Keel Point
Latest statistics and disclosures from Keel Point's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, NFLX, VEA, IWB, AGG, and represent 31.49% of Keel Point's stock portfolio.
- Added to shares of these 10 stocks: VEA (+$9.5M), IEF (+$7.8M), NVDA (+$5.9M), HD (+$5.3M), VOO, MSFT, XLK, INTU, AAPL, JMTG.
- Started 60 new stock positions in PDD, NBIS, XJUN, JMTG, RPM, POWL, RKLB, RCL, VRNA, DT.
- Reduced shares in these 10 stocks: GLD, APH, NFLX, XLI, QQQ, IJH, TSLA, SLV, IEMG, CHKP.
- Sold out of its positions in ADC, TEAM, RLTY, CPAY, DVN, EOG, EPRT, GNLX, IQV, JD. KHC, MOH, NKTX, OXY, REGN, VLO, VDE, CDC.
- Keel Point was a net buyer of stock by $107M.
- Keel Point has $1.4B in assets under management (AUM), dropping by 18.88%.
- Central Index Key (CIK): 0001386935
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Portfolio Holdings for Keel Point
Keel Point holds 512 positions in its portfolio as reported in the June 2025 quarterly 13F filing
Keel Point has 512 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Keel Point June 30, 2025 positions
- Download the Keel Point June 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) | 16.0 | $231M | 407k | 568.03 |
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| Netflix (NFLX) | 6.1 | $89M | 66k | 1339.13 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.6 | $52M | +22% | 903k | 57.01 |
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| Ishares Tr Rus 1000 Etf (IWB) | 2.9 | $42M | 124k | 339.57 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.9 | $42M | 421k | 99.20 |
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| Ishares Tr Msci Eafe Etf (EFA) | 2.5 | $36M | +3% | 398k | 89.39 |
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| Microsoft Corporation (MSFT) | 2.0 | $29M | +11% | 58k | 497.41 |
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| Apple (AAPL) | 1.8 | $27M | +8% | 130k | 205.17 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.8 | $26M | -9% | 85k | 304.83 |
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| Amazon (AMZN) | 1.7 | $25M | +5% | 115k | 219.39 |
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| NVIDIA Corporation (NVDA) | 1.7 | $25M | +31% | 158k | 157.99 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 1.5 | $22M | 308k | 72.69 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.3 | $19M | +68% | 201k | 95.77 |
|
| Booking Holdings (BKNG) | 1.3 | $19M | 3.2k | 5789.24 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $17M | 41k | 424.58 |
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| Tesla Motors (TSLA) | 1.2 | $17M | -3% | 54k | 317.66 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $16M | 84k | 194.23 |
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| Intuitive Surgical Com New (ISRG) | 1.1 | $16M | +8% | 29k | 543.41 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.0 | $14M | 142k | 101.60 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.0 | $14M | 74k | 192.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $13M | +6% | 76k | 176.23 |
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| Meta Platforms Cl A (META) | 0.8 | $11M | +12% | 15k | 738.07 |
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| Vanguard World Mega Cap Index (MGC) | 0.8 | $11M | 49k | 224.92 |
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| Select Sector Spdr Tr Financial (XLF) | 0.7 | $11M | 202k | 52.37 |
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| Select Sector Spdr Tr Technology (XLK) | 0.7 | $10M | +30% | 40k | 253.23 |
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| Visa Com Cl A (V) | 0.7 | $9.7M | +13% | 27k | 355.06 |
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| Southern Company (SO) | 0.7 | $9.7M | +3% | 106k | 91.83 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $9.5M | +8% | 13.00 | 728800.00 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $9.1M | +3% | 189k | 48.24 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.6 | $9.1M | 77k | 119.09 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $8.5M | +3% | 78k | 109.29 |
|
| Home Depot (HD) | 0.6 | $8.2M | +180% | 22k | 366.64 |
|
| Broadcom (AVGO) | 0.5 | $7.4M | +17% | 27k | 275.65 |
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| Wal-Mart Stores (WMT) | 0.5 | $7.1M | +3% | 73k | 97.78 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $6.7M | +14% | 14k | 485.77 |
|
| Stryker Corporation (SYK) | 0.4 | $6.4M | +29% | 16k | 395.63 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $6.4M | +12% | 21k | 298.89 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $6.0M | -11% | 11k | 551.66 |
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| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.4 | $6.0M | 74k | 80.70 |
