Keystone Financial Group, Inc.

13F filer · CIK 0002053642

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$191MU.S. long equity reported on 13F

Positions552 new · 9 closed

Net flow last quarter+$806KBuys minus sells

Top 10 positions weight13.7%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 21, 202655 positions
DFAXGulf Resources, Inc.	$9.93M	5.21%	Not reported	+13.9%	Q4 2024
FBKFB Financial Corp	$7.38M	3.87%	0.27%	-0.7%	Q2 2025
USRTEnigma-Bulwark, Ltd.	$2.94M	1.54%	Not reported	+5.1%	Q4 2024
VLUEiSHARES TRUST	$2.24M	1.18%	Not reported	+0.4%	Q4 2024
TFCTruist Financial Corp	$1.1M	0.58%	0.00%	+1.0%	Q4 2024
NVDANvidia Corp	$696K	0.37%	0.00%	+0.1%	Q4 2024
UCBUnited Community Banks Inc	$645K	0.34%	0.02%	+0.8%	Q4 2024
JNJJohnson & Johnson	$409K	0.21%	0.00%	+0.3%	Q4 2024
TRVTravelers Companies, Inc.	$376K	0.20%	0.00%	+0.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$364K	0.19%	Not reported	-3.7%	Q4 2024
CSCOCisco Systems, Inc.	$358K	0.19%	0.00%	+0.4%	Q4 2024
AMGNAmgen Inc	$332K	0.17%	0.00%	+0.4%	Q4 2024
MSFTMicrosoft Corp	$291K	0.15%	0.00%	+0.1%	Q4 2024
WECWec Energy Group, Inc.	$284K	0.15%	0.00%	+0.4%	Q4 2024
SOSouthern Co	$275K	0.14%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$263K	0.14%	0.00%	-8.3%	Q4 2024
GSGoldman Sachs Group Inc	$208K	0.11%	0.00%	+0.5%	Q4 2024
ATOAtmos Energy Corp	$197K	0.10%	0.00%	+0.6%	Q4 2024
TXNTexas Instruments Inc	$186K	0.10%	0.00%	+0.3%	Q4 2024
MMM3m Co	$148K	0.08%	0.00%	+0.4%	Q4 2024
ICEIntercontinental Exchange, Inc.	$108K	0.06%	0.00%	+0.5%	Q4 2024
EMREmerson Electric Co	$96.9K	0.05%	0.00%	+0.3%	Q4 2024
LINLinde PLC	$78.3K	0.04%	0.00%	+0.7%	Q1 2026
