§ 13F · FUND PROFILE
KEYNOTE FINANCIAL SERVICES LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148.7T (13F)Positions · 162Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 38K | $10.3T | 5.7% | −3% |
| 2 | ABBV | ABBVIE INC | 39K | $9.0T | 5.0% | −3% |
| 3 | VUSB | VANGUARD BD INDEX FNDS | 147K | $7.3T | 4.1% | +43% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC. | 11K | $5.3T | 3.0% | +6% |
| 5 | RTX | RTX CORP | 28K | $5.2T | 2.9% | −3% |
| 6 | MSFT | MICROSOFT CORP | 10K | $4.9T | 2.7% | −1% |
| 7 | GOOGL | ALPHABET INC. | 15K | $4.8T | 2.7% | −10% |
| 8 | ABT | ABBOTT LABORATORIES | 25K | $3.2T | 1.8% | −5% |
| 9 | INTC | INTEL CORP | 84K | $3.1T | 1.7% | −4% |
| 10 | T | A T & T INC | 123K | $3.1T | 1.7% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEYNOTE SIGNAL
AC read
KEYNOTE FINANCIAL SERVICES LLC is a Other fund managing $148748.8 trillion in assets. The fund runs a portfolio of 162 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed