Keel Point
Latest statistics and disclosures from Keel Point's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, AGG, IWB, NFLX, and represent 36.98% of Keel Point's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$43M), IWF (+$15M), VEA (+$14M), BKNG (+$13M), AVLV (+$6.4M), IJH (+$6.2M), CAT, VXF, VUG, MTBA.
- Started 75 new stock positions in SCHB, MLPX, BBVA, CSX, MDLZ, SPCX, VRRM, VBK, VONG, VRT.
- Reduced shares in these 10 stocks: SPY (-$51M), EFA (-$9.0M), EXPD, VPL, ITA, SLV, QCOM, IVLU, IEI, CASY.
- Sold out of its positions in ADBE, COR, AMP, BKR, CME, CMCSA, FANG, DFLV, DG, SHLD. Honeywell International, BYLD, IVLU, KR, Masimo Corporation, MET, NKE, PDD, WSM, DON, MDT.
- Keel Point was a net buyer of stock by $79M.
- Keel Point has $1.7B in assets under management (AUM), dropping by 11.89%.
- Central Index Key (CIK): 0001386935
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Portfolio Holdings for Keel Point
Keel Point holds 514 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Keel Point has 514 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Keel Point June 30, 2026 positions
- Download the Keel Point June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 22.6 | $383M | +12% | 558k | 686.81 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.6 | $94M | +17% | 1.3M | 71.25 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.1 | $53M | +2% | 535k | 98.98 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 3.0 | $50M | 123k | 409.50 |
|
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| Netflix (NFLX) | 2.7 | $46M | 643k | 71.40 |
|
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| Apple (AAPL) | 2.2 | $37M | +5% | 127k | 289.36 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.0 | $34M | +3% | 92k | 368.38 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.9 | $32M | -21% | 309k | 103.88 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $31M | +5% | 155k | 200.09 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.8 | $30M | -62% | 41k | 746.76 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 1.6 | $27M | 308k | 87.88 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.6 | $27M | -2% | 283k | 94.57 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.4 | $24M | +17% | 99k | 246.21 |
|
| Amazon (AMZN) | 1.3 | $23M | 96k | 238.34 |
|
|
| Tesla Motors (TSLA) | 1.3 | $22M | +3% | 53k | 420.60 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $21M | +284% | 165k | 124.17 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.2 | $20M | 81k | 242.43 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $18M | +2% | 49k | 357.37 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.9 | $15M | +4% | 226k | 68.41 |
|
| Microsoft Corporation (MSFT) | 0.9 | $15M | 40k | 373.02 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.9 | $15M | 145k | 100.35 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.8 | $14M | 51k | 273.63 |
|
|
| Booking Holdings (BKNG) | 0.8 | $14M | +2391% | 77k | 178.24 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $12M | +4% | 80k | 148.31 |
|
| Intuitive Surgical Com New (ISRG) | 0.7 | $11M | 29k | 397.68 |
|
|
| Southern Company (SO) | 0.6 | $11M | 114k | 95.71 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $11M | -3% | 14k | 748.87 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.6 | $11M | +30% | 206k | 51.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $11M | 14k | 736.40 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $10M | +166% | 129k | 77.11 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $9.9M | +8% | 28k | 353.32 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $9.0M | -7% | 12.00 | 748850.00 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.5 | $8.3M | -14% | 71k | 117.45 |
|
| Home Depot (HD) | 0.5 | $7.7M | 22k | 352.68 |
|
|
| Caterpillar (CAT) | 0.4 | $7.6M | +102% | 7.2k | 1064.98 |
|
| Broadcom (AVGO) | 0.4 | $7.5M | +2% | 20k | 377.75 |
|
| Visa Com Cl A (V) | 0.4 | $7.2M | 21k | 343.09 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.4 | $7.2M | +25% | 46k | 156.97 |
|
| Wal-Mart Stores (WMT) | 0.4 | $7.2M | +3% | 63k | 113.26 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.4 | $6.7M | +1989% | 74k | 91.21 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $6.6M | +10% | 90k | 73.41 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $6.3M | +9% | 19k | 327.33 |
|
| Johnson & Johnson (JNJ) | 0.4 | $6.2M | -3% | 25k | 253.97 |
|