HONHoneywell International Inc	$77.2K	0.04%	0.00%	+0.4%	Q4 2024
HONAHoneywell Aerospace Inc.	$76.3K	0.04%	Not reported	+0.4%	Q2 2026
AAPLApple Inc.	$72.3K	0.04%	0.00%	+1.6%	Q4 2024
PGPROCTER & GAMBLE Co	$69.5K	0.04%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$61.3K	0.03%	0.00%	Not reported	Q4 2024
GLDSPDR Gold Trust	$58.6K	0.03%	0.00%	-3.1%	Q4 2024
MDTMedtronic plc	$58.5K	0.03%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$51.2K	0.03%	0.00%	Not reported	Q4 2024
KMBKimberly Clark Corp	$48.5K	0.03%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$48.5K	0.03%	0.00%	+0.6%	Q4 2024
SLViShares Silver Trust	$43.3K	0.02%	0.00%	-89.3%	Q4 2024
NRGNRG Energy, Inc.	$35.6K	0.02%	0.00%	Not reported	Q4 2024
NSCNorfolk Southern Corp	$34.7K	0.02%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$31.5K	0.02%	0.00%	Not reported	Q4 2024
EOGEog Resources Inc	$30.2K	0.02%	0.00%	+0.9%	Q4 2024
PNFPPinnacle Financial Partners, Inc.	$27.9K	0.01%	0.00%	Not reported	Q1 2026
WMTWalmart Inc.	$27.4K	0.01%	0.00%	Not reported	Q4 2024
BTCGrayscale Bitcoin Mini Trust ETF	$21.2K	0.01%	0.00%	Not reported	Q1 2025
IOTSamsara Inc.	$19.5K	0.01%	Not reported	Not reported	Q4 2024
HTZHertz Global Holdings, Inc	$17.3K	0.01%	0.00%	New	Q2 2026
MRKMerck & Co., Inc.	$17.1K	0.01%	0.00%	+0.8%	Q4 2024
GEVGE Vernova Inc.	$16.5K	0.01%	0.00%	Not reported	Q4 2024
SMHMarket Vectors ETF Trust	$16.4K	0.01%	Not reported	Not reported	Q4 2025
QQQInvesco QQQ Trust, Series 1	$14.9K	0.01%	Not reported	Not reported	Q4 2024
TAt&T Inc.	$14.8K	0.01%	0.00%	Not reported	Q4 2024
QLYSQualys, Inc.	$10.9K	0.01%	0.00%	Not reported	Q1 2026
QUCYQuantum Cyber N.V.	$8.32K	0.00%	0.05%	New	Q2 2026

