Keystone Financial Group
•CIK: 1729299•Filing: Q4 2025
**Keystone Financial Group** manages $1.4B across a diversified portfolio of 454 positions. The fund exhibits significant exposure to technology and market indices, highlighted by top holdings including AAPL at $92.9M and SPY at $80.2M. Further concentration is evident in growth names such as PLTR ($44.2M), SPYM ($42.0M), and TSLA ($40.7M). This positioning suggests a tactical allocation favoring large-cap tech leaders and broad market beta plays.
Total AUM
$1.4B
QoQ Performance
+1.7%
Positions
332
Top 10 Concentration
39.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
SPY
AAPL6.9%
SPY5.9%
PLTR3.3%
SPYM3.1%
VFLO3.1%
TSLA3.0%
VTI3.0%
NVDA3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.2%
Technology18.1%
ETF8.9%
Consumer7.3%
Financial4.8%
Healthcare2.1%
Industrial1.2%
Communication1.0%
🚪 Exited Positionssold since Q3 2025
+283 more exited positions
Changes from Q3 2025
NEW5 new positions
↑101 increased
↓89 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023