Keeler Thomas Management LLC

All 13F Filings

Location
Orem, UT
Most recent 13F
Q3 2026
Holdings value ($000)
255,855
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
Q3 2026 10/29/2026 149 255,855 13F-HR Keeler Thomas Management LLC
Q2 2026 7/29/2026 135 282,059 13F-HR Keeler Thomas Management LLC
Q1 2026 5/11/2026 118 236,268 13F-HR Keeler Thomas Management LLC
Q4 2025 2/12/2026 98 209,828 13F-HR Keeler Thomas Management LLC
Q3 2025 11/4/2025 105 245,053 13F-HR Keeler Thomas Management LLC
Q2 2025 7/31/2025 108 232,367 13F-HR Keeler Thomas Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 156.7 K 61.2% 0 781 -781
ETFs 86.96 K 34.0% 0 22.36 K -22.36 K
Debt 12.19 K 4.8% 0 3.066 K -3.066 K
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Fund Snapshot

Q3 2026
Latest filed
10/29/2026
Total value ($000)
255,855
Holdings
149
QoQ value change ($000)
-26,204 (-9.3%)
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.