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| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.4 | $5.9M | 96k | 61.78 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $5.8M | +2% | 33k | 177.39 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $5.6M | +9% | 20k | 289.91 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $5.4M | +44% | 234k | 22.98 |
|
| Johnson & Johnson (JNJ) | 0.4 | $5.3M | 35k | 152.75 |
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| Amphenol Corp Cl A (APH) | 0.4 | $5.3M | -20% | 54k | 98.75 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.4 | $5.2M | 102k | 51.09 |
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| Fiserv (FI) | 0.4 | $5.2M | +29% | 30k | 172.41 |
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| Automatic Data Processing (ADP) | 0.4 | $5.1M | -2% | 17k | 308.40 |
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| Qualcomm (QCOM) | 0.3 | $5.0M | +5% | 32k | 159.26 |
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| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.3 | $5.0M | 203k | 24.89 |
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| Intercontinental Exchange (ICE) | 0.3 | $5.0M | 28k | 183.47 |
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| Linde SHS (LIN) | 0.3 | $5.0M | 11k | 469.17 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $5.0M | -9% | 152k | 32.81 |
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| MercadoLibre (MELI) | 0.3 | $5.0M | 1.9k | 2613.63 |
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| Bandwidth Com Cl A (BAND) | 0.3 | $4.8M | 300k | 15.90 |
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| Merck & Co (MRK) | 0.3 | $4.7M | +13% | 59k | 79.16 |
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| International Business Machines (IBM) | 0.3 | $4.7M | +3% | 16k | 294.78 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $4.7M | -3% | 63k | 73.63 |
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| Illinois Tool Works (ITW) | 0.3 | $4.4M | 18k | 247.25 |
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| Danaher Corporation (DHR) | 0.3 | $4.4M | +7% | 22k | 197.54 |
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| Motorola Solutions Com New (MSI) | 0.3 | $4.3M | 10k | 420.45 |
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| Sherwin-Williams Company (SHW) | 0.3 | $4.3M | 13k | 343.37 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $4.3M | 6.8k | 620.91 |
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| FedEx Corporation (FDX) | 0.3 | $4.1M | +3% | 18k | 227.31 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $4.1M | +19% | 10k | 405.46 |
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| Fastenal Company (FAST) | 0.3 | $4.1M | +80% | 97k | 42.00 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $4.0M | -10% | 18k | 221.25 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $4.0M | 14k | 284.38 |
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| Roper Industries (ROP) | 0.3 | $4.0M | 7.1k | 566.87 |
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| Intuit (INTU) | 0.3 | $4.0M | +122% | 5.0k | 787.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.9M | 13k | 303.92 |
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| Expeditors International of Washington (EXPD) | 0.3 | $3.9M | 34k | 114.25 |
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| Coca-Cola Company (KO) | 0.3 | $3.7M | +81% | 52k | 70.75 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.6M | 8.2k | 438.42 |
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| Church & Dwight (CHD) | 0.2 | $3.6M | 37k | 96.11 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $3.5M | +16% | 42k | 82.86 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $3.4M | 38k | 89.22 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $3.4M | 102k | 32.89 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $3.3M | -3% | 26k | 128.60 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.3M | -17% | 54k | 62.02 |
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| Walt Disney Company (DIS) | 0.2 | $3.2M | +2% | 26k | 124.01 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $3.1M | +10% | 5.6k | 561.93 |
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| Lowe's Companies (LOW) | 0.2 | $3.0M | +7% | 13k | 221.88 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.9M | -4% | 26k | 109.61 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.8M | 3.6k | 779.62 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $2.8M | -12% | 11k | 246.51 |
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| Procter & Gamble Company (PG) | 0.2 | $2.8M | +17% | 17k | 159.32 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.7M | -2% | 31k | 89.06 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.7M | +5% | 2.8k | 989.78 |
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| Uber Technologies (UBER) | 0.2 | $2.7M | +27% | 29k | 93.30 |
