Institutions / Keel Point, LLC
Keel Point, LLC
CIK 1386935 · Institution · as of Mar 31, 2026
Portfolio value
$1.49B
Positions
460
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.49B-10.0%Positions
460-14.5%Top holdings
Mar 31, 2026View all 460 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $296.01M | 19.8% |
| Vanguard Tax-Managed Fds | $72.28M | 4.8% |
| Netflix Inc | $62.32M | 4.2% |
| iShares Tr | $52.03M | 3.5% |
| State Str SPDR S&P 500 ETF T | $51.14M | 3.4% |
| iShares Tr | $44.20M | 3.0% |
| SPDR Gold Tr | $38.46M | 2.6% |
| iShares Tr | $38.42M | 2.6% |
| Apple Inc. | $30.63M | 2.1% |
| iShares Tr | $27.65M | 1.9% |
| NVIDIA Corp | $25.58M | 1.7% |
| SPDR Series Trust | $23.57M | 1.6% |
| Amazon.com Inc | $19.87M | 1.3% |
| Tesla Inc | $19.09M | 1.3% |
| iShares Tr | $18.29M | 1.2% |
| iShares Tr | $17.54M | 1.2% |
| Vanguard Index Fds | $17.32M | 1.2% |
| Microsoft Corp | $14.80M | 1.0% |
| iShares Tr | $14.35M | 1.0% |
| Alphabet Inc. | $13.82M | 0.9% |
| Intuitive Surgical Inc | $13.26M | 0.9% |
| Booking Holdings Inc | $12.99M | 0.9% |
| iShares Tr | $12.26M | 0.8% |
| Vanguard World Fd | $12.09M | 0.8% |
| Southern Co | $10.97M | 0.7% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 922908363 Common stock | $15.41M | +26K +5.49% | 495,364 19.84% of portfolio | medium |
| Q1 2026 as of | New | 092528504 Common stock | $8.22M | +158K | 158,488 0.55% of portfolio | medium |
| Q1 2026 as of | Exit | 46641Q217 Common stock | $-7.47M | -113K -100.00% | 0 | medium |
| Q1 2026 as of | Add | 921943858 Common stock | $7.43M | +116K +11.45% | 1,127,898 4.84% of portfolio | medium |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-7.05M | -40K -21.61% | 146,676 1.71% of portfolio | medium |
| Q1 2026 as of | Trim | 81369Y605 Common stock | $-7.00M | -142K -95.30% | 6,995 0.02% of portfolio | medium |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-6.45M | -17K -30.37% | 39,970 0.99% of portfolio | medium |
| Q1 2026 as of | Trim | 81369Y803 Common stock | $-6.26M | -47K -62.85% | 27,838 0.25% of portfolio | medium |
| Q1 2026 as of | Exit | 46641Q225 Common stock | $-5.59M | -60K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-5.46M | -22K -15.14% | 120,688 2.05% of portfolio | medium |