Institutions / Keystone Financial Planning, Inc.
Keystone Financial Planning, Inc.
CIK 1596906 · Institution · as of Dec 31, 2025
Portfolio value
$344.79M
Positions
44
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 44 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $165.62M | 48.0% |
| Microsoft Corp | $12.99M | 3.8% |
| Philip Morris International Inc. | $12.50M | 3.6% |
| US Bancorp \De | $11.78M | 3.4% |
| Chevron Corp | $11.75M | 3.4% |
| Bank Nova Scotia Halifax | $10.25M | 3.0% |
| Verizon Communications Inc | $9.68M | 2.8% |
| British Amern Tob PLC | $9.47M | 2.7% |
| CME Group Inc | $8.75M | 2.5% |
| Bristol Myers Squibb Co | $8.60M | 2.5% |
| SPDR Series Trust | $8.31M | 2.4% |
| Diageo PLC | $7.55M | 2.2% |
| T Rowe Price Group Inc | $7.01M | 2.0% |
| Altria Group, Inc. | $6.18M | 1.8% |
| Pfizer Inc | $6.13M | 1.8% |
| Exxon Mobil Corp | $5.86M | 1.7% |
| United Parcel Service Inc | $4.54M | 1.3% |
| Qualcomm INC/DE | $4.48M | 1.3% |
| Cisco Systems, Inc. | $3.80M | 1.1% |
| iShares Tr | $3.47M | 1.0% |
| Mcdonald'S Corp | $2.59M | 0.8% |
| Genuine Parts Co | $2.55M | 0.7% |
| International Business Machines Corp | $2.52M | 0.7% |
| Coca Cola Co | $2.50M | 0.7% |
| Franklin Resources, Inc. | $2.47M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.