| Ishares Silver Tr Ishares (SLV) | 0.4 | $6.2M | -20% | 116k | 53.47 |
|
| Meta Platforms Cl A (META) | 0.4 | $6.1M | 11k | 563.31 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $6.0M | +9% | 12k | 500.40 |
|
| First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) | 0.3 | $5.8M | +8% | 235k | 24.88 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $5.8M | +7% | 16k | 370.04 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $5.4M | -8% | 31k | 176.32 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $5.4M | 28k | 190.52 |
|
|
| Rocket Lab Corp (RKLB) | 0.3 | $5.3M | 52k | 101.65 |
|
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.3 | $5.1M | +173% | 105k | 49.07 |
|
| Micron Technology (MU) | 0.3 | $5.0M | -3% | 4.4k | 1154.18 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $5.0M | +16% | 52k | 96.43 |
|
| Stryker Corporation (SYK) | 0.3 | $4.9M | +4% | 16k | 314.84 |
|
| Merck & Co (MRK) | 0.3 | $4.7M | -6% | 37k | 128.50 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $4.7M | +4% | 15k | 306.30 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $4.5M | 55k | 82.11 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $4.4M | +36% | 3.7k | 1199.34 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $4.3M | +500% | 50k | 86.14 |
|
| International Business Machines (IBM) | 0.3 | $4.3M | +2% | 15k | 281.21 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $4.1M | 40k | 102.81 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $3.9M | +7% | 47k | 82.84 |
|
| Cisco Systems (CSCO) | 0.2 | $3.9M | 33k | 117.46 |
|
|
| Coca-Cola Company (KO) | 0.2 | $3.8M | +5% | 47k | 81.27 |
|
| Fastenal Company (FAST) | 0.2 | $3.8M | -4% | 78k | 48.03 |
|
| Linde SHS (LIN) | 0.2 | $3.7M | -7% | 7.2k | 518.96 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $3.7M | -14% | 8.6k | 433.31 |
|
| Illinois Tool Works (ITW) | 0.2 | $3.7M | -2% | 14k | 270.47 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $3.6M | 13k | 290.63 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $3.5M | -8% | 7.1k | 501.37 |
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| Qualcomm (QCOM) | 0.2 | $3.5M | -31% | 19k | 184.79 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $3.4M | -4% | 9.9k | 344.31 |
|
| Applied Materials (AMAT) | 0.2 | $3.4M | +5% | 4.7k | 723.04 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $3.3M | -9% | 5.2k | 640.70 |
|
| Church & Dwight (CHD) | 0.2 | $3.3M | -7% | 34k | 96.88 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $3.2M | -4% | 7.8k | 415.28 |
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| Exxon Mobil Corporation | 0.2 | $3.2M | 24k | 136.72 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $3.2M | +32% | 42k | 76.11 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $3.1M | +10% | 14k | 217.92 |
|
| MercadoLibre (MELI) | 0.2 | $3.1M | 1.8k | 1697.39 |
|
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| Advanced Micro Devices (AMD) | 0.2 | $3.1M | +9% | 5.3k | 580.86 |
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| Abbvie (ABBV) | 0.2 | $3.0M | +9% | 12k | 251.64 |
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| Intercontinental Exchange (ICE) | 0.2 | $3.0M | +5% | 24k | 123.11 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $2.9M | 13k | 219.43 |
|
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $2.9M | 18k | 164.27 |
|
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| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $2.8M | +12% | 21k | 131.43 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.7M | 25k | 109.07 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.7M | +51% | 8.9k | 303.11 |
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| Roper Industries (ROP) | 0.2 | $2.6M | -12% | 7.7k | 338.40 |
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| Automatic Data Processing (ADP) | 0.2 | $2.6M | -14% | 12k | 223.94 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.2 | $2.6M | +7% | 60k | 43.14 |
|
| Cintas Corporation (CTAS) | 0.1 | $2.5M | +92% | 15k | 170.08 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.5M | +13% | 13k | 189.73 |
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| Arista Networks Com Shs (ANET) | 0.1 | $2.5M | 15k | 169.88 |
|
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.5M | 27k | 95.44 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.5M | 11k | 236.62 |
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| Walt Disney Company (DIS) | 0.1 | $2.5M | +4% | 26k | 96.25 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $2.4M | -9% | 124k | 19.52 |
