Keel Point
Latest statistics and disclosures from Keel Point's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, NFLX, VEA, AGG, IWB, and represent 32.18% of Keel Point's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$27M), NVDA (+$5.0M), AGG, VEA, QQQ, GLD, KBWB, FBTC, ACWI, BBJP.
- Started 45 new stock positions in DHI, ETHA, XLRE, BITQ, SYY, XLB, LDOS, ENB, NTAP, XRPI.
- Reduced shares in these 10 stocks: FDX, XLF, IVLU, INTU, XLC, XLV, IJR, GOVT, GOOGL, BBCA.
- Sold out of its positions in ANNA, ANSS, WRB, CNI, DEO, DFSI, DFSU, DUOL, DT, FICO.
- Keel Point was a net buyer of stock by $38M.
- Keel Point has $1.6B in assets under management (AUM), dropping by 8.60%.
- Central Index Key (CIK): 0001386935
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Portfolio Holdings for Keel Point
Keel Point holds 526 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Keel Point has 526 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Keel Point Sept. 30, 2025 positions
- Download the Keel Point September 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) | 17.6 | $276M | +10% | 451k | 612.38 |
|
| Netflix (NFLX) | 5.1 | $80M | 66k | 1198.92 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.7 | $58M | +6% | 963k | 59.92 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.9 | $46M | +9% | 461k | 100.25 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 2.9 | $46M | 125k | 365.48 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.4 | $37M | 395k | 93.37 |
|
|
| NVIDIA Corporation (NVDA) | 2.2 | $35M | +17% | 185k | 186.58 |
|
| Apple (AAPL) | 2.1 | $34M | 132k | 254.63 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 2.1 | $32M | +6% | 91k | 355.47 |
|
| Microsoft Corporation (MSFT) | 1.9 | $30M | 58k | 517.95 |
|
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| Amazon (AMZN) | 1.6 | $26M | 116k | 219.57 |
|
|
| Tesla Motors (TSLA) | 1.6 | $24M | 55k | 444.72 |
|
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 1.5 | $24M | 308k | 78.34 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.2 | $20M | 203k | 96.46 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $20M | +2% | 42k | 468.41 |
|
| Booking Holdings (BKNG) | 1.1 | $17M | 3.2k | 5399.28 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $17M | -5% | 71k | 243.10 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $17M | 83k | 203.59 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.0 | $16M | +3% | 76k | 209.34 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.9 | $15M | 142k | 102.99 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.8 | $13M | 29k | 447.23 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.8 | $12M | 49k | 244.09 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.7 | $11M | 40k | 281.86 |
|
|
| Meta Platforms Cl A (META) | 0.7 | $11M | 15k | 734.37 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.7 | $10M | +2% | 194k | 53.40 |
|
| Southern Company (SO) | 0.6 | $10M | 107k | 94.77 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $9.8M | 13.00 | 754200.00 |
|
|
| Visa Com Cl A (V) | 0.6 | $9.4M | 28k | 341.38 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.6 | $9.4M | +2% | 79k | 119.51 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $9.3M | +42% | 16k | 600.39 |
|
| Broadcom (AVGO) | 0.6 | $9.1M | +2% | 27k | 329.92 |
|
| Home Depot (HD) | 0.6 | $8.9M | 22k | 405.19 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.6 | $8.7M | -20% | 161k | 53.87 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $8.2M | -11% | 69k | 118.83 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $8.0M | 33k | 243.55 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $7.6M | 74k | 103.06 |
|
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.5 | $7.5M | +18% | 113k | 66.32 |
|
| Ishares Silver Tr Ishares (SLV) | 0.4 | $6.9M | +7% | 163k | 42.37 |
|
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 0.4 | $6.7M | -11% | 119k | 56.45 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $6.6M | -4% | 13k | 502.74 |
|
| Johnson & Johnson (JNJ) | 0.4 | $6.5M | 35k | 185.42 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $6.3M | 20k | 315.43 |
|
|
| Amphenol Corp Cl A (APH) | 0.4 | $6.1M | -8% | 49k | 123.75 |
|
