Keel Point
Latest statistics and disclosures from Keel Point's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, NFLX, AGG, IWB, and represent 32.01% of Keel Point's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$55M), VOO (+$12M), IEF (+$5.2M), XLK (+$5.0M), AGG, BSX, VEA, AAPL, ITA, IWD.
- Started 43 new stock positions in Amcor, LIT, IVZ, NWG, WALD, VV, WDC, IVE, RF, WDAY.
- Reduced shares in these 10 stocks: FI, SHLD, BSCP, IAGG, PPLT, IFRA, GOOGL, APH, MRK, GOVT.
- Sold out of its positions in BRO, PLCE, COIN, STZ, CSGP, EQIX, ETSY, Bitwise Crypto Industry Innovators Etf, FI, SHLD.
- Keel Point was a net buyer of stock by $83M.
- Keel Point has $1.6B in assets under management (AUM), dropping by 2.39%.
- Central Index Key (CIK): 0001386935
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Portfolio Holdings for Keel Point
Keel Point holds 538 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Keel Point has 538 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Keel Point Dec. 31, 2025 positions
- Download the Keel Point December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 18.3 | $295M | +4% | 470k | 627.13 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.9 | $63M | +5% | 1.0M | 62.47 |
|
| Netflix (NFLX) | 3.8 | $62M | +889% | 656k | 93.76 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.1 | $49M | +6% | 493k | 99.88 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 2.9 | $46M | 124k | 373.44 |
|
|
| Apple (AAPL) | 2.4 | $39M | +7% | 142k | 271.86 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.3 | $37M | 388k | 96.03 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 2.3 | $37M | +2% | 93k | 396.31 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $35M | 187k | 186.50 |
|
|
| Microsoft Corporation (MSFT) | 1.7 | $28M | 57k | 483.62 |
|
|
| Amazon (AMZN) | 1.6 | $26M | -2% | 114k | 230.82 |
|
| Tesla Motors (TSLA) | 1.6 | $25M | 56k | 449.72 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.5 | $25M | +26% | 257k | 96.16 |
|
| Spdr Series Trust State Street Spd (SPYM) | 1.5 | $25M | 308k | 80.22 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $21M | -7% | 66k | 313.00 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $20M | 42k | 473.31 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.2 | $19M | +8% | 91k | 210.34 |
|
| Booking Holdings (BKNG) | 1.1 | $17M | 3.2k | 5355.34 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.0 | $17M | +4% | 80k | 209.12 |
|
| Intuitive Surgical Com New (ISRG) | 1.0 | $17M | 29k | 566.36 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.9 | $15M | 142k | 101.67 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.8 | $13M | 50k | 251.17 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.7 | $11M | +4% | 202k | 54.71 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.7 | $11M | +86% | 75k | 143.97 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $11M | +2% | 34k | 313.80 |
|
| Ishares Silver Tr Ishares (SLV) | 0.6 | $10M | 161k | 64.42 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.6 | $10M | +7% | 85k | 119.35 |
|
| Southern Company (SO) | 0.6 | $10M | +8% | 116k | 87.20 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $9.8M | 13.00 | 754800.00 |
|
|
| Broadcom (AVGO) | 0.6 | $9.7M | +2% | 28k | 346.10 |
|
| Meta Platforms Cl A (META) | 0.6 | $9.7M | -3% | 15k | 660.09 |
|
| Visa Com Cl A (V) | 0.6 | $9.3M | -3% | 27k | 350.70 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $8.9M | -6% | 15k | 614.30 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $8.8M | +6% | 73k | 120.18 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.5 | $8.2M | -7% | 149k | 54.77 |
|
| Wal-Mart Stores (WMT) | 0.5 | $8.1M | 73k | 111.41 |
|
|
| Home Depot (HD) | 0.5 | $7.7M | 22k | 344.09 |
|
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.5 | $7.5M | 113k | 65.91 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 0.4 | $7.1M | 119k | 59.80 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $6.7M | 13k | 502.66 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $6.7M | -7% | 32k | 206.95 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $6.5M | +22% | 9.5k | 684.94 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $6.4M | 20k | 322.21 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $5.9M | +31% | 80k | 74.07 |