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| Boston Scientific Corporation (BSX) | 0.1 | $2.4M | +36% | 57k | 42.68 |
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| Bank of America Corporation (BAC) | 0.1 | $2.4M | 42k | 56.98 |
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| S&p Global (SPGI) | 0.1 | $2.3M | -14% | 5.7k | 407.26 |
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| Lowe's Companies (LOW) | 0.1 | $2.3M | 10k | 220.50 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $2.3M | -2% | 19k | 121.42 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $2.2M | +3% | 18k | 124.42 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.2M | +396% | 76k | 29.43 |
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| Norfolk Southern (NSC) | 0.1 | $2.2M | -6% | 7.0k | 314.60 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.2M | +6% | 18k | 124.44 |
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| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 0.1 | $2.2M | +12% | 48k | 45.75 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.2M | +36% | 79k | 27.70 |
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| AutoZone (AZO) | 0.1 | $2.1M | 668.00 | 3195.94 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $2.0M | +4% | 39k | 51.69 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $2.0M | 23k | 86.42 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.9M | +7% | 2.0k | 935.60 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.9M | +2% | 25k | 76.55 |
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| Palo Alto Networks (PANW) | 0.1 | $1.8M | +109% | 5.4k | 341.00 |
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| Intel Corporation (INTC) | 0.1 | $1.8M | +47% | 13k | 139.63 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.8M | 52k | 34.81 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $1.8M | +6% | 78k | 22.78 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.8M | +1020% | 5.9k | 301.69 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.8M | -2% | 15k | 116.67 |
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| Procter & Gamble Company (PG) | 0.1 | $1.7M | 12k | 146.64 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.7M | +2% | 29k | 59.69 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $1.7M | 33k | 51.05 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.7M | +13% | 50k | 33.84 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.7M | -5% | 5.6k | 300.44 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $1.6M | NEW | 33k | 49.18 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.6M | +7% | 3.2k | 513.61 |
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| Ge Vernova (GEV) | 0.1 | $1.6M | +6% | 1.4k | 1175.09 |
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| Chevron Corporation (CVX) | 0.1 | $1.6M | +12% | 9.6k | 165.76 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.6M | 10k | 156.29 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.6M | 11k | 147.73 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $1.5M | +3% | 17k | 92.98 |
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| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.1 | $1.5M | 32k | 47.69 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.5M | +9% | 4.1k | 373.71 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $1.5M | 36k | 41.25 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.5M | 9.1k | 163.58 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $1.5M | -6% | 18k | 82.27 |
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| Dycom Industries (DY) | 0.1 | $1.5M | -6% | 2.9k | 505.59 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.5M | +5% | 15k | 96.58 |
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| Servisfirst Bancshares (SFBS) | 0.1 | $1.5M | +9% | 17k | 86.75 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $1.4M | +11% | 7.8k | 185.23 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.4M | -6% | 3.0k | 477.51 |
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| Oracle Corporation (ORCL) | 0.1 | $1.4M | +2% | 9.5k | 146.55 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.4M | +4% | 14k | 102.19 |
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| Sandisk Corp (SNDK) | 0.1 | $1.4M | +22% | 607.00 | 2273.73 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.4M | 8.7k | 156.96 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $1.4M | -4% | 26k | 53.11 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.3M | -5% | 669.00 | 1989.81 |
