KEELER THOMAS MANAGEMENT LLC

PrivateCIK: 1730660
Location

OREM, UT

118
Positions
$236.27M
Total AUM (reported)
5.01M
Total Shares

Allocation by class

TOTAL AUM$236.27M118 positions
COM$102.56M43.4%
BROAD USD HIGH$21.98M9.3%
SHS$13.62M5.8%
GLOBX SUPDV US$11.43M4.8%
STATE STREET SPD$9.00M3.8%
CL A$6.09M2.6%
S&P 500 ETF SHS$5.25M2.2%

Portfolio Concentration

Top 319.2%4–1016.8%11–2519.6%Rest44.4%TOP 1036.0%0%100%
Top 3$45.39M19.2%
4–10$39.70M16.8%
11–25$46.21M19.6%
Rest$104.97M44.4%

Top 3 weight

19.2%

Top 10 weight

36.0%

Voting Authority Distribution

Total shares with voting rights: 5.01M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

5.01M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole118
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings118
Rows:

ISHARES TR

SOLE
BROAD USD HIGH
Shares596.58K
TypeSH
Market value$21.98M
9.30%
Sole
0.00
Shared
0.00
None
596.58K

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares235.89K
TypeSH
Market value$11.98M
5.07%
Sole
0.00
Shared
0.00
None
235.89K

GLOBAL X FDS

SOLE
GLOBX SUPDV US
Shares604.69K
TypeSH
Market value$11.43M
4.84%
Sole
0.00
Shared
0.00
None
604.69K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares386.14K
TypeSH
Market value$9.00M
3.81%
Sole
0.00
Shared
0.00
None
386.14K

NVIDIA CORPORATION

SOLE
COM
Shares38.68K
TypeSH
Market value$6.75M
2.86%
Sole
0.00
Shared
0.00
None
38.68K

MICROSOFT CORP

SOLE
COM
Shares15.75K
TypeSH
Market value$5.83M
2.47%
Sole
0.00
Shared
0.00
None
15.75K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares8.79K
TypeSH
Market value$5.25M
2.22%
Sole
0.00
Shared
0.00
None
8.79K

JANUS DETROIT STR TR

SOLE
B-BBB CLO ETF
Shares102.02K
TypeSH
Market value$4.75M
2.01%
Sole
0.00
Shared
0.00
None
102.02K

COTERRA ENERGY INC

SOLE
COM
Shares119.72K
TypeSH
Market value$4.21M
1.78%
Sole
0.00
Shared
0.00
None
119.72K

NETFLIX INC.

SOLE
COM
Shares40.63K
TypeSH
Market value$3.91M
1.65%
Sole
0.00
Shared
0.00
None
40.63K

GENERAC HLDGS INC

SOLE
COM
Shares19.94K
TypeSH
Market value$3.89M
1.65%
Sole
0.00
Shared
0.00
None
19.94K

CF INDUSTRIES HOLD

SOLE
COM
Shares29.76K
TypeSH
Market value$3.86M
1.64%
Sole
0.00
Shared
0.00
None
29.76K

PFIZER INC

SOLE
COM
Shares134.17K
TypeSH
Market value$3.77M
1.59%
Sole
0.00
Shared
0.00
None
134.17K

ENERGY TRANSFER L P

SOLE
COM UT LTD PTN
Shares189.19K
TypeSH
Market value$3.65M
1.55%
Sole
0.00
Shared
0.00
None
189.19K

PAYPAL HLDGS INC

SOLE
COM
Shares71.82K
TypeSH
Market value$3.25M
1.37%
Sole
0.00
Shared
0.00
None
71.82K

ISHARES TR

SOLE
IBONDS 2026 TERM
Shares131.46K
TypeSH
Market value$3.02M
1.28%
Sole
0.00
Shared
0.00
None
131.46K

ISHARES TR

SOLE
IBONDS 2027 TERM
Shares133.66K
TypeSH
Market value$2.96M
1.25%
Sole
0.00
Shared
0.00
None
133.66K

ISHARES TR

SOLE
IBONDS 28 TR HI
Shares125.77K
TypeSH
Market value$2.95M
1.25%
Sole
0.00
Shared
0.00
None
125.77K

EMCOR GROUP INC

SOLE
COM
Shares3.86K
TypeSH
Market value$2.85M
1.21%
Sole
0.00
Shared
0.00
None
3.86K

ALPHABET INC

SOLE
CAP STK CL A
Shares9.71K
TypeSH
Market value$2.79M
1.18%
Sole
0.00
Shared
0.00
None
9.71K

ISHARES TR

SOLE
IBONDS 29 TR HI
Shares118.24K
TypeSH
Market value$2.75M
1.17%
Sole
0.00
Shared
0.00
None
118.24K

ISHARES TR

SOLE
IBONDS DEC2026
Shares111.06K
TypeSH
Market value$2.69M
1.14%
Sole
0.00
Shared
0.00
None
111.06K

PTC INC

SOLE
COM
Shares18.35K
TypeSH
Market value$2.61M
1.11%
Sole
0.00
Shared
0.00
None
18.35K

EDISON INTL

SOLE
COM
Shares35.37K
TypeSH
Market value$2.59M
1.10%
Sole
0.00
Shared
0.00
None
35.37K

UBER TECHNOLOGIES INC

SOLE
COM
Shares35.58K
TypeSH
Market value$2.56M
1.08%
Sole
0.00
Shared
0.00
None
35.58K
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