| Stryker Corporation (SYK) | 0.4 | $6.0M | 16k | 369.67 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $5.6M | +7% | 23k | 246.60 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.4 | $5.6M | +6% | 109k | 51.23 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.4 | $5.5M | -14% | 64k | 87.23 |
|
| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.4 | $5.5M | +8% | 220k | 25.19 |
|
| Qualcomm (QCOM) | 0.3 | $5.2M | 32k | 166.36 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $5.2M | +13% | 7.8k | 669.26 |
|
| Merck & Co (MRK) | 0.3 | $5.1M | +2% | 61k | 83.93 |
|
| Linde SHS (LIN) | 0.3 | $5.0M | 11k | 475.00 |
|
|
| Bandwidth Com Cl A (BAND) | 0.3 | $5.0M | 300k | 16.67 |
|
|
| Thermo Fisher Scientific (TMO) | 0.3 | $5.0M | 10k | 485.02 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $4.8M | +33% | 35k | 138.24 |
|
| Fastenal Company (FAST) | 0.3 | $4.8M | 98k | 49.04 |
|
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| Automatic Data Processing (ADP) | 0.3 | $4.8M | -2% | 16k | 293.50 |
|
| Illinois Tool Works (ITW) | 0.3 | $4.7M | 18k | 260.76 |
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|
| Motorola Solutions Com New (MSI) | 0.3 | $4.7M | 10k | 457.28 |
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|
| Intercontinental Exchange (ICE) | 0.3 | $4.6M | 27k | 168.48 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $4.5M | -3% | 61k | 74.37 |
|
| MercadoLibre (MELI) | 0.3 | $4.5M | 1.9k | 2336.94 |
|
|
| International Business Machines (IBM) | 0.3 | $4.4M | 16k | 282.17 |
|
|
| Sherwin-Williams Company (SHW) | 0.3 | $4.3M | 13k | 346.27 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $4.3M | -20% | 187k | 23.12 |
|
| Danaher Corporation (DHR) | 0.3 | $4.3M | 22k | 198.26 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $4.3M | +2% | 15k | 293.78 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $4.2M | 13k | 328.16 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.3 | $4.2M | +74% | 42k | 99.81 |
|
| Expeditors International of Washington (EXPD) | 0.3 | $4.2M | 34k | 122.59 |
|
|
| Fiserv (FI) | 0.3 | $4.0M | +4% | 31k | 128.93 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $4.0M | 8.4k | 479.63 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $3.8M | 18k | 206.91 |
|
|
| Roper Industries (ROP) | 0.2 | $3.7M | +5% | 7.5k | 498.71 |
|
| Oracle Corporation (ORCL) | 0.2 | $3.7M | +7% | 13k | 281.23 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $3.6M | 38k | 92.98 |
|
|
| Church & Dwight (CHD) | 0.2 | $3.3M | +3% | 38k | 87.63 |
|
| Coca-Cola Company (KO) | 0.2 | $3.3M | -3% | 50k | 66.32 |
|
| Lowe's Companies (LOW) | 0.2 | $3.3M | -2% | 13k | 251.31 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $3.2M | 18k | 182.42 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $3.2M | -9% | 38k | 82.96 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.1M | 5.5k | 568.81 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $3.1M | 11k | 273.65 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $3.0M | +6% | 33k | 91.42 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $2.9M | +6% | 26k | 112.75 |
|
| Walt Disney Company (DIS) | 0.2 | $2.9M | 26k | 114.50 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.2 | $2.9M | +2% | 41k | 70.24 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.8M | -3% | 26k | 111.47 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.8M | -19% | 43k | 65.26 |
|
| Uber Technologies (UBER) | 0.2 | $2.8M | 29k | 97.97 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.8M | 3.6k | 762.91 |
|
|
| Abbvie (ABBV) | 0.2 | $2.7M | 12k | 231.54 |
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|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $2.7M | +37% | 14k | 194.49 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.7M | 41k | 65.92 |
|
|
| Arista Networks Com Shs (ANET) | 0.2 | $2.7M | -10% | 18k | 145.71 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.6M | 17k | 153.65 |
|
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $2.6M | 125k | 20.69 |
|
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| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 0.2 | $2.6M | +20% | 50k | 51.00 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.5M | -2% | 9.0k | 279.28 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.5M | 2.7k | 925.47 |