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| Philip Morris International (PM) | 0.1 | $1.3M | +3% | 7.1k | 180.91 |
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| UnitedHealth (UNH) | 0.1 | $1.3M | +10% | 3.1k | 415.69 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $1.2M | -2% | 64k | 19.61 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $1.2M | -5% | 41k | 30.17 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $1.2M | +13% | 27k | 45.34 |
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| Casey's General Stores (CASY) | 0.1 | $1.2M | -48% | 1.5k | 794.82 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | -40% | 4.3k | 270.31 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | +2% | 3.9k | 298.10 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $1.2M | +37% | 36k | 31.86 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $1.2M | 18k | 65.61 |
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| Elevation Series Trust Sove Cap Flou Fd (SOVF) | 0.1 | $1.1M | -39% | 39k | 29.72 |
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| Bofi Holding (AX) | 0.1 | $1.1M | 12k | 97.39 |
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| Chubb (CB) | 0.1 | $1.1M | +10% | 3.3k | 340.78 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.1M | 6.7k | 164.60 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf | 0.1 | $1.1M | -3% | 25k | 44.36 |
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| Citigroup Com New (C) | 0.1 | $1.1M | -11% | 7.7k | 139.97 |
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| Nebius Group Shs Class A (NBIS) | 0.1 | $1.1M | 3.9k | 276.17 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.1M | -3% | 5.2k | 209.03 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.1M | 14k | 75.51 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.1M | NEW | 10k | 102.30 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $1.1M | 9.9k | 107.13 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $1.1M | +23% | 21k | 50.57 |
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| Uber Technologies (UBER) | 0.1 | $1.0M | 15k | 72.16 |
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| Newmont Mining Corporation (NEM) | 0.1 | $1.0M | 11k | 93.40 |
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| Goldman Sachs (GS) | 0.1 | $1.0M | +9% | 1.0k | 1010.90 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.0M | 9.6k | 107.62 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $1.0M | -14% | 10k | 102.25 |
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| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $996k | 17k | 57.88 |
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| Block Cl A (XYZ) | 0.1 | $991k | -2% | 13k | 76.00 |
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| Expeditors International of Washington (EXPD) | 0.1 | $991k | -73% | 6.1k | 162.98 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $976k | +3% | 6.2k | 156.73 |
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| Dominion Resources (D) | 0.1 | $974k | +2% | 14k | 68.29 |
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| Wells Fargo & Company (WFC) | 0.1 | $955k | +3% | 12k | 82.64 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $949k | +699% | 7.9k | 119.52 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $948k | +2% | 18k | 52.41 |
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| Marvell Technology (MRVL) | 0.1 | $947k | +32% | 3.2k | 297.90 |
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| Union Pacific Corporation (UNP) | 0.1 | $942k | +11% | 3.5k | 271.97 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $937k | 8.5k | 110.35 |
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| Verizon Communications (VZ) | 0.1 | $927k | 22k | 42.34 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $918k | 6.3k | 146.41 |
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| Quanta Services (PWR) | 0.1 | $911k | +11% | 1.3k | 719.99 |
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| FedEx Corporation (FDX) | 0.1 | $903k | +2% | 2.9k | 313.15 |
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| At&t (T) | 0.1 | $897k | 43k | 20.70 |
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| Nextera Energy (NEE) | 0.1 | $897k | -15% | 10k | 87.77 |