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| Oracle Corporation (ORCL) | 0.2 | $2.6M | +8% | 12k | 218.63 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.6M | +13% | 24k | 107.80 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $2.6M | -3% | 124k | 20.68 |
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| Select Sector Spdr Tr Communication (XLC) | 0.2 | $2.4M | +255% | 23k | 108.53 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.2 | $2.4M | 40k | 60.25 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.4M | -16% | 40k | 60.03 |
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| Cisco Systems (CSCO) | 0.2 | $2.4M | +5% | 34k | 69.38 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $2.4M | +13% | 17k | 136.32 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $2.3M | +77% | 24k | 93.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.2M | -5% | 13k | 176.74 |
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| Abbvie (ABBV) | 0.2 | $2.2M | +4% | 12k | 185.62 |
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| J P Morgan Exchange Traded F Betabuilders Dev (BBAX) | 0.2 | $2.2M | -9% | 40k | 54.50 |
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| UnitedHealth (UNH) | 0.1 | $2.1M | +11% | 6.9k | 311.99 |
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| United Rentals (URI) | 0.1 | $2.1M | +203% | 2.8k | 753.40 |
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| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 0.1 | $2.1M | NEW | 42k | 50.19 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.1M | +15% | 9.3k | 226.49 |
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| Arista Networks Com Shs (ANET) | 0.1 | $2.1M | +337% | 21k | 102.31 |
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| Bank of America Corporation (BAC) | 0.1 | $2.1M | +9% | 44k | 47.32 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.0M | +54% | 9.4k | 215.78 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $2.0M | -7% | 16k | 122.87 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.9M | -2% | 22k | 88.25 |
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| McDonald's Corporation (MCD) | 0.1 | $1.9M | +47% | 6.6k | 292.18 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.9M | +13% | 17k | 112.00 |
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| Cintas Corporation (CTAS) | 0.1 | $1.9M | +457% | 8.7k | 222.88 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $1.9M | 23k | 82.18 |
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| Norfolk Southern (NSC) | 0.1 | $1.9M | +6% | 7.4k | 255.96 |
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| Elevation Series Trust Sovereigns Capit (SOVF) | 0.1 | $1.9M | +26% | 62k | 30.16 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.8M | 10k | 182.81 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.8M | +48% | 22k | 84.81 |
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| salesforce (CRM) | 0.1 | $1.8M | 6.7k | 272.69 |
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| Rocket Lab Corp (RKLB) | 0.1 | $1.8M | NEW | 51k | 35.77 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $1.8M | -3% | 93k | 19.52 |
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| Casey's General Stores (CASY) | 0.1 | $1.8M | NEW | 3.5k | 510.28 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $1.8M | -6% | 50k | 35.28 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.8M | +163% | 13k | 134.79 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.7M | +21% | 6.8k | 257.40 |
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| Servisfirst Bancshares (SFBS) | 0.1 | $1.7M | 23k | 77.51 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.7M | +33% | 8.5k | 204.67 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $1.7M | NEW | 35k | 49.19 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.7M | +6% | 12k | 146.01 |
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| At&t (T) | 0.1 | $1.7M | +27% | 58k | 28.94 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.7M | +2% | 18k | 91.63 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.6M | 19k | 87.22 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.6M | 17k | 92.62 |
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| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.1 | $1.6M | -3% | 39k | 40.64 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.5M | 24k | 63.48 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $1.5M | -2% | 36k | 42.36 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.5M | +2% | 55k | 27.67 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.5M | +8% | 6.3k | 237.00 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $1.5M | +48% | 20k | 72.68 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $1.5M | +24% | 41k | 35.35 |