|
|
| J P Morgan Exchange Traded F Betabuilders Dev (BBAX) | 0.2 | $2.5M | +10% | 44k | 56.34 |
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.2 | $2.5M | +5% | 17k | 142.88 |
|
| Rocket Lab Corp (RKLB) | 0.2 | $2.5M | 51k | 47.91 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.4M | +2% | 13k | 186.49 |
|
| Cisco Systems (CSCO) | 0.1 | $2.3M | 34k | 68.42 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $2.3M | +2% | 45k | 51.59 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $2.3M | +37% | 24k | 95.19 |
|
| Norfolk Southern (NSC) | 0.1 | $2.2M | 7.4k | 300.40 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $2.1M | +4% | 7.1k | 300.80 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $2.1M | 23k | 87.84 |
|
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.1 | $2.0M | +42% | 29k | 69.61 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.0M | -11% | 8.4k | 241.95 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $2.0M | NEW | 26k | 78.21 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $2.0M | +5% | 53k | 38.02 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.0M | 6.6k | 303.90 |
|
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $2.0M | 17k | 113.88 |
|
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.9M | 12k | 167.32 |
|
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.9M | +3% | 19k | 97.82 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $1.9M | +2% | 36k | 52.82 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.9M | -4% | 21k | 89.37 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $1.9M | 95k | 19.56 |
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| Intuit (INTU) | 0.1 | $1.9M | -46% | 2.7k | 682.92 |
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| Elevation Series Trust Sovereigns Capit (SOVF) | 0.1 | $1.8M | -2% | 60k | 30.28 |
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| Servisfirst Bancshares (SFBS) | 0.1 | $1.8M | 23k | 80.53 |
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| United Rentals (URI) | 0.1 | $1.8M | -32% | 1.9k | 954.66 |
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| Cintas Corporation (CTAS) | 0.1 | $1.8M | 8.7k | 205.27 |
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| Casey's General Stores (CASY) | 0.1 | $1.8M | -10% | 3.1k | 565.33 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.7M | -5% | 8.1k | 215.80 |
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| At&t (T) | 0.1 | $1.7M | +5% | 61k | 28.24 |
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| Caterpillar (CAT) | 0.1 | $1.7M | 3.6k | 477.10 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.6M | 24k | 67.83 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.6M | 55k | 29.11 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $1.6M | -4% | 34k | 45.76 |
|
| UnitedHealth (UNH) | 0.1 | $1.6M | -33% | 4.5k | 345.31 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $1.5M | -57% | 43k | 35.48 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $1.5M | 41k | 37.50 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.5M | +28% | 11k | 137.80 |
|
| salesforce (CRM) | 0.1 | $1.5M | -5% | 6.4k | 237.01 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.5M | -2% | 18k | 84.60 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.5M | -7% | 5.8k | 254.28 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.5M | -4% | 46k | 31.91 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.5M | 18k | 83.82 |
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|
| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.1 | $1.5M | -11% | 34k | 42.46 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.4M | -47% | 12k | 118.37 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.4M | 10k | 142.10 |
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|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $1.4M | -11% | 18k | 76.72 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.4M | 11k | 129.72 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.4M | 58k | 23.28 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.3M | 25k | 54.18 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $1.3M | 37k | 36.35 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.3M | -32% | 15k | 89.34 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.3M | -2% | 1.4k | 968.18 |
