Institutions / Keynote Financial Services LLC
Keynote Financial Services LLC
CIK 2026127 · Institution · as of Dec 31, 2025
Portfolio value
$178.85M
Positions
168
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 168 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $10.28M | 5.7% |
| AbbVie Inc. | $9.01M | 5.0% |
| Vanguard Bd Index Fnds | $7.34M | 4.1% |
| Warren E. Buffett | $5.29M | 3.0% |
| RTX Corp | $5.20M | 2.9% |
| Microsoft Corp | $4.87M | 2.7% |
| Alphabet Inc. | $4.85M | 2.7% |
| Abbott Laboratories | $3.16M | 1.8% |
| Intel Corp | $3.11M | 1.7% |
| AT&T Inc. | $3.05M | 1.7% |
| H2O America | $2.75M | 1.5% |
| PROCTER & GAMBLE Co | $2.60M | 1.5% |
| Johnson & Johnson | $2.59M | 1.5% |
| Pfizer Inc | $2.45M | 1.4% |
| CVS HEALTH Corp | $2.32M | 1.3% |
| Lumentum Hldgs Inc | $2.29M | 1.3% |
| ELI LILLY & Co | $2.11M | 1.2% |
| Amgen Inc | $2.11M | 1.2% |
| Occidental Petroleum Corp /De | $2.09M | 1.2% |
| JPMorgan Chase & Co | $2.03M | 1.1% |
| Verizon Communications Inc | $1.96M | 1.1% |
| 3M Co | $1.82M | 1.0% |
| Amazon.com Inc | $1.80M | 1.0% |
| NVIDIA Corp | $1.79M | 1.0% |
| M&T Bank Corp | $1.76M | 1.0% |
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.