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| Pepsi (PEP) | 0.1 | $1.4M | +126% | 11k | 132.04 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.4M | +25% | 18k | 80.12 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.4M | 48k | 29.21 |
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| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 0.1 | $1.4M | -14% | 134k | 10.50 |
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| Caterpillar (CAT) | 0.1 | $1.4M | +23% | 3.6k | 388.22 |
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| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.1 | $1.4M | +51% | 21k | 67.46 |
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| Abbott Laboratories (ABT) | 0.1 | $1.4M | +20% | 10k | 136.01 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.3M | 11k | 123.58 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.3M | 9.9k | 132.81 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.3M | 59k | 22.10 |
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| Philip Morris International (PM) | 0.1 | $1.3M | +36% | 7.0k | 182.12 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $1.3M | -3% | 37k | 34.57 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | +15% | 3.2k | 386.88 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.2M | -9% | 8.9k | 138.68 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.2M | -3% | 24k | 49.46 |
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| Verizon Communications (VZ) | 0.1 | $1.2M | +14% | 28k | 43.27 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.2M | +47% | 1.7k | 698.59 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | -2% | 5.6k | 207.63 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.1M | +9% | 22k | 52.76 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.1M | +15% | 1.4k | 801.46 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.1M | 8.6k | 128.51 |
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| Servicenow (NOW) | 0.1 | $1.1M | +15% | 1.1k | 1028.08 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.1M | NEW | 9.8k | 112.34 |
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| Unum (UNM) | 0.1 | $1.1M | NEW | 13k | 80.76 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $1.1M | NEW | 3.8k | 280.07 |
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| Applied Materials (AMAT) | 0.1 | $1.1M | +24% | 5.8k | 183.08 |
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| Amgen (AMGN) | 0.1 | $1.1M | +24% | 3.8k | 279.22 |
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| Spdr Series Trust Bloomberg Invt (FLRN) | 0.1 | $1.0M | 33k | 30.83 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $1.0M | -4% | 40k | 25.35 |
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| Bofi Holding (AX) | 0.1 | $1.0M | 13k | 76.04 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $1.0M | +3% | 18k | 56.15 |
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| Chevron Corporation (CVX) | 0.1 | $991k | -9% | 6.9k | 143.20 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $982k | 7.3k | 135.30 |
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| Union Pacific Corporation (UNP) | 0.1 | $980k | -6% | 4.3k | 230.08 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $977k | +48% | 38k | 26.03 |
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| Morgan Stanley Com New (MS) | 0.1 | $968k | +16% | 6.9k | 140.86 |
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| Autodesk (ADSK) | 0.1 | $968k | +15% | 3.1k | 309.57 |
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| Nextera Energy (NEE) | 0.1 | $964k | +7% | 14k | 69.42 |
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| Progressive Corporation (PGR) | 0.1 | $960k | 3.6k | 266.85 |
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| Sap Se Spon Adr (SAP) | 0.1 | $959k | +19% | 3.2k | 304.12 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $954k | 8.7k | 110.03 |
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| Zillow Group Cl C Cap Stk (Z) | 0.1 | $941k | 13k | 70.05 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $937k | +12% | 7.7k | 121.01 |
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| Trane Technologies SHS (TT) | 0.1 | $934k | +4% | 2.1k | 437.35 |
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| Block Cl A (XYZ) | 0.1 | $928k | -5% | 14k | 67.93 |
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| S&p Global (SPGI) | 0.1 | $926k | +8% | 1.8k | 527.24 |
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| Ge Vernova (GEV) | 0.1 | $922k | +28% | 1.7k | 529.17 |
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| Blackrock (BLK) | 0.1 | $906k | +8% | 864.00 | 1049.06 |
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| AFLAC Incorporated (AFL) | 0.1 | $895k | 8.5k | 105.47 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $889k | +5% | 11k | 81.66 |