Q1 2026Reported Apr 21, 202662 positions
DFAXGulf Resources, Inc.	$8.04M	4.18%	Not reported	+20.3%	Q4 2024
FBKFB Financial Corp	$6.97M	3.62%	0.26%	-16.7%	Q2 2025
USRTEnigma-Bulwark, Ltd.	$2.49M	1.29%	Not reported	-0.6%	Q4 2024
VLUEiSHARES TRUST	$1.59M	0.83%	Not reported	-2.9%	Q4 2024
TFCTruist Financial Corp	$1M	0.52%	0.00%	+0.4%	Q4 2024
NVDANvidia Corp	$606K	0.31%	0.00%	-0.1%	Q4 2024
UCBUnited Community Banks Inc	$575K	0.30%	0.02%	-1.2%	Q4 2024
SLViShares Silver Trust	$515K	0.27%	0.00%	+69.7%	Q4 2024
JNJJohnson & Johnson	$392K	0.20%	0.00%	+0.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$362K	0.19%	Not reported	Not reported	Q4 2024
TRVTravelers Companies, Inc.	$331K	0.17%	0.00%	+0.3%	Q4 2024
AMGNAmgen Inc	$321K	0.17%	0.00%	+0.4%	Q4 2024
MSFTMicrosoft Corp	$288K	0.15%	0.00%	Not reported	Q4 2024
WECWec Energy Group, Inc.	$280K	0.15%	0.00%	+0.3%	Q4 2024
SOSouthern Co	$278K	0.14%	0.00%	+0.5%	Q4 2024
ABBVAbbVie Inc.	$248K	0.13%	0.00%	+0.3%	Q4 2024
CSCOCisco Systems, Inc.	$235K	0.12%	0.00%	-11.2%	Q4 2024
ATOAtmos Energy Corp	$210K	0.11%	0.00%	+0.5%	Q4 2024
GSGoldman Sachs Group Inc	$173K	0.09%	0.00%	-12.5%	Q4 2024
HONHoneywell International Inc	$155K	0.08%	0.00%	+0.6%	Q4 2024
ICEIntercontinental Exchange, Inc.	$138K	0.07%	0.00%	+0.3%	Q4 2024
MMM3m Co	$132K	0.07%	0.00%	+0.6%	Q4 2024
TXNTexas Instruments Inc	$121K	0.06%	0.00%	+0.5%	Q4 2024
EMREmerson Electric Co	$88.5K	0.05%	0.00%	+0.3%	Q4 2024
PDECPetals Decorative Accents, Inc.	$77.6K	0.04%	Not reported	-81.4%	Q4 2024
LINLinde PLC	$74.6K	0.04%	0.00%	New	Q1 2026
GLDSPDR Gold Trust	$70.6K	0.04%	0.00%	+0.6%	Q4 2024
PEPPepsico Inc	$70.3K	0.04%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$68.5K	0.04%	0.00%	Not reported	Q4 2024
MDTMedtronic plc	$64.7K	0.03%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$62.4K	0.03%	0.00%	-74.1%	Q4 2024
XOMExxonMobil Holdings Corp	$59.7K	0.03%	0.00%	+0.6%	Q4 2024
HDHome Depot, Inc.	$47.6K	0.02%	0.00%	+0.7%	Q4 2024
KMBKimberly Clark Corp	$42.7K	0.02%	0.00%	Not reported	Q4 2024
NRGNRG Energy, Inc.	$35.5K	0.02%	0.00%	+0.4%	Q4 2024
EOGEog Resources Inc	$33.4K	0.02%	0.00%	+0.9%	Q4 2024
NSCNorfolk Southern Corp	$31.7K	0.02%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$30.1K	0.02%	0.00%	Not reported	Q4 2024
RGTIRigetti Computing, Inc.	$28.1K	0.01%	0.00%	Not reported	Q4 2025
TSLATesla, Inc.	$27.9K	0.01%	0.00%	Not reported	Q4 2024
BTCGrayscale Bitcoin Mini Trust ETF	$24.5K	0.01%	0.00%	Not reported	Q1 2025
PNFPPinnacle Financial Partners, Inc.	$23.9K	0.01%	0.00%	New	Q1 2026
TAt&T Inc.	$20.8K	0.01%	0.00%	Not reported	Q4 2024
LIFLife360, Inc.	$19.2K	0.01%	0.00%	-31.7%	Q2 2025
IOTSamsara Inc.	$19K	0.01%	Not reported	Not reported	Q4 2024
MRKMerck & Co., Inc.	$15.9K	0.01%	0.00%	+0.8%	Q4 2024
GEVGE Vernova Inc.	$12.2K	0.01%	0.00%	Not reported	Q4 2024
QQQInvesco QQQ Trust, Series 1	$11.7K	0.01%	Not reported	+33.3%	Q4 2024
SMHMarket Vectors ETF Trust	$9.61K	0.00%	Not reported	Not reported	Q4 2025
PFEPfizer Inc	$8.78K	0.00%	0.00%	+1.6%	Q4 2024

