Filed: 2/6/2026ACC: 0001729299-26-000001
📋 What this filing means
KEYSTONE FINANCIAL GROUP filed this quarterly 13F‑HR report disclosing 454 equity positions with a total reported market value of $1.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
454
Positions
$1.35B
Total AUM (reported)
14.31M
Total Shares
Allocation by class
EQUITIES$1.35B100.0%
Portfolio Concentration
Top 3$217.33M16.1%
4–10$275.06M20.3%
11–25$263.70M19.5%
Rest$595.85M44.1%
Top 3 weight
16.1%
Top 10 weight
36.4%
Voting Authority Distribution
Total shares with voting rights: 14.31M
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
14.31M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole454
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings454
Rows:
APPLE INC
SOLEShares341.63K
TypeSH
Market value$92.87M
6.87%
Sole
0.00
Shared
0.00
None
341.63K
SPDR S&P
SOLEShares117.64K
TypeSH
Market value$80.22M
5.93%
Sole
0.00
Shared
0.00
None
117.64K
PALANTIR TECHNOLOGIES
SOLEShares248.83K
TypeSH
Market value$44.23M
3.27%
Sole
0.00
Shared
0.00
None
248.83K
STATE STREET
SOLEShares523.90K
TypeSH
Market value$42.03M
3.11%
Sole
0.00
Shared
0.00
None
523.90K
VICTORYSHARES FREE
SOLEShares1.05M
TypeSH
Market value$41.25M
3.05%
Sole
0.00
Shared
0.00
None
1.05M
TESLA INC
SOLEShares90.54K
TypeSH
Market value$40.72M
3.01%
Sole
0.00
Shared
0.00
None
90.54K
VANGUARD TOTAL
SOLEShares119.76K
TypeSH
Market value$40.15M
2.97%
Sole
0.00
Shared
0.00
None
119.76K
NVIDIA CORP
SOLEShares215.20K
TypeSH
Market value$40.14M
2.97%
Sole
0.00
Shared
0.00
None
215.20K
STATE STREET
SOLEShares349.72K
TypeSH
Market value$37.31M
2.76%
Sole
0.00
Shared
0.00
None
349.72K
ISHARES U S
SOLEShares550.40K
TypeSH
Market value$33.47M
2.48%
Sole
0.00
Shared
0.00
None
550.40K
MICROSOFT CORP
SOLEShares48.36K
TypeSH
Market value$23.39M
1.73%
Sole
0.00
Shared
0.00
None
48.36K
BERKSHIRE HATHAWAY
SOLEShares45.60K
TypeSH
Market value$22.92M
1.70%
Sole
0.00
Shared
0.00
None
45.60K
VANGUARD S&P
SOLEShares36.02K
TypeSH
Market value$22.59M
1.67%
Sole
0.00
Shared
0.00
None
36.02K
AMAZON COM
SOLEShares96.11K
TypeSH
Market value$22.18M
1.64%
Sole
0.00
Shared
0.00
None
96.11K
META PLATFORMS
SOLEShares32.89K
TypeSH
Market value$21.71M
1.61%
Sole
0.00
Shared
0.00
None
32.89K
JPMORGAN CHASE
SOLEShares58.95K
TypeSH
Market value$18.99M
1.41%
Sole
0.00
Shared
0.00
None
58.95K
ADVANCED MICRO
SOLEShares82.85K
TypeSH
Market value$17.74M
1.31%
Sole
0.00
Shared
0.00
None
82.85K
SEAGATE TECHNOLOGY
SOLEShares62.82K
TypeSH
Market value$17.30M
1.28%
Sole
0.00
Shared
0.00
None
62.82K
INVESCO S&P
SOLEShares287.09K
TypeSH
Market value$17.02M
1.26%
Sole
0.00
Shared
0.00
None
287.09K
ISHARES INC
SOLEShares245.28K
TypeSH
Market value$16.49M
1.22%
Sole
0.00
Shared
0.00
