14% | 0.00% | Not reported | Q1 2025 |
| MDY | $202K | 0.10% | Not reported | -60.0% | Q1 2025 |