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| Verizon Communications (VZ) | 0.1 | $1.3M | +7% | 30k | 43.95 |
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| Abbott Laboratories (ABT) | 0.1 | $1.3M | -4% | 9.7k | 133.94 |
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| Chevron Corporation (CVX) | 0.1 | $1.3M | +18% | 8.2k | 155.29 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.3M | 8.9k | 142.41 |
|
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.2M | +30% | 14k | 87.21 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.2M | -4% | 1.6k | 758.32 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $1.2M | 41k | 29.62 |
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| Newmont Mining Corporation (NEM) | 0.1 | $1.2M | +4% | 14k | 84.31 |
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| Applied Materials (AMAT) | 0.1 | $1.2M | -2% | 5.7k | 204.75 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.2M | 22k | 53.03 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.2M | +4% | 8.6k | 133.90 |
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| Servicenow (NOW) | 0.1 | $1.1M | +17% | 1.2k | 920.28 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.1M | -6% | 9.1k | 125.95 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.1M | +47% | 13k | 87.31 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.1M | +3% | 7.1k | 158.95 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $1.1M | 3.8k | 296.29 |
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| Philip Morris International (PM) | 0.1 | $1.1M | -2% | 6.9k | 162.19 |
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| Ge Vernova (GEV) | 0.1 | $1.1M | +2% | 1.8k | 614.92 |
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| Bofi Holding (AX) | 0.1 | $1.1M | -4% | 13k | 84.65 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $1.1M | +189% | 9.7k | 110.49 |
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| Dycom Industries (DY) | 0.1 | $1.1M | 3.6k | 291.75 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.1M | 7.3k | 145.60 |
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| General Dynamics Corporation (GD) | 0.1 | $1.1M | +3% | 3.1k | 341.04 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.0M | +4% | 8.1k | 128.24 |
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| Zillow Group Cl C Cap Stk (Z) | 0.1 | $1.0M | 13k | 77.05 |
|
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| Nextera Energy (NEE) | 0.1 | $1.0M | 14k | 75.49 |
|
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| Amgen (AMGN) | 0.1 | $1.0M | -3% | 3.6k | 282.21 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.0M | +2% | 6.3k | 161.80 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.0M | -5% | 36k | 28.79 |
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| Spdr Series Trust Bloomberg Invt (FLRN) | 0.1 | $1.0M | 33k | 30.86 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $994k | +43% | 4.1k | 239.64 |
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| Blackrock (BLK) | 0.1 | $992k | 851.00 | 1165.75 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $988k | +17% | 9.3k | 106.49 |
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| Block Cl A (XYZ) | 0.1 | $982k | 14k | 72.27 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $977k | -14% | 2.8k | 352.75 |
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| TJX Companies (TJX) | 0.1 | $972k | 6.7k | 144.54 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $961k | 8.6k | 111.21 |
|
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| Texas Instruments Incorporated (TXN) | 0.1 | $958k | -6% | 5.2k | 183.72 |
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| Citigroup Com New (C) | 0.1 | $949k | +3% | 9.3k | 101.50 |
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| Dominion Resources (D) | 0.1 | $946k | 16k | 61.17 |
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| AFLAC Incorporated (AFL) | 0.1 | $941k | 8.4k | 111.70 |
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| Trane Technologies SHS (TT) | 0.1 | $918k | 2.2k | 421.94 |