Q4 2025Reported Jan 16, 202661 positions
FBKFB Financial Corp	$8.98M	4.70%	0.31%	-3.7%	Q2 2025
DFAXGulf Resources, Inc.	$6.44M	3.37%	Not reported	+24.6%	Q4 2024
USRTEnigma-Bulwark, Ltd.	$2.41M	1.26%	Not reported	+9.3%	Q4 2024
VLUEiSHARES TRUST	$1.58M	0.83%	Not reported	+0.6%	Q4 2024
TFCTruist Financial Corp	$1.07M	0.56%	0.00%	+1.1%	Q4 2024
NVDANvidia Corp	$649K	0.34%	0.00%	-0.1%	Q4 2024
UCBUnited Community Banks Inc	$577K	0.30%	0.02%	+0.8%	Q4 2024
PDECPetals Decorative Accents, Inc.	$426K	0.22%	Not reported	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$380K	0.20%	Not reported	Not reported	Q4 2024
MSFTMicrosoft Corp	$377K	0.20%	0.00%	+0.1%	Q4 2024
JNJJohnson & Johnson	$331K	0.17%	0.00%	+0.4%	Q4 2024
TRVTravelers Companies, Inc.	$329K	0.17%	0.00%	+0.2%	Q4 2024
AMGNAmgen Inc	$297K	0.16%	0.00%	+0.6%	Q4 2024
SLViShares Silver Trust	$287K	0.15%	0.00%	+450.0%	Q4 2024
CSCOCisco Systems, Inc.	$263K	0.14%	0.00%	+0.6%	Q4 2024
ABBVAbbVie Inc.	$260K	0.14%	0.00%	+0.2%	Q4 2024
AAPLApple Inc.	$258K	0.14%	0.00%	+0.1%	Q4 2024
WECWec Energy Group, Inc.	$255K	0.13%	0.00%	-5.4%	Q4 2024
SOSouthern Co	$250K	0.13%	0.00%	+0.5%	Q4 2024
BSVNBank7 Corp.	$249K	0.13%	0.03%	-7.0%	Q4 2024
BALTBaltic Trading Ltd	$223K	0.12%	Not reported	-42.2%	Q1 2025
GSGoldman Sachs Group Inc	$205K	0.11%	0.00%	+0.4%	Q4 2024
ATOAtmos Energy Corp	$189K	0.10%	0.00%	+0.6%	Q4 2024
MMM3m Co	$145K	0.08%	0.00%	+0.4%	Q4 2024
ICEIntercontinental Exchange, Inc.	$142K	0.07%	0.00%	+0.3%	Q4 2024
HONHoneywell International Inc	$133K	0.07%	0.00%	+0.6%	Q4 2024
TXNTexas Instruments Inc	$107K	0.06%	0.00%	+0.5%	Q4 2024
EMREmerson Electric Co	$89.4K	0.05%	0.00%	+0.2%	Q4 2024
MDTMedtronic plc	$71.7K	0.04%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$67.9K	0.04%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$65.8K	0.03%	0.00%	Not reported	Q4 2024
GLDSPDR Gold Trust	$64.6K	0.03%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$49.6K	0.03%	0.00%	Not reported	Q4 2024
KMBKimberly Clark Corp	$44.6K	0.02%	0.00%	Not reported	Q4 2024
RGTIRigetti Computing, Inc.	$44.3K	0.02%	0.00%	New	Q4 2025
LIFLife360, Inc.	$44.1K	0.02%	0.00%	-20.2%	Q2 2025
XOMExxonMobil Holdings Corp	$42.1K	0.02%	0.00%	+0.9%	Q4 2024
NRGNRG Energy, Inc.	$38.5K	0.02%	0.00%	+0.4%	Q4 2024
TSLATesla, Inc.	$33.7K	0.02%	0.00%	Not reported	Q4 2024
NSCNorfolk Southern Corp	$31.9K	0.02%	0.00%	Not reported	Q4 2024
BTCGrayscale Bitcoin Mini Trust ETF	$31.6K	0.02%	0.00%	Not reported	Q1 2025
WMTWalmart Inc.	$27K	0.01%	0.00%	Not reported	Q4 2024
SNVSynovus Financial Corp	$26.5K	0.01%	0.00%	Not reported	Q4 2024
EOGEog Resources Inc	$24K	0.01%	0.00%	+0.9%	Q4 2024
IOTSamsara Inc.	$21.3K	0.01%	Not reported	Not reported	Q4 2024
TAt&T Inc.	$17.8K	0.01%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$13.9K	0.01%	0.00%	+1.6%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$9.28K	0.00%	Not reported	Not reported	Q4 2024
SMHMarket Vectors ETF Trust	$9.03K	0.00%	Not reported	New	Q4 2025
IBITiShares Bitcoin Trust ETF	$8.59K	0.00%	0.00%	New	Q4 2025