None
245.28K
INVESCO QQQ
SOLEShares21.22K
TypeSH
Market value$13.04M
0.96%
Sole
0.00
Shared
0.00
None
21.22K
FIRST TRUST
SOLEShares379.12K
TypeSH
Market value$12.99M
0.96%
Sole
0.00
Shared
0.00
None
379.12K
BERKSHIRE HATHAWAY
SOLEShares17.00
TypeSH
Market value$12.83M
0.95%
Sole
0.00
Shared
0.00
None
17.00
ALPHABET INC
SOLEShares39.23K
TypeSH
Market value$12.31M
0.91%
Sole
0.00
Shared
0.00
None
39.23K
VANGUARD TOTAL
SOLEShares164.62K
TypeSH
Market value$12.19M
0.90%
Sole
0.00
Shared
0.00
None
164.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | Equities | 341.63K | SH | $92.87M 6.87% | 0.00 | 0.00 | 341.63K |
SPDR S&PSOLE | Equities | 117.64K | SH | $80.22M 5.93% | 0.00 | 0.00 | 117.64K |
PALANTIR TECHNOLOGIESSOLE | Equities | 248.83K | SH | $44.23M 3.27% | 0.00 | 0.00 | 248.83K |
STATE STREETSOLE | Equities | 523.90K | SH | $42.03M 3.11% | 0.00 | 0.00 | 523.90K |
VICTORYSHARES FREESOLE | Equities | 1.05M | SH | $41.25M 3.05% | 0.00 | 0.00 | 1.05M |
TESLA INCSOLE | Equities | 90.54K | SH | $40.72M 3.01% | 0.00 | 0.00 | 90.54K |
VANGUARD TOTALSOLE | Equities | 119.76K | SH | $40.15M 2.97% | 0.00 | 0.00 | 119.76K |
NVIDIA CORPSOLE | Equities | 215.20K | SH | $40.14M 2.97% | 0.00 | 0.00 | 215.20K |
STATE STREETSOLE | Equities | 349.72K | SH | $37.31M 2.76% | 0.00 | 0.00 | 349.72K |
ISHARES U SSOLE | Equities | 550.40K | SH | $33.47M 2.48% | 0.00 | 0.00 | 550.40K |
MICROSOFT CORPSOLE | Equities | 48.36K | SH | $23.39M 1.73% | 0.00 | 0.00 | 48.36K |
BERKSHIRE HATHAWAYSOLE | Equities | 45.60K | SH | $22.92M 1.70% | 0.00 | 0.00 | 45.60K |
VANGUARD S&PSOLE | Equities | 36.02K | SH | $22.59M 1.67% | 0.00 | 0.00 | 36.02K |
AMAZON COMSOLE | Equities | 96.11K | SH | $22.18M 1.64% | 0.00 | 0.00 | 96.11K |
META PLATFORMSSOLE | Equities | 32.89K | SH | $21.71M 1.61% | 0.00 | 0.00 | 32.89K |
JPMORGAN CHASESOLE | Equities | 58.95K | SH | $18.99M 1.41% | 0.00 | 0.00 | 58.95K |
ADVANCED MICROSOLE | Equities | 82.85K | SH | $17.74M 1.31% | 0.00 | 0.00 | 82.85K |
SEAGATE TECHNOLOGYSOLE | Equities | 62.82K | SH | $17.30M 1.28% | 0.00 | 0.00 | 62.82K |
INVESCO S&PSOLE | Equities | 287.09K | SH | $17.02M 1.26% | 0.00 | 0.00 | 287.09K |
ISHARES INCSOLE | Equities | 245.28K | SH | $16.49M 1.22% | 0.00 | 0.00 | 245.28K |
INVESCO QQQSOLE | Equities | 21.22K | SH | $13.04M 0.96% | 0.00 | 0.00 | 21.22K |
FIRST TRUSTSOLE | Equities | 379.12K | SH | $12.99M 0.96% | 0.00 | 0.00 | 379.12K |
BERKSHIRE HATHAWAYSOLE | Equities | 17.00 | SH | $12.83M 0.95% | 0.00 | 0.00 | 17.00 |
ALPHABET INCSOLE | Equities | 39.23K | SH | $12.31M 0.91% | 0.00 | 0.00 | 39.23K |
VANGUARD TOTALSOLE | Equities | 164.62K | SH | $12.19M 0.90% | 0.00 | 0.00 | 164.62K |
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