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| Dycom Industries (DY) | 0.1 | $887k | 3.6k | 244.38 |
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| Capital One Financial (COF) | 0.1 | $880k | +94% | 4.1k | 212.78 |
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| Smucker J M Com New (SJM) | 0.1 | $874k | NEW | 8.9k | 98.20 |
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| Dominion Resources (D) | 0.1 | $872k | +293% | 15k | 56.52 |
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| Advanced Micro Devices (AMD) | 0.1 | $871k | +25% | 6.1k | 141.91 |
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| General Dynamics Corporation (GD) | 0.1 | $870k | +34% | 3.0k | 291.69 |
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| Chubb (CB) | 0.1 | $869k | +13% | 3.0k | 289.71 |
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| American Express Company (AXP) | 0.1 | $865k | +9% | 2.7k | 319.03 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $864k | +24% | 13k | 67.44 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $862k | 17k | 50.68 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $856k | 5.5k | 155.96 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $848k | +11% | 2.4k | 357.05 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $847k | 3.0k | 279.82 |
|
|
| Williams Companies (WMB) | 0.1 | $841k | +4% | 13k | 62.81 |
|
| TJX Companies (TJX) | 0.1 | $840k | +6% | 6.8k | 123.50 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $836k | 20k | 41.33 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $828k | -5% | 7.9k | 104.48 |
|
| Kkr & Co (KKR) | 0.1 | $824k | +9% | 6.2k | 133.03 |
|
| Boeing Company (BA) | 0.1 | $822k | +19% | 3.9k | 209.53 |
|
| Ecolab (ECL) | 0.1 | $821k | +29% | 3.0k | 269.44 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $798k | +20% | 8.2k | 97.34 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $794k | +31% | 8.7k | 91.24 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $793k | 20k | 39.25 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $792k | +35% | 14k | 58.26 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $778k | +88% | 22k | 35.84 |
|
| Waste Management (WM) | 0.1 | $774k | +7% | 3.4k | 228.82 |
|
| Citigroup Com New (C) | 0.1 | $766k | +5% | 9.0k | 85.12 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $756k | +65% | 11k | 69.88 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $755k | +38% | 5.1k | 149.58 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $742k | +129% | 5.6k | 132.14 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $741k | 8.9k | 83.48 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $737k | +21% | 11k | 69.02 |
|
| Fortinet (FTNT) | 0.1 | $734k | +77% | 6.9k | 105.72 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $734k | +18% | 7.7k | 94.77 |
|
| Ameriprise Financial (AMP) | 0.0 | $720k | +22% | 1.3k | 533.73 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $718k | -5% | 12k | 59.81 |
|
| Analog Devices (ADI) | 0.0 | $713k | +7% | 3.0k | 237.99 |
|
| Goldman Sachs (GS) | 0.0 | $704k | +7% | 994.00 | 707.88 |
|
| Honeywell International (HON) | 0.0 | $700k | +7% | 3.0k | 232.89 |
|
| McKesson Corporation (MCK) | 0.0 | $700k | +3% | 955.00 | 732.81 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $695k | +87% | 7.6k | 91.10 |
|
| Gilead Sciences (GILD) | 0.0 | $687k | +4% | 6.2k | 110.86 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $686k | -15% | 1.5k | 463.04 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $681k | 13k | 53.96 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $676k | +7% | 754.00 | 895.89 |
|
| Micron Technology (MU) | 0.0 | $672k | -4% | 5.4k | 123.25 |
|
| American Tower Reit (AMT) | 0.0 | $670k | +4% | 3.0k | 221.02 |
|
| Hca Holdings (HCA) | 0.0 | $669k | +11% | 1.7k | 383.13 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $663k | +13% | 6.2k | 107.41 |
|
| Ambarella SHS (AMBA) | 0.0 | $661k | 10k | 66.06 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $661k | 34k | 19.65 |
|
|
| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 0.0 | $659k | 19k | 34.27 |
|
|
| ConocoPhillips (COP) | 0.0 | $648k | +23% | 7.2k | 89.74 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $641k | +19% | 10k | 62.36 |
|
| American Intl Group Com New (AIG) | 0.0 | $634k | +34% | 7.4k | 85.59 |
|
| Powell Industries (POWL) | 0.0 | $634k | NEW | 3.0k | 210.45 |
|
| Deere & Company (DE) | 0.0 | $632k | +7% | 1.2k | 508.62 |
|
| Entergy Corporation (ETR) | 0.0 | $628k | +3% | 7.6k | 83.12 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $627k | 2.9k | 217.33 |
|
Past Filings by Keel Point
SEC 13F filings are viewable for Keel Point going back to 2015
- 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
- Keel Point 2021 Q4 filed Jan. 31, 2022
- Keel Point 2021 Q3 filed Nov. 4, 2021