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| Gilead Sciences (GILD) | 0.1 | $893k | +7% | 7.1k | 126.34 |
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| Trane Technologies SHS (TT) | 0.1 | $892k | +9% | 1.8k | 491.16 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $886k | -25% | 5.4k | 163.67 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $885k | 8.1k | 109.43 |
|
|
| Williams Companies (WMB) | 0.0 | $846k | -12% | 11k | 74.34 |
|
| Ambarella SHS (AMBA) | 0.0 | $844k | 9.8k | 85.80 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $841k | 15k | 54.69 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $840k | 6.1k | 137.53 |
|
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.0 | $835k | 16k | 50.83 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $835k | +18% | 2.0k | 426.06 |
|
| AFLAC Incorporated (AFL) | 0.0 | $835k | 7.1k | 117.25 |
|
|
| Entergy Corporation (ETR) | 0.0 | $830k | -5% | 7.2k | 114.86 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $816k | 49k | 16.64 |
|
|
| United Sts Oil Units (USO) | 0.0 | $815k | +5% | 7.7k | 106.44 |
|
| Global X Fds Data Ctr Dig Etf (DTCR) | 0.0 | $805k | 27k | 30.37 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $803k | +62% | 5.6k | 144.62 |
|
| Amgen (AMGN) | 0.0 | $798k | -15% | 2.2k | 362.13 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $792k | 16k | 49.82 |
|
|
| Progressive Corporation (PGR) | 0.0 | $789k | +88% | 3.6k | 218.43 |
|
| General Dynamics Corporation (GD) | 0.0 | $785k | 2.2k | 354.20 |
|
|
| Unum (UNM) | 0.0 | $781k | -20% | 8.7k | 89.40 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $767k | +3% | 1.5k | 509.44 |
|
| Boeing Company (BA) | 0.0 | $756k | +3% | 3.5k | 216.46 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $748k | 6.4k | 117.49 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $746k | 21k | 36.13 |
|
|
| ConocoPhillips (COP) | 0.0 | $735k | +7% | 7.1k | 103.96 |
|
| American Express Company (AXP) | 0.0 | $725k | +8% | 2.1k | 338.29 |
|
| Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) | 0.0 | $717k | 14k | 50.00 |
|
|
| First Tr Exchange-traded A Mid Cap Val Fd (FNK) | 0.0 | $717k | 12k | 61.31 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $716k | -8% | 5.7k | 126.58 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $716k | +12% | 731.00 | 978.74 |
|
| Dimensional Etf Trust Us Targeted Vlu | 0.0 | $711k | 10k | 69.90 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $707k | 35k | 20.36 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $695k | +8% | 3.1k | 226.94 |
|
| United Rentals (URI) | 0.0 | $693k | -59% | 612.00 | 1132.92 |
|
| Cummins (CMI) | 0.0 | $693k | -20% | 972.00 | 712.97 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $691k | +308% | 8.6k | 80.57 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $689k | 5.9k | 117.29 |
|
|
| Analog Devices (ADI) | 0.0 | $682k | +11% | 1.7k | 397.22 |
|
| Kinder Morgan (KMI) | 0.0 | $682k | +18% | 21k | 31.97 |
|
| Deere & Company (DE) | 0.0 | $680k | +2% | 1.1k | 634.56 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $676k | 5.4k | 124.76 |
|
|
| Ishares Msci Switzerland (EWL) | 0.0 | $669k | 11k | 62.85 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $667k | 2.9k | 227.04 |
|
|
| TJX Companies (TJX) | 0.0 | $667k | +12% | 4.4k | 151.51 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $657k | +114% | 13k | 50.58 |
|
| Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) | 0.0 | $654k | 25k | 25.81 |
|
|
| Phillips 66 (PSX) | 0.0 | $650k | +4% | 3.8k | 169.07 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $647k | NEW | 1.5k | 426.43 |
|
| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 0.0 | $644k | 17k | 38.13 |
|
|
| Intuit (INTU) | 0.0 | $641k | +225% | 2.5k | 261.00 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $640k | -78% | 2.6k | 242.41 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $637k | NEW | 3.0k | 212.77 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.0 | $635k | -9% | 8.2k | 77.42 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $632k | -2% | 654.00 | 965.65 |
|
| Ab Active Etfs Intl Low Volatlt (ILOW) | 0.0 | $630k | 14k | 45.46 |
|
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $625k | +763% | 44k | 14.13 |
|
Past Filings by Keel Point
SEC 13F filings are viewable for Keel Point going back to 2015
- Keel Point 2026 Q2 filed Aug. 14, 2026
- Keel Point 2026 Q1 filed June 1, 2026
- 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