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| Union Pacific Corporation (UNP) | 0.1 | $918k | -8% | 3.9k | 236.40 |
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| Autodesk (ADSK) | 0.1 | $911k | -8% | 2.9k | 317.67 |
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| Capital One Financial (COF) | 0.1 | $902k | +2% | 4.2k | 212.60 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $899k | 3.1k | 293.73 |
|
|
| S&p Global (SPGI) | 0.1 | $887k | +3% | 1.8k | 486.68 |
|
| Chubb (CB) | 0.1 | $885k | +4% | 3.1k | 282.25 |
|
| American Express Company (AXP) | 0.1 | $883k | 2.7k | 332.21 |
|
|
| Williams Companies (WMB) | 0.1 | $880k | +3% | 14k | 63.35 |
|
| Unum (UNM) | 0.1 | $875k | -16% | 11k | 77.78 |
|
| Micron Technology (MU) | 0.1 | $866k | -5% | 5.2k | 167.34 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $844k | 8.8k | 95.47 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $843k | -2% | 17k | 50.73 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $837k | 22k | 38.57 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $836k | -3% | 4.9k | 170.86 |
|
| Eaton Corp SHS (ETN) | 0.1 | $834k | -6% | 2.2k | 374.31 |
|
| Ecolab (ECL) | 0.1 | $832k | 3.0k | 273.86 |
|
|
| Goldman Sachs (GS) | 0.1 | $828k | +4% | 1.0k | 796.49 |
|
| Ambarella SHS (AMBA) | 0.1 | $827k | 10k | 82.52 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $824k | 11k | 76.72 |
|
|
| Sap Se Spon Adr (SAP) | 0.1 | $814k | -3% | 3.0k | 267.23 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $814k | -9% | 18k | 44.43 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $810k | +9% | 1.3k | 609.10 |
|
| Boeing Company (BA) | 0.1 | $808k | -4% | 3.7k | 215.83 |
|
| Progressive Corporation (PGR) | 0.1 | $808k | -9% | 3.3k | 246.93 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $796k | +100% | 13k | 62.22 |
|
| Entergy Corporation (ETR) | 0.1 | $795k | +12% | 8.5k | 93.19 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $794k | 5.7k | 139.67 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $793k | -2% | 735.00 | 1078.80 |
|
| Analog Devices (ADI) | 0.1 | $791k | +7% | 3.2k | 245.69 |
|
| Hca Holdings (HCA) | 0.0 | $749k | 1.8k | 426.22 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $748k | 10k | 72.77 |
|
|
| Bitwise Ethereum Etf SHS (ETHW) | 0.0 | $740k | +101% | 25k | 29.82 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $736k | 13k | 58.21 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $735k | -2% | 7.6k | 97.08 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $730k | -8% | 12k | 62.47 |
|
| ConocoPhillips (COP) | 0.0 | $729k | +6% | 7.7k | 94.58 |
|
| McKesson Corporation (MCK) | 0.0 | $726k | 940.00 | 772.57 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $721k | 12k | 60.03 |
|
|
| Pepsi (PEP) | 0.0 | $708k | -54% | 5.0k | 140.44 |
|
| Waste Management (WM) | 0.0 | $703k | -5% | 3.2k | 220.83 |
|
| Vulcan Materials Company (VMC) | 0.0 | $699k | +2% | 2.3k | 307.63 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $693k | +4% | 35k | 19.71 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $678k | -62% | 4.9k | 139.17 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $678k | 5.1k | 131.77 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $677k | -8% | 1.4k | 499.14 |
|
| Kkr & Co (KKR) | 0.0 | $674k | -16% | 5.2k | 129.95 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $671k | 3.6k | 187.73 |
|
|
| Gilead Sciences (GILD) | 0.0 | $669k | -2% | 6.0k | 111.00 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $667k | -5% | 17k | 39.19 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $653k | 15k | 43.42 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $651k | 14k | 45.72 |
|
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $649k | NEW | 19k | 34.27 |
|
| Ameriprise Financial (AMP) | 0.0 | $644k | -2% | 1.3k | 491.25 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $643k | 862.00 | 746.21 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $643k | +9% | 5.2k | 123.74 |
|
| FedEx Corporation (FDX) | 0.0 | $635k | -85% | 2.7k | 235.81 |
|
Past Filings by Keel Point
SEC 13F filings are viewable for Keel Point going back to 2015
- 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
- Keel Point 2021 Q4 filed Jan. 31, 2022