|
| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.4 | $5.9M | +6% | 235k | 25.17 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $5.8M | -5% | 22k | 268.30 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $5.6M | -5% | 9.7k | 579.45 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.3 | $5.6M | -5% | 60k | 93.00 |
|
| Stryker Corporation (SYK) | 0.3 | $5.5M | -3% | 16k | 351.46 |
|
| Merck & Co (MRK) | 0.3 | $5.4M | -15% | 52k | 105.26 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $5.4M | -18% | 40k | 135.14 |
|
| Qualcomm (QCOM) | 0.3 | $5.2M | -3% | 31k | 171.05 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $5.0M | 35k | 141.49 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $4.8M | +10% | 14k | 335.27 |
|
| Expeditors International of Washington (EXPD) | 0.3 | $4.8M | -5% | 32k | 149.01 |
|
| International Business Machines (IBM) | 0.3 | $4.7M | 16k | 296.21 |
|
|
| Bandwidth Com Cl A (BAND) | 0.3 | $4.6M | 300k | 15.45 |
|
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| Danaher Corporation (DHR) | 0.3 | $4.6M | -8% | 20k | 228.92 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $4.4M | +13% | 4.1k | 1074.66 |
|
| Illinois Tool Works (ITW) | 0.3 | $4.2M | -5% | 17k | 246.30 |
|
| Intercontinental Exchange (ICE) | 0.3 | $4.1M | -7% | 25k | 161.96 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $4.1M | 15k | 279.14 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $4.1M | 8.4k | 487.85 |
|
|
| Sherwin-Williams Company (SHW) | 0.2 | $3.9M | -4% | 12k | 324.02 |
|
| MercadoLibre (MELI) | 0.2 | $3.8M | 1.9k | 2014.26 |
|
|
| Linde SHS (LIN) | 0.2 | $3.8M | -15% | 8.9k | 426.40 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $3.7M | 39k | 95.09 |
|
|
| Boston Scientific Corporation (BSX) | 0.2 | $3.7M | +540% | 38k | 95.35 |
|
| Fastenal Company (FAST) | 0.2 | $3.6M | -7% | 91k | 40.13 |
|
| Coca-Cola Company (KO) | 0.2 | $3.6M | +2% | 51k | 69.91 |
|
| Rocket Lab Corp (RKLB) | 0.2 | $3.6M | 51k | 69.76 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $3.6M | -15% | 14k | 257.24 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $3.5M | -35% | 71k | 50.01 |
|
| Roper Industries (ROP) | 0.2 | $3.5M | +5% | 7.9k | 445.15 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $3.5M | -10% | 9.1k | 383.31 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $3.5M | +2% | 19k | 185.56 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $3.4M | -21% | 146k | 23.03 |
|
| Church & Dwight (CHD) | 0.2 | $3.4M | +5% | 40k | 83.85 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $3.3M | +5% | 19k | 177.75 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $3.2M | 43k | 76.23 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $3.2M | 38k | 82.82 |
|
|
| Lowe's Companies (LOW) | 0.2 | $3.2M | 13k | 241.16 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.2M | 26k | 120.34 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $3.1M | 11k | 276.94 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $3.1M | +7% | 35k | 88.49 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.1M | -2% | 5.4k | 570.89 |
|
| Walt Disney Company (DIS) | 0.2 | $2.9M | 26k | 113.77 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.8M | 43k | 66.00 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.8M | 26k | 110.19 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.8M | +2% | 42k | 67.22 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $2.8M | 14k | 198.62 |
|
|
| Abbvie (ABBV) | 0.2 | $2.7M | 12k | 228.49 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $2.7M | +8% | 49k | 55.00 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.6M | -4% | 8.7k | 303.90 |
|
| Cisco Systems (CSCO) | 0.2 | $2.6M | 34k | 77.03 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $2.6M | +598% | 12k | 214.68 |
|
| J P Morgan Exchange Traded F Betabuilders Dev (BBAX) | 0.2 | $2.5M | 44k | 56.30 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.5M | 13k | 190.99 |
|
|
