Keystone Financial Group

Q2 2026 13F-HR Holdings

Location
Lexington, KY
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
567
Total value ($000)
$1,686,490
Net value change ($000)
+225,370 (15.4%)
New positions
56
Sold out positions
18
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMD 39,942 600.6%
STX 20,916 52.0%
SPYM 15,545 28.4%
SPYG 15,240 40.7%
AAPL 9,806 11.2%
VFLO 8,288 19.4%
IALT 7,702 NEW
BLCR 7,161 2051.9%
DYNF 6,997 22.2%
BAI 6,124 44.4%
Top Reduces (Value $000, Stocks/ETFs)
JQUA -8,161 -67.8%
PLTR -6,887 -17.7%
BIDD -4,739 -58.5%
XOM -2,475 -27.4%
SGUXX -2,283 -100.0%
ET -2,050 -100.0%
IVW -1,786 -74.8%
EPD -1,688 -100.0%
THRO -1,687 -19.6%
BINC -1,481 -47.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type