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Keystone Financial Services

All holdings · as of Dec 31, 2025

121 positions

CompanyClassValueShares% of portfolio
VeriSign Inc$240.0K9880.1%
Mastercard Inc$236.5K4140.1%
Williams Cos Inc/The$232.6K3,8690.1%
Howard Hughes Holdings Inc.$229.3K2,8740.1%
DIMENSIONAL ETF TRUST$224.9K5,2840.1%
Evercore Inc$221.8K6520.1%
CAPITAL ONE FINANCIAL CORP$219.9K9070.1%
Constellation Energy Corp$217.7K6160.1%
NiSource Inc$217.7K5,2130.1%
MASTEC INC$217.4K1,0000.1%
CVS HEALTH Corp$216.9K2,7330.1%
Diamondback Energy, Inc.$216.8K1,4420.1%
Acuity Inc$216.4K6010.1%
Alibaba Group Holding LtdBABAADR$211.8K1,4450.1%
Expedia Group Inc$209.4K7390.1%
General Motors Co$208.6K2,5650.1%
STIFEL FINANCIAL CORP$208.1K1,6620.1%
Guidewire Software, Inc.$204.3K1,0170.1%
Cigna Group$203.9K7410.1%
BLACKROCK ETF TRUST$203.6K3,7250.1%
WYNDHAM HOTELS & RESORTS, INC.$200.2K2,6490.1%
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