Q3 2025Reported Oct 20, 202560 positions
FBKFB Financial Corp	$9.32M	5.25%	0.31%	+229.7%	Q2 2025
DFAXGulf Resources, Inc.	$4.96M	2.79%	Not reported	+14.7%	Q4 2024
USRTEnigma-Bulwark, Ltd.	$2.27M	1.28%	Not reported	+2.6%	Q4 2024
VLUEiSHARES TRUST	$1.43M	0.81%	Not reported	+0.5%	Q4 2024
TFCTruist Financial Corp	$984K	0.55%	0.00%	+1.1%	Q4 2024
NVDANvidia Corp	$650K	0.37%	0.00%	-5.1%	Q4 2024
UCBUnited Community Banks Inc	$574K	0.32%	0.02%	Not reported	Q4 2024
PDECPetals Decorative Accents, Inc.	$413K	0.23%	Not reported	-5.2%	Q4 2024
MSFTMicrosoft Corp	$403K	0.23%	0.00%	-5.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$380K	0.21%	Not reported	Not reported	Q4 2024
BALTBaltic Trading Ltd	$378K	0.21%	Not reported	-20.5%	Q1 2025
TRVTravelers Companies, Inc.	$316K	0.18%	0.00%	-1.3%	Q4 2024
JNJJohnson & Johnson	$295K	0.17%	0.00%	+0.4%	Q4 2024
WECWec Energy Group, Inc.	$292K	0.16%	0.00%	+10.6%	Q4 2024
SOSouthern Co	$270K	0.15%	0.00%	+10.9%	Q4 2024
BSVNBank7 Corp.	$268K	0.15%	0.04%	-9.6%	Q4 2024
ABBVAbbVie Inc.	$262K	0.15%	0.00%	+0.4%	Q4 2024
AMGNAmgen Inc	$255K	0.14%	0.00%	+0.6%	Q4 2024
AAPLApple Inc.	$242K	0.14%	0.00%	+34.8%	Q4 2024
CSCOCisco Systems, Inc.	$233K	0.13%	0.00%	+0.5%	Q4 2024
ATOAtmos Energy Corp	$192K	0.11%	0.00%	+17.4%	Q4 2024
GSGoldman Sachs Group Inc	$185K	0.10%	0.00%	+7.4%	Q4 2024
ICEIntercontinental Exchange, Inc.	$147K	0.08%	0.00%	+19.5%	Q4 2024
HONHoneywell International Inc	$143K	0.08%	0.00%	+0.6%	Q4 2024
MMM3m Co	$140K	0.08%	0.00%	+9.0%	Q4 2024
TXNTexas Instruments Inc	$113K	0.06%	0.00%	+0.3%	Q4 2024
LIFLife360, Inc.	$91.6K	0.05%	0.00%	-9.0%	Q2 2025
EMREmerson Electric Co	$88.1K	0.05%	0.00%	+0.3%	Q4 2024
PGPROCTER & GAMBLE Co	$72.8K	0.04%	0.00%	Not reported	Q4 2024
MDTMedtronic plc	$71.1K	0.04%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$63.6K	0.04%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$58.2K	0.03%	0.00%	+0.7%	Q4 2024
GLDSPDR Gold Trust	$57.9K	0.03%	0.00%	Not reported	Q4 2024
KMBKimberly Clark Corp	$54.9K	0.03%	0.00%	Not reported	Q4 2024
BTCGrayscale Bitcoin Mini Trust ETF	$41.3K	0.02%	0.00%	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$39.1K	0.02%	0.00%	+0.9%	Q4 2024
NRGNRG Energy, Inc.	$39.1K	0.02%	0.00%	Not reported	Q4 2024
SLViShares Silver Trust	$34.3K	0.02%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$33.4K	0.02%	0.00%	Not reported	Q4 2024
NSCNorfolk Southern Corp	$33.2K	0.02%	0.00%	Not reported	Q4 2024
SNVSynovus Financial Corp	$26.2K	0.01%	0.00%	-26.6%	Q4 2024
EOGEog Resources Inc	$25.4K	0.01%	0.00%	+0.9%	Q4 2024
WMTWalmart Inc.	$24.9K	0.01%	0.00%	Not reported	Q4 2024
IOTSamsara Inc.	$22.4K	0.01%	Not reported	Not reported	Q4 2024
TAt&T Inc.	$20.2K	0.01%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$11K	0.01%	0.00%	Not reported	Q4 2024
QQQInvesco QQQ Trust, Series 1	$9.05K	0.01%	Not reported	Not reported	Q4 2024
ASAASA Gold & Precious Metals Ltd	$7.96K	0.00%	Not reported	Not reported	Q4 2024
PFEPfizer Inc	$7.71K	0.00%	0.00%	+1.7%	Q4 2024
CPNGCoupang, Inc.	$6.44K	0.00%	Not reported	Not reported	Q4 2024

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