Keel Point, LLC

All 13F Filings

Location
Huntsville, AL
Most recent 13F
Q2 2026
Holdings value ($000)
1,693,400
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 514 1,693,400 13F-HR Keel Point, LLC
Q1 2026 5/29/2026 465 1,513,448 13F-HR Keel Point, LLC
Q4 2025 2/12/2026 541 1,659,855 13F-HR Keel Point, LLC
Q3 2025 12/16/2025 528 1,625,941 13F-HR Keel Point, LLC
Q2 2025 8/15/2025 514 1,512,461 13F-HR Keel Point, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 583.4 K 34.5% 45.5 K 0 45.5 K
ETFs 1.109 M 65.5% 155.6 K 0 155.6 K
Debt 218 0.0% 0 1 -1
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,693,400
Holdings
514
QoQ value change ($000)
179,952 (11.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.