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Showing Q4 2024 data
Keene & Associates, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Keene & Associates, Inc.
•CIK: 1907874•Filing: Q4 2024
**Keene & Associates, Inc.** manages $125M across a diversified portfolio of 76 positions. The fund exhibits significant concentration in technology and industrials, with top holdings including WMT ($5.0M), KMI ($4.7M), and CSCO ($4.4M). Notable allocations also feature MSFT ($4.3M) and INGR ($4.2M), suggesting a tactical focus on established market leaders. This structure indicates a disciplined, large-cap equity approach within the current investment cycle.
Total AUM
$124.5M
QoQ Performance
-5.6%
Positions
75
Top 10 Concentration
34.1%
Latest Filing
Q4 2024
Top Holdings Allocation
WMT4.0%
KMI3.8%
CSCO3.5%
MSFT3.4%
INGR3.4%
FDX3.3%
ORCL3.3%
GLW3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.1%
Healthcare12.1%
Technology11.4%
Consumer4.5%
Industrial3.8%
Financial3.3%
Energy2.9%
Utilities2.9%
🚪 Exited Positionssold since Q3 2024
+1 more exited positions
Changes from Q3 2024
NEW4 new positions
↑37 increased
↓28 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023