| Arista Networks Com Shs (ANET) | 0.2 | $2.5M | 19k | 131.03 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $2.5M | -3% | 13k | 194.91 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $2.4M | +29% | 123k | 19.58 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $2.4M | +10% | 28k | 84.29 |
|
| Caterpillar (CAT) | 0.1 | $2.4M | +14% | 4.1k | 572.83 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.3M | 2.7k | 862.32 |
|
|
| Uber Technologies (UBER) | 0.1 | $2.2M | -3% | 28k | 81.71 |
|
| Ge Aerospace Com New (GE) | 0.1 | $2.2M | +2% | 7.3k | 308.04 |
|
| Procter & Gamble Company (PG) | 0.1 | $2.2M | -10% | 15k | 143.31 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.1M | +6% | 7.0k | 305.62 |
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.1 | $2.1M | 29k | 73.30 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.1M | 12k | 183.41 |
|
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| Norfolk Southern (NSC) | 0.1 | $2.1M | 7.4k | 288.73 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $2.1M | 23k | 90.40 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.1M | 8.5k | 246.16 |
|
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $2.1M | 54k | 38.32 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.0M | +11% | 9.0k | 219.79 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $2.0M | 17k | 113.92 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.9M | 19k | 99.52 |
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| Servisfirst Bancshares (SFBS) | 0.1 | $1.9M | +14% | 26k | 71.79 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.8M | 21k | 87.16 |
|
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| Wells Fargo & Company (WFC) | 0.1 | $1.8M | +10% | 20k | 93.20 |
|
| Elevation Series Trust Sovereigns Capit (SOVF) | 0.1 | $1.8M | 61k | 29.18 |
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| Casey's General Stores (CASY) | 0.1 | $1.7M | 3.2k | 552.72 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $1.7M | +8% | 37k | 46.80 |
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| salesforce (CRM) | 0.1 | $1.7M | +3% | 6.6k | 264.92 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.7M | 24k | 71.41 |
|
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $1.7M | +6% | 44k | 39.38 |
|
| Intuit (INTU) | 0.1 | $1.7M | -4% | 2.6k | 662.50 |
|
| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 0.1 | $1.7M | -35% | 32k | 51.06 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $1.7M | +12% | 9.6k | 171.17 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.6M | 11k | 141.06 |
|
|
| United Rentals (URI) | 0.1 | $1.6M | +2% | 1.9k | 809.32 |
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| Cintas Corporation (CTAS) | 0.1 | $1.6M | -4% | 8.3k | 188.07 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.5M | -6% | 52k | 29.61 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.5M | -33% | 16k | 96.28 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.5M | +13% | 28k | 53.76 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.5M | -2% | 5.7k | 257.94 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.5M | 1.4k | 1069.96 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $1.5M | +4% | 38k | 38.11 |
|
| UnitedHealth (UNH) | 0.1 | $1.5M | -3% | 4.4k | 330.14 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.4M | -4% | 44k | 32.62 |
|
| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.1 | $1.4M | -2% | 34k | 43.21 |
|
| Applied Materials (AMAT) | 0.1 | $1.4M | 5.6k | 257.00 |
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|
| AutoZone (AZO) | 0.1 | $1.4M | +246% | 423.00 | 3391.50 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $1.4M | -13% | 38k | 38.05 |
|
| Micron Technology (MU) | 0.1 | $1.4M | -3% | 5.0k | 285.43 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.4M | 1.6k | 879.20 |
|
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.4M | 10k | 141.14 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $1.4M | 12k | 117.72 |
|
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.4M | 11k | 131.59 |
|
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| Newmont Mining Corporation (NEM) | 0.1 | $1.4M | 14k | 99.85 |
|
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $1.4M | 18k | 77.53 |
|
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.4M | 58k | 24.04 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $1.4M | +2% | 42k | 33.02 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.4M | 6.4k | 214.15 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $1.4M | +107% | 31k | 44.71 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.3M | -10% | 16k | 84.21 |
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $1.3M | -58% | 7.1k | 186.43 |
|
| Chevron Corporation (CVX) | 0.1 | $1.3M | +5% | 8.6k | 152.40 |
|
| At&t (T) | 0.1 | $1.3M | -13% | 53k | 24.84 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $1.3M | +21% | 12k | 110.15 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.3M | 7.1k | 177.53 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.3M | +7% | 14k | 89.46 |
|
| Ge Vernova (GEV) | 0.1 | $1.2M | +5% | 1.9k | 653.65 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.2M | 8.9k | 136.94 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $1.2M | +73% | 61k | 19.74 |
|
| Amgen (AMGN) | 0.1 | $1.2M | 3.6k | 327.28 |
|
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.2M | 9.1k | 129.16 |
|
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| Dycom Industries (DY) | 0.1 | $1.2M | -5% | 3.4k | 337.88 |
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| Abbott Laboratories (ABT) | 0.1 | $1.1M | -5% | 9.2k | 125.29 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $1.1M | 3.8k | 298.38 |
|
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.1M | 8.1k | 137.87 |
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| Bofi Holding (AX) | 0.1 | $1.1M | 13k | 86.16 |
|
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| Nextera Energy (NEE) | 0.1 | $1.1M | 14k | 80.28 |
|
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| TJX Companies (TJX) | 0.1 | $1.1M | +4% | 7.0k | 153.61 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.1M | 7.3k | 148.98 |
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| Philip Morris International (PM) | 0.1 | $1.1M | -3% | 6.7k | 160.39 |
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| Citigroup Com New (C) | 0.1 | $1.1M | -2% | 9.1k | 116.70 |
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| Chubb (CB) | 0.1 | $1.1M | +7% | 3.4k | 312.14 |
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| General Dynamics Corporation (GD) | 0.1 | $1.0M | 3.1k | 336.61 |
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| Verizon Communications (VZ) | 0.1 | $1.0M | -15% | 25k | 40.73 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.0M | +2% | 9.5k | 107.11 |
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| Spdr Series Trust State Street Spd (FLRN) | 0.1 | $1.0M | 33k | 30.73 |
|
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| Capital One Financial (COF) | 0.1 | $997k | -3% | 4.1k | 242.37 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $992k | -14% | 19k | 52.88 |
|
| Kla Corp Com New (KLAC) | 0.1 | $990k | +10% | 814.00 | 1215.73 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $986k | NEW | 15k | 67.13 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $975k | +9% | 3.4k | 290.22 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $972k | +2% | 8.8k | 109.90 |
|
| Astrazeneca Sponsored Adr | 0.1 | $961k | -2% | 11k | 91.93 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $957k | +93% | 8.0k | 119.41 |
|
| Servicenow (NOW) | 0.1 | $955k | +398% | 6.2k | 153.19 |
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| Autodesk (ADSK) | 0.1 | $941k | +10% | 3.2k | 296.04 |
|
| American Express Company (AXP) | 0.1 | $939k | -4% | 2.5k | 369.97 |
|
| S&p Global (SPGI) | 0.1 | $931k | -2% | 1.8k | 522.58 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $930k | +53% | 22k | 42.69 |
|
| Gilead Sciences (GILD) | 0.1 | $917k | +24% | 7.5k | 122.75 |
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| Zillow Group Cl C Cap Stk (Z) | 0.1 | $915k | 13k | 68.22 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $906k | 35k | 25.60 |
|
|
| Block Cl A (XYZ) | 0.1 | $898k | 14k | 65.09 |
|
|
| Dominion Resources (D) | 0.1 | $895k | 15k | 58.59 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $894k | -3% | 8.1k | 110.28 |
|
| Union Pacific Corporation (UNP) | 0.1 | $889k | 3.8k | 231.33 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $888k | +6% | 11k | 81.17 |
|
| Goldman Sachs (GS) | 0.1 | $872k | -4% | 992.00 | 879.30 |
|
| Blackrock (BLK) | 0.1 | $868k | -4% | 811.00 | 1070.25 |
|
| Unum (UNM) | 0.1 | $864k | 11k | 77.50 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $842k | -6% | 4.9k | 173.49 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $839k | -2% | 21k | 39.59 |
|
| FedEx Corporation (FDX) | 0.1 | $831k | +6% | 2.9k | 288.88 |
|
| Trane Technologies SHS (TT) | 0.1 | $821k | -3% | 2.1k | 389.18 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $821k | 18k | 45.13 |
|
|
| Williams Companies (WMB) | 0.1 | $820k | 14k | 60.11 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $805k | 5.7k | 141.05 |
|
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $802k | +31% | 17k | 47.56 |
|
| Ecolab (ECL) | 0.0 | $801k | 3.1k | 262.56 |
|
|
| Pepsi (PEP) | 0.0 | $798k | +10% | 5.6k | 143.52 |
|
| Analog Devices (ADI) | 0.0 | $795k | -8% | 2.9k | 271.20 |
|
| Boeing Company (BA) | 0.0 | $784k | -3% | 3.6k | 217.12 |
|
| McKesson Corporation (MCK) | 0.0 | $777k | 947.00 | 820.32 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $758k | +24% | 6.5k | 117.21 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $754k | 4.9k | 154.80 |
|
|
| Entergy Corporation (ETR) | 0.0 | $751k | -4% | 8.1k | 92.43 |
|
| Eaton Corp SHS (ETN) | 0.0 | $750k | +5% | 2.4k | 318.45 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $749k | 4.9k | 154.14 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $749k | +15% | 994.00 | 753.51 |
|
| Hca Holdings (HCA) | 0.0 | $746k | -9% | 1.6k | 466.89 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $745k | NEW | 6.0k | 123.25 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $743k | 1.3k | 570.01 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $743k | -11% | 15k | 50.59 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $723k | +22% | 43k | 16.92 |
|
| ConocoPhillips (COP) | 0.0 | $720k | 7.7k | 93.61 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $715k | +176% | 35k | 20.60 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $713k | 15k | 49.21 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $712k | -19% | 7.1k | 99.91 |
|
| Ambarella SHS (AMBA) | 0.0 | $709k | 10k | 70.84 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $708k | 7.5k | 93.89 |
|
|
| Progressive Corporation (PGR) | 0.0 | $704k | -5% | 3.1k | 227.70 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $701k | -27% | 2.0k | 349.99 |
|
| Waste Management (WM) | 0.0 | $695k | 3.2k | 219.71 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $688k | +7% | 1.4k | 490.34 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $675k | 15k | 44.17 |
|
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $671k | 5.1k | 130.66 |
|
|
| First Tr Exchange-traded A Mid Cap Val Fd (FNK) | 0.0 | $654k | +7% | 12k | 55.65 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $651k | +5% | 3.5k | 185.63 |
|
| Vulcan Materials Company (VMC) | 0.0 | $645k | 2.3k | 285.19 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $644k | -6% | 3.3k | 193.63 |
|
| Kkr & Co (KKR) | 0.0 | $643k | -2% | 5.0k | 127.49 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $642k | +10% | 12k | 53.36 |
|
| Ishares Msci Switzerland (EWL) | 0.0 | $638k | 11k | 59.96 |
|
|
| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 0.0 | $638k | 18k | 36.48 |
|
Past Filings by Keel Point
SEC 13F filings are viewable for Keel Point going back to 2015
- Keel Point 2025 Q4 filed Feb. 12, 2026
- Keel Point 2025 Q3 filed Dec. 16, 2025
- Keel Point 2025 Q2 filed Aug. 15, 2025
- Keel Point 2025 Q1 filed May 15, 2025
- Keel Point 2024 Q4 filed Feb. 14, 2025
- Keel Point 2024 Q3 filed Nov. 14, 2024
- Keel Point 2024 Q2 filed Aug. 14, 2024
- Keel Point 2024 Q1 filed April 16, 2024
- Keel Point 2023 Q4 filed Jan. 30, 2024
- Keel Point 2023 Q3 filed Oct. 26, 2023
- Keel Point 2023 Q2 filed July 12, 2023
- Keel Point 2023 Q1 filed April 3, 2023
- Keel Point 2022 Q4 filed Jan. 17, 2023
- Keel Point 2022 Q3 filed Oct. 5, 2022
- Keel Point 2022 Q2 filed Aug. 11, 2022
- Keel Point 2022 Q1 filed April 27, 2022